ICIS - energy podcasts

Hydrogen editor Jake Stones and Scottish Renewables director of policy Morag Watson breakdown the key outcomes of COP26 for hydrogen and its role in the energy transition by reviewing the main policy decisions and whether momentum towards net zero will remain.  

After a year of record-breaking news, ICIS LNG editors Ed Cox, Ruth Liao, and head of gas analytics Tom Marzec-Manser recap the key highlights and market drivers of 2021. From historic spot price surges to changing Russian gas flows, the team dives into how the LNG market responded. 

Energy reporters Laura Mendes and Diane Elijah discuss the COP26’s outcomes and unresolved issues and what this means for limiting global warming to 1.5°C above pre-industrial levels.

Hydrogen editor Jake Stones and independent adviser for hydrogen David Scrimgeour discuss the potential for the largest hydrogen market in Europe, Germany and also the potential for significant green hydrogen supply from COP26 host nation Scotland. 

The sharp recovery in oil demand has outpaced supply growth and resulted in a drawdown of global oil inventories, as coronavirus lockdown measures ease. The supply and demand balance is threatened, especially in a global energy crunch time. While unwinding its outstanding output cuts, OPEC+ has resisted pressure to further raise supply amid concerns of a potential growing oversupply of crude in 20...

Hydrogen editor Jake Stones and CCUS and hydrogen expert Tony Smith discuss the impact of the UK government's announcement to select HyNet and the East Coast Cluster for track 1 of its cluster sequencing programme, reviewing how the programme could shape the future of the country's market.

A key topic of debate at the moment in both Germany and Poland is the role of coal as a power source within each country’s energy mix, with Germany on track to close down at least 2GW of coal by 2022. ICIS Energy market reporters Laura Mendes and David Battista talk about the progress of German and Polish coal de-commissioning programs and how this might affect power prices and other regional powe...

Energy market reporter Laura Mendes and lead hydrogen reporter Jake Stones discuss key developments in European hydrogen. This episode covers a recent announcement from INEOS to invest £1bn at the Grangemouth industrial cluster in Scotland to support blue hydrogen production, the UK’s future of hydrogen, and what the German elections might mean for the largest demand base in Europe.

How is demand reacting to record LNG spot prices? In this ICIS podcast episode, LNG reporter Fauzeya Rahman chats with LNG editors Ed Cox and Ruth Liao on how global markets are reacting to record high prices and what to expect this winter. 

The German election for a new federal government and chancellor will take place on 26 September. A key topic of debate at the moment is energy policy. And the main policy proposals are promising to be more climate ambitious than the current outlook. ICIS Energy market reporter Laura Mendes talks with in-house analyst Roy Manuell to look at the possible scenarios of election results for the German...

European natural gas prices resumed their rally on news that Russia’s Gazprom chose not to book additional firm capacity to ship gas via Ukraine in October. The news came at a time when near record gas prices are sending shockwaves across related industries from fertilizers to food processing or leading to a chain of bankruptcies in the energy retail sector.  Senior editor Deepika Thapliyal and Ri...

Germany will retire a large total of baseload power generation over the next decade, increasing the country’s need for grid flexibility. The latest paper published by the ICIS analytics team covers potential routes for new gas capacity: “ Filling the Supply Gap: Does Germany Need New Gas ?” ICIS Energy market reporter Laura Mendes talks with analyst Roy Manuell to explore the findings on this pape...

As corporates worldwide pledge to decarbonise their operations, guarantees of origin certificates are set to gain ground as an essential tracking tool. Green credentials have been trading since the early 2000s, but oversupply has long hampered their market consolidation. Now, new trends reveal that oversupply is being replaced by a shorter market for solar and wind technologies, although the prese...

Crude demand across the world remains volatile with the spread of the Delta variant - nowhere more so than in the US market. Americas crude editor Ignacio Sotolongo and market reporter Andrew Putwain discuss the latest trends affecting one of the world’s largest producers; including the bounce back in shale oil production, and the Atlantic hurricane season as well as the latest OPEC+ moves.

Carbon-neutral cargoes began trading in 2019 and will likely gain momentum moving forward. Who is participating and where is this new field heading? LNG reporter Fauzeya Rahman chats with lead analyst Alex Froley about the rise in carbon-neutral activity and its longterm outlook. 

At the end of June, the ICIS 2050 long-term power forecast was extended across the Nordics and the Baltic regions, for which different decarbonisation scenarios were identified. In this new episode of the ICIS Energy podcast, reporter Federica Di Sario joins in-house analyst Roy Manuell to explore the findings of the modelling expansion. 

Onshore and offshore wind expansion in Europe will be key to achieve the new climate neutrality targets from the Fit for 55 package. Energy market reporter Laura Mendes discusses key issues in wind energy development in Europe with ICIS analyst Roy Manuell and WindEurope Chief Policy Officer Pierre Tardieu. 

The launch of the UK carbon market was preceded by many speculations on its potential bearish impact on EUA prices. Over a month later, the opposite seemed true.  In this new episode, economics student and ICIS intern Sabrin Jama explores the direct and indirect linkages between the two systems with carbon analyst Sebastian Rilling and reporter Eugene Poon. 

With global LNG spot prices extremely high, what markets are most attractive for US LNG? LNG reporter Fauzeya Rahman talks with ICIS global LNG Editor Ed Cox and LNG Editor for the Americas, Ruth Liao, on the current spot price rally, US LNG margins and the 2022 outlook for global LNG demand. 

As the first half of the year ends on a bullish note for German gas and power prices, market reporters Laura Mendes and Arlind Neziri look ahead to what the rest of the year could hold in terms of fundamental drivers.

At a time when a flurry of studies warn against the risk of fossil fuel stranded assets, investing in renewables is a necessity. Yet, many are the risks, but also the opportunities, that renewables investors should be aware of. In this episode, ICIS reporter Federica Di Sario discusses the main trends and expectations in the renewables space with Laurent Segalen, clean energy investment banker, ma...

Energy market reporter Laura Mendes talks with ICIS analyst Roy Manuell about how Portugal is set to become the cheapest European market post-2030 and its leading role in new forms of clean energy finance.

The switch from coal to gas has been driving decarbonisation over the past years, but methane leakage can hamper environmental gains. For this episode, energy market reporter Federica Di Sario discusses the challenges of the current state of the EU’s methane leakage policies with ICIS lead analyst Andreas Schroeder.

At a time when long-term planning is a necessity for achieving net-zero carbon emissions, accurate forecasting becomes an indispensable tool in the energy space. An extension of the 2050 ICIS horizon modelling to Southern Europe has allowed ICIS analysts to form a long-term view of power market fundamentals. In this episode, ICIS experts Federica Di Sario and Stefan Konstantinov discuss Italy and...

Europe’s grid operators’ and integrated utilities’ capex is set to exceed €107bn this year and is likely to keep rising in the short-to-medium term. ICIS market reporter Laura Mendes discusses with her colleagues, Luka Dimitrov and David Battista, the impact these investments in capex will have on European power prices.