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UK Plans Decisive Action to Reduce Gas Impact on Electricity Prices, Accelerates Clean Energy Push

-- The UK government on Tuesday unveiled a series of measures aimed at reducing the influence of volatile global gas prices on domestic electricity costs, as geopolitical tensions continue to disrupt energy markets.

The plan centers on expanding long-term fixed-price contracts for renewable and low-carbon power generators, alongside an increase in the Electricity Generator Levy to 55% from 45%, targeting excess profits earned during gas-driven price spikes.

Officials said the move is designed to shield households and businesses from external shocks, such as the current ongoing military conflict in Iran, leading to significant volatility in global gas markets.

The government said gas now sets electricity prices around 60% of the time, down from roughly 90% in the early 2020s, with that share expected to fall to about 50% by 2030.

A key component of the strategy includes voluntary wholesale Contracts for Difference, which the government said will be introduced later this year, with an allocation process set to run in 2027.

The policy package also includes broader efforts to accelerate renewable deployment, including faster planning approvals, expanded use of public land for solar and wind projects, and investment in grid infrastructure.

Britain's Prime Minister Keir Starmer emphasized the "need to get off the fossil fuel rollercoaster" in order to make energy bills stable and shield families across the UK from global volatilities. "When global gas prices spike, people here shouldn't be picking up the tab," he said.

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Commerzbank on Overnight News

Commerzbank in its "European Sunrise" note of Wednesday highlighted:Markets: United States Treasuries sell off in late New York session, are better bid in early Asian trading. Brent rises above US$100/barrel late Tuesday, but comes off the highs after President Donald Trump announces a ceasefire extension in the conflict with Iran. E-minis rise marginally after the ceasefire headline.Fed: Kevin Warsh says at Senate Federal Reserve chair confirmation hearing that cumulative price increases are a legacy of past policy error, inflation trajectory is improving, but there is more work to do. The balance sheet shouldn't hold long-term assets, Warsh doesn't have a particular fix number for size, changes would need to be choreographed.Fed: Federal Reserve Governor Christopher Waller says Fed banks are working well on 10% headcount reduction, needs to rethink physical footprint, centralize operations and incorporate Artificial Intelligence (AI).U.S.: White House nominates Christopher Phelan to chair Council of Economic Advisers.Iran war: President Trump extends ceasefire until "discussions are concluded." Trump maintains the naval blockade. Vice President JD Vance postpones trip to Pakistan after Iran refuses to attend. Iran's foreign minister calls the U.S. blockade an "act of war." Iran evades blockage by using different ports and ship-to-ship transfers (Telegraph). Iran received "some sign" that the U.S. is ready to break the blockade (news agency Tasmin).==EUROPE:ECB: European Central Bank Governing Council member Martins Kazaks says there is no urgency to raise rates; says expectations for inflation are currently containedGermany: CDU/CSU present plan for income tax reform with 25 billion to 30 billion euros tax relief per year (HB).France: Prime Minister Sebastien Lecornu extends aid for industries hit by fuel cost rises.Italy plans to bring down its budget deficit to 2.8% in 2026 (Reuters sources).Ukraine: President Volodymyr Zelenskiy says repairs to the Druzba oil pipeline are completed, clearing the way for 90 billion euros European Union loan.

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Research

Morgan Stanley Upgrades Antero Midstream to Equalweight from Underweight, Lifts Price Target to $26 From $20

Antero Midstream (AM) has an average rating of hold and mean price target of $23.29, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

$AM
Asia

Intraco Buys Back More Shares

Intraco (SGX:I06) bought back 2,500 shares in the open market on Wednesday for SG$951, or about SG$0.38 per share, according to a same-day filing with the Singapore Exchange.The plastics resin and other petrochemical products company has been authorized to repurchase 10.8 million shares under its current mandate and has so far bought back nearly 1.7 million shares.

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