France Energy Pricing Trends - April 2022

Electricity – EEX Baseload Futures

The rate of price increase was accentuated during the month of April : +51 €/MWh or +17% (CAL 23). The war in Ukraine and the series of sanctions that Europe is led to take are still fueling uncertainties about energy supply. In this context, the electricity market continued to rise encouraged by the embargo on Russian coal and nuclear production still hurt by some shutdowns that continue to force EDF to reduce its production targets. CAL 23 BL started out the month at the price of 207.93 €/MWh, versus 258.50 €/MWh now (+17%), whereas CAL 24 BL saw a 28% increase over the same time.

Carbon – EUA Futures

The carbon price remained relatively stable compared to the previous months with a peak at 86.11 €/t CO2 on 22 April. Carbon closed out the month at 84.02 €/t CO2.

Natural Gas – EEX PEG Futures

Notwithstanding a slight decline at the end of the period due to the arrival of American LNG in Europe, the price of natural gas continued to rise during the month of April. High tensions persist due to the interruption of Russian deliveries to Bulgaria and Poland and the upcoming decisions of other European countries on payment in rubles to Gazprombank. CAL 23 products opened the month at 73.77 €/MWh, which by month’s end. CAL 24 prices rose by 25%, reaching 59.29 €/MWh in late April.

Fuel – London Brent Spot

Oil prices fell 6% compared with March. Deliveries from the United States and weak demand in Asia due to the evolution of Covid-19 in China allowed a slight relaxation in the markets. However, fears of an increasingly likely embargo on oil from Russia have kept Brent prices above $105/bbl on average. Brent closed at 106.42 $/bbl on April 30th against 104.29 $/bbl at the start of the month.

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