Geopolitical risk fatigue?

Geopolitical risk fatigue?

Are oil and gas markets too complacent about the current geopolitical risks in the Middle East, which accounts for around one third of global seaborne oil trade? Saul Kavonic, senior research analyst at MST Financial thinks so. In this week's pod, he explains how an escalation of tensions beyond the Hamas-Irael war could see the closure of the Strait of Hormuz and propel oil and LNG prices to USD 200/bbl and USD 100/MMbtu respectively – dwarfing the peaks during the 2022 energy crisis. Host: ...

Avsnitt(360)

Reshaping French energy

Reshaping French energy

From the streets of Paris to the heart of Europe’s energy regulation, this episode explores how geopolitics, market design and infrastructure are reshaping France’s - and the continent’s - energy fut...

23 Apr 36min

“Strange” prices rattle Europe's power markets

“Strange” prices rattle Europe's power markets

Across Europe, power prices are behaving in ways that are leaving even seasoned market participants questioning what they’re seeing. From negative prices to seemingly counterintuitive flows between so...

16 Apr 37min

Gulf Ceasefire: fragile or firm?

Gulf Ceasefire: fragile or firm?

A fragile ceasefire in the Gulf offers a moment of relief; but is it already beginning to unravel and will it have lasting implications for gas supply in the region and far beyond? Recorded on the mo...

9 Apr 33min

PPA slowdown – temporary or permanent?

PPA slowdown – temporary or permanent?

In this episode of Plugged In, we return to Power Purchase Agreements (PPAs) and their role in Europe’s energy transition. After years of rapid expansion, the PPA market hit a slowdown in 2025. Fallin...

9 Apr 42min

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

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