Gas: Will fundamentals Trump geopolitics?

Gas: Will fundamentals Trump geopolitics?

2025 is set to be a year of continuing geopolitical turmoil. Donald Trump’s return to the White House will raise the temperature further at a time of major instability in the Middle East along with Russia-Ukraine. Questions remain over where Europe’s gas will come from and a key European power-player, Germany, faces fresh elections in February. In this episode, we delve into the latest geopolitical developments, as well as the key fundamental drivers, and assess their likely impacts, with Way...

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Thumbs up for the new European Commission?

Thumbs up for the new European Commission?

This week, the President of the European Commission, Ursula von der Leyen, unveiled her team of new commissioners and set out their priorities for the next five years. Amongst her new team are some ke...

20 Syys 202422min

Is regulation holding GO adoption back?

Is regulation holding GO adoption back?

Harmonisation and international standardisation; those were the words that were often heard this week when analysts, traders, and energy producers came together to discuss the challenges facing the gu...

13 Syys 202432min

Carbon supply squeeze

Carbon supply squeeze

The global power system is changing. Carbon emissions are declining. The green transition is in full flow. This is good news for the planet, but what do the next few years on this journey to 2030 look...

6 Syys 202430min

Insider trading allegations

Insider trading allegations

A Montel News investigation has aired claims of insider trading in Germany’s power market. Signals received by some to help balance the grid are allegedly being used to front-run prices for same-day d...

30 Elo 202424min

Guarantees of origin: Green or greenwashing?

Guarantees of origin: Green or greenwashing?

The guarantees of origin (GO) market is complex and opaque. Listen to a discussion that unpicks the complexity, simplifies the jargon and lays bare the controversies in the market. With big tech looki...

23 Elo 202430min

Germany’s (over)ambitious green H2 plan

Germany’s (over)ambitious green H2 plan

Germany plans to massively increase imports of hydrogen and its derivative products such as ammonia and methanol over the next five years but are the targets unrealistic and how green is the fuel? Lis...

16 Elo 202425min

Curbs to French power exports

Curbs to French power exports

Cuts to French electricity exports began earlier this year and will continue into the autumn. Listen to a discussion on why grid operator RTE impose the export limits and the reaction from inside Fran...

9 Elo 202429min

Has Keir’s time come?

Has Keir’s time come?

As voters across the UK go to the polls, we take the pulse of the ways a potential Labour government could change the energy landscape. Kier Starmer is committed to a clean power system by 2030, rathe...

28 Kesä 202432min

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