ICIS - energy podcasts

Exploring different technologies within the electrolyser market and pushing towards greater cost transparency is imperative if renewable hydrogen is to become cost competitive. ICIS energy market reporters David Battista and Jake Stones speak to Thomas Chrometzka, head of business development at modular electrolyser firm Enapter to find out more.

French electricity demand has slowly recovered from the coronavirus lockdown, although the day-ahead peak-baseload price spread is likely to remain low. ICIS power market reporters Tasmin Chowdhary and Laura Mendes discuss the outlook for French peak prices over the next few months.

High breakevens and vast sums of maturing debt left US shale producers exposed to the oil price crash of 2020. Global Crude Oil Deputy Editor Richard Price, Oil Market Reporter Andrew Putwain and Senior Editor Ignacio Sotolongo discuss US shale, and why the industry was hit so hard.

Lower demand due to the coronavirus and soaring renewable production have increased instability in the Dutch and Belgian power balancing markets, with a higher incidence of negative prices. ICIS market reporter Tasmin Chowdhary examines this trend more closely with Jean-Paul Harreman, director at energy consultancy EnAppSys, and discusses the wider implications.

Qatar reserved slots at South Korean shipyards for more than 100 new building LNG carriers through to 2027 earlier in June, after it postponed in February the selection of partners in its expansion project from the end of the first quarter to September.
The move has been interpreted as a message to its competitors that it will go ahead with its expansion plans, even as economies and investment slow in reaction to the global coronavirus pandemic. But it could also prove practical decision making for the world’s biggest producer.
In the meantime, a long market could give the UAE the opportunity to up its LNG imports this year, even as it turns to alternative energy sources.
In this podcast Europe LNG editor Hal Brown and senior reporter Clare Pennington discuss:

- Options for Qatar’s future fleet, and why the producer could go for conventional vessels
- Why Qatar’s mega ships may be less economic in current market environment and whether it could take advantage of discounts
- Qatargas contracts still in negotiation in Asia put on hold
- How the United Arab Emirates is taking advantage of long supply and a favourable buyer environment
- The price environment could see UAE import more than 1.7 million tonnes this year

Low spot LNG prices in Asia have opened the door for independent Chinese buyers to step up imports over the summer. ICIS Global LNG Editor Ed Cox and China market expert Hendrian Sukardi discuss the outlook for China’s demand as the truck LNG sector takes on more expensive pipe gas imports.

After enforcing two of the strictest lockdowns in Europe, Italy and France are slowly reopening their economies, but what does this mean for their power demand? Market reporter Tasmin Chowdhary discusses with ICIS French reporter Laura Mendes and Italian reporter Federica Di Sario the summer outlook for these markets.

Recent policy amendments agreed by the German government could stimulate future growth in solar and onshore wind capacity. Market reporters Tasmin Chowdhary and Varoon Kumar discuss the changes as well as the uncertainties about whether these can help meet long-term renewable and climate goals.

Pilot developments using offshore wind power to generate green hydrogen are starting to take off. ICIS market reporters Tasmin Chowdhary and Jake Stones explore these new technologies that will help reduce the cost of green hydrogen, bringing this low-carbon fuel one step closer to large-scale integration.

Pipeline gas flows into Europe have been cut across the board in April. This has opened the door for more LNG into the market. In this podcast, Global LNG Editor Ed Cox and Senior LNG Analyst Tom Manser discuss the role that lower Russian exports to Europe could have in 2020 and the outlook for the broader market balance.