Timera Energy

We are a consultancy that provides expert advice on value and risk in power, gas & LNG markets. Our work is backed by industry experience.

[Timera Energy @TimeraEnergy]

LNG shipping market in the doldrums
Why LNG charter rates have hit record lows, how they may recover & what this means for LNG portfolio value via a case study.
https://t.co/gcBnouawtf
#energy #LNG #gas

[Timera Energy @TimeraEnergy]

Investment case for European gas-fired power plants
We look at the challenges & opportunities facing gas plant investors as the policy landscape shifts & dive into the nuances of the gas-fired investment case
https://t.co/zC2ivfwEFB
#energy #CCGT #GFP

[Timera Energy @TimeraEnergy]

Following the 28th April blackout, import capacity from Spain to Portugal was temporarily limited to just 1 GW — around a third of typical levels — as part of a grid “stabilisation process” which has impacted peak-hour price dynamics.
https://t.co/ZeXhzVOfGI
#energy #spain

[Timera Energy @TimeraEnergy]

Hydrogen Bank auction results & power market impact by 2030
We look at how Hydrogen Bank auctions are delivering electrolyser capacity & the impact of this on power markets across the next 5 years.
https://t.co/NQVqfiFfMu
#energy #hydrogen #EU

[Timera Energy @TimeraEnergy]

UK carbon prices rally on announced EU & UK ETS merger
New trade deal announced between the UK & EU has seen a 33% rally in UK carbon prices since talks began. This new alignment is supportive of UK low carbon flexible asset value.
https://t.co/ZAdlhdNN2t
#energy #UKA #ETS

[Timera Energy @TimeraEnergy]

Italian gas flexibility: price signals in action
We explore recent spikes in the PSV-THE price spread, and how the dynamic driving flexible piped flows into Italy is evolving.
https://t.co/7mbQovfYVd
#energy #gas #Italy #LNG

[Timera Energy @TimeraEnergy]

German energy regulator opens public consultation on network tariff reform
On 12 May 2025 Germany’s energy regulator, BNetzA, opened a public consultation and released a discussion paper on reforming network tariffs.

https://t.co/dFa10v8ybN
#DE #gridfees #BESS

[Timera Energy @TimeraEnergy]

Current LNG portfolio value drivers in focus
We set out key portfolio focus areas for LNG companies in 2025 and use a case study to demonstrate changing portfolio valuation dynamics.
#energy #LNG #EU #USGC
https://t.co/uV1b4euCcs

[Timera Energy @TimeraEnergy]

A return to contango seasonal spreads has encouraged injections, despite ongoing talks of relaxing EU storage mandates. EU imports have been further supported by weaker Asian demand, with Asian LNG imports falling by nearly 10% from January to April 2025.

https://t.co/XniADsmaf2

[Timera Energy @TimeraEnergy]

EU LNG imports have rebounded in March and April from February 2025 levels, with April imports increasing by 18% year on year.

[Timera Energy @TimeraEnergy]

Storage injections are fuelling increased European demand for LNG. If current rates are sustained, European storage will be 100% full before November.

[Timera Energy @TimeraEnergy]

BESS co-location resurgence in Germany
We look at policy related value drivers that are supporting the investment case for co-located BESS in Germany
https://t.co/xaNIjTAPtd
#energy #German #BESS #solar #colocation #subsidy

[Timera Energy @TimeraEnergy]

Flow-based market coupling & counterintuitive flows in Europe
We look into the key drivers behind counterintuitive flows and examines the operational challenges and opportunities they create for market participants.
https://t.co/2r6lVFP3ZT
#energy #interconnectors #europe

[Timera Energy @TimeraEnergy]

Russian gas flows to Europe through Ukraine cease
Long term capacity contracts between Ukraine and Russia expired on the 1st January 2025
https://t.co/N4LEBaeImP
#energy #gas #ukraine

[Timera Energy @TimeraEnergy]

GB Capacity Market prequalification results released
Total prequalifying capacity in T-4 CM register continues to tighten against government target, reinforcing the need for more new build capacity.
https://t.co/Xg7CNYAJhl
#energy #GB #CapacityMarket

[Timera Energy @TimeraEnergy]

China November LNG imports fall year-on-year Soft industrial demand, ample onshore supply drive a reduction in LNG imports https://t.co/jKVre1opUZ
#energy #China #LNG #imports

[Timera Energy @TimeraEnergy]

10 energy market surprises from 2024
We look at 10 surprises across energy markets in 2024 as well as checking in on the 5 surprises we set out in January.
https://t.co/4MyEho0zYT
#energy #timera #gas #power

[Timera Energy @TimeraEnergy]

Italian BESS investment to surge in 2025
We set out & discuss analysis of value drivers & risks for battery investors in Italy as well as looking at MACSE & Capacity Market bidding strategies.
https://t.co/NUJTghRR01
#energy #Italy #BESS #MACSE #webinar