Italy’s decision to allocate 16.5 GW wind and 10 GW solar capacity by 2028 under its Fer X scheme is “exactly the opposite of what the market expected”, an analyst said, warning that it could impact auction competition. montelnews.com/news/b257517...
A faster rollout of Italian wind generation could cut power prices by more than 20% by reducing the country’s exposure to expensive imported fossil fuels, an analyst told Montel late on Monday. montelnews.com/news/576f503...
The swift crossing overnight of an LNG cargo with AIS tracking showing through the Strait of Hormuz may not signal a lack of mines but rather likely reveals the safe route used by “dark” vessels, experts told Montel. montelnews.com/news/3c2dda5...
EU member states approved “99%” of the European Commission’s proposal to update the benchmarks for allocating free ETS allowances to industry during 2026 to 2030 in a vote late on Monday, a source told Montel. montelnews.com/news/3912394...
Europe’s benchmark gas price is unlikely to swiftly fall back to pre-Iran war levels amid lingering uncertainty over shipping through the Strait of Hormuz and the challenge of replenishing European stocks, analysts told Montel on Monday. montelnews.com/news/1d2ea0a...
Planned regulatory reform to bring burgeoning prices on Italy’s PSV gas hub more into line with those on Europe’s benchmark Dutch TTF is unlikely to achieve its aims, analysts told Montel on Monday. montelnews.com/news/c0090d0...
The current premium in the French power contract for Q1 2027 compared with Q4 2026 suggests traders may be pricing in nuclear outage risk and weather uncertainty despite softer fundamentals, analysis firm ICIS said on Tuesday. montelnews.com/news/cfedc84...
Spanish power prices have been prevented from spiralling during the Iran war thanks to surging renewable capacity, with the country’s power spot “largely unaffected” by higher gas prices, think tank Ember said. montelnews.com/news/d0e798c...
Europe’s flagship carbon price reached an almost two-week high on Monday following the announcement of the US-Iran peace deal agreement, with analysts forecasting room for EUAs to breach the EUR 80/t level again this week. montelnews.com/news/6ddcf19...
Energy-intensive users remain strongly opposed to the European Commission’s proposed updates to the benchmark values for allocating free EU ETS allowances to industry ahead of a vote by member states expected on Monday. montelnews.com/news/faf4efc...
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Italy’s Fer X auctions target 16.5GW wind and 10GW solar by 2028 — a market‑surprising split that risks hyper‑competitive solar rounds and weak wind bids.
montelnews.com
Faster wind deployment in Italy could cut wholesale power prices by over 20% by reducing reliance on imported gas and narrowing the Italy‑Germany price gap, analysts say.
Experts say a recent LNG tanker transit of the Strait of Hormuz likely followed a ‘dark’ vessel route or convoy, revealing narrow safe lanes amid mine and security concerns.
EU carbon neared EUR 80/t as the US‑Iran peace deal eased energy risks, bolstering EUA gains on lower gas prices and prospects of firmer industrial demand.
EU member states backed the EC’s ETS benchmark updates for free allowances, while Brussels agreed to prepare sector‑specific benchmarks alongside wider ETS reform.
Analysts say Italy’s planned regulatory reform is unlikely to close the PSV‑TTF gas spread, as physical fundamentals, transport costs and congestion continue to drive Italian prices.
Analysts say TTF gas prices will remain elevated as Strait of Hormuz uncertainty and slow storage refilling sustain LNG risk premia despite peace‑deal hopes.
montelnews.com
Ember says Spain’s wind and solar surge shielded power prices during the Iran crisis, cutting gas‑set hours to 9% and saving households on wholesale costs.
