Episode 446: Geopolitics, storage risks and LNG flows reshape winter gas outlook
As European gas markets navigate a complex mix of geopolitical risk, storage concerns and shifting LNG flows, the outlook continues to evolve. ICIS has pushed its expectation for structurally tight ma...
23 Jul 0s
Episode 445: New gas border rules, old challenges for Energy Community contracting parties
As Moldova and Ukraine prepare to introduce mandatory bundled capacity rules at EU borders from August, the region's gas sector is entering a pivotal phase. The new framework promises significant chan...
22 Jul 0s
Episode 444: The next big commodity in gas markets is not gas, it is data
Europe's gas market is entering a new era in which transparency is becoming just as valuable as the resource itself. As policymakers tighten requirements around carbon emissions, methane monitoring an...
30 Jun 27min
Episode 443: Europe’s biomethane sector gains momentum despite policy challenges
While Europe’s long-term biomethane potential remains strong as output is projected to reach up to 35bcm by 2030, growth is being slowed by regulatory bottlenecks, permitting delays and feedstock cons...
20 Mai 25min
Episode 442: Poland bets on LNG and tariff reform to strengthen CEE gas hub status
Since Russia sharply reduced gas supplies to Europe in 2022, Poland has emerged as a key regional gas crossroads, underpinned by its Swinoujscie LNG terminal, expanded interconnections and access to B...
15 Apr 30min
Episode 441: War, energy shocks and what comes next
Energy markets were jolted into crisis after war erupted in the Middle East on 28 February, abruptly ending expectations of a calm year marked by abundant oil and gas supply and falling prices.As the ...
24 Mar 30min
Episode 440: LNG remains critical to Europe's security of supply despite geopolitical and regulatory risks
The US-Israeli led war against Iran has unleashed extreme volatility across energy markets, with natural gas prices rising as much as 70% in the first ten days of March.Traders fear that the longer th...
11 Mar 30min
Episode 439: Deeper EU market is key to address economic, security challenges
Europe’s single market is widely regarded as the jewel in the crown of EU integration. However, the energy crisis of 2022 showed that its electricity and gas markets remain fragmented, exposing the bl...
25 Feb 35min
