John Feddersen

Founder and CEO of Visiting Fellow, Oxford

[Jack Prandelli @jackprandelli]

The entire LNG world just rewired.

Feb 2026 → Mar 2026:

🇶🇦 Qatar: 8.4 bcm → 0.4 bcm. Essentially gone.

🇺🇸 US: 13.1 bcm → 15.7 bcm. Filling the gap.

🇦🇺 Australia: 8.7 → 9.3 bcm. Picking up scraps.

🇷🇺 Russia: barely moved.

🇪🇺 Europe: still receiving 11.9 bcm.

The flows didn't collapse.

They just rerouted straight to American exporters.

This is the new LNG map.

Full breakdown in my article 👇
https://t.co/oBY1MSCmpW

[Aurora Energy Research @AuroraER_Oxford]

📣Episode 232 of #EnergyUnplugged is live! This week Carolina Nester, Head of Operations for Iberia at @Sonnedix joins Christina Rentell, our Research Lead for France & Iberia, to discuss the challenges of curtailment and its impact. ☀️💡

Tune in! https://t.co/0fUeGnaD3t

[Shanu Mathew @ShanuMathew93]

.@AuroraER_Oxford finds removing federal clean energy tax credits would increase wholesale power prices by $5-12/MWh by 2030/40, reduce clean energy capacity by 237GW, cut investments by $22bn annually, eliminate 97,000 jobs, and raise residential electricity bills by 10% on average—with TX & NY seeing large impacts.

[NITI Aayog @NITIAayog]

Shaping a Resilient #Energy Future!

Shri Suman K Bery, Vice Chairman, NITI Aayog led a dialogue on shaping a resilient energy future. Insightful discussions on energy security, market design, and the role of hydrogen & #NuclearEnergy were held with John Feddersen, Dan Monzani, and key experts from Aurora Energy Research.

#PMOIndia #NITIAayog #Sustainability #EnergyTransition #Renewable

[John Feddersen @JFedd1]

@guynewey Congrats Guy! Hope you found a moment yesterday to reflect on your role in this with satisfaction.

[Aurora Energy Research @AuroraER_Oxford]

With the UK elections just round the corner, we are looking forward to the first television debate between @UKLabour and @Conservatives leaders, which is scheduled for this evening.

We hope #energy and #climatechange are a major part of the discussion ⚡ ⛈. (1/)

[Aurora Energy Research @AuroraER_Oxford]

✅ On our current pathway, we expect total consumer costs to be £112/MWh (average annual costs, 2025-50).
✅ In a 2035 net zero scenario, costs would be 2% lower (£109/MWh).
✅ In a 2030 net zero scenario, the costs would be 4% lower (£107/MWh). (6/)

[Morgan Lovell @MorganLovell]

The journey has begun to bring Aurora Energy Research's new global headquarters to life in the heart of Oxford. It's full speed ahead to deliver this 38,000 sq ft fit out in only 12 weeks. Here's a sneak peek as we deliver this amazing project.
#officedesign #fitout #oxford

[Aurora Energy Research @AuroraER_Oxford]

NOW AVAILABLE: The Aurora Spring Forum 2024 Highlights Pack! Discover key insights from this exclusive event through summaries from all sessions, keynote presentation slides, as well as the best moments captured in our highlights video and photographs: https://t.co/aBd3tBYnl5

[Aurora Energy Research @AuroraER_Oxford]

On this week’s podcast episode, Craig Francis, CEO, Genex Power discusses #renewables and #storage development in the Australian market with our Managing Director for APAC and California,
@hcwbatten, and our Research Lead for Australia, James Ha. https://t.co/0fUeGna5dV

[Aurora Energy Research @AuroraER_Oxford]

In this podcast episode, we welcome Declan Flanagan, Founder & CEO, Bluestar Energy Capital discussing renewables and storage development in the US and Australian markets with @hcwbatten, MD, APAC & California & Kimberly Liu, Research Lead, US West https://t.co/0fUeGna5dV

[Aurora Energy Research @AuroraER_Oxford]

In this podcast episode, we are delighted to welcome Robert Todd, Managing Director, CIBC Capital Markets discussing Long Duration Energy Storage and its role in supporting the #EnergyTransition with our Head of Research for the UK & Ireland, Marc Hedin. https://t.co/0fUeGna5dV

[Aurora Energy Research @AuroraER_Oxford]

On this episode of #EnergyUnplugged, we are delighted to welcome Andy Bowman, Founder & CEO of @jupiterpowerllc, discussing #renewables in the US with our Managing Director for North America, Oliver Kerr. Listen here: https://t.co/0fUeGna5dV

[Aurora Energy Research @AuroraER_Oxford]

On this week’s #EnergyUnplugged episode, Igor Fonseca, Head of Power, @santander_br, Project Finance, joins our Founder & CEO, John Feddersen, discussing project finance in Brazil’s power sector. Listen here: https://t.co/0fUeGna5dV

[Aurora Energy Research @AuroraER_Oxford]

The results of the UK's Contracts for Difference Allocation Round 5 are OUT.

In a historic first, the auction failed to procure any #offshorewind capacity.

What does this mean for Britain's path to #NetZero? (1/)

[Aurora Energy Research @AuroraER_Oxford]

On this week’s #EnergyUnplugged episode, Luis Pita, General Manager, Brazil, at Atlas Renewable Energy, joins our Founder & CEO, John Feddersen, discussing the current situation and future plans for the energy market in Brazil. Listen here: https://t.co/JRBMl76JJR

[Aurora Energy Research @AuroraER_Oxford]

Brazil could produce 1.8bn tonnes of #hydrogen per year, according to @Minas_Energia's new National Hydrogen Program Work Plan.

Is this realistic?

Bruno Silva, our Market Lead for Brazil, discusses with @energypollym for @hydrogeninsight below:

https://t.co/WfCkqQBqKJ

[Aurora Energy Research @AuroraER_Oxford]

In our 150th podcast episode, @LowinaL, Senior Vice President, @svenskakraftnat joins @GerardEsser discussing the upcoming priorities of the Swedish Transmission System Operator (TSO), such as the capacity market implementation and solving grid bottlenecks https://t.co/JRBMl76JJR

[Ofgem @ofgem]

🎧 Listen to our CEO, Jonathan Brearley, discuss Ofgem's role in meeting Net Zero and the current energy market on this week's episode of Energy Unplugged by @AuroraER_Oxford

🔽
https://t.co/5wtwbZQ58X

[John Feddersen @JFedd1]

@AuroraER_Oxford @LBGplc @nationalgriduk Very slick!