There are three main lessons to be learned from the past week tells us Olivier Gasnier in the latest EnergyScan podcast: 1) the Fed's rate cut looks increasingly doubtful; 2) the US/eurozone growth gap is widening; 3) oil prices have started to fall again. 

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In this week's Gas & Power podcast, Julien Hoarau tells us about the drivers behind the slight rebound in European energy prices after weeks of decline. Market players focus on developments around the flow of LNG cargoes coming to Europe from Qatar and the US while overall demand remains subdued.

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US growth is showing unlikely resistance to monetary tightening, while the eurozone is flirting with recession. Can the Fed cut rates before the ECB, as the markets expect? That's what Olivier Gasnier is trying to answer in the latest EnergyScan podcast. 

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The prospect of a rapid rate cut by central banks is receding in the US and Europe, but with radically different effects on the markets, reflecting very contrasting economic situations tells us Olivier Gasnier in the latest EnergyScan podcast. 

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Despite a cold snap hitting Europe, wholesale gas and power prices continue to fall in January. Comfortable supply fundamentals, subdued demand and favorable weather forecasts contribute to the decline but geopolitical risks remain in the background.

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The bias with which the markets reacted to the various US price statistics says a lot about their dependence on rate cuts, says Olivier Gasnier in the latest EnergyScan podcast. 

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The euphoria of late 2023 has given way to doubts: what if the Fed does not cut rates as much as hoped in 2024? In the latest EnergyScan podcast, Olivier Gasnier looks back on a rather gloomy start to the year on the markets.

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Was it change of strategy or poor communication? In the latest EnergyScan podcast, Olivier Gasnier explains why the Fed may regret having boosted market expectations of rate cuts rather than calmed them.

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In this week’s Gas and Power podcast, Julien Hoarau discusses about the further drop in energy prices on the back of mild weather forecasts for the third week of December in Europe and comfortable gas and power supply fundamentals.

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Disinflation is taking hold and the fall in bond yields is accelerating. In the latest EnergyScan podcast, Olivier Gasnier explains that the markets want central bank rate cuts from the end of winter, despite their obvious reluctance to envisage such a scenario. OPEC's failure to prevent the fall in oil prices reinforces their strategy.

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