ICIS - energy podcasts

Arctic sea ice has begun its seasonal melt, which will soon allow ice-class LNG vessels to head east from Russia’s Yamal project to end-user markets in northeast Asia. ICIS experts Ed Cox and Alex Thackrah discuss the impact this will have on LNG tonnage leaving Yamal, which has so far headed exclusively westwards.

British gas shippers are wrangling over proposals to amend a key component of transport charges. The changes could radically redefine users’ costs, affecting export routes and LNG send-out. ICIS experts Katya Zapletnyuk and Thomas Rogers discuss the changes and their potential implications.

The Nord Stream 2 pipeline project to double Russian gas export capacity to Europe has divided opinion across the continent. ICIS experts Emma Slawinski and Aura Sabadus talk through the latest developments, what to expect next, and how the project might impact southeast Europe’s gas markets in particular.

As the market takes stock after a cold snap drove European gas prices to record highs, traders are looking to adjust positions and avoid getting their fingers burned in future. ICIS NBP and TTF market reporters Alice Casagni and Chris Johnson share their observations on what is happening and what to expect next.

As freezing temperatures drive up European gas demand, storage levels are falling at an alarming rate. ICIS experts Julie Fisher and Tom Marzec-Manser discuss this trend, the outlook, and what it means for prices.

The Stockholm Court of Arbitration last December ordered Ukraine to resume purchases of Russian gas. ICIS experts Katya Zapletnyuk, Aura Sabadus and David Simon discuss the impact gas trade with Ukraine has on European hubs and wholesale gas prices, in particular in Hungary, Slovakia and Poland and possible implications after Russian exports restart.

ICIS European power market experts Laura Raus and Herman Moestue report back from the E-World conference in Essen, Germany, on a more optimistic feeling among electricity market participants. But one key driver of this – technological progress – could have wide-reaching consequences in some markets through the automation of energy trading.

On 1 February, the Netherlands’ energy production regulator, grid operator and government made a series of long-awaited announcements about the future of gas production from the Groningen field. ICIS experts Alex Thackrah and Tom Marzec-Manser discuss what this means for regional supply, demand and prices.

With Brent crude at multi-year highs, market participants are wondering how long its recent gains can last. ICIS crude oil expert Julien Mathonniere discusses his key price drivers to watch, from OPEC production cuts to US shale production and much more.  Click here to read Julien's full insight piece.

On 8 January, the Netherlands’ Groningen region was hit by its largest earthquake since 2012, prompting fresh questions around production levels from Europe’s largest onshore field. Gas market experts Tom Marzec-Manser and Alex Thackrah discuss the implications of the earthquake on European gas prices and on future production from the asset.

The UK gas and electricity markets entered 2018 amid major events – some expected, some less so – that will influence supply security for the rest of this winter. And this came against the backdrop of the energy market’s low carbon transition, with 2018 a key year as the pursuit of 2020 EU targets continues apace. ICIS UK gas expert Thomas Rodgers and UK power expert Henry Evans look at how the ma...

The close correlation that normally characterises the relationship between European gas and power contracts disappeared in November, with the Dutch gas TTF Year+1 and German power Year+1 contracts showing no discernible correlation. ICIS energy experts Ellie Chambers, Alex Thackrah and Herman Moestue discuss how the French ARENH mechanism has prompted this disconnection and whether prices will rec...

Coming into the first half of winter, there are signs that the Czech and Hungarian markets could be more bearish in the first quarter than previously thought. In this podcast, ICIS experts Ellie Chambers and Jamie Stewart discuss the changes to the outlook and why drivers are more mixed for the second half of winter.

A decision by the Netherlands’ highest administrative court to reject plans to cut production at the Groningen gas field, but to retain the current cap on output is just one legal decision in recent weeks to impact Europe’s gas markets. In this podcast, ICIS experts Tom Marzec-Manser and Ben Samuel discuss how this case and other legal disputes, such as the upcoming verdict on the Gazprom-Naftogaz...

Reform of the European carbon market was finally agreed early on the morning of Thursday 9 November. In this podcast, ICIS experts Will Peck and Jamie Stewart discuss the immediate outlook for emissions and electricity prices, and look further ahead at how high the carbon price will go, and where it might meet resistance.

On Thursday, Lithuania and Luxembourg agreed a statistical transfer of renewable energy in the first such deal seen in the EU. ICIS experts Matthew Jones and Ellie chambers discuss how statistical transfers work and the implications the deal may have for other countries struggling to reach their 2020 renewable targets.

French wholesale power prices dropped in week 42, with a ramp-up in nuclear availability imminent. ICIS experts Jamie Stewart and William Peck discuss trader sentiment now that the worst French nuclear issues may be over for the winter.

Governments across Europe are coming under increasing pressure to phase-out coal-fired capacity both to meet decarbonisation objectives and to reduce the impact of emissions on their citizens’ health. ICIS experts Jamie Stewart and Matthew Jones discuss coal phase-out plans in Europe, with particular focus on recent developments in the Netherlands, UK, France and Germany.

Energy grid operator National Grid released its winter outlook on Thursday, which outlined the potential risks to British power and gas supply and demand this winter. ICIS experts Jamie Stewart, Christopher Somers and Thomas Rodgers discuss the outlook for the coming months.

As the gas markets enter the winter period, storage sites are less full than in previous years. ICIS expert Julie Fisher talks to gas editor Tom Marzec-Manser about how this has come about, and how pricing is affecting shippers’ storage decisions in the early part of the gas winter.

As the energy markets enter the six-month winter period, France is grappling with nuclear power supply issues for the second year in a row. ICIS expert Herman Moestue and power editor Jamie Stewart discuss how the market sees the supply risks for the remaining quarter of this year, and the first quarter of the next.

The price difference between Years 2018 and 2019 on the forward curves of the Italian wholesale gas and power markets indicates that Year 2019 is underpriced in both commodities, participants have said. ICIS expert Miriam Siers and Italian markets specialist Alice Casagni discuss the reasons behind the price spreads and the possible effect on far-curve trading activity.

On 25 September, the Kurdish Region of Iraq is expecting to hold a referendum for independence, although countries such as the US, Turkey and Iran are opposed to it, meaning there is uncertainty over whether it will go ahead. ICIS experts Alex Thackrah, Aura Sabadus and Julien Mathonniere discuss the current situation and potential ramifications for the oil and gas sectors.

Wholesale electricity curve contracts hit new highs across Europe this week amid bullish fuels and concerns over French nuclear supply. ICIS experts Ellie Chambers, Chris Somers and Herman Moestue discuss the reasons behind the bull run in this ICIS podcast.

Expectations of global oversupply for LNG this year have not come to fruition, with project delays and strong demand in Europe and Asia keeping the market balanced. ICIS LNG experts Ed Cox and Jack Elliott discuss what to expect in the coming winter.