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)

Death by 1,000 cuts

Death by 1,000 cuts

News of fresh delays and cost overruns at France’s next generation reactor at Flamanville may not be a killer blow for the country’s nuclear industry but the sector could face death by a thousand cuts...

10 Okt 201922min

Navigating PPA complexity

Navigating PPA complexity

PPAs are a crucial way to finance new renewable energy as countries phase out subsidies and companies are looking to consume more green energy. This week´s pod discusses the current state of the PPA m...

3 Okt 201931min

To cancel or not to cancel EUAs

To cancel or not to cancel EUAs

Contrary to expectations, potential German coal plant closures over the coming decade may not result in the cancellation of permits relative to their emissions. Host:Richard Sverrisson, Editor-in-Chie...

26 Sep 201922min

Trading power with the neighbours

Trading power with the neighbours

Imagine a world where you can trade power from your solar panel with others, linking households, neighbourhoods and regions through digital technology. Listen to a version of the future that is alread...

19 Sep 201925min

Déjà vu: French nuclear concerns return

Déjà vu: French nuclear concerns return

This week’s news of potential issues with steam generators at some of France’s nuclear reactors caused energy prices to skyrocket as market participants feared a return of problems seen in the autumn ...

12 Sep 201917min

Carbon at EUR 45 by year end?

Carbon at EUR 45 by year end?

European carbon prices are set to rise to EUR 45/t by the end of this year, according to Berenberg Bank. Listen to analyst Lawson Steele explain his reasons in this week’s pod. Host:Richard Sverrisson...

5 Sep 201927min

Green shift for oil and gas majors?

Green shift for oil and gas majors?

In a bid to avoid turning into energy dinosaurs, European oil and gas majors are becoming increasingly active in the renewable sector. In this week’s pod Nordea analyst Thina Saltvedt discusses how th...

29 Aug 201924min

Is the switch to gas a flash in the pan?

Is the switch to gas a flash in the pan?

Recorded live at the Montel Nordic Energy Day, this week’s pod addresses key issues including the outlook for CO2 prices and developments in the Nordic region. Catch the opening snippets from the ev...

22 Aug 201921min

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