Keeping out the CO2 speculators

Keeping out the CO2 speculators

European carbon prices have been sidelined by the debate around sanctions on gas, coal, and oil from Russia. However, EUA prices have seen huge volatility, with price swings of up to EUR 8 a day. Listen to a discussion on the price drivers over the short and medium-term, and why EUR 100/t would be unsustainable. In addition, what is the likelihood of excluding financial entities, or speculators from the market? Host: Richard Sverrisson, Editor-in-Chief, Montel Ingvild Sørhus, Le...

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Complexity, competition, break-up

Complexity, competition, break-up

France is set to overhaul the mechanism intended to boost competition in the country’s electricity market, but the measure’s complexity as well as disputes over the potential break-up of energy major ...

14 Tammi 202121min

Upside for German power prices

Upside for German power prices

German power prices have gained in recent weeks amid colder weather and a strong carbon market, with the bullish trend set to continue over the coming weeks, at least according to this week’s guest. ...

7 Tammi 202125min

From turmoil to reset

From turmoil to reset

In the last episode of 2020, a year of pandemic and economic turmoil, the Montel Weekly podcast takes listeners on a virtual tour around Europe with discussions about what lies ahead for the continent...

17 Joulu 202030min

Lights will stay on this winter

Lights will stay on this winter

Power supply in northwest Europe over the coming winter faces uncertainty amid limited nuclear availability, aging conventional plant capacity and colder weather, but the lights will stay on, Vincent ...

10 Joulu 202022min

Brexit chaos looms

Brexit chaos looms

Access to European energy markets is being used as a negotiating tool in Brexit discussions over access to UK fisheries as well as state aid provisions. In this episode, we discuss the implications ...

3 Joulu 202023min

Another annus horribilis

Another annus horribilis

Continued oversupply, mild weather and a massive growth in wind power capacity, will keep Nordic power prices low for the coming year at least. Further out, increased demand thanks to the electrificat...

26 Marras 202021min

Certain carbon uncertainty

Certain carbon uncertainty

Reform of the mechanism to reduce market oversupply, tweaking the cap and not least the final 2030 target are all uncertain factors for the EU ETS which will continue to cause price volatility in the ...

19 Marras 202021min

Import bans, strikes and La Nina

Import bans, strikes and La Nina

China’s ban on Australian coal imports, strikes in Colombia as well as potential weather disruptions from the La Nina effect have had a major impact on global coal prices. This week’s pod discusses ...

12 Marras 202022min

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