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The Background of Energy Quantified

Archived blog post. This blog post has been transferred from our previous blogging platform. Links and images may not work as intended.

We are three power market professionals, with 40 years of combined experience in pioneering, building and maintaining well-known analysis platforms. Make no mistake, we feel privileged to have worked with so many exceptional and smart people.

But, as these businesses grew, an increasing amount of time was spent on management and making technical compromises – not on the things we love, which is innovating and building new stuff. So one day an idea emerged: What if one could start all over, use only the best available technology and move with the speed and agility only enjoyed when travelling light?

Long story made short, that is exactly what we have embarked upon. We named it Energy Quantified.

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French market Q1 - a perfect storm?

Eylert Ellefsen
Eylert Ellefsen

Since the start of November, the French power balance has been limited due to low nuclear availability. Given how strongly France is now connected to the GB market, we have seen spot prices close to 300 €/MWh - about 50 €/MWh higher than the German market. As the market continues to be dominated by strong gas and CO2 prices, the French Forward prices for January and February are significantly higher than the latest spot prices, indicating a high positive risk premium in a strained power market. In this blog, EQ takes a closer look into the fundamental power balance numbers for France in Q1-2022, focusing on the outlook for nuclear generation and consumption uncertainty.

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German fuelswitching reversed by the extreme gas prices

Eylert Ellefsen
Eylert Ellefsen

Germany has already begun its coal-exit plans, which started by closing down 4.8 GWs of hard coal by 31.12.2020. The aim is to close all coal-fired units in Germany by 2038, helping to reduce CO2 emissions and fulfill wider EU decarbonisation targets.

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Norway-South is lacking 2000 MW production capacity to cover the border capacities towards both UK and Germany

Eylert Ellefsen
Eylert Ellefsen

Back on September 17th, we posted a blog focusing on the very low hydro reservoir levels in the Norway-South area at the time, alongside the impacts of strong demand for increased imports – required to cover both consumption and demands for exports on the new UK interconnector. In this blog, EQ will look closer at recent development and the outlook for the winter in Norway-South.

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