The European power industry is the world’s largest deregulated power market, and it is changing remarkably quickly as plans to reduce carbon intensity in the sector and increasingly stringent environmental regulations lead to significant turnover of the generation fleet. In 2010 20% of electricity was generated from renewable sources, in 2020 this is projected to be 34% and by 2030 it will be over 50%.

The shift from fossil fuelled generation to renewable is causing dramatic shifts in the economics of the European power industry leading to negative power pricing. Revenues for traditional utilities are in decline and income sources in the industry shifting from largely market priced power to a mixed regime of energy payments, capacity rewards and subsidies.

Our analysis and forecasts are fully transparent giving you the ability to drill down from our regulatory and market forecasts, through our modelling logic and assumptions into the underlying data. Want to challenge some of our assumptions? Go right ahead.

Coverage:

Generation and Transmission Demand

Quarterly generation capacity outlook, investment decisions and forecast
Transmission outlook reviewing major investment decisions and plans
Research on specific issues of interest to generation, for example impact on retirements of new emissions legislation

Demand outlook reviewing demand forecasts for European markets
Research on demand changes due to new technologies and generation mix
Focus on emerging sources of demand, new technologies and energy efficiency
Policy Pricing
Quarterly policy outlook at EU and country level with forward-looking assessment of policy initiatives
Research on specific policy topics of interest to the industry, such as capacity market development and feed-in tariffs
Quarterly energy price outlook, including forecasts of wholesale energy prices, retail and industrial prices, green energy costs and capacity payments
Research on major areas impacting price, including energy market integration, policy changes, generation and transmission infrastructure developments and fuel prices.