Clifford Chance Financial Markets Toolkit’s Post

🎥 Founder & CEO, Talal Debs, joined Yahoo Finance to discuss how Zefiro is addressing #MethaneEmissions through innovative oil and gas well-plugging solutions and verified #CarbonOffsets. 👥 Hear his insights on the #environmental and economic impacts of tackling this potent #GreenhouseGas. Watch the full interview.

In 𝘞𝘈𝘛𝘔𝘛𝘜, September 22, we look at why risk/reward dynamics suggest long-term investors have another good opportunity to further accumulate positions in the energy sector. Clients can read the report here: https://lnkd.in/eKnrEZEh #InvestmentResearch #InvestmentIdeas #Diesel #EnergySector #ChartoftheWeek

♦️Groups Urge Treasury to Promptly Complete §45Z Clean Fuels Production Credit Guidance‼️ . . The U.S. Department of the Treasury from Clean Fuels Alliance America, Growth Energy, @EthanolRFA, National Corn Growers Association& more warns against Sec. #45Z delays, which could "disrupt project timelines, impede capital flows, and threaten existing production and demand” for low-#carbon fuels. . . 👉Quick Read: https://lnkd.in/eggKcwx8

In our latest Energy Transition Series, our panel covered the intricacies of navigating #PPA agreements in a changing energy landscape.   Alyssa N. Walker, Counsel, highlights the key PPA market trends in this 5 minute video:   ➡ Change in law and futureproofing 📉 Emerging markets ❇ Power market volatility 🏭 Supply chain issues   Please reach out to our team for further discussion: https://lnkd.in/eYrYf56f   #EnergyTransition

What is the outlook for GOs? (full article link below) GO markets have seen significant developments in 2024, marked by declining prices and oversupply across both UK and EU markets. For the UK, bullish factors, including a tight supply balance, growing demand from corporate PPAs, and pressure on renewable energy commitments, suggest a potential rebound in the medium-term. In Europe, market fragmentation remains a challenge, creating uncertainty for participants. Additionally, hedging strategies are evolving, with a shift toward longer-term contracts and PPAs. For the full analysis, use our link here: https://lnkd.in/emvTZAnV

Check out this new article from my colleagues at Guidehouse to learn which incentives, policies, and business structures will help the emerging decarb hub model compete with established commodities. Guidehouse ES&I

Want to know more about corporate power purchase agreements? Read this handy note by Paul Dight of Addleshaw Goddard (linked in the post below) - and also check out our #energyready tool for other ways you can make your property more #sustainable https://lnkd.in/eeHgkkp9

DAILY MARKET REPORT - 16/05/2024 A flat session yesterday, which follows a similar one seen on Monday, as the market has no clear driver to head in either direction. EU gas stocks look healthy at two-thirds full. At the current injection rate it would reach the mandated levels of at least 90% long before the November deadline. Yesterday saw the TTF Front Month contract settle at €29.73 (from €29.67) and the NBP Front Month contract at 72.02p (from 71.96p). No unplanned outage this morning and we see a flow level at 322mcm (323). Russian nominations showing Velke Kapusany at 40.5mcm (40.2) and Sudzha at 42.4mcm (42.4). Nord Stream remains unavailable. EU gas storage showing at 65.80% full as per AGSI+. LNG vessels due to arrive in UK next couple of weeks is 2. This morning we see the Front Month TTF contract at €29, DOWN €1 to the previous settlement. A quick check on some key contracts (rounded to nearest whole): Curve TTF Front Month €29, Front Season €36 (vs €30 and €36) Curve NBP Front Month 72p, Front Season 93p (vs 72p and 93p) UK Gas NBP spot 72p (from 75p) UK Power DA £74 (from £71) UK power prices show the UK Front Month Baseload contract at £65 (£65) and Front Season at £82 (£82). In other areas of the market Brent Oil is at $83 ($82) and EUAs are at €69 (€70). Henry Hub is at $2.42 ($2.34) and JKM is at $10.80 ($10.45) with TTF Equiv of $9.48 ($9.41). Numbers in brackets show the previous reports value. We ask that you ‘like’ and use the ‘repost’ function rather than copy from our updates – thank you. More information about Auxilione can be found on our website at www.auxilione.com. #energy #gas #power #electricity #powergeneration #energystorage #lng #energyindustry #powerdistribution #markets #naturalgas #oil #oilgas #renewableenergy #oilandgas #oilandgasindustry #renewables #sustainability #solar

𝗧𝗮𝗰𝗸𝗹𝗶𝗻𝗴 𝗛𝗶𝗱𝗱𝗲𝗻 𝗘𝗺𝗶𝘀𝘀𝗶𝗼𝗻𝘀 𝗳𝗼𝗿 𝗮 𝗡𝗲𝘁-𝗭𝗲𝗿𝗼 𝗧𝗿𝗮𝗻𝘀𝗶𝘁𝗶𝗼𝗻: 𝗔 𝗱𝗶𝘀𝗰𝘂𝘀𝘀𝗶𝗼𝗻 𝗽𝗮𝗽𝗲𝗿 𝗼𝗻 𝗦𝗰𝗼𝗽𝗲 𝟯 𝗶𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻 by United Nations Environment Programme Finance Initiative (UNEP FI) Set on tackling the #Scope3 or ‘hidden’ #emissions, the Net-Zero Asset Owner Alliance conducts an in-depth sectoral #analysis to clearly outline #obstacles to Scope 3 #integration and to offer ways forward for a multitude of stakeholders. The #challenges with Scope 3 emission accounting include data reliability and double counting. The #sector analysis also showed the discrepancies among the different sectors (#oil and #gas, #utilities, and #financials). To chart a path forward, the #paper underscores the importance of three key #requirements: 🔴 Reliable emission data should become available at company level. 🔴 Policies that require transparent disclosures should be established across different jurisdictions. 🔴 Asset owners should capitalise on increased data transparency and reliability. For each of these requirements, the #Alliance outlines #actions points for the relevant stakeholders—#corporates, #policymakers, and #asset #owners. https://lnkd.in/dg2APWtq