ICIS - energy podcasts

ICIS gas and power experts Tom Marzec-Manser and Jamie Stewart talk with Ben Lee about how gas and power prices reacted in the first week of the gas winter, what the drivers are and what we can expect from the rest of the season.

Reform of the Spanish natural gas market will take effect at the start of October, with new balancing rules kicking in and the hub changing name from AOC to PVB. ICIS gas market experts Ben Lee and Rob Songer discuss what the changes involve and the implications for liquidity.

Demand for floating storage regasification units (FSRUs) is rising, despite a climate of low gas prices and relatively low demand. ICIS experts Ed Cox and Josie Shillito discuss the growing demand for this relatively new technology.

French utility EDF revised down expected nuclear production this winter and power prices in France increased as a result. ICIS specialists Ben Lee and Joachim Moxon discuss the outlook for French power prices this winter in the context of the supply situation.

A system squeeze that triggered record prices on the over-the-counter UK power market is the subject of this week’s ICIS energy news highlights. ICIS experts Jamie Stewart and Chris Somers discuss a week that saw the most expensive baseload deal ever on UK power.

Recent developments in the Romanian gas market are the focus of this week’s ICIS energy news highlights. ICIS reporter Aura Sabadus explains to gas editor Tom Marzec-Manser the significance of recent reforms.

Gas-fired power generation has come into money in September providing a relief to operators that have been struggling with poor profit margins due to low power prices and higher gas prices relative to coal. ICIS's experts Jamie Stewart and Matthew Jones discuss what is behind the trend and weather gas's profitability is likely to be long-lived.

Maintenance on natural gas supply infrastructure hit mainland Europe in week 35 causing next-day delivery gas in Belgium to soar to a 13-year high premium to NBP prices. ICIS experts Ben Lee, Alex Thackrah and Thomas Rodgers discuss why this happened and how long it will likely last.

On Monday, Britain’s Centrica Storage announced that withdrawal capacity will be partially restored at the Rough gas storage facility this winter. This means shippers will be able to withdraw more gas from the facility this winter than previously expected. Innovation editor Silvia Molteni discusses the implications of the announcement and its impact on EU gas prices with gas expert Ben Samuel. The...

The consortium backing the Nord Stream 2 natural gas pipeline this week withdrew an application for joint control of the project, following objections from the Polish Office of Competition and Consumer Protection. Tom Marzec-Manser, editor of European Spot Gas Markets, discusses the implication of this for the development of the project and its alternatives.

Despite annual maintenance at the Nord Stream pipeline that delivers Russian gas to Germany, short-term delivery contracts on the German gas hubs continue to fall. ICIS experts Ben Samuel and Marcello Kolax discuss the possibility of a bounce as the market moves into oversold territory.

Certain longer-dated contracts for delivery out to 2020 at the NBP natural gas hub recently became cheaper than nearer-dated peers. ICIS experts Ben Lee and Thomas Rodgers discuss the role played by LNG.

A key shipping route, the Panama Canal, has expanded to provide LNG vessels with a shorter route between the Pacific and Atlantic oceans. ICIS energy experts Ben Lee and Ruth Liao discuss whether this route is likely to be used given the recent changes in LNG trade.

Power grid imbalance charges in Italy changed from 1 August to close a legal loophole that let producers exploit high balancing payouts. ICIS power experts Irina Peltegova and Riccardo Patrian discuss.

The future of the UK’s 3.2GW Hinkley Point nuclear power project looks uncertain as the government decided to delay construction approval. UK power reporters Ben Lee and Henry Evans discuss the potential impact of the decision and the controversy surrounding the project. Click this link to listen.

Volumes on the TTF curve have grown again during the second quarter of 2016, keeping the hub at the centre of European gas trade. Jake Horslen, an ICIS TTF expert, discusses the reasons behind the rise with Ben Samuel.

This week European energy markets have been reacting to news of an extended outage to the Rough storage facility in the UK, announced one week ago. Natural gas experts Ben Samuel and Thomas Rodgers discuss the news and its impact on prices, as well as what can be expected going into winter.

The potential impact of Brexit on the UK natural gas and electricity markets is the subject of this podcast with market reporters Tom Rodgers and Henry Evans.

Eastern Europe has been taking LNG deliveries while reloads have been prevalent in western Europe. ICIS natural gas and LNG experts Ed Cox and Tom Marzec-Manser discuss the reasons for this and whether it can continue.

A second US LNG cargo will be delivered to Europe later in July by Anglo Dutch Shell. ICIS LNG experts Ed Cox and Josie Shillito discuss the outlook for US exports and Shell’s role within the LNG market in this weekly ICIS podcast.

Green certificates to support the growth of renewable energy in Europe have been plagued by oversupply and disparate schemes across Europe. ICIS energy experts Ben Lee and Sophie Udubasceanu discuss the state of play in this ICIS podcast.

Flows restarted on the Britain-Belgium Interconnector gas pipeline this week after maintenance, although unexpected news of a gas storage outage has altered the fundamental supply and demand outlook for the two countries into the winter. ICIS experts Ben Lee and Alex Thackrah discuss.

The Dutch government on Friday announced that annual Groningen natural gas production will be restricted to 24 billion cubic metres for the next five years. Gas market experts Ben Samuel and Jake Horslen discuss the implications of the decision.

Energy markets have been volatile this week because of the UK’s EU referendum as well as fundamental supply factors at the Rough natural gas storage site and Groningen production field. ICIS experts Ben Lee and Thomas Rodgers discuss the implications of the Brexit vote and what price drivers we can expect in the near term.

Utilities can buy or sell power ahead for future delivery periods to minimise risk. ICIS staff Ben Lee and Matthew Jones look at power hedging rates at major European utilities in Q1 and what can be expected going forward