James Huckstepp

Everything Energy / Commodities #power #carbon #gas #LNG #TTF #JKM #EUETS - Views my own

[Alex Huckstepp @alexhuckstepp]

We're looking for another senior, full stack dev in SF Bay Area. Referrals greatly appreciated! @uptool_ https://t.co/qIaDK6tvJK

[Eklavya Gupte @eklavyagupte]

CBAM's definitive phase may be more than a year away but companies are already starting to heddge EU Allowances to reduce their exposure to EU's carbon tax ⚡ 🌳 🔩
https://t.co/LN0wsA58o0
#CBAM #EUETS #CarbonMarkets #Emissions #ClimateChange #EnergyTransition #OCTT #OOTT

[James Huckstepp @JHuckstepp]

Some of my mumbling on massive shifts were seeing in global energy markets: https://t.co/yomo563ErV Thank you Paul and @HC_Insider for having us on

[James Huckstepp @JHuckstepp]

European power is getting cheaper! Thanks for the quote @EamonFarhat https://t.co/ind3YLBe2p

[James Huckstepp @JHuckstepp]

2024 brings big questions for the UK carbon market. @RachelMillardAS #UKETS #UKA #ETS

[FT Energy @ftenergy]

UK carbon price falls to record low https://t.co/mkHZKY1m5J

[John Arnold @johnarnold]

The Northeast has fought the expansion of natural gas pipelines for decades. As a result, it is the only region in America that still heats homes using (dirty and expensive) oil despite being adjacent to one of the most prolific nat gas fields in the world.

[Yan Qin @YanQinyq]

I had the view the weakness in UK ETS price is due to the lack of supply-adjustment mechanism like the EU MSR.
So it is really a positive sign that the UK government statement from yesterday mentioned 'examining the merits of a supply adjustment mechanism.'

[David Sheppard @OilSheppard]

Collapsing the U.K. ETS also makes it far more challenging to ever envisage connecting the market to the EU ETS - something most of heavy industry and the energy sector strongly support.

Carbon markets are a cornerstone of net zero - and the UK’s is arguably broken

[FT Energy @ftenergy]

Will lower carbon and energy prices help UK industry bridge divide with EU? https://t.co/UCnDwC7Z2Z

[David Sheppard @OilSheppard]

The UK carbon market is the cornerstone of net zero - way more important than Ulez or Rosebank

But the government has quietly undermined it, and it is now ~40% below the EU carbon price

The result? More fossil fuels and green projects harder to fund

https://t.co/Mq7f6RWboN

[Emeric de Vigan @Emericdevigan]

Interesting and spectacular behavior of Nogent2 nuc

Will connect earlier than expected on the grid following preventing replacement of pipes following stress corrosion

87 days of stop vs 161 initially planned : 74 days ahead !

Start of a new golden era for fr nuclear units ?

[Joe Wallace @josephttwallace]

Natural-gas prices are in retreat around the world, a windfall for the global economy. But the outlook isn't entirely positive. Story with @kimmackrael https://t.co/7PK0WpAqUu via @WSJ

[Joe Wallace @josephttwallace]

It's two weeks since Russia arrested our colleague Evan Gershkovich. We all look forward to the day when Evan is back doing what he does best--chasing a thrilling and important story and having an adventure on the way. Read his articles: https://t.co/KOw3WtA4Xe #IStandWithEvan

[James Huckstepp @JHuckstepp]

@TonyTassell @OilSheppard Very much agree with the conclusion: We're "demonstrating that market economies can find a way through. But sadly there’s a lot of pain to come."
Overall Europe is managing better than we expected (and much better than Putin expected us to), but still far too early to celebrate.

[James Huckstepp @JHuckstepp]

Profesional update: After six exciting years at S&P Global I’ve joined BNP Paribas in commodities strategy, expanding my coverage into power and carbon. Very grateful to all my former colleagues and looking forward to the challenge ahead https://t.co/lbe4TVVKUW

[Room Rater @ratemyskyperoom]

Couch view. Small plant. Maps of London are art. Add a pillow. Turn on lamp. 7/10 @JHuckstepp

[James Huckstepp @JHuckstepp]

Great to speak with @StreetSignsCNBC @CNBCi @cnbcKaren on Russian gas, Nord Stream, European demand, and the TTF price outlook (recorded last week) @SPGCIGas #ONGT https://t.co/upBvXjwM7h

[Javier Blas @JavierBlas]

The British newspapers will tomorrow lead with the risk of winter blackouts.

The UK government still refuses to launch a campaign of energy savings.

The risk was clear to everyone inside the industry: https://t.co/DBPWozgYh2

And here my latest column: https://t.co/cZGLo4uN8B

[James Huckstepp @JHuckstepp]

@AnnaHbrt @vonderleyen The TTF hub represents the price of gas in the Netherlands. It has temporarily dislocated from the hubs in parts of Europe that have more access to LNG due to an infrastructure bottleneck, which is rapidly being resolved. This issue doesn’t require market reform.