Geopolitics trump fundamentals

Geopolitics trump fundamentals

The months ahead will be filled with uncertainty – and price volatility – as energy market participants assess the consequences of the escalating conflict in the Middle East and potential sabotage to the gas pipeline linking Finland with Estonia. Will these events override market fundamentals? Listen to a discussion of the key developments in UK and continental wholesale power and gas markets in the last quarter and the outlook for the coming months. Host: Snjólfur Richard Sverrisson, E...

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No plan B for France

No plan B for France

After we recorded this episode, French President Macron announced plans to build up to 14 reactors by 2050. But earlier in the week, EDF announced that it would cut its available 2022 nuclear output b...

10 Helmi 202227min

Ukraine crisis stokes gas supply fears

Ukraine crisis stokes gas supply fears

Continued tension between Ukraine and Russia has supported European wholesale prices, which remain at historically high levels. This week’s pod delves into the potential consequences of an armed conf...

3 Helmi 202224min

Energy Transition wobble

Energy Transition wobble

The consequences of energy price spikes and massive wholesale market volatility have not only hit the pockets of households and the balance sheets of industrial firms, but have also slowed the pace of...

27 Tammi 202223min

Nordic energy crisis overblown?

Nordic energy crisis overblown?

The Nordic region has not escaped the unprecedented energy price levels seen elsewhere, but according to this week’s guests, remains competitive compared to other parts of Europe and the world.Listen ...

20 Tammi 202226min

The Russia question

The Russia question

European wholesale gas prices have softened in recent days on forecasts of mild weather and the prospects of LNG imports but they are set to remain at historic highs for many weeks to come.This week’s...

13 Tammi 202226min

Tip of the Eisberg

Tip of the Eisberg

Some German energy retailers went under last year, but many more could follow suit in 2022 as the consequences of soaring prices and poor hedging strategies become clear.Listen to a discussion about w...

6 Tammi 202226min

Will energy’s wild ride carry on?

Will energy’s wild ride carry on?

Carbon prices have tripled, gas markets have soared, Europe is burning through its coal stocks but at the same time the demand for green energy procurement has never been higher. Listen to a review o...

16 Joulu 202131min

Zombies and market reform

Zombies and market reform

The collapse of dozens of UK energy retailers amid a spike in wholesale prices suggests too many were operating with just enough money to cover their expenses. Or does it reflect a failure of market d...

9 Joulu 202125min

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