Energy Insights
Data-driven competitive edge for fast-shifting energy markets.
We provide the commercial and technical clarity deal teams need to navigate the complexities of the Western Canadian power market and beyond.
Understanding power pricing requires a global view of gas and LNG dynamics. We analyze both to provide a complete market perspective.
Explore our analysis to gain a deeper understanding of the levers that impact deal delivery and long-term economic resilience.
These articles do not provide investment, business, legal or other professional advice. Posts are for general information purposes only. All information is subject to change without notice and should not be relied upon for any decision making. Copyright Arder Energy™ 2023-2026. All rights reserved.
Alberta-Power, Part 2: Averages, Tails and the Future
A deeper look into Alberta power prices over the last two decades, with an outlook of likely developments over coming years.
Alberta-Power, Part 1: A New Paradigm
An overview of the paradigm shift under way in the Alberta power market and the associated challenges and opportunities.
Dragon-Power: Does China’s HUGE solar expansion leave space for LNG?
China’s renewable energy growth surprises yet seem destined to continue or even accelerate. The long-term outlook for LNG is less clear.
Noise or Signal? The US LNG Export License Pause
A perspective on the recent US non-FTA export license pause and its potential implications for Canadian LNG projects.
A Holiday-Escape from the Echo Chamber
Books, Blogs, Podcasts providing high-quality energy perspectives from different angles, challenging and improving our own biases.
LNG market growth - a perspective
A view on drivers for robust LNG market growth despite its cost.
Predictions are Hard, Particularly about the Future
A comparison of EIA World Energy Outlook scenarios from 2002 and 2012 to actual outcomes in 2020/22.
Another Boom? The impact of LNG exports on domestic gas prices
A look at possible domestic gas market impacts from LNG Canada Phase 1 through a high-level review of three case studies.
Will Canadian LNG move markets?
A comparison of the relative size of Canadian LNG to US LNG.
If it’s profitable, it scales
Showing the speed of transition possible even in the huge energy market if new solutions are profitable by examining the growth in US LNG.