ICIS - energy podcasts

The global oil markets closely followed the US election with the new administration set to bring in a more environmentally-friendly agenda and steps towards transition to clean oil. While a stable management in Washington will lead Investors to move away from the dollar as a safe haven towards more risky ventures. Senior oil editor Ignacio Sotolongo and Global oil editor Sophie Udubasceanu discuss...

Joe Biden’s tone on US LNG is broadly positive but sources are keen to understand how future environmental legislation may affect upstream US gas supply and prices. Global LNG Editor Ed Cox, Americas Editor Ruth Liao and Americas reporter Fauzeya Rahman discuss the outlook for US LNG in the short and long term.

The Pfizer coronavirus vaccine rattled oil prices this week, but the rally slowed down by 12 November. Challenges remain, with widespread distribution now key to demand recovery. Why has the reaction been so strong so far? What does the shift in the oil forward curve indicate? Market experts Sophie Udubasceanu and Richard Price discuss the market’s outlook.

Virtual power plants are considered key technologies to relieve the load on power grids thanks to their ability to optimise generation and consumption. But how do they actually work and what potential do they have in Italy? ICIS market reporter Federica Di Sario discusses the issue with David Molina, product and solution manager at Huawei Italy.

Crude demand in Asia decreased sharply compared with 2020 expectations, but some countries have already seen a rapid turnaround. Asia crude editor James Dennis and market reporter Andrew Putwain explain the big trends for demand in the region as we head into 2021, as well as other drivers for demand globally including OPEC decisions around extending production cuts.

Just a couple of weeks after the new oil and gas infrastructure company PipeChina was launched, details of available LNG, storage and pipeline capacity have been published. Global LNG Editor Ed Cox and LNG analyst Tom Manser discuss the opportunities for emerging Chinese gas companies and LNG sellers.

Tackling two issues at once, Ways2H uses a unique thermochemical process to produce green hydrogen from municipal waste. ICIS Market Reporter Jake Stones meets Ways2H CEO Jean-Louis Kindler to discuss the technology, along with wider challenges in scaling up hydrogen for long-term energy goals.

With European institutions keeping momentum to support a higher carbon emission cut by 2030, are energy storage technologies on track to sustain such transition? ICIS Energy market reporter Federica Di Sario discusses with Pradyumna Bhagwat, Research Fellow at the Florence School of Regulation, the major regulatory developments storages have gone through over the past years and what is yet to be d...

French hydrogen strategy exceeds previous European national strategies by pledging 6.5GW of electrolyser capacity by 2030, but what effect will this have on the French power market? ICIS Energy market reporter Laura Mendes discusses with fellow energy market reporter Jake Stones the French hydrogen strategy compared to the other European ones and the outlook for French power demand when the hydrog...

LNG charter rates have increased in recent weeks but shipping sources are doubtful that the market will hit the highs of 2018 and 2019. Global LNG Editor Ed Cox and Asia LNG Editor Roman Kazmin discuss the winter outlook for LNG shipping availability, charter rates and floating storage.

Vattenfall's decision to bid in it's 1.6GW German coal-fired Moorburg power plant in the first phase-out tender could indicate that the remuneration on offer is expected to be higher than future market returns. ICIS Market Reporters Tasmin Chowdhary and Varoon Kumar discuss the meaning behind the decision and the outlook for coal plants.

The US refining and LNG industries were largely spared by Hurricane Laura, but data modellers predict a busy storm season, which could see volatility in price. Americas LNG editor Ruth Liao and crude oil reporter Andrew Putwain discuss the effects this could have on the industries.

Bulls lifting the month+1 and front winter products on European gas markets are likely to run out of steam as an end to near-term price drivers is likely. ICIS Market Reporters Tasmin Chowdhary and Jake Stones examine these factors and how a fall in gas prices might be ahead.

An unusual combination of wet, windy weather and strong snow build-up have weighed on the Nordic power market, with the Nord Pool system price delivering at record lows this year. ICIS Energy Market Reporter Tasmin Chowdhary speaks to Arne Bergvik, Chief Analyst at Swedish renewable energy producer Jämtkraft, to find out the longer-term outlook.

Spot LNG prices are rising amid greater demand from East Asian and Indian buyers. This will lead to an increase in US LNG production as sellers’ margins improve. But can the market absorb more supply and is this a false dawn for sellers? Global LNG Editor Ed Cox and Americas Editor Ruth Liao discuss the outlook for the market into the fourth quarter.

Germany's onshore wind expansion has picked up pace in the first half of the year, contrasting with poor auction results in the past. ICIS Market Reporters Tasmin Chowdhary and Varoon Kumar explore promising signs for wind and the outlook for long-term renewable targets.

Reintroducing the ‘green cent tax’ on Spain’s gas-fired plants would see domestic gas generation fall, replaced by higher imports, and lift the country’s power prices from 2022, ICIS analyst modelling shows. Market Reporter Tasmin Chowdhary and Senior Power Analyst at ICIS Anise Ganbold discuss the model results and effect on the Spanish power mix in this short update.

Unclear market regulation and costly access to the grid remain key barriers to the development of the energy battery storage market in Europe, industry experts say. ICIS senior market reporter Roy Manuell and energy reporters Varoon Kumar and Federica Di Sario discuss the regulatory hurdles of battery deployment in Europe and its expected price impact once it will be deployed on a larger scale.

Exploring different technologies within the electrolyser market and pushing towards greater cost transparency is imperative if renewable hydrogen is to become cost competitive. ICIS energy market reporters David Battista and Jake Stones speak to Thomas Chrometzka, head of business development at modular electrolyser firm Enapter to find out more.

French electricity demand has slowly recovered from the coronavirus lockdown, although the day-ahead peak-baseload price spread is likely to remain low. ICIS power market reporters Tasmin Chowdhary and Laura Mendes discuss the outlook for French peak prices over the next few months.

High breakevens and vast sums of maturing debt left US shale producers exposed to the oil price crash of 2020. Global Crude Oil Deputy Editor Richard Price, Oil Market Reporter Andrew Putwain and Senior Editor Ignacio Sotolongo discuss US shale, and why the industry was hit so hard.

Lower demand due to the coronavirus and soaring renewable production have increased instability in the Dutch and Belgian power balancing markets, with a higher incidence of negative prices. ICIS market reporter Tasmin Chowdhary examines this trend more closely with Jean-Paul Harreman, director at energy consultancy EnAppSys, and discusses the wider implications.

Qatar reserved slots at South Korean shipyards for more than 100 new building LNG carriers through to 2027 earlier in June, after it postponed in February the selection of partners in its expansion project from the end of the first quarter to September. The move has been interpreted as a message to its competitors that it will go ahead with its expansion plans, even as economies and investment slo...

Low spot LNG prices in Asia have opened the door for independent Chinese buyers to step up imports over the summer. ICIS Global LNG Editor Ed Cox and China market expert Hendrian Sukardi discuss the outlook for China’s demand as the truck LNG sector takes on more expensive pipe gas imports.

After enforcing two of the strictest lockdowns in Europe, Italy and France are slowly reopening their economies, but what does this mean for their power demand? Market reporter Tasmin Chowdhary discusses with ICIS French reporter Laura Mendes and Italian reporter Federica Di Sario the summer outlook for these markets.