Montel Weekly

As voters across the UK go to the polls, we take the pulse of the ways a potential Labour government could change the energy landscape. Kier Starmer is committed to a clean power system by 2030, rather than maxing out gas and oil output. Whilst the right-wing Reform looks set to opt for a “burn baby, burn” policy, what are Labours other plans. Listen to a discussion with Regen CEO Merlin Hyman and Montel’s Phil Hewitt on the possible future energy trading arrangements between the UK and the EU. 

Host: Richard Sverrisson, Editor-in-Chief, Montel
Guests: Merlin Hyman, CEO, Regen; Phil Hewitt, Director, Montel Analytics

As Europe’s power system becomes ever more decentralised, electricity consumption patterns will need to change, and change fast. Huge daily and within-day price differences will mean ever bigger prices differences for when we choose to do our laundry, charge the car or put on the oven to make apple pie. Listen to a discussion with Michiel Lensink and Jean-Paul Harreman on the challenges of negative prices, network congestion and bringing smaller firms to the market.

Host: Richard Sverrisson, Editor-in-Chief, Montel
 Guests: Michiel Lensink, CEO of ETPA; Jean-Paul Harreman, Director, Montel Analytics

Even for the best power projects, gaining electricity access from grid operators is far from straightforward. Amid an every lengthening queue of applications, how do TSOs decide what projects to approve and which to reject? Is it a choice between electricity hungry data centres generating Tik-Tok videos or AI servers? Listen to a discussion with Marius Holm Rennesund of Thema on the potential for demand growth in Norway and the wider Nordic region. And as the discussion about Norwegian nuclear power resurfaces, we talk about the viability of atomic energy in the country.

As 373m Europeans head to the polls – we ask one simple question. Will the rise of the far right across the EU endanger the energy transition? Pollsters are warning a swing right – and left –  will fragment the European Parliament and could paralyse decision making. So, will the hard-fought parliamentary consensus for the green shift become fragile over the next five years?

Host: Richard Sverrisson, Editor-in-Chief, Montel

Guests: Raphael Hanoteaux, Policy Advisor, E3G; Siobhan Hall, Brussels correspondent, Montel. 

The green transition will not succeed unless industrial sectors also manage to decarbonise production processes. Sweden has experienced problems with long-term power purchase deals, with many companies facing a very tough financial environment amid price volatility and oversupply. Listen to a discussion on the lessons learnt for Europe and one company’s ambitious plans to massively reduce its carbon footprint.  

Host: Snjólfur Richard Sverrisson, Editor-in-Chief, Montel

Guest: Mia Bodin, Partner, Bodecker Partners; Arne Österlind, Energy Portfolio Director, H2 Green Steel. 

Global geopolitical tensions are growing amid a creeping escalation of the conflicts in the Middle-East and in Ukraine. Listen to a discussion on the dangers to global security and energy supply as very few countries seek to de-escalate conflict zones. This week’s pod also touches on the upcoming EU elections and positive signs in Germany as power demand seems to have bottomed out and turned a corner.

Host: Snjólfur Richard Sverrisson, Editor-in-Chief, Montel

Guest: Henning Gloystein, Director for Energy, Climate and Resources, Eurasia Group

What a difference a couple of years makes. As France returns to a position of net power exporter, it appears to have moved on from the supply woes of 2022. But booming solar generation, a plethora of negative prices in France and its neighbours have weighed on wholesale electricity prices and raised doubts about the financing of new nuclear plants and renewables. Listen to a discussion on the flexible operation of nuclear plants in combination with solar and wind generation. Could France be heading for a glut of power production?

Host: Snjólfur Richard Sverrisson, Editor-in-Chief, Montel

Guests:

Yves Le Thieis, Vice President, Compass Lexecon
Paolo Coghe, CEO, Acousmatics

Europe is the frontrunner in the global renewables boom, as wind and solar have become the fastest growing electricity sources in history. Listen to a discussion on why the massive growth in capacity is set to continue this year, while coal and gas generation set to fall further. However, there are headwinds. Curtailments and public acceptance are obstacles that the industry and policy makers need to address, while negative prices may be a concern to some they should provide incentives for innovation in storage and flexibility.

 
Host: Snjólfur Richard Sverrisson, Editor-in-Chief, Montel
Guest: Dave Jones, Global Insights Director at Ember.

European carbon prices have rebounded from two-year lows in February to trade around EUR 70/t. One of the main drivers for the CO2 market has so far been gas. Listen to a discussion with Ingvild Sorhus from Veytabout the other drivers influencing prices and why a return to EUR 100/t is possible as a shortage looms from 2026.

Host: Snjólfur Richard Sverrisson, Editor-in-Chief, Montel
Guest: Ingvild Sørhus, Lead Carbon Analyst, Veyt 

The global gas market faces turmoil and increased price volatility should Donald Trump return to the white house. Listen to a discussion why a Trump victory in November will be “like dropping a hand grenade on the energy markets”, the implications of Russia’s attacks on Ukrainian gas infrastructure and Putin’s shadow fleet of LNG vessels. And will Iran close the Strait of Hormuz?

Host: Snjólfur Richard Sverrisson, Editor-in-Chief, Montel

Guests: Tobias Federico, Director, Montel Analytics; Wayne Bryan, Director European Gas Research, LSEG.