Member Info for mcadder

Inspired Energy PLC @InspiredEnergy · 9h Today's Daily Market Snapshot: Consumption has risen this morning and is forecast slightly higher tomorrow as temperatures fall closer towards the seasonal norm. (link: https://bit.ly/2KLQugt) bit.ly/2KLQugt #Energy #UKEnergy #DailyMarketSnapshot #Gas #Electricity #Renewables #Oil #MarketKnowledge ............................................................................................................. Current Market Drivers The gas system is undersupplied this morning, due to several outages across the UK continental shelf, storage withdrawals will likely cover the shortfall later today Consumption has risen this morning and is forecast slightly higher tomorrow as temperatures fall closer towards the seasonal norm Gas export from the Dimlington terminal remains at zero following Tuesday's unplanned outage. Works to resolve the issue are ongoing and flows are to resume as soon as possible Oil prices continue to trade higher, as sentiment remains bullish following the US exit from the JCPOA agreement with Iran Today is a Bank Holiday for many European countries, so European markets are likely to provide little price direction for UK gas and power

Looking good for Infa....would seem they have added at least 15M? The 7M trade last week was probably them just one of many reasons to be confident here....

https://www.platts.com/latest-news/natural-gas/london/european-natural-gas-import-demand-transit-constraints-26959945 .............................. London (Platts)--10 May 2018 754 am EDT/1154 GMT An increase in Europe's natural gas import requirements in the next two years could test the transit network for Russian gas, potentially even leading to Gazprom being unable to meet European demand and a spike in gas prices during high-consumption periods, analysts at the Oxford Institute for Energy Studies (OIES) have warned. System nearing capacity during high-demand winter periods Falling European gas output to lead to tighter market Ukraine transit likely to be some 26 Bcm/year post-2019 The colder-than-average weather in Europe in February and March saw increased European demand for Russian gas, with the monthly utilization rate rising to 86% in March, the OIES said in a paper published Wednesday. "Any further increase in Russian gas deliveries to Europe -- northwest Europe in particular -- in 2018/2019 could see a greater number of days on which the system is full should Europe experience another cold winter in the context of a continued decline in European gas production," it said. "If the rise in European import demand is substantial enough, this bottleneck could be sufficient to cause a 'shortage' of Russian gas relative to demand, and price surges on the European spot gas market."

Best of friends again lol - seriously though guys Infa is finally going to get developed like I said earlier I'm more confident here now than I have been for the last 6 months

Pete I'm sure will appreciate you sticking up for him - as for Infa things are finally happening although they never happen fast enough for impatient investor's looking for a quick profit. Shares do go down as well as up and I'm very relaxed about the prospects of success here for shareholders....I'm not really interested in the short term SP movement's. This was always a long term play and investor's were under no illusion about this. I'm far more confident here than I was 6 months ago that's for sure.

So?? Every share bb goes quiet from time to time.....your point being??

You know what some of us seasoned posters on here think of Infa and yes that includes not just copy and paste of very relevant articles or tweets but our own opinions too! It's up to you to exercise your own judgement when making your own investment decisions just like we have had to do for ourselves.

lol I don't think he is spud

https://uk.reuters.com/article/uk-britain-nuclear-edf-analysis/cracks-in-british-nuclear-reactor-ring-power-alarm-bells-idUKKBN1IA2P0 ................................................................................................................. BUSINESS NEWS MAY 9, 2018 / 5:16 PM / UPDATED 3 HOURS AGO Cracks in British nuclear reactor ring power alarm bells Nina Chestney, Susanna Twidale LONDON (Reuters) - Cracks in the core of a Scottish nuclear reactor could signal that most of Britain’s ageing plants will not be able to supply the country with much needed power for as long as predicted.

