ICIS - energy podcasts

As the end of the six-month-long OPEC and non-OPEC agreement to cut oil production approaches, market speculation on a possible extension to the deal is on the rise. ICIS crude oil experts Sophie Udubasceanu and Julien Mathonniere discuss the likelihood of an extension and the price impact so far.

Spot and near curve electricity prices in Hungary and Romania spiked in week 18 due to tight regional supply. Even though prices have started to correct downwards, sentiment remains bullish. ICIS energy experts Miriam Siers and Irina Peltegova discuss the drivers behind the market turbulence and the outlook for coming sessions.

Supply concerns heading into the higher summer demand period could raise energy prices in Turkey in the near future. ICIS energy experts Ben Lee and Aura Sabadus discuss the summer outlook for the region.

Storage sites across Europe were relatively empty heading into the 2017 gas summer, leading shippers to inject the largest volume of gas into storage sites in April since 2011.

ICIS energy experts Miriam Siers and Ben Samuel discuss the storage situation across Europe, and provide an outlook for storage injection demand in the coming months.

LNG deliveries to Europe have increased significantly in March and April, prompting a rise in send-out to the European network. ICIS experts Ben Lee, Ekaterina Kravtsova and Jake Horslen discuss the reasons behind the rise in LNG availability in Europe, and the current limited scope for reloads to other global markets.

Two of Europe’s largest electricity markets have, going into this summer, displayed a pricing dynamic that was until now extremely rare. Higher-demand periods in Germany and the UK have traditionally been priced above lower-demand ones, but the pattern has flipped recently. ICIS energy experts Laura Raus and Chris Somers discuss this emerging trend, and consider whether forward-curves may be priced too high as a result.

Plans for a 10% cut to the Groningen production cap to 21.6 billion cubic metres from October 2017 were announced by the Dutch economy minister on 18 April. ICIS experts Ben Lee and Jake Horslen discuss the latest development in the long-running saga, including the impact on TTF gas prices and the fundamental outlook.

The PSV gas hub overtook Germany’s GASPOOL as the fourth most liquid European hub in March 2017, with OTC volume at the Italian hub hitting a record high. ICIS energy experts Ben Lee and Alice Casagni discuss the reasons behind the boost in volume and whether the increase is likely to continue.

Russian giant Gazprom recently committed to a raft of changes to its supply contracts, which include increasing the use of hub-based pricing in long-term contracts. Click here to listen to the conversation between ESGM editor Tom Marzec-Manser and energy expert Miriam Siers, as they discuss the impact these changes could have on the European gas markets.

Q4 financial results released in the last month confirmed that for many utilities, gas has become the primary fuel for generating power. In this podcast, ICIS journalists Ben Lee and William Peck discuss fuel switching trends over the last few months and whether gas will still be dominant in the generation mix going forward.