
09 May 2007
Rarely to the worlds of commodities and equities cross in terms of trading but those traders with a wider scope will look at this information in more detail.
It is interesting to note that when power prices tumbled at the beginning of the year shares prices in power companies did not fall. In fact rumours of mergers and acquisitions forced some them to remain steadfastly high. International Power for example bashed through the £4 mark with fund managers and traders sighting it as a takeover possibility. Furthermore, Scottish and Southern a company that has doubled in value over the last three years also remains very high.
As oil prices and metal prices continue their summer surge the likes of Rio Tinto and also Anglo American have continued to rise setting new highs as the value of their commodity rises. Power prices do not look like rising dramatically and will continue to follow gas power and emissions prices, but the share prices can lead investors to look at the raw commodity in more detail, and green power shares have rocketed. Clearly some people feel that this market has upside potential.
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Fundamentals (Part 2)
 
23 January 2007
The long run marginal cost is only useful for existing plant, but players must understand that new build and new technology has to be planned for. In the old days under nationalised industries this was a rolling plan. Now markets have to provide this level of help. Therefore cycles of rises and falls are inevitable.  
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The Windy Dichotomy
 
02 March 2006
Wind farms have always struggled with planning permissions. As another potential site gets rejected by the government, the question has to be asked is the UK's green generation policy just lip service to appease the green lobby.  
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Solar in the UK - Not So Bright
 
01 November 2011
DECC has published the Comprehensive Feed-in Tariff (FiT) document and at the same time, many say, put a nail in the coffin for the Solar Industry in the UK. With the FiT rate for Solar Power to be cut by more than 50%, and with a proposal that eligibility to the scheme should be linked to a minimum energy efficiency requirement - many fear that this will be the end for the industry  
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Investing in the Future
 
11 June 2010
The Wave and Tidal energy sector gets nervous ahead of the E-budget, concerned that funds will suffer as part of anticipated public spending cuts. Should this sector suffer?  
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Labour's Pre Budget Report - Good News for the Bingo Players!
 
09 December 2009
Labour's Darling delivered his (probably last) pre budget report which included a range of measures to "tackle" the country's balance sheet. Among a range of tax raising measures, it was heartening to see that the Bingo players out there will see duty fall 2% to 20%!  
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November 2011 Review
 
02 December 2011
While debt repayment concerns combined with woeful economic indicators continued to be a feature throughout November, supply and demand fundamentals were an obvious driver too. Unseasonably warm weather combined with (and causing) plentiful gas storage meant that UK power and gas markets went into a nose dive.  
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Prepare for the clash of OPEC & IEA
 
23 November 2011
With less than a month to go until OPEC meets, the statements are beginning to fly: OPEC believe the oil market looks balanced while the IEA again are saying that high oil prices could harm fragile global economic growth. Let the battle begin!  
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Markets Still Jittery
 
21 November 2011
Most markets reported further losses today on the back of underlying nerves about the ability of both Europe and the US to repay their debts. Oil, commodities and equities all reported losses.  
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Turmoil returns on Greek Announcement
 
01 November 2011
Following last weeks announcement that the eurozone leaders had reached an agreement on a Greek bailout - one that would see banks take a 50% hit on their holdings of Greek debt, the Greek Prime Minister made his own shocking announcement that he plans to hold a referendum on the matter. The Markets tumble in response.  
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Eurozone Debt Deal Announced
 
27 October 2011
After prolonged discussions and late night talks, European leaders have announced a agreement on a a Eurozone debt deal. But will the devil be in the detail?  
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