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An analysis of the factors influencing electricity consumption in Poland in 2023 and the first half of 2024 allows us to conclude that those that support a reduction in demand and thus reduce upward pressure on prices will prevail. These are expectations of global economic activity, projections of meteorological conditions, and projections of energy demand […]

An analysis of the factors affecting the availability of natural gas in Poland in 2023 and the first half of 2024 allows us to conclude that those that support demand reduction, and therefore security of supply, will prevail. The main factors influencing the formation of gas demand.Factors supporting assumptions about reducing demand for gas fuels […]

The basic model forecasting renewable power generation was based primarily on weather forecasts at locations with the highest concentration of wind and photovoltaic farms. On the demand side, on the other hand, we have projected power demand, which also depends to some extent on the weather. Information on holidays is also important because then it […]

In Q4 2022, a 1[%] increase in the share of generation from RES in the Polish energy mix resulted in a 0.487[%] reduction in energy price, in IQ 2023 – by 0.521[%], and in Q2 2023 – by 0.557[%]. On average, from 2018 to 2023 (Q2), a 1[%] increase in the share of generation from […]

Ethanol is also sometimes produced from wheat, for example. However, in the case of corn, the efficiency of the process (the amount of energy obtained by burning ethanol relative to the energy put into producing it) is several times higher. Thus, monitoring of corn crops around the world, which allows estimating corn yields, also provides […]

The situation in the gas market is still not stabilized. Recently, futures contracts for the commodity jumped one day by as much as 30 percent. These large price fluctuations were caused by a series of small failures at gas plants in Norway and the planned closure of a key production facility in the Netherlands. Indeed, […]

For listed assets, volumes such as volume or the number of open positions on futures contracts are reported daily in addition to the price. Every week, in turn, detailed reports are published by the Commitments of Traders (COT) on investor structure (a breakdown of the market into investor groups with the number of open long […]

Both the International Energy Agency and OPEC+ expect a further increase in global oil demand in the second half of 2023, potentially lifting oil prices. The recovery expected in a few months is expected to contribute to this. At present, however, supply is not aligned with the record high level of production in the U.S. […]

It cannot be ruled out that, in the long term, market participants expect CO2 volumes to fall due to the expected economic slowdown or even recession in the EU. In addition, improvements in energy efficiency and greater use of RES sources for energy production support price declines. The fact that the EU Council adopted the […]