ENGIE EnergyScan

The euphoria of late 2023 has given way to doubts: what if the Fed does not cut rates as much as hoped in 2024? In the latest EnergyScan podcast, Olivier Gasnier looks back on a rather gloomy start to the year on the markets. Want to learn more? Start your EnergyScan free trial here: https://bit.ly/3UBfVEH Follow us on twitter: https://twitter.com/Energyscan_egm

Was it change of strategy or poor communication? In the latest EnergyScan podcast, Olivier Gasnier explains why the Fed may regret having boosted market expectations of rate cuts rather than calmed them. Want to learn more? Start your EnergyScan free trial here: https://bit.ly/3UBfVEH Follow us on twitter: https://twitter.com/Energyscan_egm

In this week’s Gas and Power podcast, Julien Hoarau discusses about the further drop in energy prices on the back of mild weather forecasts for the third week of December in Europe and comfortable gas and power supply fundamentals. Want to learn more? Start your EnergyScan free trial here: https://bit.ly/3UBfVEH Follow us on twitter: https://twitter.com/Energyscan_egm

Disinflation is taking hold and the fall in bond yields is accelerating. In the latest EnergyScan podcast, Olivier Gasnier explains that the markets want central bank rate cuts from the end of winter, despite their obvious reluctance to envisage such a scenario. OPEC's failure to prevent the fall in oil prices reinforces their strategy. Want to learn more? Start your EnergyScan free trial here...

In this week’s Gas and Power podcast, Julien Hoarau discusses about the drop in wholesale energy prices in Europe despite the onset of the first cold winter weather episode. Is this bearish trend backed by fundamentals and is it due to last? Want to learn more? Start your EnergyScan free trial here: https://bit.ly/3UBfVEH Follow us on twitter: https://twitter.com/Energyscan_egm

In the latest EnergyScan podcast on Macro & Oil, Olivier Gasnier explains that the markets are optimistic about a possible US soft landing, while business sentiment seems to stabilise in Europe. But the indicators are mixed and the Chinese property crisis is back in the spotlight Want to learn more? Start your EnergyScan free trial here: https://bit.ly/3UBfVEH Follow us on twitter: https://twi...

In this week’s Gas and Power podcast, Julien Hoarau discusses about the slowly decreasing risk premium in energy prices in Europe despite a comfortable supply/demand balance in the short term and about recent developments on the future price scheme for French nuclear power sales. Want to learn more? Start your EnergyScan free trial here: https://bit.ly/3UBfVEH Follow us on twitter: https://twitter...

In this week's Macro & Oil report of the EnergyScan podcast, Olivier Gasnier explains that the ideal scenario of disinflation and soft landing seems to be taking shape, but that the risks of things not going according to plan have not disappeared.  Want to learn more? Start your EnergyScan free trial here: https://bit.ly/3UBfVEH Follow us on twitter: https://twitter.com/Energyscan_egm

In this week's Macro & Oil report of the EnergyScan podcast, OG notes that the markets overreacted to the US job report. The risk of inflation has not disappeared, rates have rebounded and this week promises to be decisive with the publication of US inflation figures. Symmetrically, isn't the fall in oil prices and the disappearance of the geopolitical risk premium premature?  Want to...

In this week’s Gas and Power podcast, Julien Hoarau discusses about the disconnection between spot and forward curve prices at European energy markets due to the combination of weak demand and comfortable supply in the short-term on one side and lingering geopolitical risks and uncertainty for the remainder of the winter period on the other side Want to learn more? Start your EnergyScan free trial...

In this week's Macro & Oil report of the EnergyScan podcast, OG explains why bond yields have fallen dramatically, wiping out the rise seen since September. Have markets overreacted, or is this a real turning point? On the oil front, prices are falling in the absence of any contagion from the conflict between Israel and Hamas to the whole of the Middle East. Want to learn more? Start your...

