Energy markets analysis

November 15, 2021

EGM Monthly Report – November 2021

EGM Monthly Report – November 2021 Macroeconomic and forex Global output lags behind global demand and recruitment difficulties are not easing, which fuels inflationary pressures. Central banks resist market pressure and defy rate hike expectations, pushing equity markets to record-high levels. The euro may not have bottomed out yet. Oil…
March 1, 2021

Infographic – EUA prices above €40/t : anatomy of a rally

[UPDATE : 18/03/2021] EUAs are the best performing energy commodity in Europe since the start-up of the COVID19 outbreak. They even reached an absolute record high at €43/t in March 2021, 15 years after the creation of the EU ETS. One clear consequence of this impressive increase over the past few…
The five main lessons we retain from energy markets in 2020
January 4, 2021

The five main lessons from energy markets in 2020

2020 has been an astonishing period for energy markets. The historical demand shock implied by the Covid-19 outbreak was offset by a massive reduction in energy supply and upstream investments in a short timeframe, which triggered a quick rebalancing of global balances and a price recovery still ongoing in early…

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