Thomas Oriol’s Post

At Extreme Investor Network, we aim to provide valuable insights and information to our readers, especially in the realm of Finance. Today, we are unpacking the recent Q1 2024 Earnings Call of Energy Transfer (ET) and analyzing the financial data presented. The Earnings Call highlighted a plethora of information and key insights into Energy Transfer's financial performance. #Call #earnings #Energy #Transcript #Transfer

You don't have to pay when you hedge positions in a flexible energy contract. Here’s why: Similar to a fixed contract, you only pay for the energy after it has been used, typically through monthly invoices. While a fixed contract locks you into a 100% hedge at the time of signing, a flexible contract allows you to hedge smaller amounts as needed. This means you buy energy differently, adjusting your hedging commitments based on your actual energy needs. Get in touch with your questions. For more differences between Fixed and Flexible procurement solutions, read our blog post. Link in the comments. #eicpartnership #energy #energyconsultant #energymanagement #energyprocurement #greenenergy #sustainability #sustainableenergy

Two recent interesting reads from Oxford Energy on market instrument challenges to incentivise and hedge renewables and storage investments. Of course, no silver bullet, but I like the more detailed than usual discussion on merchant market instruments vs regulatory support (…and possibly unwanted effects). I like the risk / exposure angle and linkages to finance / insurance portfolio theory. It allows for a more nuanced discussion on 1) which risks based on what kind of contractual structure, 2) how these risks behave in an investor portfolio (not standalone), 3) how investors differ in their willingness to take and price risks (ie asymmetry in ups / downs) 4) all risk pricing depends on the underlying view on market fundamentals (including volatility) and whether current models accurately capture those PS: yes, I am aware that the first one on fuel hedging makes the case for strong tail correlation in fuel driven energy systems (…reducing portfolio effects), but luckily we are moving further away from that. https://lnkd.in/e4R3UHXV https://lnkd.in/eTEV4cCu

Join me live tomorrow November 12 on the MoneyShow for a free workshop where I'll be exploring strategies for capitalizing on market cycles within the energy sector, covering both traditional and renewable sources. This is a unique opportunity to get a glimpse of the expert insights I typically share with my clients one-on-one.   Date: Tuesday, November 12, 2024 Time: 1:00 pm - 1:30 pm EST Registration: FREE – open to everyone: https://lnkd.in/ejJJ23Jt   In this 30-minute session, I’ll be breaking down ways to leverage market cycles for long-term investment strategies in the energy sector. By the end of the workshop, you’ll know how to: 📌 Identify key energy market cycles 📌 Time your trades for the best results 📌 Focus on the right stocks to build your portfolio Whether you’re looking to sharpen your investing skills or get a peek at the guidance my clients receive, I look forward to seeing you there. #moneyshow #investmentadvisor #investing #howtoinvest #live #trading #stockinvestment #investmentstrategies #oilmarket #energymarket #stockportfolio #energyinvesting #marketcycles #longterminvesting #energysector #renewableenergy #fossilfuels #financialeducation #investingtips #portfoliomanagement #investsmarter

Take a look at our latest insights on “BESS Trading and Optimization”! 🚀 Battery energy storage systems (BESS) are reshaping energy markets, unlocking opportunities with strategies like arbitrage and value stacking. Managing battery degradation is also key to maximizing returns and extending battery life. Our summary below has the key points, check it out, then head to the full article for more! Link to the article is in the comments! 🔗 #EnergyStorage #Optimization #reLiEnergy

Natural gas prices, which are a proxy for the cost of electricity, are at or near 2-year lows, meaning it’s a great time for large enterprises and other business buyers to procure energy and reduce upside risk. Transparent Energy’s own Brendan Boyle explains why in our latest whitepaper, “Why Now Is a Great Time to Buy Energy.”   https://lnkd.in/gp46XC4H   #energyprices #electricityprices #naturalgasprices #energyprocurement #energyriskmanagement #ESG #sustainability #energyadvisory

🔄 Repost! As the demand for solar project finance grows, more banks and financiers are eager to fund new projects. However, many new entrants lack the necessary models or experience to underwrite solar production risk, posing a challenge for securing adequate financing. In our video, Amy McCann Antczak from Energetic Capital and Michael Kalnas from kWh Analytics explain how kWh Analytics’ insurance offerings can mitigate underperformance risk. Don't miss this insightful discussion!

Not so curious. There’s a reason large responsible renewable energy developers prefer long-dated price-certain auctions: a guaranteed minimum (albeit low) return on capital in markets where, if asset prices decline, each subsequent round clears at a lower price. When your capital cost for battery storage (BESS) has declined by more than 50% over 2 years (current factory gate cell prices: c.$60/kWh; vs $130 in 2022), your competitors are building assets that require half the clearing price your assets did 2 years ago – on assets that must generate return over 10+ years. No future volatility or balancing regulation is going to recoup original forecasts in such a competitive environment. Solar, Wind and BESS are dumb assets producing or storing a commodity: the electron. As such, it is those who can figure out how best to allocate the value of the underlying commodity between supply and demand (with BESS through balancing, synthetic inertia, frequency response and arbitrage/volatility etc. markets), that are going to reap the rewards in the energy transition. And these are often unfortunately not the asset owners. In the Gresham case study, this is likely to be Octopus (trading a 2-year offtake of distressed electrons through its vast customer network, following which new BESS will be operational at lower rates). Oil and shipping traders are two corollaries that play the (capital light) middle-man between producer and customer to make outsized returns off others’ capital investments in more established commodity markets. #smarttransition Thanks to Stephan Gueorguiev for the case study.

Battery storage funds have gone flat for investors. If your Energy fund is flatlining, take charge of your capital, and amplify your returns with Higher Power Energy Resources. Energy Consumption = Higher Returns Power Generation = Higher Returns Higher Power = Higher Returns https://lnkd.in/eHWfGE-S

Jargon Busting - EPC Ratings An Energy Performance Certificate is a rating scheme that shows how energy-efficient your property is. The certificate includes the estimated energy cost for the property and a summary of the energy performance-related features. It ranks the property between A and G, with A being the most efficient and G being the least. An EPC also includes recommendations on steps you can take to improve your energy performance and indicative costs. For those looking to improve the energy efficiency of their home following the recommendations in the EPC is a sensible place to start. While an EPC rating is unlikely to be the deciding factor when it comes to buying a new home, it is an important aspect to be aware of, as properties with a poor EPC rating are likely to have higher energy bills. In the long run, this means higher running costs and potentially facing significant investment to improve the property's efficiency. As new government regulations come in, EPCs are becoming more and more important to both buyers and sellers and there is often a direct correlation with the value of your property. At Bradbourne, we undertake a forensic level of due diligence, including analysing EPC's, to protect your investment and future enjoyment of your new home. For more information on our range of search and advisory services, please visit our website to get in touch - https://lnkd.in/evgtquGF #BradbourneProperty #EPC #EnergyEfficiency #BuyingAgent #TrustedAdvisors #OffMarket #PrimeMarket #PropertySearch #PropertyBuying #PropertyMarket #PropertyFinder #PropertySearchAgent #Expertise #BradbournePropertyFinders