Large Language Models for Energy Market Analytics: An Exploratory Feasibility Study Across Geopolitical Monitoring, Commodity Summarisation, and Renewable Forecasting
Year: 2026
Type: article
Abstract: Large Language Models (LLMs) offer opportunities for processing heterogeneous information streams relevant to energy-market decision-making, but their practical role in forecasting-oriented analytical workflows remains uncertain. This paper presents an exploratory feasibility study of LLM use across four energy-market tasks: geopolitical event monitoring for Dutch Title Transfer Facility (TTF) market context using Global Database of Events, Language, and Tone (GDELT)-based data, structured summarisation of commodity-intelligence articles, prompt-engineered solar-power and grid-load forecasting for Austria, and a short-horizon exploratory TTF price-estimation case. The study is positioned as a pilot investigation and hybrid workflow blueprint rather than as a statistically conclusive forecasting benchmark. A four-layer reference architecture was devised, including structured market data, semi-structured news intelligence, web-scraping concepts, and implemented Twitter/X and GDELT monitoring layers. The empirical cases indicate that LLMs are most useful for text-heavy reasoning, event-context integration, source triage, and structured interpretation. In the 20-article summarisation corpus, Gemini 1.5 Pro achieved higher commodity-direction accuracy than GPT-4, while GPT-4 showed stronger output-format stability. In selected solar case checks, OpenAI models produced plausible generation curves close to the Fraunhofer ISE Energy Charts reference, while Energy Charts remained more accurate for aggregate load estimation in the available benchmark comparison. The two-day TTF experiment illustrated that LLMs can incorporate qualitative geopolitical context into short-horizon reasoning, but it did not establish reliable price-forecasting capability. The Twitter/X monitoring layer is retained as a documented negative pathway, showing the limitations of informal social-media scraping for reproducible market intelligence.
Source: Big Data and Cognitive Computing
DOI: 10.3390/bdcc10060166
Authors: Alex Krempasky, Erik Kajati, Peter Papcun
Institution: Technical University of Košice
Language: English
Field: Decision Sciences
Domain: Social Sciences
Open Access status: gold
Estimated APC paid: $2,172
OpenAlex ID: W7162109889
