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Energy BrainBlog

Blog by Energy Brainpool GmbH & Co. KG

Tag: Commodity markets (page 4 of 6)

Is there enough Cobalt to meet the need for batteries?

© Alchemist-hp

The German automotive industry is currently regarded as a prime example of an industry in upheaval: carmakers are investing billions in the design of new electric cars and the construction of their production facilities. As part of this strategy, a major German carmaker announced its intention to produce 22 million so-called Battery Electric Vehicles (BEV) over the next ten years.Will the global cobalt reserves be sufficient to keep pace with the ambitious plans?


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The energy market review June 2019: Hot phase or hot air?

© Energy Brainpool

While the tender for PV delivered lower prices in June 2019, there will be delays on the climate policy front. The details of a possible CO2-pricing and a climate-based tax reform are not to be announced until autumn. On the other hand, the second progress report on the energy transition makes it clear that many of the energy transition targets will not be achieved at the current rate of developments. While the spot market turned negative for several hours, the prices at the long end are falling with coal and gas.


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LNG – market development and trends

Liquefied natural gas (LNG) is on the way to enable a global gas market with growing consumption and trade during 2018. The largest regional market for the LNG is Asia, especially Japan, China and South Korea.
Increasingly, Europe also seeks to diversify its gas supply and LNG import terminals are being upgraded or constructed. This article covers the most important developments and trends in today´s LNG markets.


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PPAs and the new Network Development Plan – February 2019 in retrospect

In the coming years, PPAs and non-subsidised renewables will also come to Germany. This became clear in February 2019. In addition, the transmission system operators have published the first draft of the new network development plan for 2030. The expansion of the grid will become more expensive. While the tender values for Photovoltaics (PV) and wind remained high in the first tender in 2019, the long-term prices on the futures market declined in February.


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EU Energy Outlook 2050 – How will Europe evolve over the next 30 years?

Figure 1: Installed generation capacities in EU 28 (incl. NO and CH) by energy carrier; Source: Energy Brainpool,
© Energy Brainpool

With its current “EU Energy Outlook 2050”, Energy Brainpool shows long-term trends in Europe. The European energy system will change dramatically in the coming decades. Climate change and aging power plants are forcing the European Union and other countries to change their energy policies. What do these developments mean for electricity prices and revenue potential for photovoltaics and wind?


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Political announcements and sustained high prices – September 2018 in review

September 2018 showed its might. High commodity prices with subsequent corrections, as well as a series of political announcements at EU and German level. In addition: The condemned live longer. Blockchain technology is not yet at an end.


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Use case Poland: PPAs as an instrument of price hedging

The currently rising wholesale price for electricity is particularly pronounced in Poland. As before (e.g. August 2015), the old Polish power plant park is not in a position to cover the entire demand for electricity in times of shortages. Where the demand is high, there follows the price.


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April showers bring forth May flowers? – the energy industry in May 2018

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May 18 review: Still no clarity on special tenders and the German coal commission. On the other hand, more news on blockchain projects, slump in the onshore wind tenders, while there is only one direction on the price side: Bullish upwards.


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