In this week’s Gas and Power podcast, Julien Hoarau discusses about the state of European gas and power future prices which remain supported at a relatively high level by geopolitical risks despite a weak energy demand context. Want to learn more? Start your EnergyScan free trial here: https://bit.ly/3UBfVEH Follow us on twitter: https://twitter.com/Energyscan_egm

In this week's Macro & Oil report of the EnergyScan podcast, OG discusses the impact of the Israeli-Hamas conflict on oil prices and explains why interest rates are continuing to increase in the face of rising geopolitical risk.  Want to learn more? Start your EnergyScan free trial here: https://bit.ly/3UBfVEH Follow us on twitter: https://twitter.com/Energyscan_egm

In this week’s Gas and Power podcast, Julien Hoarau discusses about the jump in energy prices in Europe following the Hamas attack on Israel and the leak detected on the Balticconnector pipeline. Want to learn more? Start your EnergyScan free trial here: https://bit.ly/3UBfVEH Follow us on twitter: https://twitter.com/Energyscan_egm

In this week's Macro & Oil report of the EnergyScan podcast, OG explains that last week was marked by the resilience of the US economy, a sharp rise in bond yields and a fall in oil prices due to fears of falling demand. But the attack on Israel by Hamas has added a geopolitical risk to an already complex context.   Want to learn more? Start your EnergyScan free trial here: https://bit.ly/...

Energy markets officially entered the winter season a few days ago with prices coming under strong bearish pressure since then. In this week's podcast, Julien Hoarau tells us about the drivers behind this move and the potential way forwards for energy prices until heating demand finally picks up in Europe. Want to learn more? Start your EnergyScan free trial here: https://bit.ly/3UBfVEH Follow...

Olivier Gasnier tells us that the rise in real interest rates will only accentuate the credit crunch. This is not good news for growth prospects.  Want to learn more? Start your EnergyScan free trial here: https://bit.ly/3UBfVEH Follow us on twitter: https://twitter.com/Energyscan_egm

After a series of central bank meetings, Olivier Gasnier explains the difference between the ECB's dovish hike and the Fed's hawkish pause. The surge in oil prices is also exacerbating fears that interest rates will have to go higher and stay there longer.  Want to learn more? Start your EnergyScan free trial here: https://bit.ly/3UBfVEH Follow us on twitter: https://twitter.com/Energyscan...

In this week Gas & Power podcast, Julien Hoarau discusses about the impact of the latest news regarding the Norwegian gas maintenance program and the strikes at Australian LNG plants on European energy markets. Want to learn more? Start your EnergyScan free trial here: https://bit.ly/3UBfVEH Follow us on twitter: https://twitter.com/Energyscan_egm

This is a key week ahead with US inflation and the ECB meeting. Olivier Gasnier tells us that contrary to market expectations, if the ECB does pause, it is likely for good, given the deterioration in economic indicators. Want to learn more? Start your EnergyScan free trial here: https://bit.ly/3UBfVEH Follow us on twitter: https://twitter.com/Energyscan_egm

In this week's Gas & Power podcast Julien Hoarau discusses about the two main stories that emerged from European energy markets over the past few weeks: concerns over potential strikes at Australian LNG export plants and the drop in French power prices for delivery next winter. Want to learn more? Start your EnergyScan free trial here: https://bit.ly/3UBfVEH Follow us on twitter: https://t...

Central banks are now faced with a trade-off between the desire to reduce core inflation and avoid plunging the economy into recession. OG tells us that the end of rate hikes is approaching, but the bias of monetary policy remains bullish, especially as oil price products are rising. Want to learn more? Start your EnergyScan free trial here: https://bit.ly/3UBfVEH Follow us on twitter: https://twi...

In this week's Macro & Oil report of the EnergyScan podcast, OG tells us what to take away from the meetings of the Fed, ECB and Bank of Japan before the Bank of England this week. He also talks about the continuing rise in oil prices.  Want to learn more? Start your EnergyScan free trial here: https://bit.ly/3UBfVEH Follow us on twitter: https://twitter.com/Energyscan_egm

In this week's Macro & Oil report of the EnergyScan podcast, OG tells us markets have revised down their expectations of rate hikes in Europe, but are still refusing to consider an upside risk for the Fed as a crucial week opens with meetings of the Fed, the ECB and the BoJ. Want to learn more? Start your EnergyScan free trial here: https://bit.ly/3UBfVEH Follow us on twitter: https://twit...

In this week's podcast, Julien Hoarau discusses about the impact of the heatwave on energy demand in southern Europe and the recent moves in gas and power prices following the  widely-awaited restart of the Nyhamna gas platform in Norway Want to learn more? Start your EnergyScan free trial here: https://bit.ly/3UBfVEH Follow us on twitter: https://twitter.com/Energyscan_egm