If you're familiar with marginal pricing (and the role wind and sun will play in reducing and stabilising prices) there won't be anything new, but if you're not, please read it!
Replies
Factoid: Ireland gets 80% of its gas from the UK. It did have a couple of gas fields (literally two) but they're running dry
aug 10, 2025, 9:54 am • 0 0 • view
When you say gets "80% its of gas from UK" is this because the UK is connected to the likes of Norway and has the LNG terminals and therefore is the middle man in handling the hydrocarbon? Same for electricity connections? Will change when connected directly to France in the future.
aug 10, 2025, 9:59 am • 1 0 • view
Yep! I debated writing "via" but on balance thought "from" was most accurate (although the pipelines actually land in Scotland)
aug 10, 2025, 10:15 am • 1 0 • view
Well UK gas + pipeline imports (Norway) / NL and then LNG. The CI is only 700 MW. GB likely a net exporter fairly soon
aug 10, 2025, 10:21 am • 1 0 • view
At the margin, UK imports extra LNG from US/Qatar beyond UK's requirements, to sell on to Ireland, which doesn't have LNG import terminal (as yet - see Hannah Daly's posts). UK did the same for France in 2022.
aug 10, 2025, 10:42 am • 0 0 • view
Also at the margin, the growth in gas demand in Ireland includes many data centres that export services to GB. So effectively UK buys LNG from Qatar, sells it to Ireland to be converted into data, sells the data to UK. Would take some serious cloud-based data visualization to understand that one!
aug 10, 2025, 11:19 am • 1 0 • view
And UK imports Qatari gas, burns it to make electricity, to sell to Ireland, to make data, to sell to UK! www.offshore-energy.biz/504-mw-link-...
aug 10, 2025, 11:31 am • 1 0 • view
So why does Ireland have lots of data centres ? These are normally located near supplies of cheaper electricity, in certain states in the US for example. Just wondered ? 🤔
aug 10, 2025, 4:26 pm • 0 0 • view
Why does Ire have lots of global biz 😉
aug 10, 2025, 4:36 pm • 1 0 • view
A lot of Global businesses have HQ's there for tax reasons but you can put your data centres just about anywhere. Doesn't seem an obvious choice 🤔
aug 10, 2025, 6:21 pm • 0 0 • view
English-speaking, loads of fibre back to North America, low taxes. Why *wouldn't* you put your EU zone data centres there?
aug 10, 2025, 6:35 pm • 0 0 • view
Low tax rates v strong incentive; a gov that really doesn't want them to pay much tax and have had generous IDA grants/support from site to planning to try to get them to build there regardless of co2 or elec prices to consumers. Then all the usual land, net, language, workforce & EU access
aug 10, 2025, 6:29 pm • 0 0 • view
Same in GB...
aug 10, 2025, 6:36 pm • 0 0 • view
I'm familiar with marginal pricing, I've read the piece, and I'm still not convinced. Gas could quite reasonably be excluded and have its own tariff. Otherwise we all pay gas prices until gas falls to the tiniest proportion of supply. The only argument I see in the article is the status quo.
aug 10, 2025, 12:04 pm • 0 0 • view
Finally a simple explanation
aug 10, 2025, 9:19 am • 1 0 • view