ICIS - energy podcasts

The UK has recently experienced LNG supply issues at the port of Milford Haven, the location of Dragon and South Hook LNG terminals.
ICIS energy reporters Jake Stones and Tasmin Chowdhary discuss why this has caused a problem for supply and what impact it has had at the NBP gas hub.

Low global LNG spot prices and oversupply have led some buyers to cancel future contractual loadings of US LNG. Global LNG Editor Ed Cox and Americas Editor Ruth Liao discuss the outlook for US LNG and if this could lead to full-scale production shut-ins.

The European Commission confirmed that the UK’s supply issuance suspension has been lifted as of the start of February. ICIS energy reporters Varoon Kumar and Federica Di Sario discuss carbon market fundamentals, the key features of the plan and the anticipated market reaction.

Asian spot LNG prices are at record lows with gas demand in China still reduced by the impact of the Coronavirus. Global LNG Editor Ed Cox discusses changes to the ICIS China demand forecast and market news with Senior Analyst Alex Siow and Asia LNG expert Hendrian Sukardi.

The deadly spread of the Coronavirus has hit Chinese gas and LNG demand with extended holidays curbing industrial output. Global LNG Editor Ed Cox and Asia LNG reporter Hendrian Sukardi discuss the extent of the impact on the LNG market in China and globally.

Discussion around if and how much US LNG will be shut in this year has been intense recently. But this is a complex area without a simple answer. LNG Editors Ed Cox and Ruth Liao debate the outlook for US LNG in 2020.

A final timeline for lignite capacity closures was unveiled by the German government earlier in the month. ICIS energy reporters Roy Manuell and Tasmin Chowdhary discuss the key points of the plan, the market reaction and next steps for the country’s phase out of coal.

Fears that the Strait of Hormuz, a key chokepoint for oil tankers, could be shut off by Iranian authorities as a form of US retaliation have subsided, although the possibility remains open. ICIS energy reporter Tasmin Chowdhary is joined by global crude editor Sophie Udubasceanu to discuss the importance of the Strait to global oil markets.

Tensions between the US and Iran are again dominating headlines after the US’s assassination of Qasem Soleimani and Iranian retaliatory action. Market experts Ed Cox and Patrick Sykes discuss the impact on oil and LNG markets.

Abundant rainfall has allowed French reservoir levels to climb to their highest levels in the past five years. Stocks were nearly three quarters full in week 50, according to grid operator RTE. Market reporters Tasmin Chowdhary and Karolina Zagrodna assess the current impact of hydropower on French winter supply and power prices, amid tightened nuclear supply.