ICIS - energy podcasts

A decision by the Netherlands’ highest administrative court to reject plans to cut production at the Groningen gas field, but to retain the current cap on output is just one legal decision in recent weeks to impact Europe’s gas markets. In this podcast, ICIS experts Tom Marzec-Manser and Ben Samuel discuss how this case and other legal disputes, such as the upcoming verdict on the Gazprom-Naftogaz arbitration case, are changing the gas trade landscape around the continent.

Reform of the European carbon market was finally agreed early on the morning of Thursday 9 November. In this podcast, ICIS experts Will Peck and Jamie Stewart discuss the immediate outlook for emissions and electricity prices, and look further ahead at how high the carbon price will go, and where it might meet resistance.

On Thursday, Lithuania and Luxembourg agreed a statistical transfer of renewable energy in the first such deal seen in the EU.
ICIS experts Matthew Jones and Ellie chambers discuss how statistical transfers work and the implications the deal may have for other countries struggling to reach their 2020 renewable targets.

French wholesale power prices dropped in week 42, with a ramp-up in nuclear availability imminent. ICIS experts Jamie Stewart and William Peck discuss trader sentiment now that the worst French nuclear issues may be over for the winter.

Governments across Europe are coming under increasing pressure to phase-out coal-fired capacity both to meet decarbonisation objectives and to reduce the impact of emissions on their citizens’ health. ICIS experts Jamie Stewart and Matthew Jones discuss coal phase-out plans in Europe, with particular focus on recent developments in the Netherlands, UK, France and Germany.

Energy grid operator National Grid released its winter outlook on Thursday, which outlined the potential risks to British power and gas supply and demand this winter. ICIS experts Jamie Stewart, Christopher Somers and Thomas Rodgers discuss the outlook for the coming months.

As the gas markets enter the winter period, storage sites are less full than in previous years.
ICIS expert Julie Fisher talks to gas editor Tom Marzec-Manser about how this has come about, and how pricing is affecting shippers’ storage decisions in the early part of the gas winter.

As the energy markets enter the six-month winter period, France is grappling with nuclear power supply issues for the second year in a row. ICIS expert Herman Moestue and power editor Jamie Stewart discuss how the market sees the supply risks for the remaining quarter of this year, and the first quarter of the next.

The price difference between Years 2018 and 2019 on the forward curves of the Italian wholesale gas and power markets indicates that Year 2019 is underpriced in both commodities, participants have said.

ICIS expert Miriam Siers and Italian markets specialist Alice Casagni discuss the reasons behind the price spreads and the possible effect on far-curve trading activity.

On 25 September, the Kurdish Region of Iraq is expecting to hold a referendum for independence, although countries such as the US, Turkey and Iran are opposed to it, meaning there is uncertainty over whether it will go ahead. ICIS experts Alex Thackrah, Aura Sabadus and Julien Mathonniere discuss the current situation and potential ramifications for the oil and gas sectors.