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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Damage limitation

Damage limitation

Many market participants expressed relief that the European Commission did not meddle with the marginal price-setting mechanism in its proposals for energy market reform. But plans to protect customer...

24 Maalis 202331min

Battery boost as EU eases state-aid rules

Battery boost as EU eases state-aid rules

The European Commission has loosened state-aid rules in a bid to compete with the US Inflation Reduction Act in providing subsidies for green technology. The move comes in the wake of several high-pro...

17 Maalis 202327min

Stronger together?

Stronger together?

Ahead of the publication of the European Commission's proposals for energy market design, there are concerns that some recent interventions will be permanent. Listen to why the wholesale markets need ...

10 Maalis 202325min

Loopholes and additionality

Loopholes and additionality

The European Commission recently laid out rules that will define green hydrogen as part of its renewable energy directive. They will provide clarity on what makes hydrogen renewable, define additional...

3 Maalis 202325min

Ukraine: One year on

Ukraine: One year on

It’s been a year since Russia’s invasion of Ukraine. This week's pod chats to residents of Kyiv – a gas analyst and a top manager at Ukraine's utility DTEK – about the current situation in the city, w...

24 Helmi 202348min

Out of the woods?

Out of the woods?

This week’s pod discusses the outlook for Europe’s gas market for the coming months, as prices have fallen to around EUR 50/MWh – still historically high, but far below those of last autumn. Do low pr...

17 Helmi 202329min

Rethinking forward power markets

Rethinking forward power markets

The European Commission has launched a consultation on the future market design of wholesale energy markets. Under pressure to shield consumers, industry and households from high prices it seeks to un...

10 Helmi 202331min

Return of the carbon speculators?

Return of the carbon speculators?

European carbon prices have climbed since mid-January, with the benchmark contract threatening to breach EUR 100/t before falling on Thursday. Has the upturn been driven by a return of speculators or ...

2 Helmi 202331min

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