ICIS - energy podcasts

From 2023 carbon-intensive goods imported to Europe may be subject to the Carbon Border Adjustment Mechanism (CBAM). In this episode, ICIS market expert Federica Di Sario talks with Suzana Carp, Political Strategy Director at Bellona Europe and Sebastian Rilling, carbon analyst with ICIS, on the potential impact on energy markets and how the tax will relate to the pre-existing carbon trading scheme.

The new ICIS 2050 long-term power forecast expands to include southern Europe at the end of March, exploring three possible scenarios for emissions reduction pathways in Spain: a Base Case outlook, a High-RES and a Low-RES pathway. ICIS market reporter Laura Mendes and ICIS analyst Roy Manuell discuss the new modelling, which shows that the rapid rate of solar expansion in Spain will have a consistently depressive impact on solar capture prices and capture rates over the next three decades, as well as pressuring Spanish wholesale prices to a discount to France and Germany.

A free version of the analysis is available here:
https://www.icis.com/explore/resources/news/2021/03/22/10620007/icis-long-term-power-rapid-solar-expansion-to-drive-spanish-market-to-discount-to-france-and-germany-by-2050

As the blockage of the Suez Canal continues, LNG vessels are changing course to find other routes to market. ICIS Global LNG Editor Ed Cox speaks with ICIS LNG Analysts Olumide Ajayi and Robert Songer on how suppliers are managing their fleets and the impact on European and Asian gas and LNG markets.

Biofuels markets have been evolving, with legislation needing to play catch-up. Major energy and petrochemical companies need to plan and prepare for a new wave of clean oil. ICIS energy experts Sophie Udubasceanu, Ally Kirk, Andrew Putwain and Yunfeng Yu discuss challenges in the regulatory framework.

Europe’s power markers are becoming increasingly interconnected, with more than 30GW of additional power cables set to come online in the next five years. Greater connectivity may result in smaller price differentials between countries, although nuclear and coal phase-outs will likely keep prices moving in different directions. ICIS experts Federica Di Sario and Roy Manuell discuss cross-border flows, and how a reshuffling of national power capacity is likely to lead to France becoming the powerhouse of Europe.

A white paper on the topic is available here: https://www.icis.com/explore/resources/france-to-become-the-powerhouse-of-europe/

The Nord Stream 2 natural gas pipeline is meant to double Russia’s direct export capacity to Germany as a first entry point to the EU. Yet renewed US sanctions continue to cast uncertainty over its completion date. In this episode, ICIS market reporters Federica Di Sario and Diane Pallardy discuss where the project stands at the moment and how additional sanctions could affect construction.

The creation of regulated hydrogen networks will play a key role to the development of the hydrogen economy. Energy Market Reporter Laura Mendes discusses some of the latest developments behind creating hydrogen regulation with Lead Reporter for Hydrogen Jake Stones.

ICIS reporters Aura Sabadus, Cem Bektas, Luka Dimitrov and Jake Stones explore key themes and problems facing emerging hydrogen markets, with a focus on Spanish, Greek and Ukrainian hydrogen potential to support the EU Green Deal and the European Commission’s hydrogen strategy.

The European carbon market has been volatile recently, with prices breaking €40/tCO2e on 12 February for the first time since the start of the scheme back in 2005.
Market reporter Federica Di Sario and head of carbon and power analytics Marcus Ferdinand discuss market dynamics, higher carbon emission targets and the upcoming MSR review in this podcast.

You can access the scenario-based analysis report "European carbon market shifting gears" here: https://www.icis.com/explore/resources/european-carbon-market-to-shift-gears/

Energy Market Reporter Laura Mendes discusses the importance of nuclear power in the European energy transition, alongside its risks and controversy when it comes to public perception with nuclear engineer and former Deputy Nuclear Adviser to the French Embassy in London, Maxence Cordiez.