The energy data surge: Revisiting an evolving landscape

Energy and power have seen increasing interest from institutional investors looking to exploit the increased volatility. As such, we take the opportunity to highlight some new names for tracking power generation, pricing, and energy commodity production. Ranging from established sources such as ISOs/RTOs, to more alternative approaches like satellite imagery, these vendors offer fresh perspectives on how to capitalise on a shifting market.

INTRODUCTION

Energy data has been of interest to investors over the last few years for many reasons. This is likely partly driven by the evolving energy mix, with a greater increase in renewables production, creating a more fragmented energy system. Alongside the increasing energy demand, driven to some extent by data centres and geopolitical tensions creating supply-side tensions for traditional fuel sources, it’s no surprise that more funds are looking into the energy market.

In a previous piece, The energy industry: An alternative data primer, we touched on energy-related datasets and segmented them into five categories (e.g. public filing aggregators). This report provides an overview of new names related to the energy landscape.