Norway’s looming supply deficit

Norway’s looming supply deficit

Norwegian power prices have swung from record highs last year to all-time lows this year as supply in the hydropower-intensive nation shifted from deficit to surplus. While dry or wet weather generally drives prices, Norway is set for a long-term change from a power exporter to an importer as new capacity lags demand growth. Listen to a discussion about Norway’s struggle with new capacity, notably onshore wind – with only 3 of 356 local communities in approval – and why investors are looking ...

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Will standardised PPAs revive a stagnating market?

Will standardised PPAs revive a stagnating market?

Long-term renewable power purchase agreements (PPAs) have been in steady decline across parts of Europe, thanks to low wholesale prices and a volatile market. Yet some short-term standardised PPA prod...

17 Okt 202528min

Spain’s grid in "safe mode": Lessons from the blackout

Spain’s grid in "safe mode": Lessons from the blackout

April's huge blackout across the Iberian peninsula, and parts of France, triggered a storm of debate In Spain and more widely across Europe. Despite the publication of several reports, questions remai...

10 Okt 202531min

Complex and volatile - 15-minute power auctions start

Complex and volatile - 15-minute power auctions start

The new 15-minute day-ahead auctions went live this week, marking one of the most significant changes in the European power market to date. In this episode - recorded 48 hours after the first auction ...

3 Okt 202528min

SMRs and AI: Powering Europe's energy security?

SMRs and AI: Powering Europe's energy security?

Last week, the UK Prime Minister was the latest leader in Europe to announce his commitment to nuclear energy production by announcing plans to build "a fleet" of small modular reactors (SMRs). The UK...

26 Sep 202531min

Could EU carbon prices hit EUR 90/t by year-end?

Could EU carbon prices hit EUR 90/t by year-end?

Earlier this week, Europe’s benchmark carbon price climbed by over 1 EUR to reach a seven-month high. Could it continue to rise? As companies across the EU rush to meet the EU ETS deadline on the 30...

18 Sep 202525min

Is the EU failing its heavy industry?

Is the EU failing its heavy industry?

The US-EU USD 750bn energy deal announced at the end of July left many observers scratching their heads, not least because of the eye watering sums involved. However, European heavy industry, steel an...

12 Sep 202531min

A Nordic balancing act

A Nordic balancing act

In March 2025, the balancing price in all of the Swedish price zones crashed to the technical floor of EUR -10,000/MWh - setting off a trend of volatile prices and turbulent balancing markets in the N...

5 Sep 202535min

Nordic power market at a crossroads

Nordic power market at a crossroads

Volatile prices, falling liquidity and declining profitability are some of the many headwinds the Nordic power market faces in the months ahead. In addition, could political meddling create more damag...

28 Aug 202530min

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