by Andy Walker | Mar 21, 2025 | Insight
The rising carbon cost for European refineries A few weeks ago, the FT published an article entitled “UK Steelmakers face £150mn annual bill from carbon charges, industry warns” and described the proposal to wind down free emissions allowances to industry as an...
by Andy Walker | Feb 11, 2025 | Insight
As outlined in Liz Martin’s insightful April 2024 article, refineries often hold greater strategic value for asset-backed traders than for other acquirers or even incumbent owners. This has driven a trend of major trading houses dominating refinery acquisitions,...
by Andy Walker | Sep 4, 2024 | Insight
The economic landscape in energy markets is increasingly defined by the value attributed to products with lower intensity of greenhouse gas (GHG) emissions as the energy transition accelerates and governments increase direct regulations and policies. The LNG...
by Andy Walker | Mar 28, 2022 | Insight
Energex guest writer, Kevin O’Reilly offers here a unique take on the financing woes of commodities trading. The 11th Annual FT commodity summit in Lausanne attracted more attention than usual. A European war, persistent Covid-19 related supply-chain issues, and...
by Andy Walker | Aug 9, 2021 | Insight
In the previous two postings, the changes proposed to existing legislation, along with planned new legislation, by the EU in their “Fit for Fifty Five” aspiration were outlined. Here we set out some bullet point thoughts and comments on the proposals. What...