Posted on 9 May 2018 by Alex Pashley .................. http://blog.argusmedia.com/uk-government-rebuffs-gas-storage-pressure ................................. Even if a Beis inquiry found the UK needing extra storage, there would still be no relief until the early 2020s. A candidate like the 1.5bn m³ long-range Gateway in the east Irish Sea would take at least 3-4 years to build. But some UK capacity expansions are advancing without subsidy, which will raise deliverability. Stublach is scheduled to expand by 100mn m³ to 300mn m³. And the government is helping in other ways, such as at the 500mn m³ Islandmagee project, where it is cutting borrowing costs by underwriting most of the debt.

https://www.thetimes.co.uk/article/corrib-gas-revenues-rise-by-20-r30s50v3p .............................. May 9 2018, 12:01am, The Times "The improvement came in spite of a drop in production, according to figures provided by the Canadian company Vermilion, which has confirmed the gas field may already be past its peak. It said that “the initiation of decline from the Corrib gas field” had begun." "The report showed that production at the field was 6 per cent down on the first quarter of last year. However, the European price of gas rose by 14 per cent in the same period." ..................................... .................................................................................. With the Corrib gas field in Ireland considered to now be in decline this will be yet another factor that makes the development of what will be the only gas storage facility in N.I so urgent.

IRAN SANCTIONS: GLOBAL ENERGY IMPLICATIONS FACTBOX: ENERGY, METALS IMPACT OF TRUMP'S DECISION TO REIMPOSE IRAN SANCTIONS Washington DC: May 8, 2018 — By Meghan Gordon; and from staff reports Edited by: Keiron Greenhalgh US President Donald Trump's plan to leave the Iran nuclear deal and reimpose sanctions could have major impacts for global oil, natural gas, metals and petrochemical markets. .................................. NATURAL GAS IMPACT * Iran holds the world's second-biggest gas reserves (34 trillion cubic meters) after Russia and harbors ambitions of becoming a significant gas and LNG exporter in the coming years. * Iran already exports small volumes of gas -- around 40 million cu m/d -- to Turkey, Iraq and Turkmenistan. Those supplies were not targeted under the previous US sanctions, but Tehran wants to accelerate development of its giant South Pars gas field to enable it to begin larger-scale exports. * The vast majority of its production -- currently pegged at some 0.85 Bcm/d -- is consumed domestically. It aims to increase production to 1 Bcm/d by March 2019. * French major Total in July 2017 signed a deal with Iran's National Iranian Oil Co. to develop South Pars phase 11, which will have a production capacity of 2 Bcf/d (57 million cu m/d). * The gas will supply the Iranian domestic market starting in 2021.

https://oilprice.com/Energy/Natural-Gas/Europe-Buys-More-Russian-Gas-Despite-Strained-Relations.html ........................................................ Europe Buys More Russian Gas Despite Strained Relations By Tsvetana Paraskova - May 08, 2018, 4:00 PM CDT Gas storage The West-Russia relations have reached a new low since the Cold War amid the spy poisoning scandal in the UK, allegations of Russian meddling in elections, and fresh U.S. sanctions on Russia. In recent months and weeks, Gazprom has taken advantage of high demand in Europe and of decreased gas supplies to Europe from Russia’s competitors, Maxim Rubchenko writes for Russian news agency RIA Novosti. Russia—which already supplies around one-third of Europe’s gas—boosted deliveries in the winter, one of the coldest winters in Europe in the past decade, and continues to ship higher volumes even after the winter, as gas importing countries replenish gas storage supplies that had been drained amid the cold snaps. Alexander Medvedev, Deputy Chairman of Gazprom’s Management Committee, said at the end of April that the Russian company was currently shipping as much gas to Europe as it typically does in winter months, and expects demand this summer to be close to winter levels. Demand in Europe has stayed high after the winter ended. First, because gas storage levels were low, and second—because some of the other traditional gas-supplying countries have decreased supplies over issues or maintenance at facilities. Norway, Russia’s closest competitor, had to cope with an unplanned outage at the Skarv gas field and Kollsnes processing plant in April. Flows to Europe were reduced after a compressor at the Skarv field in the Norwegian Sea failed.

Cont'd ............"This paper is aimed at policymakers and key stakeholders who have an interest in the continuing secure and efficient operation of the UK energy market." .................................................................. Govt intervention on investment in gas storage is inevitable imo especially for Infa in particular which has proven itself to be a project of national importance for the UK.

