Winter starts to bite

Winter starts to bite

Concerns over a supply shortfall are rising as much of Europe experiences a cold snap. Gas storage units are full, Russian gas is still flowing and industrial demand is almost down by a quarter, but what is the outlook for the coming months and the coming winter? Listen to a discussion on the key supply and demand fundamentals, and the impact of easing Covid lockdowns in China on LNG flows. Could wholesale gas prices return to EUR 300/MWh seen last August? Host: Richard Sverrisson, Editor-in-...

Episoder(359)

No plan B for France

No plan B for France

After we recorded this episode, French President Macron announced plans to build up to 14 reactors by 2050. But earlier in the week, EDF announced that it would cut its available 2022 nuclear output b...

10 Feb 202227min

Ukraine crisis stokes gas supply fears

Ukraine crisis stokes gas supply fears

Continued tension between Ukraine and Russia has supported European wholesale prices, which remain at historically high levels. This week’s pod delves into the potential consequences of an armed conf...

3 Feb 202224min

Energy Transition wobble

Energy Transition wobble

The consequences of energy price spikes and massive wholesale market volatility have not only hit the pockets of households and the balance sheets of industrial firms, but have also slowed the pace of...

27 Jan 202223min

Nordic energy crisis overblown?

Nordic energy crisis overblown?

The Nordic region has not escaped the unprecedented energy price levels seen elsewhere, but according to this week’s guests, remains competitive compared to other parts of Europe and the world.Listen ...

20 Jan 202226min

The Russia question

The Russia question

European wholesale gas prices have softened in recent days on forecasts of mild weather and the prospects of LNG imports but they are set to remain at historic highs for many weeks to come.This week’s...

13 Jan 202226min

Tip of the Eisberg

Tip of the Eisberg

Some German energy retailers went under last year, but many more could follow suit in 2022 as the consequences of soaring prices and poor hedging strategies become clear.Listen to a discussion about w...

6 Jan 202226min

Will energy’s wild ride carry on?

Will energy’s wild ride carry on?

Carbon prices have tripled, gas markets have soared, Europe is burning through its coal stocks but at the same time the demand for green energy procurement has never been higher. Listen to a review o...

16 Des 202131min

Zombies and market reform

Zombies and market reform

The collapse of dozens of UK energy retailers amid a spike in wholesale prices suggests too many were operating with just enough money to cover their expenses. Or does it reflect a failure of market d...

9 Des 202125min

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