In this podcast, Hasan Muslemani speaks to Mathieu Lucquiaud and Stuart Walker about their forthcoming OIES paper which comparatively evaluates the climate performance of using waste biomass for two rising practices: as input into energy-from-waste facilities coupled with CCS (EfW with CCS) or for the production of sustainable aviation fuels (SAF). The podcast discusses the lifecycle assessment approach which the authors follow in their study and highlight key results including the net-negative emissions arising from both practices and other avoided environmental impacts. The podcast concludes with key policy implications and recommendations for the complementary development of both the EfW+CCS and SAF sectors.

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In this podcast, Bassam Fattouh discusses with Paul Horsnell the latest developments in oil market and the outlook for the rest of this year and 2026. Paul Horsnell had a long career in commodity analysis as Head of Commodities Research for Standard Chartered Bank, Head of Commodities Research at Barclays and Head of Energy Research at JPMorgan. Before moving to banking, Paul was a senior research fellow at OIES and just recently he has been elected as the Chair of Board of Governors of the Oxford Institute for Energy Studies.

The podcast addresses some key questions shaping the oil market including:

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In this latest OIES podcast from the Electricity Programme, Anders Hove talks to Research Fellow Dimitra Apostolopoulou about her latest presentation on electricity prices as part of the Oxford Institute for Energy Studies annual Energy Transition Event in June, which focused on various themes, including assessing the pace of electrification in multiple sectors. In this podcast, they delve into the factors driving higher electricity prices and explore what can be done to bring them down, both to ease the financial burden on end consumers and to send the right price signals for the electrification of transport, heating, and industry. They break down the components of electricity bills and examine how the shares of these components compare, with particular focus on wholesale and network costs and their projected trends. The conversation also highlights the critical role electricity prices play in shaping investment decisions for generation and flexibility resources, influencing electricity consumption patterns, and advancing electrification efforts. Finally, the podcast considers how both upstream and downstream electricity markets must be reformed to achieve more efficient and affordable pricing.

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In this latest OIES podcast Michal Meidan talks to James Henderson about his recent comment on the Bonn Climate Conference which was published in July 2025. In the podcast they discuss the role of the Bonn conference and its place in the ongoing climate negotiations, as well as the key themes on the agenda. They assess why the negotiations were delayed for two days, why the topic of finance pervaded all the discussions and what the outcomes mean for the outlook for COP30 in Brazil in November. They look at how the topics of mitigation, adaptation, the Loss and Damage Fund and the role of fossil fuels were debated, as well as considering the future of climate negotiations overall and the chance that COP30 could lead to heated conversations about whether the process is fit for purpose. The podcast also covers the geopolitics of the climate negotiations, with the backdrop of the withdrawal of the US from the Paris Agreement, and assesses the chances of new and more ambitious emissions and other climate targets being set by all the COP delegates by the time COP30 takes place in just over three months time.

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In this latest OIES podcast, from the Gas Programme, James Henderson talks to Jack Sharples and Anouk Honore about the latest Gas Quarterly and their thoughts on the current state of the global gas market. Jack opens the podcast with a review of the current market looking at price movements over the past three months and assessing the key geopolitical and commercial factors which caused an initial decline and then as spike towards the end of June. Anouk picks up the story with a review of Europe gas demand, which has continued many of the trends seen in the winter of 2024/25, highlighting the increasing volatility of gas demand in the power sector, the struggle for demand recovery in the industrial sector and the impact of the weather on residential consumers. Finally, Jack reviews global LNG supply, the main shifts in demand in Asia and the impact on LNG availability to Europe. He then looks at how LNG fits into the overall European supply picture before concluding with a look at the storage market and what it implies for future prices.

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In this latest podcast, from the Gas Programme, Jonathan Stern talks to Katja Yafimava, Agnieszka Ason and Mike Fulwood on their latest paper on the EU ban on Russian gas. In May 2025, the European Commission published a Roadmap outlining various measures aimed at phasing out all Russian pipeline gas and LNG imports into the EU which was followed by a legislative Proposal in June. It stipulates firm prohibitions on importing Russian gas and providing long-term LNG terminal services to Russian customers to apply from 1 January 2026, with transitional allowances for existing contracts up to January 2028. The proposal also introduces comprehensive transparency and traceability requirements, and also places an obligation on Member States to develop National Diversification Plans by March 2026, outlining Russian gas phase-out measures. However, as the authors discuss in the podcast, although the Proposal marks the most decisive move towards phasing out Russian gas to date, it may become a roadblock rather than a roadmap towards a Russian gas-free future. It risks undermining the commercial and legal positions of European gas importers, places additional financial and administrative burdens on them and places energy solidarity amongst the Member States under strain.

