ICIS - energy podcasts

Japanese LNG buyers are looking to remove destination clauses when renegotiating their long-term contracts. ICIS looks at what this new destination flexibility would mean for supply to Japan and elsewhere in the world.

The jet stream can be a key driver of wind power strength in Europe – and by extension wholesale electricity prices. ICIS looks at recent low wind generation and what expectations are for the rest of summer.

Hungarian power spot prices have been delivering above expectations in July which recently boosted the August forward contract to a five-year high. ICIS energy experts Alice Casagni and Irina Peltegova talk about the fundamentals behind the bullish momentum. Will the trend continue as the summer progresses?

The NBP front-month natural gas contract hit a 2017 price low in week 28. ICIS takes stock of where the market is at mid-summer and whether further downside is likely in the warmer months.

Coal prices – which had seemed to be in permanent decline – made a surprise bull run in 2016, and recently rose further to reach a 31-month high. ICIS experts William Peck and Ben Lee explain what drove the price increase, what it means for European power generators and what to expect for coal markets going forward.

The first US LNG cargo into the UK is due in early July. ICIS experts Ed Cox and Ben Lee talk about the significance of the event and whether more US arrivals can be expected into Europe.

Plans to merge Germany’s two natural gas hubs are gaining momentum, while the country is also adapting to an expected drop in low-calorific gas imports from the Netherlands and an increase in Russian throughput. ICIS experts Marcello Kolax and Jake Horslen discuss the outlook for the German gas market.

By the end of June, Spain will have received eight LNG cargoes from Nigeria – the highest number in a single month since at least 2012, according to ICIS shipping tool LNG Edge. Reporters Ben Lee and Rob Songer discuss what’s driving this increase.

This week Centrica Storage announced the permanent closure of the Rough natural gas storage site in Britain, which accounts for around 70% of the country’s reserve capacity. The market impact and likely effect on British supply in the coming years is discussed by market experts Ben Samuel and Thomas Rodgers.

The Italian economic development ministry is working to slash the price premium between Italian and Dutch natural gas contracts through a project called the liquidity corridor. ICIS experts Alice Casagni and Riccardo Patrian discuss what the project is about, the impact it would have on the Italian gas market and its timeline.