ENGIE EnergyScan

In this week's Macro & Oil EnergyScan podcast, Olivier Gasnier tells us about the two opposite trends sweeping the Global Economy at the moment : loss of confidence due to the banking crisis and fears of recession? Or economies doing well and therefore still enough leeway to combat inflation? The oil market stays a collateral victim of market confidence.  Want to learn more? Start your Ene...

In this weekly Gas&Power report, Julien Hoarau tells us about French nuclear availability and issues EDF encounters, impact of French strikes on central western power markets, and the consequences of the current banking crisis. European gas prices are volatile, with this deteriorating macro-economic environment, but fundamentals remain comfortable with steady LNG imports, and weak demand amids...

In this week's Macro & Oil report of the EnergyScan podcast, Olivier Gasnier tells us about the Silicon Valley Bank debacle and its repercussions on the American financial system. He also explains how this has affected Europe and details the recent Creduit Suisse buyout by UBS and its consequences. The oil market is a collateral victim of the banking crisis. The question remains of whether...

In this week's Gas & Power report, Julien Hoarau tells us about the short spike lives spike in prices of European gas and power at the end of last week as well as the consequences of the recent news of an issue in one of the nuclear reactors in France, which could lead to a potential cut in EDF's forecasted electricity production target for this year. Our podcasts focuses on innovative and com...

In this week's Gas & Power report, Julien Hoarau talks about the consequences of the French general strikes on Tuesday on the power and gas markets. He also reports on a recent evolution in French nuclear activity as a deep crack has been discovered on an emergency circuit of a shutdown reactor in Penly 1. A couple evolutions in the drafting of the Power Market redesign by the European Commiss...

In this weekly Macro & Oil report podcast, Olivier Gasnier tells us about how inflation is up in the Eurozones which is bound to mean higher rates and for longer time. The trends are less alarming in the US where it seems it is only job growth which is resisting monetary policy. Chinese demand is on the rise with positively high PMIs yet a modest target for GDP growth (only 5%). Particularly s...

In this week's Macro & Oil energyscan podcast, Olivier Gasnier talks about the declines in the equity market for the third week in a row, surely due to monetary policy not functioning as well as expected, as inflation is still high and PMIs are on the rise. Markets are including more rate hikes in the US and EU in their forecasts, probably until at least June. On the oil market, prices are not...

In this week's Gas&Power Energyscan podcast, Julien Hoarau tells us about the fundamentals surrounding the slow downward trend of European Gas prices, approaching perhaps a threshold which could lead to a rebound in industrial demand in Europe and Asia. He explains that power spot prices are fairly stable in CWE averaging 150 Eur/MwH and that french nuclear availability, while admitting low re...

The publication of much higher than expected US inflation numbers last week prompted the market to re-evaluate the efficiency of monetary policy, and thus fear longer and higher rate hikes. These fears have also made their way to Japan, England and the EU, where next week, the publication of PMIs and the ZEW review in Germany should confirm or not the trend. On the oil market, prices are falling s...

In this episode of the weekly EnergyScan podcast about the Gas&Power markets, Julien Hoarau tells us about how gas and power prices are trading rangebound mode and that is, despite moving fundamentals. Indeed, weather is volatile with forecasts predicting milder weather this week and a cold spell to come. Gas supply is also experiencing bumps with preoccupations after a partial outage in Norwa...

In this episode of the weekly EnergyScan podcast about the Macro&Oil podcast, Olivier Gasnier tells us about the movements in market sentiment : spirits were very high last week after the Fed announced a diminution of rate hikes, but are back down now due to the publication of the high US job figures last week. Could this mean another round of monetary tightening? In Europe, there are indicati...

In this week's Gas & Power report for the EnergyScan podcast, Julien Hoarau tells us about the relatively calm week on gas and power markets. Gas and Power prices are trading rangebound mode, which is to say within a certain range, aka. stable. Next week is expected to bring milder weather which is bringing out bearish tendencies on power markets. As Chinese demand recovers, Asian LNG imports...

