My sources of inspiration on energy, electricity and markets

Just some links to the persons and organizations I follow

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Here is a post with all the sources I have used for data and inspiration¹. While it may not be exhaustive and is a bit messy, I hope it will be useful for those interested in energy and markets.

For mainstream information sources, you can easily ask your favorite AI search tool to get lists of data providers, blogs, podcasts, and more. My goal here is to enumerate the sources that have specifically helped me write posts over the past two years.

I've tried to organize the sources by type—whether they are data providers, blogs, podcasts, etc.—even though some may offer multiple formats simultaneously.

Please feel free to add any sources you find important and relevant in the comments.

Thank you to everyone contributing to our collective understanding of the energy world.

Data sources

• The energy sector at large:

  • IEA statistics: large database of data on each country related to energy.

  • Our World in Data: central database for many topics, including energy. The website is quite easy to use.

• ENTSO-E transparency: a central database for everything related to the power sector in Europe. Many websites use it as one of the data providers.

• Energy-Charts: a great website with a lot of interesting data and data visualization, relatively easy to use for downloading data as well.

• Ember: a company great at presenting data. Their latest European Electricity Review is particularly interesting, as well as their data on Chinese export of solar.

• Data from power exchanges directly: EPEX, Nordpool, and smaller ones such as HUPX, ENEX, or OMIE. This last one has some very interesting analytics². For prices on future, check EEX or ICE.

• Electricity maps: a well-known app to visualize real-time emissions of the electricity sector.

• German balancing data: Regelleistung.net. This is the source of all data for capacity and energy prices for FCR, aFRR, and mFRR in Germany³. There are also some other interesting documents related to the German balancing markets, such as the recently published vision for the German balancing in 2030⁴.

• Netztransparenz: dat on Germany, such as an estimator of the imbalance price as well as data on the EEG support to renewables.

• Data on Belgium from Elia, the Belgian TSO:

  • A large database is available here on Opendata.

  • On their website directly, and it comes with interesting visualization such the wind and solar forecasts.

  • Some other interesting tools such as Watts.happening, which offer a tool for companies to know how much they could earn potentially by offering their flexibility.

• Dashboards from Frank Boerman. He has developed an interesting platform with nice visualisation on day-ahead electricity market and CORE flowbased capacity calculation.

Blog posts and publications

• LinkedIn: It is one of my sources for general updates and information on the sector. Here are some interesting companies and individuals to follow (this is not an exhaustive list, of course):

  • Montel Analytics (ex: Jean-Paul Harreman): interesting posts on some particular situations on the European grids, really useful to understand better some of the dynamics.

  • Aurora Energy Research: numerous posts with beautiful slides on particular matters.

  • Modo⁵ (ex: Quentin 'Q' Scrimshire or Ed Porter): company focusing on storage but with a strong social media presence, including with podcasts.

  • Lion Hirth: a leading German energy economist. Interesting reports available under the report section of this website.

  • Entrix: the company is publishing interesting posts on this platform, including this recent one on the future of balancing markets in Germany.

  • Luca Pedretti: posts on PPA, via his company Pexapark.

  • Gabriele Martinelli: some very interesting posts such as this one I used recently on the “Dunkelflaute” and price spikes.

• Institutions:

  • Florence School of Regulation: Top-notch publications and insights on everything related to regulation (including energy of course).

  • SolarPower Europe: this actor publishes updated information on solar. Their flagship report EU Market Outlook for Solar Power 2024-2028 is particularly interesting to read, as it provides the latest update on European solar.

  • Wind Europe: this organization is publishing interesting reports on teh wind industry including 2023 Statistics and the outlook for 2024-2030.

  • Volta foundation: they published a very interesting report: 2024 Annual Battery Report, where there is a lot of valuable information on batteries. I found the statistics on the development of large-scale batteries particularly interesting.

  • Lazard: publication on the levelized cost of energy, hydrogen, and storage. Even though the use of LCOE is sometimes questionable, it still gives an indication of the direction of the costs of specific technologies.

  • Bruegel: a think-tank based in Brussels with some interesting publications including on energy.

• Twitter: This platform used to be a very valuable source of information; however, it is increasingly less so. Here are a few individuals I follow now (this list is far from exhaustive): Martien Visser (generally tweeting in Dutch, with a lot of interesting graphs), Emeric de Vigan⁶ (all about power and nuclear in France) and Alexander Stahel⁷ (more focused on commodities at large).

• Other blogs:

  • Enspired: quite a few interesting posts, for example, this one on Cross-market battery optimization.

  • Pexapark: a lot of insightful information on PPA. Very interesting to read their monthly publication PPA Times.

  • Flex-Power: interesting insights as European traders. One of their lastest post on Solar: Is rooftop PV threatening the energy transition?

  • Fluence: interesting info from a storage company. You can also follow Lars Stefan which is active on Linkedin.

  • Nat Bullard: his slide decks on decarbonization are exceptional. A new one has been published very recently (January 2025).

  • Timera-energy: some interesting posts, including this recent one on the impact of German Dunkelflaute on flex asset value.

• Substack: there is now quite a lot of people that has moved to this platform for blogging.

  • Jérôme à Paris, interesting articles with a focus on the offshore wind industry.

  • Hannah Ritchie, Sustainability by numbers.

  • Doomberg, probably a bit controversial, but still interesting takes on energy, with an American view. There are also quite a lot of his interviews available on Youtube.

  • Seb Kennedy, interesting insights on the gas markets.

  • Volts offers a large number of posts and podcasts on energy and decarbonization.

Podcasts

Here are a few podcasts I listen to⁸:

• Cleaning Up from Michael Liebreich⁹.

• Decouple¹⁰, and especially the episodes “Masterclass” with Mark Nelson.

• The Energy Gang: a popular podcast on energy.

• Redefining Energy, from Gerard Reid, Laurent Segalen, and Michael Barnard.

• Shift Key (Robinson Meyer & Jesse Jenkins).

• And of course, all the interesting webinars from companies listed earlier, and in particular Montel Analytics, Aurora, Enspired, Pexapark,

Thanks again for everyone involved in the energy space. Feel free to add any relevant source in the comment section.

Julien

1. I made a relatively similar post in October 2023.

2. See for the example the info on marginal price setting technology.

3. For the ones interested, it is possible to download the anonymized list of bids in order to recreate the merit order, both for capacity and for energy.

4. Only available in German, called Regelreserveprozesse 2030.

5. Check out also their website.

6. Used to be with Kpler, also interesting to follow.

7. Also present on Substack: Alexander Stahel.

8. Of course, only on the Energy list, not all the other topics. I particularly recommend this one “Le Dessous des cartes” in French or German, which in many occasions talk about energy, as geopolitics and energy are very related.

9. Also active on Substack Michael Liebreich.

10. Active on Substack as well: Decouple.

Also active on Substack: Gerard Reid.