ICIS - energy podcasts

French hydrogen strategy exceeds previous European national strategies by pledging 6.5GW of electrolyser capacity by 2030, but what effect will this have on the French power market? ICIS Energy market reporter Laura Mendes discusses with fellow energy market reporter Jake Stones the French hydrogen strategy compared to the other European ones and the outlook for French power demand when the hydrogen capacity comes online.

LNG charter rates have increased in recent weeks but shipping sources are doubtful that the market will hit the highs of 2018 and 2019. Global LNG Editor Ed Cox and Asia LNG Editor Roman Kazmin discuss the winter outlook for LNG shipping availability, charter rates and floating storage.

Vattenfall's decision to bid in it's 1.6GW German coal-fired Moorburg power plant in the first phase-out tender could indicate that the remuneration on offer is expected to be higher than future market returns. ICIS Market Reporters Tasmin Chowdhary and Varoon Kumar discuss the meaning behind the decision and the outlook for coal plants.

The US refining and LNG industries were largely spared by Hurricane Laura, but data modellers predict a busy storm season, which could see volatility in price. Americas LNG editor Ruth Liao and crude oil reporter Andrew Putwain discuss the effects this could have on the industries.

Bulls lifting the month+1 and front winter products on European gas markets are likely to run out of steam as an end to near-term price drivers is likely. ICIS Market Reporters Tasmin Chowdhary and Jake Stones examine these factors and how a fall in gas prices might be ahead.

An unusual combination of wet, windy weather and strong snow build-up have weighed on the Nordic power market, with the Nord Pool system price delivering at record lows this year. ICIS Energy Market Reporter Tasmin Chowdhary speaks to Arne Bergvik, Chief Analyst at Swedish renewable energy producer Jämtkraft, to find out the longer-term outlook.

Spot LNG prices are rising amid greater demand from East Asian and Indian buyers. This will lead to an increase in US LNG production as sellers’ margins improve. But can the market absorb more supply and is this a false dawn for sellers? Global LNG Editor Ed Cox and Americas Editor Ruth Liao discuss the outlook for the market into the fourth quarter.

Germany's onshore wind expansion has picked up pace in the first half of the year, contrasting with poor auction results in the past. ICIS Market Reporters Tasmin Chowdhary and Varoon Kumar explore promising signs for wind and the outlook for long-term renewable targets.

Reintroducing the ‘green cent tax’ on Spain’s gas-fired plants would see domestic gas generation fall, replaced by higher imports, and lift the country’s power prices from 2022, ICIS analyst modelling shows. Market Reporter Tasmin Chowdhary and Senior Power Analyst at ICIS Anise Ganbold discuss the model results and effect on the Spanish power mix in this short update.

Unclear market regulation and costly access to the grid remain key barriers to the development of the energy battery storage market in Europe, industry experts say. ICIS senior market reporter Roy Manuell and energy reporters Varoon Kumar and Federica Di Sario discuss the regulatory hurdles of battery deployment in Europe and its expected price impact once it will be deployed on a larger scale.