Looming LNG oversupply: what will drive gas prices in 2026?

Looming LNG oversupply: what will drive gas prices in 2026?

The global LNG market has been tight since 2022, with prices remaining around USD 10/MMbtu (about EUR 30/MWh). However, with the one-year countdown to the complete phase-out of Russian gas starting next month, and a new wave of LNG capacity from the US and Qatar expected to come online from next year - could prices drop as low as USD 7/MMbtu? In this episode, Richard sits down with LNG analysts and geopolitical experts to discuss how Asia could see a strong demand rebo...

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Coal makes a comeback

Coal makes a comeback

In this episode of Plugged In, we turn to a topic we haven’t covered often; but one that’s rapidly moving back into the spotlight: coal. As war in the Middle East disrupts LNG supply chains and drives...

2 Apr 31min

Another Power Squeeze?

Another Power Squeeze?

In the third episode of our energy crisis miniseries, we turn to Europe’s power markets, where rising gas prices, renewed volatility and political uncertainty are once again putting the electricity sy...

26 Mars 44min

A New Gas Shock?

A New Gas Shock?

*** This episode was recorded on Wednesday before attacks on Qatari and Iranian energy infrastructure. But the message from the guests is still highly relevant - the wholesale gas market has not fully...

19 Mars 43min

A fresh energy crisis?

A fresh energy crisis?

As wholesale markets remain nervous and volatile, there are renewed calls for policymakers to intervene to shield large energy users from spiking prices. But are markets failing? And could ill-conceiv...

12 Mars 34min

Italy's carbon reform and the ETS decree

Italy's carbon reform and the ETS decree

Italy has launched one of the most controversial proposals in the European energy market in years. In a bid to lower electricity prices and boost the competitiveness of Italian industry, the governmen...

5 Mars 39min

Hormuz on the Brink, Energy Markets in Shock [Special episode]

Hormuz on the Brink, Energy Markets in Shock [Special episode]

Middle East escalation has put the Strait of Hormuz; the world’s key energy chokepoint, under threat. We assess the impact on Brent crude, European gas (TTF), and global LNG, with a focus on Qatar’s s...

3 Mars 40min

Ukraine 4 years on: Destruction, Resilience and decentralisation

Ukraine 4 years on: Destruction, Resilience and decentralisation

This week marks the four-year anniversary of Russia's full-scale invasion of Ukraine - a war which has unearthed new hybrid warfare tactics and the targeting of crucial gas and electricity infrastruct...

26 Feb 35min

Nordic power market competition heats up

Nordic power market competition heats up

With Nord Pool set to offer electricity futures contracts from March, competition for liquidity on the Nordic power curve will heat up this year. Who will come out on top? Also, the European Commissio...

19 Feb 27min

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