Analysis & Reports

China faces problems with National ETS

25/09/2017

China is set to launch its long-awaited National ETS, but major uncertainties linger as the government has yet to clarify who will join the market and how it will work. Government officials have yet to finalize the design of the scheme. 

read more >
China faces problems with National ETS

New tipping point: In 58 countries Solar power is now the cheapest form of energy

27/03/2017

It's official: solar became the cheapest source of new energy in lower-income countries this year, giving both companies and governments alike another reason to ditch coal and gas for renewables.

read more >
New tipping point: In 58 countries Solar power is now the cheapest form of energy

5 Solar Trends to Watch in 2017

9/02/2017

In 2017, the global solar market will experience a contraction -- something that hasn't happened in 16 years or more. According to GTM Research, global PV installations will shrink by 7 percent in 2017. However, this is just a bump on the road. Driven by falling system prices, new procurement methods like tendering and auctions, and emerging markets such as India and countries in Latin America, GTM Research forecasts a cumulative average growth rate of 8 percent over the next five years, resulting in a 109-gigawatt market by 2021.

read more >
5 Solar Trends to Watch in 2017

Weak energy complex, high auction volumes and looming Brexit vote (10/6/2016)

13/06/2016

After the rally in energy complex during the last two week, this week energy markets turned into a correction mode. Although on Monday coal and power prices continued on their way up started the week before last, next days the situation in energy complex calmed down and the prices begun to consolidate. Carbon motivated by stronger power climbed up till Tuesday, reaching 6.38 €/t price from which it bounced back and started to follow other energy commodities prices on the way down. EUAs then closed the week with a small negative w/w change near 6 €/t. 

More details in the lattest issue of the newsletter Virtuse Weekly.

read more >
Weak energy complex, high auction volumes and looming Brexit vote (10/6/2016)

Allowances resistant to strong energy complex last week (7/6/2016)

7/06/2016

Last week the energy complex had been strenghtening significantly, mainly coal and power. Firmer oil prices supported the price of coal which was rising due to expectations of a supply cut: a series of mines closures went across the market and a risk of floods in Australian mines is rising which, last time in 2010-2011, caused the coal price to go up by 50 % in two years. Coal got above 50 $/t level last week and closed at 52.75 $/t. This Monday it continued in its uptrend and closed even more than 2 $/t higher at 54.60 $. The rapid move on coal pushed up German power prices, during the past week Cal17 strengthened by more than 4 % and got to the highest prices this year. Allowances however lagged on this strong energy prices last week and they dropped slightly, 1.82 % w/w. On Monday however this trend reversed and EUAs started to follow power. Benchmark dec16 closed on Monday more than 20 cents up from the last week’s closing price at 6.21 €/t. 

More details in the lattest issue of the newsletter Virtuse Weekly.

read more >
Allowances resistant to strong energy complex last week (7/6/2016)


« Previous