Energy Aspects

The UK’s new sustainable aviation fuel (SAF) policy, unveiled this spring, combines incentives to spur production and mandates to ensure demand, which many in the aviation and fuels sectors have said is needed to get SAF production off the ground. Given the concentration of SAF supply in the US, we expect the UK will nevertheless remain a net importer of SAF in 2030, and that US pricing will be the determining factor of project economics. Find out more about Energy Aspects and our leading data and intelligence here - https://lnkd.in/euuRxUBC #EnergyAspects #SAF #Aviation 

🎙️Tune in to our latest Medley podcast! The Bank of Japan (BOJ) is unique among developed-market monetary authorities. Just as the European, Canadian, and Swiss central banks start their easing cycles – and the US Federal Reserve and Bank of England prepare to join in – the BOJ is tightening policy across the yield curve. Yet, the market is sceptical – driving the yen down 20% against the dollar since late-2022. Understandably so, says Medley Advisors’ veteran BOJ-watcher Kenichi Nagura. “The BOJ cannot raise interest rates to 2%, 3% like the Fed or ECB; the Japanese economy is not strong enough to accept such high interest rates,” he says in this podcast. “In the beginning, the rate hikes will be slow but, once BOJ can get a sense of the reaction of the economy and the market and politics to the rate hike, then the BOJ can raise interest rates at a faster pace”.  Medley podcasts capture leading macro policy insights, don't miss this engaging discussion, listen now -  https://lnkd.in/eK_4dJvi Our podcasts are also available on your favourite platforms, follow our page to stay up to date. Spotify: https://lnkd.in/eNViphmT  Apple Podcasts: https://lnkd.in/eg_BNdBS #EnergyAspects #GeoPolitics #Markets #Japan #Inflation 

Released for Energy Aspects subscribers earlier this week, the second instalment of the EA Forum podcast series is now available! Jeff Currie, the Chief Strategy Officer of Energy Pathways at The Carlyle Group and Dr Amrita Sen, Founder and Director of Research at Energy Aspects, sat down for an engaging discussion on the key themes and drivers of the global commodities markets. In this podcast, Amrita and Jeff discuss: -       Three big macro themes: China, elections, and the Fed. -       How energy remains “unloved”, especially in the energy equity space. -       The outlook for the USD given the strength of the US economy (despite soft data) relative to China. -       Why Jeff thinks $100 oil is possible this summer even though it'll be hard for crude to break out sustainably to the upside. Watch the full podcast here - https://lnkd.in/ecNGf94Q #Podcast #EnergyAspects

"I think the reason we are stuck in the range is OPEC on one side that is protecting effectively the floor but then you've also got the US government on the other side, which is threatening SPR releases or easing sanctions as soon as the oil prices go above $90USD…that’s why prices are effectively stuck in the middle". Energy Aspects Founder and Director of Research, Dr Amrita Sen, appeared on CNBC International to discuss the outlook for the oil market. Watch now - https://lnkd.in/eN5AVHwd #EnergyAspects #Oil #OilMarkets #OPEC

Energy Aspects is proud to announce our brand-new Global Macro feed 🌎 Part of EA Live, the Global Macro feed brings you analysis at the speed of markets, helping you make even faster decisions with real-time market and policy views on macro markets. Coverage includes our swift analysis of economic data and views on central-bank rate policy, market moves, political outcomes and policymaker comments. Want to learn how you can access rapid expert analysis? This feed will be available to all EA subscribers until 31 July before it becomes exclusive to our Macro subscribers. Find out more about Energy Aspects and our leading data and intelligence here - https://lnkd.in/gqEuKmEK #EnergyAspects #MacroMarkets #EALive

