Insights

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Social tariffs: a progressive solution to the UK’s energy affordability crisis?

Energy & Commodities

Jasbir Basi
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With wholesale gas prices falling, the retail energy market has shown signs of opening up. Last month Ovo launched the first tariff deal where customers can pay £225 less than the Government’s Energy Price Guarantee. 

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Reform or revolution? Europe’s energy choices in 2023

Energy & Commodities

Jasbir Basi
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This week’s EU energy council comes at an inflection point in the energy crisis. It will be a moment to take stock of progress on short-term challenges:  the new gas storage regulation means underground gas storage is above 95%; demand-side measures for gas and electricity have reduced gas consumption by 15% since August; and LNG supplies hit a new record of 109 bcm…

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General Politics

Global Month Ahead: Elections in Brazil, China's National Congress, the EU Energy Crisis, and fears of a global recession

General Politics

Anikó Zsebik
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Welcome back to the Global Month Ahead, Global Counsel's briefing on the events and stories that will define the month to come. In each episode, Global Macro Associate Director Isabelle Trick will hear from different members of the GC team to preview the month's stories before they are in the headlines.

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General Politics

Unpacking von der Leyen’s state of the EU

General Politics

Alessandro Gangarossa
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The President of the European Commission, Ursula von der Leyen, delivered her third state of the European Union speech on September 14th before the European Parliament, giving sight of her priorities for 2023 and using a rare public platform to speak more directly to audiences beyond the immediate EU stakeholders. 

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Franco-German energy relations: Cooperation or compromise

Energy & Commodities

Jasbir Basi
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The “trilemma” is putting the solidarity of European energy policy to the test. Member states are scrambling to shore up the security of supply for the winter, energy bills are rising, and the imperative to accelerate decarbonisation remains. 

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Permits please: three tests for REPowerEU 2.0

Energy & Commodities

Jasbir Basi
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A core lesson across infrastructure projects is all too often the attention has been on ambitious targets, rather than the nitty-gritty of delivery. This is timely as we look ahead to the European Commission’s “REPowerEU” plan published on Wednesday. Updating a previously hastily-assembled package in March, this will accelerate plans to reduce and stop fossil fuel imports…

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