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)

Over a barrel - what’s next for oil?

Over a barrel - what’s next for oil?

Last year’s carnage in global oil demand would have been a lot worse for oil prices without the deep production cut agreement by Opec and non-member partners. But how will current geopolitical tension...

25 Mar 202125min

Heating up to 50C

Heating up to 50C

Meteorologists say summer temperatures in southern Europe could hit 50C, surpassing levels seen in recent years. This week’s episode looks at what this could mean for the continent’s power and gas sys...

18 Mar 202131min

Green image seekers

Green image seekers

Last year remained a busy year for power purchase agreements (PPAs) despite the Covid pandemic, and activity looks set to accelerate as the market sees a post-virus bounce. Listen to a discussion on c...

11 Mar 202119min

Hydrogen’s green revolution

Hydrogen’s green revolution

The success of Europe’s climate neutral goal for 2050 will depend a lot on hydrogen, particularly its green form when backed by renewables. Large utilities, industrial firms and oil and gas majors are...

4 Mar 202130min

Trouble in Texas

Trouble in Texas

Last week’s deep freeze across the southern US caused power outages for millions in Texas, the country’s second most populous state. Was it an isolated problem or could a similar event occur in Europe...

25 Feb 202126min

Watching the speculators

Watching the speculators

Are speculators behind the rise in carbon prices to new heights above EUR 40/t? This week’s podcast delves into the rally, addresses the fundamental factors supporting EUAs and whether placing limits ...

18 Feb 202128min

The School of Hard Knocks

The School of Hard Knocks

Developing solar power in parts of Europe not known for being sunny is like being a student at a rough school – you come out a tough kid. At least that’s how the CEOs of Nordic firms Otovo and Alright...

11 Feb 202125min

Is CO2 the new Game Stop?

Is CO2 the new Game Stop?

In a week of dramatic price moves in the carbon market, some participants have questioned the reasons for the rise to fresh highs. Is it the role of new entrants, could EUAs be the new Game Stop? List...

4 Feb 202122min

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