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In this podcast Anders Hove talks to Milo McBride and Ray Cai about EV and battery supply chains in the US in the wake of the passage of the new budget bill, and what these changes mean for US competition with China in this space.

Milo McBride is a Fellow at the Carnegie Endowment for International Peace, and Ray Cai is Associate Fellow with the Energy Security and Climate Change Program, Center for Strategic and International Studies. McBride’s focus is on battery metals, and he notes that while there are still US subsidies available for cooperation with Canada and other allies on mining of critical minerals, the focus of these subsidies likely to shift from battery minerals to other metals related to national security. Canadian cooperation on critical minerals mining for EVs may shift more towards Europe and the UK as a result. On battery technology, though tariffs have prompted a shift towards more US production, especially by Korean manufacturers, Ray Cai notes that new Foreign Entity of Concern (FEOC) regulations for battery subsidies have the potential to inhibit technology transfer, since even manufacturing lines or parts from China could be off limits.

This podcast is a follow-up on a recent Oxford Energy Forum, 2025 EVs and battery supply chains: Issues and impacts’. McBride’s article, ‘North American battery metals enter a new era of uncertainty,’ and Cai’s article, ‘The US battery value chain: A fork in the road’, are available [Here] in the Oxford Energy Forum Issue 144 on our website.

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In this latest OIES podcast from the Electricity Programme, Dimitra Apostolopoulou talks to the Director of Research at the Electricity Programme and Senior Research Fellow Rahmat Poudineh about his latest paper titled “From Scarcity to Scale: The New Economics of Energy”. In this podcast, we begin by explaining how our energy system is shifting from an operating-expense model tied to fuel burn to a capital-expense model dominated by upfront hardware. Once a solar or wind asset is installed, each additional kilowatt-hour costs almost nothing, changing the economics of the energy sector. Next, we discuss how cheap, clean electricity is the bedrock of deep decarbonisation and how clean-tech manufacturing exhibits a “winner-takes-most” where early movers achieve significant cost advantages. Related to this, we move to energy security in the new energy paradigm, where governments must diversify gigafactory and refining capacity, build strategic mineral buffers, stress-test supply chains and harden an increasingly digital grid against cyber threats. As zero-marginal-cost generation becomes dominant, markets will need to pay for capacity, flexibility, and services through long-term anchors, granular locational-temporal prices, and open auctions for storage, demand response, and fast frequency support. We conclude the podcast with some thoughts on future decarbonised energy systems and addressing remaining innovation gaps, where regulators must act as system choreographers rather than gatekeepers, so millions of distributed energy resource “dancers” can stabilise the grid without unfairly shifting costs.

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In this latest OIES podcast, from the Gas Programme, James Henderson talks to Graeme Bethune about his latest paper on the Australian gas market and the policy failures that have led to concerns over whether there is sufficient supply for domestic customers, especially on the East Coast. After a brief introduction on the structure of the market, Graeme outlines the key state and federal policies which have led to mismatches of supply and demand in NSW and Victoria, where the regulatory burden has meant that upstream investment has been significantly delayed. Queensland has provided a source of imports but also have export priorities via its LNG plants and has been reluctant to divert extra supply south to states where environmental and other lobby groups have slowed new fossil fuel development. Ironically, this has now led to coal plants being kept open and talk of LNG import terminals to balance energy demand. Meanwhile other Australian states continue to pursue gas supply options at different paces, highlighting the contradictions in a country where state governments have as much if not more power than the federal government on many energy issues.

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In this latest OIES podcast, brought to you by the Gas Programme, James Henderson talks to Patrick Heather about the latest in his decade long series of reports on the European traded gas hubs. After reviewing the key metrics that he uses in his analysis Patrick looks at the liquidity of the key gas hubs in Europe and highlights the dominant position which TTF has now established, as it essentially dwarfs the rest of Europe in terms of volumes traded. This does not make the rest of the hubs irrelevant, he points out but does mean that they are highly correlated with price movements on the TTF, which has now, he argues, become a global hub used by traders in gas markets across the world as a benchmark. Meanwhile NBP, which had been equally important a decade ago, has now become a regional sterling-based hub and much less relevant on the global market. Finally, he compares TTF with Henry Hub in the US and JKM in Asia and finds that, if anything, TTF has a more important global role as it sits at the heart of a major importing region with a very liquid trading market and the ability to offer significant risk management options.

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