A New Gas Shock?
*** This episode was recorded on Wednesday before attacks on Qatari and Iranian energy infrastructure. But the message from the guests is still highly relevant - the wholesale gas market has not fully priced in the geopolitical risk premium. In this second episode of our special series on the war in Iran and its implications for energy markets, we focus on a potential looming gas crisis. As Europe enters the crucial storage refill season with lower-than-usual inventories and a far more...

Episoder(359)

Gas power games

Gas power games

As Europe eyes an end to Russian gas imports by 2027, fresh geopolitical tensions are reshaping energy markets once again. Could Trump’s mediation efforts result in a ceasefire in the Ukraine and coul...

22 Mai 202531min

CBAM uncertainty hits commodity trading

CBAM uncertainty hits commodity trading

In recent months, the European Commission has published what it describes as “simplified rules” of the carbon border adjustment mechanism (CBAM), but is the policy still unclear and too complicated fo...

16 Mai 202534min

Iberia’s blackout: a wake up call?

Iberia’s blackout: a wake up call?

Since parts of Spain, Portugal, and France temporarily lost power on Monday 28th April, TSOs and policy makers across Europe have been quick to try and assess how much their own networks are at risk o...

8 Mai 202534min

Germany split over bidding zone division

Germany split over bidding zone division

After a long delay, European TSOs finally released their bidding zone review this week. The report was met with much backlash from Germany’s government and industry leaders strongly opposed to the pro...

2 Mai 202533min

Is Norway enabling GO double counting?

Is Norway enabling GO double counting?

Norway is the largest exporter of guarantees of origin certificates. Yet last month, the country's government published guidance for industry and union leaders that supported a localised approach, ope...

25 Apr 202531min

Tariffs, trade wars and “drill, baby, drill”

Tariffs, trade wars and “drill, baby, drill”

Oil and gas prices plummeted in the immediate aftermath of the trade war between the US and China. With many expecting oil and gas prices to continue to decline as a result of Trump's tariffs, the tra...

17 Apr 202533min

Green transition fears amid tariff turmoil

Green transition fears amid tariff turmoil

This week, Trump's staggering tariffs on Asia and Europe caused turmoil in global equity and energy markets - as they took effect and were paused - raising many concerns within the energy sector about...

10 Apr 202522min

German regulator talks gas storage, price zone split

German regulator talks gas storage, price zone split

In this week's episode, the president of the federal network agency discusses the critical issues facing Germany's energy market as the country waits for the new government to take the reins. How will...

3 Apr 202533min

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