Norway’s looming supply deficit

Norway’s looming supply deficit

Norwegian power prices have swung from record highs last year to all-time lows this year as supply in the hydropower-intensive nation shifted from deficit to surplus. While dry or wet weather generally drives prices, Norway is set for a long-term change from a power exporter to an importer as new capacity lags demand growth. Listen to a discussion about Norway’s struggle with new capacity, notably onshore wind – with only 3 of 356 local communities in approval – and why investors are looking ...

Avsnitt(359)

French nuclear crunch from September

French nuclear crunch from September

EDF sent shockwaves through Europe’s power and gas markets when it forecast a 20% drop in nuclear output this year due to the coronavirus pandemic crimping demand. The crisis also forced France’s bigg...

21 Maj 202028min

LNG must take the slack

LNG must take the slack

Global gas demand will remain subdued for the remainder of the year amid a continuing supply glut. With much of the continent’s piped gas continuing to flow in large volumes and storage facilities rea...

14 Maj 202018min

Don’t ignore negative prices

Don’t ignore negative prices

The Nordic region could see the return negative prices amid lingering oversupply, wet weather and delayed snowmelt over the coming weeks. Yet elsewhere in continental Europe will see far lower output ...

7 Maj 202020min

Nordic power may see swift recovery

Nordic power may see swift recovery

Nordic power prices will recover faster than many people think, but a weak gas market will limit the upside. This week’s episode discusses the way in which the region’s wind power sector is ready to r...

29 Apr 202022min

Expect more volatility not carbon price crash

Expect more volatility not carbon price crash

Prices in the EU carbon market are set to remain highly volatile over the coming months, driven mostly by restrictive measures to halt the spread of Covid-19. Listen to a discussion on the outlook for...

23 Apr 202021min

 Never seen crazy like this before!

Never seen crazy like this before!

The oil market is getting messy, with producers struggling to cut in line with plunging demand and bulging inventories. This week’s episode discusses how we are no longer “masters of the universe” a...

16 Apr 202024min

Legislating the green transition

Legislating the green transition

The Covid-19 outbreak has ground the wheels of EU legislative processes to a halt, but later this year the bloc’s executive will table a flurry of fresh proposals. Listen to a discussion on the Europe...

7 Apr 202017min

The bearish cherry

The bearish cherry

Amid a backdrop of tumbling European wholesale gas prices, this week’s episode takes a look at the multiple bearish factors overwhelming the market. Find out what the “bearish” cherry is and listen to...

2 Apr 202021min

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