ICIS - energy podcasts

Wholesale electricity curve contracts hit new highs across Europe this week amid bullish fuels and concerns over French nuclear supply. ICIS experts Ellie Chambers, Chris Somers and Herman Moestue discuss the reasons behind the bull run in this ICIS podcast.

Expectations of global oversupply for LNG this year have not come to fruition, with project delays and strong demand in Europe and Asia keeping the market balanced. ICIS LNG experts Ed Cox and Jack Elliott discuss what to expect in the coming winter.

Recent developments in the Spanish LNG market have reverberated across the wider energy sector. ICIS experts Thomas Rodgers and Rob Songer discuss the activity of Spanish buyers and their potential future implications.

French nuclear authority ASN’s decision to order utility EDF to audit all the nuclear components from manufacturer Areva is still causing power traders concern and building risk premium into Q4 ’17 and Q1’ 17 electricity contracts. In this podcast, ICIS experts Herman Moestue and Matthew Jones give us an update on the situation.

A change in price spreads between the Dutch TTF and US Henry Hub natural gas markets has increased the chance that US LNG will head to the Netherlands later this year. ICIS experts Jake Horslen and Ben Samuel discuss this possibility.

European front-year power contracts surged on Wednesday after French nuclear safety authority ASN ordered incumbent EDF to review all its nuclear reactors manufactured by Areva’s Creusot forge before a scheduled return to service. ICIS experts Ellie Chambers and Herman Moestue discuss the impact of the announcement.

Annual maintenance has pushed output from British domestic gas fields down in August. While not remarkable in itself, the lack of UKCS supply has made the impact of issues with Norwegian production and waning LNG deliveries more acute, lifting prices on the NBP gas hub. ICIS reporters Ellie Chambers and Thomas Rodgers discuss the ongoing and future implications of the maintenance.

Regulator CRE has announced measures to tackle congestion on the natural gas grid in France. ICIS experts Alex Thackrah and Ben Lee discuss how these changes could provide some short-term relief, but that upcoming infrastructure projects as part of a hub merger in 2018 will offer a more long-term solution.

ICIS energy experts Marcello Kolax and Ben Lee discuss what impact additional capacity auctions on the German OPAL pipeline will have on the region's natural gas hubs.

The NBP front-month natural gas contract jumped in price this week after Norwegian operator Gassco extended a supply outage until the end of summer. ICIS experts Ben Samuel and Ben Lee discuss how the curtailment might affect supply to Europe and whether the price move was justified.