We forecast around 15 Mtof carbon will be captured and stored under the EU ETS by 2030, with some 9 Mt injected in 2030 alone. We estimate that carbon storage injection capacity should be around 20 Mtpa by 2030, with storage capacity leading capture rates, but well short of EU targets of 50 Mtpa of injection capacity. Our initial forecasts for 2035 have 28 MtCO2 being stored that year, with 102 Mt stored cumulatively in 2031–35. The slow progress to date on CCS means emissions from the cement and lime sector, two sectors hard to abate without CCS will only see limited reductions by 2030. Energy Aspects' emissions service tracks supply, demand, and price trends and how they interact with policy updates for carbon trading schemes in Europe and North America. Find out more here: https://lnkd.in/eUdVvvrj #EnergyAspects #LongTerm #Emissions

In elections held last month, the African National Congress (ANC) lost its majority in the South African parliament for the first time since the end of Apartheid. Cyril Ramaphosa will remain president, as his party has formed a coalition with the centrist Democratic Alliance (DA) and two smaller parties. The addition of the DA, a business-friendly party, will likely result in a more free-market philosophy for a country that has suffered from an inadequate energy system in recent years. Ratings agencies and markets view this outcome favourably. The election occurred against a backdrop of routine power cuts by the state utility, Eskom, under the euphemism of load shedding. Since the 1990s, South Africa, the seventh-largest coal producer globally, and the largest in Africa, has sought to extend electricity to all its citizens. However, ageing infrastructure, a lack of new power stations, and widespread corruption in infrastructure procurement, something the DA is widely expected to crack down on, have hindered Eskom's ability to meet demand. Consequently, load shedding became Eskom’s only strategy when demand exceeded the available supply from its 52 GW of total generating capacity, 39 GW of which utilises coal. Energy Aspects is committed to helping you navigate the energy transition. Learn more about our Trading the Transition service here - https://lnkd.in/eGENXarB #EnergyAspects #EnergyTransition

🎙️Tune in to our latest Medley podcast! Now available to all! By dissolving the national assembly and daring his compatriots to elect a right-wing populist government, French President Emmanuel Macron has revived questions over fiscal stability in Europe that had been buried for more than a decade.   With the first round of the legislative election coming on Sunday, Medley Advisors' European analysts Tim Gwynn Jones and Pepijn Bergsen discuss the market risks surrounding both likely outcomes.      Listen now - https://lnkd.in/eK_4dJvi   Medley podcasts capture leading macro policy insights, don't miss this engaging discussion!   #EnergyAspects #GeoPolitics #FrenchElection #ElectionPresidentielle

Last chance to register for our inaugural Freight webinar! Join us for a live webinar where Freight Analysts Andrew Scorer, Anastasia Zania, Crude Analyst Richard Price, and EA’s Founder and Director of Research, Dr Amrita Sen, will provide an update on the Atlantic-basin tanker market and introduce our Dirty and Clean Freight Service. 📅 Mark your calendars for Wednesday 26 June 10:00 BST (15:00 SGT) Key highlights of the webinar: - The impact of TMX, Dangote, Dos Bocas and geopolitical events on trade flows and Atlantic-basin freight rates. - How the market has reacted to the inclusion of WTI into Brent and the interplay of spreads/arbs on the freight market moving forward. - How the Aframax versus VLCC markets will evolve and impact crude differentials and spreads. 👉 Register now and secure your spot: https://lnkd.in/etpwvKZw #EnergyAspects #Freight #Oil

Energy Aspects' Head of Asian Global LNG, Min Na, is poised to speak at the Lloyd's Register Global LNG Forum in Shanghai, China, on June 27, 2024. 💨   Min will be part of a panel discussing the 'LNG Global Market Outlook', delving into fundamentals from both the demand and supply sides, covering: the change in global LNG dynamics when the next wave of LNG supply comes online; and how Asian LNG demand sensitivity helps to balance the market.   Our global LNG service provides analysis and data on the latest trends in seaborne natural gas markets. With our in-depth coverage of how trade at major hubs will affect the wider market, Global LNG clients can confidently position their organisations to benefit from the latest developments.   Find out more: https://lnkd.in/eTqVx2XQ   #EnergyAspects #LNG #LNGMarketOutlook #NaturalGas #EnergyIndustry #LNGTrends