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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The flexibility episode

The flexibility episode

Europe’s net-zero targets for 2050 are ambitious, but the roll-out of renewable energy will not be successful without a significant boost to flexibility in power markets. Listen to a discussion on the...

19 Tammi 202431min

Saved by cables?

Saved by cables?

Cross-border electricity cables are controversial. For some they provide supply security while others believe they increase prices in markets used to low energy costs. Listen to a discussion on the im...

12 Tammi 202433min

Germany’s big freeze

Germany’s big freeze

Germany faces a freeze on many counts over the coming weeks. Firstly, a cold snap is likely to send power prices spiralling. In addition, a budget freeze could hamper the country’s plans to meet its d...

4 Tammi 202432min

End of year round-up, outlook (Part two)

End of year round-up, outlook (Part two)

End of year round-up, outlook In the next two episodes we discuss the key energy issues in the year to date with Montel journalists, while also looking forward to 2024. Despite markets having come a l...

29 Joulu 202339min

End of year round-up, outlook (Part one)

End of year round-up, outlook (Part one)

In the next two episodes we discuss the key energy issues in the year to date with Montel journalists, while also looking forward to 2024. Despite markets having come a long way since the crisis of 20...

21 Joulu 202341min

Gas hostage to geopolitics, market jitters

Gas hostage to geopolitics, market jitters

Gas storage is ample, the weather has remained largely mild and French nuclear availability has returned to pre-Covid levels. However, given the escalating conflict in the Middle East and stalemate in...

14 Joulu 202337min

Finland’s Black Friday

Finland’s Black Friday

A bidding error in the Nordic spot power market could be the costliest fat finger event ever in European energy markets – both in terms of financial losses but also the reputational damage for the ele...

8 Joulu 202328min

Nodal or Zonal?

Nodal or Zonal?

The UK is reviewing a shift in how it prices electricity from a single wholesale market, with two locational alternatives under consideration: nodal or zonal. This week’s pod addresses the pros and co...

1 Joulu 202328min

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