Knowledge & Insights

De senaste åren har norra Sverige varit i fokus i elektrifieringen av Europas industri med löften om en kraftig tillväxt i välfärd, elkonsumtion och förnybar elproduktion.

Dunkelflaute är ett tyskt uttryck som betyder "mörk stiltje" och beskriver en period med låg vind- och solkraftsproduktion, ofta kombinerat med kallt väder. Sådana perioder ställer höga krav på energisystemet, eftersom de förnybara energikällorna inte själva kan möta efterfrågan.

Att fjärrvärmen historiskt varit en prisvärd produkt, haft en låg grad av konkurrens och ett starkt politiskt stöd har gjort att förändringstakten i fjärrvärmebranschen har varit låg. Men nu minskar fjärrvärmens konkurrenskraft av framförallt tre anledningar:

Ett examensarbete, genomfört i samarbete med Sigholm, visade att strategiska kombinationer av dessa teknologier kan skapa ett robust och hållbart system som förbereder kraftvärmeverk för framtidens energimarknad.

I samarbete med studenter från masterprogrammet Sustainable Energy Systems på Chalmers Tekniska Högskola, har studenter under våren 2024 genomfört en studie som simulerar drift under ett år av ett exempelfjärrvärmesystem.

I den senaste upplagan av Energistrategipoddens fokusavsnitt tar våra affärsstrateger, Katja Lindblom och Henrik Näsström sig an den aktuella och avgörande frågan om fjärrvärmens prismodeller.

Lyssna och få en unik inblick i våra perspektiv på elnätets digitalisering.

Sigholm kvantifierar och analyserar kontinuerligt de stora förändringar som pågår i Europas energisystem. I vår färska långtidsprognos har vi vägt samman flera olika aspekter och simulerat elpriset för åren 2024-2050 per svenskt elprisområde och per kraftslag.

From the time electricity first reached homes and buildings until today, there has been a major development in how electricity use is measured and priced. As the energy system is transformed, there are now completely new demands for smarter price signals, not only from the electricity market but also from the electricity networks.

Contracts for Difference (CfD) have been discussed since the electricity price spikes of 2022. The tool as such is not new, but has been used for a long time in Europe to support new construction of wind and nuclear power. In the debate, there are many interpretations of CfD and sometimes the acronym appears as a panacea, a solution to almost everything.

Since 2020, electricity prices have been much more volatile. This is because intermittent power generation is now a significant part of the European and Nordic electricity system. The increasing volatility of electricity prices opens up new business opportunities. Those who actively manage their exposures create major advantages compared to those who are passive. If handled correctly, flexible consumption, production and storage can bring major benefits to both the operator and the system.

Last week, the District Heating Days 2024 (Fjärrvärmedagarna 2024) was organized, a conference that offers a helicopter perspective on the district heating industry's most important and strategic issues. Our energy strategist Niclas Sigholm started the first day with a presentation on challenges and opportunities for district heating and CHP in the new energy landscape and shared his thoughts on it.

Alltmer krafthandel sker bilateralt. Det märks på terminsmarknaden Nasdaq Commodities, där omsättningen på nordisk kraft förra året föll till 442 TWh. Det är det näst lägsta på åtminstone två decennier, bara omsättningen 2022 var sämre.

Time to reinvent the spot price of electricity? Today, producers, traders and consumers feel that the spot price for electricity is outdated. The day-ahead market does not reflect the reality we are already in and risks being even less suitable in the future. It increases risks, causes welfare losses and slows down electrification. Read our latest analysis.

Sigholm Tech continuously quantifies and analyses the major changes taking place in Europe's energy system. In our recent long-term forecast, we have weighed up several different aspects and simulate the electricity price for the years 2023-2050 per Swedish electricity price area and per power type...

The mild and rainy weather that has dominated since July turned cold and dry in October. The average temperature in the Nordic Region was 9 degrees Celsius lower in October than in September, a bigger drop than the seasonal 5 degrees. The lower temperatures increased the heating load, which increased electricity consumption by 21 per cent...

Sigholm is continuously quantifying and analysing the rapid changes taking place in Europe's energy system. In our recent long-term forecast, we have weighed up several different aspects and simulated the electricity price for the years 2023-2050 per electricity trading area and per power type. Below is a selection of our conclusions...

To address it, the Emissions Trading Scheme (ETS) was introduced in 2005 and, after many years of low prices, has been tightened as a result of a 17-fold increase in prices in the energy and industry sector in six years. Renewable, variable power sources such as solar and wind are the most cost-effective means of enhancing security of supply and reducing emissions.

It has been a very eventful first half of 2023 and the autumn will be just as challenging. The average global temperature is higher than ever, the price of emissions is more expensive, biomass is more expensive and politics is more uncertain. At the same time, the energy crisis continues and may well bring more surprises. Here is an overview of some key aspects for the autumn.

The energy crisis and record high electricity prices are changing the way we look at energy use and access. In Europe, energy has gone from being easily accessible and cheap to being difficult to access and expensive. Even though we in Sweden have not had quite as high price peaks as elsewhere in Europe, the price increase has nevertheless been sudden here too.

Dagens Industri has asked our energy strategist Arne Bergvik about the continued rise in electricity prices. Arne believes that the energy crisis is not quickly over, rather Russia seems to be escalating its invasion of Ukraine. And Russia's confidence as a reliable energy supplier is already irreversibly damaged.

We have now had the pleasure of sharing knowledge and contributing to learning for four seasons. EnergiStrategiPodden is coming to an end and will soon take a Christmas break.

To conclude the third season of the EnergyStrategyPod, we bring together decision-makers and leaders in the energy industry, many of whom we have interviewed in the podcast, to discuss the market situation and future prospects.

In March, we at Sigholm started a podcast, EnergiStrategiPodden. As an extension and conclusion of season 1, we have now created EnergiStrategiDagen - a digital debate forum with leading people from the energy industry who discuss the major energy transformation based on specific programme points.