Jacob @jacob_n_mandel

London, England Joined June 2013

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Aurora Energy Research @AuroraER_Oxford

2 years ago

#GlobalGasMarkets are already facing a shortage following the start of the Russia-Ukraine conflict and the current Israeli-Palestinian conflict is adding to that issue… We have created a public report, examining the risks posed by this ongoing conflict auroraer.com/insight/strait…

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Richard Howard @UKenergywonk

2 years ago

What are the challenges and impacts on the energy industry of cutting emissions in line with the Paris 2˚C goal? This thread summarises the key findings from an insight report released today by @AuroraER_Oxford Blog: linkedin.com/pulse/road-2c-… Report: auroraer.com/insight/the-ro…

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Aurora Energy Research @AuroraER_Oxford

2 years ago

The results of the UK's Contracts for Difference Allocation Round 5 are OUT. In a historic first, the auction failed to procure any #offshorewind capacity. What does this mean for Britain's path to #NetZero? (1/)

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Aurora Energy Research @AuroraER_Oxford

3 years ago

Registration is open for the Aurora Renewables Summit Berlin 2023, taking place at the Berlin-Brandenburg Academy of Sciences on Thursday 11 May! Book your free ticket: eu.eventscloud.com/website/10935/ In partnership with: @OsborneClarke

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Ira Joseph @ira_joseph

3 years ago

#LNG sold by producers to portfolios accounts for 30% of all LNG contracts. Of this total in the portfolio, 55% has been resold to end users under contract, leaving 65 MTPA currently looking for a home this year. This uncontracted volume expands to 90 MTPA by 2030. #ONGT #natgas

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Aurora Energy Research @AuroraER_Oxford

3 years ago

... next winter, and cuts to Europe’s remaining Russian imports could pressure markets upwards. But the expansion of #LNG import capacity, particularly in Germany, could prevent #TTF prices from diverging from LNG markets, avoiding the second mechanism trigger. (2/2)

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Aurora Energy Research @AuroraER_Oxford

3 years ago

Today's the day! The EU's #gas "market correction mechanism" is LIVE. What does this mean? Probably business as usual—prices have fallen far below the €180/MWh trigger level. Risks of future price spikes remain: higher import demand from northeast Asia, cold weather ... (1/)

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Marco Giuli @MarcoGiuli

3 years ago

Czech utility CEZ initiates arbitration against Gazprom Export to recover damages for "significant underdeliveries" in 2022 cez.cz/en/media/press…

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Aurora Energy Research @AuroraER_Oxford

3 years ago

Hydrogen is set to play a major role in the EU's #energytransition (see #H2Med if you're not convinced) - but are the bloc's targets economically feasible? See our latest analysis below (and read on for key points): auroraer.com/media/renewabl… (1/)

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Aurora Energy Research @AuroraER_Oxford

3 years ago

The @EU_Commission will announce new proposals to "address excessive [#gas] price levels and volatility" today. See a snapshot of our experts' analysis of the options available below. (TLDR: none of the potential measures are without negative implications) #energycrisis (1/)

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Aurora Energy Research @AuroraER_Oxford

3 years ago

@EU_Commission See our analysis in full, prepared jointly with @EPICO_online and @b_weber_, here: epico.org/en/publication… (2/2)

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Aurora Energy Research @AuroraER_Oxford

3 years ago

European #gas prices have surged this morning, as markets react to the indefinite closure of the #NordStream1 pipeline. See @Reuters' round-up, featuring analysis from @jacob_n_mandel, our Senior Associate for Commodities, below: reut.rs/3AW4IGK #energycrisis

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Aurora Energy Research @AuroraER_Oxford

3 years ago

Tomorrow marks the second intermediary target date for EU #gas storage, before the legally binding minimum 80% requirement on 1 November. How are inventories currently stacking up? Stocks today: 84 bcm 1 Sep target: 65 bcm 1 Oct target: 79 bcm 1 Nov target: 88 bcm (1/)

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Kate Abnett @KateAbnett

3 years ago

The EU is on track to beat its targets for filling gas storage, but the bigger factor for energy security this winter will be whether countries can slash consumption enough to ensure stored fuel lasts through the coldest months. Analysis with @bozorgmehr reuters.com/business/energ…