Certain carbon uncertainty

Certain carbon uncertainty

Reform of the mechanism to reduce market oversupply, tweaking the cap and not least the final 2030 target are all uncertain factors for the EU ETS which will continue to cause price volatility in the coming months. Listen to a discussion on current EUA price dynamics and where the market is heading in the short as well as medium term. Host: Richard Sverrisson, Editor-in-Chief Europe, Montel, Guest: Ingvild Sorhus, Senior Analyst, Refinitiv.

Episoder(359)

Green deal: Theory vs Reality

Green deal: Theory vs Reality

In theory, the Green recovery fund should provide assistance to companies trying to get back on their feet following the coronavirus pandemic, but in practice they will struggle to access available fu...

1 Okt 202026min

Boosting PPA demand

Boosting PPA demand

PPAs are a vital component of Europe’s green energy transition. This week’s episode discusses whether deals have slowed down amid the Covid crisis, and the outlook in the coming years. Listen to an ...

24 Sep 202024min

Sticky Asian LNG demand

Sticky Asian LNG demand

Asia’s appetite for LNG will continue to grow as coal becomes more expensive. But outages at key facilities in Australia could tighten global supply ahead of this winter. This week’s show looks at t...

17 Sep 202030min

To Prussia, with Love

To Prussia, with Love

A poisoning scandal surrounding Russian opposition politician Alexei Navalny has threatened to derail the Nord Stream 2 gas pipeline, now only kilometres away from the German mainland. This week’s po...

10 Sep 202021min

Poland’s rooftop revolution

Poland’s rooftop revolution

Poland may be one of the last bastions of coal plants in Europe, but the country is currently experiencing massive growth in rooftop solar panels. This week’s pod discusses the country’s exit from coa...

3 Sep 202023min

Oil faces new “normal”

Oil faces new “normal”

Ample supply, full inventories and subdued demand are likely to pressure oil prices well into 2021, says Rystad Energy’s Paola Rodriguez-Masiu. Listen to this week’s pod discuss a potential return p...

27 Aug 202021min

Extreme year for Nordic power

Extreme year for Nordic power

Nordic power prices have languished near historically low levels amid a combination of extreme factors, notably an abundance of hydropower supply, and limitations in interconnector capacity and nuclea...

20 Aug 202023min

Rogue carbon trader?

Rogue carbon trader?

This week’s pod focuses on the carbon market and, in particular, the reasons behind the price spike in mid-July. Was it due to the closing of a speculative position that went rogue, or were other fund...

13 Aug 202023min

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