Vision

**Our Vision on the Future of Energy Markets and Why Our Consulting Model Fits**

In Europe and globally, geopolitical uncertainty is driving the need for diversified supply chains and greater optionality. At the same time, demand for secure, circular, and affordable energy is at an all-time high. Solar and wind energy are making remarkable progress, pushing power prices down to as low as 40 EUR/MWh or less in Europe (e.g., Polish solar auctions)—a scenario that seemed unimaginable just a few years ago. Simultaneously, global gas markets are heading toward a glut, potentially driving prices down to 10-20 EUR/MWh. This aligns with sustainable power price levels of 20-40 EUR/MWh, enabling global players, including AI, to access the energy they need.

However, these 20-40 EUR/MWh prices reflect *variable* power, not “firm” 24/7 supply. To address this, long-term energy storage solutions are essential—such as gas with CCUS, batteries, hydro, nuclear, thermal storage, demand optimization, hydrogen, and grid optimization services. Firms that can form alliances to deliver these solutions will be the winners of tomorrow. Historically, long-term gas storage came at a 5-10 EUR/MWh markup to gas prices. Translating this to power, without accounting for CO2 costs, long-term gas storage services could range from 10-20 EUR/MWh.

Combining this with a CO2 price of 150 EUR/ton (a level some carbon forecasters expect in the 2030s), Europe could achieve a circular, nearly energy-independent system. Variable power prices could stabilize at 20-40 EUR/MWh, with firm power prices reaching 40-60 EUR/MWh, assuming an EU ETS price level of 150 EUR/ton CO2 makes CCUS economically viable.

**A few must-haves must be in place:**

1. A credible practice signaling global gas markets that buyers can deploy alternatives—such as hydrogen, biomethane, e-methane, and electrification through nuclear energy. These act as natural caps to gas prices (Hydrogen Rainmakers efforts are an example of this – see www.hydrogenrainmakers.pl).

2. Access to “local” clean tech and multi-vendor solutions, enabling the development of in-house solar, wind, and other supply chains. Sourcing at least one-third competitively globally from diverse locations is acceptable, as is creating new factories through joint ventures with global partners. For example, if an electrolyzer is assembled in Europe, it’s European.

3. A massive effort, including easier access to capital, to build infrastructure and digital tools that enable a smart energy system.

As a consultancy, we are working to break down silos between energy systems and organizations to make this secure, circular, and affordable system a reality. Our goal is to enable sustainable profits for all stakeholders and a bright industrial future, including jobs and prosperity for future generations.