Horváth Romania’s Post

ESAI Power provides market and regulatory support to generation and portfolio owners operating in ISO-NE, NYISO, PJM and MISO. ESAI Power’s market reports and analyst interactions provide in-depth insights into complex market dynamics that help owners make difficult decisions in the ever-changing and evolving US power markets. Learn more: https://buff.ly/3EA6pvZ #powermarkets #renewableenergy

ESAI Power provides market and regulatory support to generation and portfolio owners operating in ISO-NE, NYISO, PJM and MISO. ESAI Power’s market reports and analyst interactions provide in-depth insights into complex market dynamics that help owners make difficult decisions in the ever-changing and evolving US power markets. Learn more: https://buff.ly/3EA6pvZ #powermarkets #renewableenergy

The AI boom is straining an aging U.S. electricity grid. Capital Group investment professionals discuss why utilities may be the next growth sector. Important disclosures: https://bit.ly/2JzEDWl .

Ethical use of Artificial Intelligence: Challenges and opportunities This article is authored by Nirpendra Ajmera, chief audit executive, Qulliq Energy Corporation. https://lnkd.in/eiActZRN

Ethical use of Artificial Intelligence: Challenges and opportunities This article is authored by Nirpendra Ajmera, chief audit executive, Qulliq Energy Corporation. https://lnkd.in/eiActZRN

🚩Just Published on our HP(EN) "How to synthesize or decompose IIPs to compute user-defined series indices" Authors: Ryohei Ikarii, Senior Economist, Clean Energy Unit Akira Yanagisawa, Executive Economist, Energy Data and Modelling Center 👉 https://lnkd.in/gXH3g6XJ

EQT Corporation CEO, Toby Z. Rice On AI Power Demand. “…this AI revolution is only going to take place with affordable, reliable clean energy and certainly we have that in spades.” “This market is massive, people are getting their heads wrapped around it right now. What we’re seeing is that AI power demand could be 75 GW. To put that in perspective, that is the equivalent of needing enough power to power an additional 15 x New York Cities. This is a massive opportunity here and when people are looking at who’s going to service this power demand, it’s all about speed and speed to market matters. This is going to be another differentiator for EQT and Natural Gas to take a very large amount of this market share.”. “…we need to ensure we have the ability to get energy infrastructure built in this country, whether it’s a pipeline or electric transmission line, we need to be able to get back to building things in this country…” #naturalgas #pipelines 

I was delighted to host our latest webinar alongside my Baringa colleagues – Francesca Tedeschi, Pavlos Trichakis and Mark Turner, to explore some of the latest trends in European Power Markets. It was a lively discussion across demand-side changes, commercial and risk management structures, and the impact on investors and developers.  After the tumultuous year of 2022, we started by asking whether the last 18 months of relative stability in power and gas markets are now the new normality, or have we been lulled into a false sense of security, and could we quickly revert to conditions of extreme volatility once again?   The discussion then moved into three thematics that will shape the near term 1) The growth in demand from AI and data processing.... a Chat GPT query consumes 25 times more power than a simple internet query. Imagine the scale of demand that can be ‘shifted’ across globally connected data centres to optimise across pricing and emissions! 2) The residual impact of the price shocks in 2023 saw a surging demand for offtakers to enter into CPPAs, but the recent stability in prices has since corrected the market  3) In a world of tightening margins, developers need to remain laser focused on supply chain and route to market capability, with margins moving from development to operational assets  Watch here https://lnkd.in/dZe-Xd3C

Ethical use of Artificial Intelligence: Challenges and opportunities This article is authored by Nirpendra Ajmera, chief audit executive, Qulliq Energy Corporation. https://lnkd.in/eNe9uRre

Great conversation on European power market trends. One particular point of note is that tighter margins are driving a focus on route to market commercial structures and value capture capabilities. Well worth a listen.