France Energy Pricing Trends - March 2022

Electricity – EEX Baseload Futures

Prices rose gradually this month, peaking on March 8th at 224 €/MWh in reaction to the escalating pace of sanctions on the Russian economy. Spring temperatures have permitted a drop in electricity and natural gas demand, which brought a slight respite. However, the limited availability of French nuclear power keeps prices high.  CAL23 BL started out the month at a price of 186 €/MWh, versus 205 €/MWh now (+10%).  Whereas CAL 24 BL saw a 5% increase over the same time period.

Carbon – EUA Futures

The price of carbon fell sharply at the beginning of the month, though that tendency did start correcting on March 9th. Prices then remained relatively stable until the end of the month, oscillating between 76€ and 82 €/t CO2. Carbon closed out the month at 76.26 €/t CO2.

Natural Gas – EEX PEG Futures

March opened with prices falling for a few days, following the maintenance of Russian gas supplies. They stabilized at 15 €/MWh lower than when the month had begun. Thanks to spring temperatures that were sufficient to contain demand, European storage levels have made it to April unscathed. CAL 23 products did end up rising, though March saw a much slower pace of +2% by month’s end. Comparatively, earlier months saw increases reaching 20%.

Fuel – London Brent Spot

Brent was very volatile during the month of March, lurching up & down in synch with the course of the war in Ukraine and the prospect of peace talks. Brent closed at 107.40 $/bbl on March 31st against 107.60 $/bbl at the start of the month.

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