Demand destruction

Demand destruction

Drought, heatwaves, weak river and hydro levels, combined with record low French nuclear output and dwindling gas supplies are driving energy prices to fresh highs on a daily basis. Aluminium producers and fertiliser firms have already announced closures across Europe. Listen to a discussion on the outlook for industry over the months ahead. Will it experience demand reduction or destruction? Host: Richard Sverrisson, Editor-in-Chief, Montel Guests: Tobias Federico, CEO, Energy Brainpool &nbs...

Episoder(358)

Poland’s green transition, fact or fiction?

Poland’s green transition, fact or fiction?

The dominance of coal in Poland’s energy mix will come to an end – the question is by when and what will replace the dirty fuel. This week’s pod discusses the options open to the country and which for...

28 Nov 201920min

Corporates GO green

Corporates GO green

Corporate demand for guarantees of origin (GOs) will remain strong next year as companies continue to boost their green credentials. However, supply from French auctions and from German facilities sho...

21 Nov 201924min

Carbon bears join the picnic

Carbon bears join the picnic

While currently trading around EUR 25/t, European carbon prices look set to be hit by several bearish factors next year, including a potential flood of UK permits, an economic slowdown and reduced dem...

14 Nov 201924min

Will Spain´s PPA bubble burst?

Will Spain´s PPA bubble burst?

Spain´s PPA boom could be a bubble that could burst in the coming years. This week´s pod comes from Madrid, where we discuss the upcoming election and the impact on energy policy. Will the next gove...

7 Nov 201920min

Blown off course

Blown off course

Norway could be heading for a slowdown, or even an abrupt halt, in wind power expansion amid growing opposition to onshore turbines. This week we discuss the growth in green capacity across the Nordic...

31 Okt 201924min

Fears of German yellow vests?

Fears of German yellow vests?

Could Germany be holding back its climate ambitions due to fears of public unrest similar to the gilet jaunes movement in France? This week’s pod addresses such concerns with Germany’s leading green e...

24 Okt 201921min

Trump and trade wars

Trump and trade wars

Amid concerns of a global economic slowdown, this week’s pod discussed the energy market implications of the China-US trade war, Trump’s tweet and the latest Brexit developments. What are the key poin...

17 Okt 201922min

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

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