In this week's Macro & Oil report, Olivier Gasnier gives us important insight on the eventful last week and what one should retain of the Fed, BoE and ECB meetings. He tells us how the economy is adjusting to rate hikes and what that means for the near future. Our podcasts focuses on innovative and comprehensive insights on macro-economic indicators as well as oil, gas, coal, power and EUA mar...

In this week's Gas & Power report podcast, Julien Hoarau tells us about the upcoming cold temperatures, how they'll affect gas fundamentals, and what the fall of energy prices in Europe means for demand destruction. Our podcasts focuses on innovative and comprehensive insights on macro-economic indicators as well as oil, gas, coal, power and EUA markets from top experts at ENGIE Global Energy...

In this week's Macro&Oil report podcast, Olivier Gasnier tells us about the many events on this week's economic calendar and how markets are anticipating the Fed, BoE and ECB meetings. On the oil market, the upcoming EU embargo on oil products is promising some volatility and uncertainty as Europe fears supply concerns. Our podcasts focuses on innovative and comprehensive insights on macro-eco...

Inflation, recession, supply risks, industrial energy demand, China’s economic recovery: what will be the key drivers of energy prices in 2023? Olivier Gasnier and Julien Hoarau analyze the trends and the main expectations for the coming months in this special podcast. Our podcasts focuses on innovative and comprehensive insights on macro-economic indicators as well as oil, gas, coal, power and EU...

In this week's Gas&Power podcast, Julien Hoarau tells us about the fact that temperatures being lower than average in these few first week's of January mean a slight increase in gas demand, but yet that there is no fear to have about the level of gas storage accross Europe. On the power side, nuclear capacity being back in the game and the hydroelectric production are together painting the pic...

In this week's Macro & Oil podcast, Olivier Gasnier tells us about the receding worries markets had of a recession and the expectations that fed rate hikes are over amidst news of clear disinflation in the US. Our podcasts focuses on innovative and comprehensive insights on macro-economic indicators as well as oil, gas, coal, power and EUA markets from top experts at ENGIE Global Energy Manage...

In this Gas & Power weekly report, Julien Hoarau tells us about how mild and unsettled weather is causing rather low demand for gas and power. Optimism confirmed vis à vis gas shortages this Winter accross NWE and power trading low amidst comfortable fundamentals. Our podcasts focuses on innovative and comprehensive insights on macro-economic indicators as well as oil, gas, coal, power and EUA...

In this Macro&Oil weekly report, Olivier Gasnier tells us about falling inflation rates in the Euro Area and in the US. But is this enough to stop worrying about monetary policy triggered recession? On the oil market, volatility is high due to uncertainty about the EU oil prices cap. What are its effects? Our podcasts focuses on innovative and comprehensive insights on macro-economic indicator...

In this week's Gas&Power EnergyScan podcast, Julien Hoarau tells us about bearish gas and power markets supported by comfortable supply conditions and mild weather, a first LNG cargo arrival in Germany and a peak in wind power generation in CWE. Our podcasts focuses on innovative and comprehensive insights on macro-economic indicators as well as oil, gas, coal, power and EUA markets from top e...

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In this week's EnergyScan podcast, Julien Hoarau tells us about the EU price cap on gas and the effect it could have on the markets. We're also given an insight on the effects of EDF's revision of their maintenance planning and on the EU provisional agreements for CBAM (Carbon Border Adjustment Mechanism) and ETS revision. Our podcasts focuses on innovative and comprehensive insights on macro-econ...

In this week's EnergyScan podcast, Olivier Gasnier recaps for us the last week meetings of the BoE, Fed and ECB, explaining that they share the vision that while the rate of increase of key rates is slowing down, it is still positive and will be for a while. On the oil market, prices are volatile, pushed both by worries about Chinese demand and Russian supply.  Our podcasts focuses on innovat...

In this exceptional edition of the EnergyScan podcast, Julien Hoarau, head of EnergyScan, tells us about what has been happening to gas and power liquidity in the European markets this past year, and analysing long term trends. Our podcasts focuses on innovative and comprehensive insights on macro-economic indicators as well as oil, gas, coal, power and EUA markets from top experts at ENGIE Global...