http://futureofgas.uk/documents/gas-storage ............................................................................................... GAS STORAGE Securing the future of the UK energy market Share: Email Twitter Facebook "Gas is the single most important fuel in the UK’s energy mix today and is now recognised to be at the centre of a low carbon future. The closure of many ageing coal and gas power stations has created an increasingly tight electricity market. Coupled with increasing intermittent renewable power generation, the need for new gas powered generation to support the electricity industry is evident. This has been highlighted by the government who believe 15GW of new gas powered generation is needed by 2030. However, the UK’s secure indigenous supplies of gas are in sharp decline and relying on the global market for imports brings with it new supply risks and price shocks as witnessed over the last few years. Delivering energy security is the number one priority for DECC. Gas storage can make a significant contribution to achieving this by ensuring that gas supplies are maintained at times of major supply or demand shocks. It also protects consumers from price spikes ultimately reducing overall gas bills; therefore gas storage is vital for the efficient operation of the UK energy markets. However, in recent times the market value of storage has significantly deteriorated resulting in extremely challenging conditions for operators. This has led to the withdrawal of some existing capacity and the stalling of investment in new facilities; unless this is addressed by policymakers and addressed urgently, the Gas Storage Operators’ Group believes that further reductions in storage capacity are inevitable. The fact that unlike other types of energy infrastructure, once gas storage facilities have been decommissioned, they are inevitably lost for good makes this issue even more pressing. This paper identifies the multitude of benefits that gas storage provides to the energy market and outlines those benefits that are are not captured by the current commercial arrangements; these ‘societal’ benefits include the contribution to security of supply (or the insurance value), the value of reducing customers’ bills, and the avoided network investment. It also provides an explanation as to why the market value for gas storage has deteriorated. While these benefits of gas storage remain unrecognised it is highly likely that sub-optimal levels of storage capactiy will be available to the market, resulting in diminished physical and price security, and as this report explores, the effects of this will be felt at both societal and economic levels. If this outcome is to be avoided policy makers need to take action now to introduce mechanisms and fiscal regimes that fully reflect the true value of gas storage to the UK energy market. This paper is aimed at policymakers and key st

Considering it was over a week ago when the last tranche of placing shares were admitted I think it's fair to assume Legal and General have infact added to stay above the 5% threshold they were on prior to the recent placing. This would put them around the 46M mark and like I said yesterday is a huge sign of confidence in Infa imo. All looking good here hopefully further news on the project imminent...

Utilitywise Insights @UTWinsights · 1h Medium-range #gas #storage reserves are under a quarter full as recent supply tightness prompted withdrawals, which have not yet been recovered despite very low #demand over the #BankHolidayWeekend .......................................... https://mobile.twitter.com/UTWinsights/status/993793380726472704/photo/1 ................................ Utilitywise Insights @UTWinsights · 1h Unplanned outages in Norway and the UK Continental Shelf continues to disrupt #gas supply, while strong exports over @IUK_Ltd to Europe of more than 20mcm are lifting demand.

Istie - no problem :) nspired Energy PLC @InspiredEnergy · 4 May Today's Daily Market Snapshot: Despite curtailing demand the UK gas system is undersupplied this morning, as IUK exports have increased to 20mcm (+14mcm) and MRS is only withdrawing 13mcm/d. (link: https://bit.ly/2rfSHIa) bit.ly/2rfSHIa #UKEnergy #DailyMarketSnapshot #Gas #Electricity #MarketKnowledge .................................................................................................................................. National Grid Control Room @NGControlRoom · 2h GB electricity at 6:00pm: gas 43.7%, nuclear 24.2%, imports 8.7%, solar 7.6%, wind 6.4%, biomass 6.0%, storage 1.8%, hydro 1.2%, other 0.3%, coal 0.1%, national demand 30.0 GW

https://oilprice.com/Energy/Natural-Gas/Why-Russian-Gas-Is-Critical-For-The-UK.html ..................................................................................................................... Why Russian Gas Is Critical For The UK By Viktor Katona - May 07, 2018, 2:00 PM CDT LNG Although some companies have learned to ride the waves of geopolitics quite efficiently, still in most cases political tensions only complicate the dealings of energy companies. The Skripal poisoning case has driven a massive political wedge between the United Kingdom and Russia (nations whose relations are historically strained already) and is on the verge of blighting their energy ties. The UK Government’s threats to ban Russian gas imports altogether would be a very short-sighted step, the harm of which would take many years to undo. As opposed to the usual rhetoric of ‘‘safeguarding energy security“ and ‘‘countering Russian influence“, both London and Moscow have a lot to win from a good energy relationship.

TTP - good luck fingers crossed for a good week :)