Geopolitical risk fatigue?

Geopolitical risk fatigue?

Are oil and gas markets too complacent about the current geopolitical risks in the Middle East, which accounts for around one third of global seaborne oil trade? Saul Kavonic, senior research analyst at MST Financial thinks so. In this week's pod, he explains how an escalation of tensions beyond the Hamas-Irael war could see the closure of the Strait of Hormuz and propel oil and LNG prices to USD 200/bbl and USD 100/MMbtu respectively – dwarfing the peaks during the 2022 energy crisis. Host: ...

Jaksot(358)

Nuclear’s latest comeback: is it permanent?

Nuclear’s latest comeback: is it permanent?

Over the past year, many countries in Europe and beyond have announced plans to expand their nuclear programmes or build new reactors. As the pressure mounts for countries to start delivering on their...

20 Maalis 202531min

Navigating regulatory and geopolitical complexity

Navigating regulatory and geopolitical complexity

In this week’s episode we discuss how unprecedented global risks — from escalating trade tensions and hybrid warfare to rising populism — are reshaping Europe's energy markets. Statkraft's CEO Birgitt...

14 Maalis 202523min

EU energy security amid “seismic” global shifts

EU energy security amid “seismic” global shifts

This week we explore the growing energy security challenges facing Europe amid a “seismic” shift in the global geopolitical order. In light of this, we discuss plans by the European Commission to supp...

7 Maalis 202528min

Berlin's power shift

Berlin's power shift

As Germany’s Christian Democrat alliance (CDU/CSU) is in talks about forming a new government with the Social Democrats, this week’s episode discusses the country’s role in the new global order. It co...

28 Helmi 202531min

Energy, recovery & Germany’s next move

Energy, recovery & Germany’s next move

It was Europe’s biggest importer of Russian gas prior to the Ukraine invasion but Russia’s cutting of gas supplies to Europe pushed Uniper to the brink of collapse. It was nationalised in one of the b...

21 Helmi 202530min

Rising populism and energy markets

Rising populism and energy markets

Europe’s energy sector is caught in the crossfire of rising populism. With elections approaching in Norway and Germany, governments are under pressure to prioritize short-term price stability over lon...

14 Helmi 202545min

Regulating the unpredictable

Regulating the unpredictable

The UK has announced hugely ambitious plans - clean power by 2030. This will involve a massive roll-out of wind, onshore and offshore, solar as well as an expansion of grids and storage. A challenge, ...

7 Helmi 202538min

Norway’s energy crisis, AI and the looming supply squeeze

Norway’s energy crisis, AI and the looming supply squeeze

Norway’s energy sector is at the centre of a dramatic political storm. With an election looming in September, Finance minister Trygve Slagsvold Vedum pulled his Centre Party out of the government, war...

31 Tammi 202527min

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