Chetan Patel

Carbon Market Analyst at Carbon Cap Management, focusing on the power sector. Views are my own, but 100% renewable.

[Chetan Patel @ChetJPatel]

Why let a disabled, anxious passenger (my mother) pay extra to pre-select a Premium seat months ahead, then reassign her to a middle seat on the day and say “nothing can be done”? @VirginAtlantic

[Chetan Patel @ChetJPatel]

@hydro_customer Thank you - however this only retrieves meta data? is there example documentation perhaps pertaining to the API?

[Chetan Patel @ChetJPatel]

@hydro_customer @hydroquebecIntl Can anyone help me with a how-to guide for the data portal or point me to method to get historical and current hydrological data?

[Chetan Patel @ChetJPatel]

@EdKodzis Thanks! Do you know where I could find live data on hydro levels of power gen on Canada side? can't seem to find much power data for hydro quebec.

[Chetan Patel @ChetJPatel]

@EdKodzis Yeah the flows seems to have been dwindling for a while and now I see power being pushed towards Canada. Is there a limit there or simply price driven? i.e. can there be more upside risk for ISONE and NYIOS exporting as much as they used to import or not really realistic

[Chetan Patel @ChetJPatel]

@LuyueTan Yes I see FS changing a bit but would have thought that to be bullish for EUAs no?

[Chetan Patel @ChetJPatel]

@LuyueTan Hi Tan, what would you say is behing recent decoupling from TTF? Lack of major drivers and you see both markets following biggest bets (EUAs net short - TTF net long)?

[Chetan Patel @ChetJPatel]

Does anyone have any links or know of any studies into notional value of liquid power markets? Looking for anything acorss EU, USA, Asia, Australia?

[Ed Porter @edcporter]

Great deck from @RockyMtnInst on the energy transition.

This chart, in particular, rings true in the context of the GB, ERCOT and CAISO storage markets.

Also, if you’re after costs, sources etc. for various techs it’s a useful guide.

https://t.co/UM8miYpJpJ

[Wattiox @wattiox_energy]

Q2 Rally consolidating. Bearish pennant -continuation pattern- indicates at least 8,50€ downside potential for EUA Dec-24 Contract. That means German Baseload Cal25 at 85€ and Winter-24 THE at 35€. Please RT is you like it. Thanks! #OOCC #OCTT #EnergyCrisis #EUA #porrapool

[Stephen Stapczynski @SStapczynski]

Vitor Abreu is a geologist, but he arrived in Seoul last week like a pop star

He was greeted at the airport by flashing cameras and a hoard of reporters

Why?

His consultancy discovered one of the world's biggest oil & gas deposits off South Korea

🧵👇
https://t.co/EQLnXN19XV

[sean @_sn_n]

decisions, decisions

[Chetan Patel @ChetJPatel]

@moldvayendre Thanks for the info and the thoughts on the article with Seb/EnergyFlux - I had a question. Is there a reason we are only seeing this from 2023 onwards? Historically this trend hasn't realy held up well?

[Chetan Patel @ChetJPatel]

Anyone ran numbers of traded value of compliance carbon futures vs gas/power in EU?

[Chetan Patel @ChetJPatel]

@ShanuMathew93 Interesting, Shanu. Though is it fair to assume that this growth projections are more from a grid reliability standpoint? inflated in terms of hazard prepardness

[Chetan Patel @ChetJPatel]

Does anyone have or can point me to some insightful analysis that can help seperate fact from fiction in these inflated data centre demand growth projections in US?

[Chetan Patel @ChetJPatel]

Can anyone point to some good links either decent articles or journals on carbon removals? I want to understand the overall market a bit more and be able to answer questions from people who inevitably ask "if it will actually work"?

[Chetan Patel @ChetJPatel]

@steffeuchtinger On the OI, would this not be due to growth in Financial shorts greater than growth in Compliance long? although agreed that there is an increase in the compliance longs.

[Chetan Patel @ChetJPatel]

@ira_joseph Interesting, thanks. I guess good thing fossil demand is lower.