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...

Jaksot(359)

Nord Stream 2 certification woes

Nord Stream 2 certification woes

This week’s pod discusses the contested Nord Stream 2 pipeline following the temporary suspension of certification by the German regulator.Listen to a discussion on the latest developments regarding G...

2 Joulu 202128min

CO2 soars on price floor plan

CO2 soars on price floor plan

This week we return to the European carbon market, where prices have soared following plans by the new German government to introduce a CO2 price floor. Listen to a discussion on the key market driver...

25 Marras 202121min

Global CO2 markets after COP26

Global CO2 markets after COP26

This week our attention turns to COP26 that ended last weekend in Glasgow. Was there a gulf between the technical jargon used by the conference participants and wider the global climate crisis affecti...

18 Marras 202123min

Norway’s proposed GO exit

Norway’s proposed GO exit

This week we focus on Europe’s Guarantee of Origin (GO) market and discuss Norway’s plans to exit the system. What form could such a GO Nexit take and how will the country be able to attract new indus...

11 Marras 202126min

Regulating the energy crisis

Regulating the energy crisis

This week we speak to a regulator, a first for the pod, about how the French watchdog has dealt with the country’s energy crisis. Will more French suppliers go under, and what, if anything can be done...

4 Marras 202122min

The Spanish intervention

The Spanish intervention

Spanish measures to reform energy markets and the EU ETS are an attempt to shield households and industry from high prices, but the intervention may scare away investment and slow the growth of PPAs.L...

28 Loka 202124min

Poland’s capacity crunch

Poland’s capacity crunch

Poland may be one of the last bastions of coal in Europe but exponential growth in solar capacity has propelled it to a top five ranking on the continent.Listen to a discussion on the outlook for rene...

21 Loka 202123min

Beyond speed dating

Beyond speed dating

Germany’s coalition partners have moved beyond speed dating and are now starting to thrash out the details of an agreement to form a new government.Listen to a discussion on Germany’s path to decarbon...

14 Loka 202118min

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