ICIS - energy podcasts

The military takeover in Myanmar comes at a time of growing gas demand, with a number of upstream gas and LNG import projects at a critical stage in the region. Global LNG Editor Ed Cox speaks with LNG analyst Fei Xu and Lead Gas Analyst Alex Siow on the impact the political change could have on the country’s gas trade and infrastructure.

Renewable energies and other clean energy sources play a key role on the energy transition in Europe. Energy Market Reporter Laura Mendes discusses installed renewable capacity and nuclear power capacity with ICIS analyst Roy Manuell, also looking at how far current plans are from the 2030 reduced emission targets.

Jet fuel has been one of the oil products hit hardest by the pandemic. With vaccines now being rolled out will there be more support in 2021 - even as the market faces pressures to turn to more sustainable biofuels? Market analyst Man Yiu Tse and crude oil reporter Andrew Putwain look at the big trends for 2021 in jet fuel and biojet alternatives.

In a matter of years, sustainability reports will no longer be a “nice-to-have” but will rather become essential for market players to remain competitive and attract new capital. ICIS energy reporter Federica Di Sario and Lina Strandvåg Nagell, sustainable finance and economy manager at Bellona, discuss about the latest developments of the EU sustainable taxonomy and why aligning projects early on with such strategy may prevent further costs down the line.

Asian spot LNG prices have traded at record highs in early January, just months after hitting record lows last summer. European gas markets are also trading much higher in early 2021. Global LNG Editor Ed Cox talks to LNG reporters Hendrian Sukardi and Daniel Stemler on what’s caused the increases and what could come next.

Christmas impacts commodity markets right across the supply chain. From plastics used in toy production and how much jet fuel Santa needs, to patterns in energy markets on Christmas Day. The ICIS team brings together its expertise across markets for this special Christmassy episode, featuring valuable insight especially for Santa as he prepares to make his annual journey.

To decarbonise European energy, the EU is betting on offshore renewables. A recent strategy document showed the European Commission intends to sharply increase the bloc’s offshore wind power capacity, setting a 60GW target by 2030 and a 300GW goal for 2050. But is such ambition really within reach? ICIS market reporter Federica Di Sario gets the expert’s take from ICIS analyst Roy Manuell

Balance in the crude oil market remains under threat as US production breaks 11m bbl/day and OPEC+ decides to increase output by 500k bbl/day from January. A widespread distribution of a vaccine to coronavirus is a light at the end of the tunnel but comes with its own hurdles. ICIS global oil editor Sophie Udubasceanu, deputy global oil editor Richard Price are joined by PVM’s senior analyst Tamas Varga to discuss the market’s challenges in 2021.

The supply picture for global crude oil markets in 2021 became clearer as the last chess piece fell into place with OPEC+ announcing they were gradually winding down their output cuts agreement. ICIS oil experts Sophie Udubasceanu and Richard Price are joined by senior oil analyst from Commerzbank Carsten Fritsch to discuss the next year’s outlook.

LNG analyst Alex Froley and senior reporter Clare Pennington share their views on the growing trend of carbon neutral cargoes, how companies are each taking their own approach, and what growth in the carbon market might look like in future years, as demand and regulation on methane slip is expected to widen.