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Understanding how markets and regulation work is critical to developing informed corporate strategies and investment decisions. We have a long track record analysing the market. This extends beyond the provision of our regular market outlook reports to encompass a range of analytical services. In short, the scope of the analytical services we provide extends beyond the number crunching that we are perhaps best known for as part of THEMA’s power market model.
Thorough market analysis that covers the entire power sector
Market analysis is a very wide field. Below are some examples of the sorts of market analysis we have conducted:
- Analysis of the German retail electricity sector as part of a due diligence project for an investor considering the acquisition of a stake in a retail company with activities in Germany
- PPA pricing and the implied risks of different PPA structures
- How a portfolio of assets can reduce overall risk and the need for hedging
- The impact of weather, commodity prices, renewable volumes, etc. on capture prices and revenues for renewable power investments
- How electricity demand will develop and the main drivers of demand
- The welfare economic consequences of infrastructure investments (e.g., interconnectors, hybrid assets)
- How the costs of different technologies are expected to develop (e.g., wind, solar power, hydrogen, etc.)
- How the electrification of transport and the emergence of new technology options will affect the power market
In all cases, quality and quality assurance are essential for the trustworthiness of quantitative projects and market analyses. Over the years, we have developed a range of quality assurance routines for projects involving market analysis or the analysis of large amounts of data.
Comprehensive analysis done by experienced power market experts
Even when providing solutions to complex quantitative tasks, we communicate the results understandably and transparently. We emphasise transparency and being open about the limitations of our analysis and models.
In cases where the market analysis implies the use of models, we do not put blind trust in the numbers. A critical examination of the data, both inputs and outputs, is essential to our approach to market analysis and to providing genuine insight, rather than mere quantification.
In short, if you need thorough, honest and methodological sound market analysis or advice, we can likely provide what you are after.