ICIS - energy podcasts

Recent policy amendments agreed by the German government could stimulate future growth in solar and onshore wind capacity. Market reporters Tasmin Chowdhary and Varoon Kumar discuss the changes as well as the uncertainties about whether these can help meet long-term renewable and climate goals.

Pilot developments using offshore wind power to generate green hydrogen are starting to take off. ICIS market reporters Tasmin Chowdhary and Jake Stones explore these new technologies that will help reduce the cost of green hydrogen, bringing this low-carbon fuel one step closer to large-scale integration.

Pipeline gas flows into Europe have been cut across the board in April. This has opened the door for more LNG into the market. In this podcast, Global LNG Editor Ed Cox and Senior LNG Analyst Tom Manser discuss the role that lower Russian exports to Europe could have in 2020 and the outlook for the broader market balance.

Poor economics and low demand mean a raft of US cargoes for June loading have been cancelled. ICIS Editors Ed Cox and Ruth Liao analyse what has happened and the outlook for further cancellations

The recent deal by OPEC+ members to cut production has underwhelmed the market, which reacted bearishly on the news. Richard Price, global crude oil deputy editor and Andrew Putwain, energy reporter, discuss this as well as the impending storage crisis in the latest ICIS energy podcast.

The worsening outlook for the Asian economies in 2020 will mean lower LNG demand from Japan, China and South Korea. Global LNG Editor Ed Cox and LNG analyst Tom Manser discuss recent changes to the LNG Edge forecast and the broader outlook for demand.

As the coronavirus pandemic continues, Italy remains the hardest hit country in Europe. ICIS Italian gas reporter Marta Del Buono and Italian power reporter Federica Di Sario discuss what severe restrictions have meant for both power and gas, and what could happen next for energy markets.

The OPEC+ meeting has been moved to later in the week amid more uncertainty in the market. Global crude editor Sophie Udubasceanu and market reporter Andrew Putwain discuss the latest move, which has sent crude futures prices down again as they struggle with weak buying, and what the meeting could achieve.

With energy prices under downward pressure and oil markets volatile, the ICIS Energy Editorial team takes a cross-commodity look at key demand drivers into the summer.

The coronavirus is ripping through markets, slashing demand across the globe whilst Saudi Arabia and Russia battle for market share. Global Oil Editor Sophie Udubasceanu and Oil Expert Richard Price discuss this unprecedented series of events, how market players are looking to exploit the shift in market dynamics and what’s to come.

Hydrogen has been gaining traction in the energy sector recently. Market reporters Jake Stones and Tasmin Chowdhary explore hydrogen's different uses, the multiple means of extracting it and the barriers which will need to be overcome if we are to successfully integrate it into our future energy mix.

In this extended podcast, ICIS editors analyse the drop in oil prices and the reaction across global LNG and European gas and power markets.

After the cancellation of CERAWeek in Houston due to concerns over the virus, Global LNG Editor Ed Cox and Americas Editor Ruth Liao discuss the impact on upcoming events and what’s new in the LNG market this week.

The UK has recently experienced LNG supply issues at the port of Milford Haven, the location of Dragon and South Hook LNG terminals. ICIS energy reporters Jake Stones and Tasmin Chowdhary discuss why this has caused a problem for supply and what impact it has had at the NBP gas hub.

Low global LNG spot prices and oversupply have led some buyers to cancel future contractual loadings of US LNG. Global LNG Editor Ed Cox and Americas Editor Ruth Liao discuss the outlook for US LNG and if this could lead to full-scale production shut-ins.

The European Commission confirmed that the UK’s supply issuance suspension has been lifted as of the start of February. ICIS energy reporters Varoon Kumar and Federica Di Sario discuss carbon market fundamentals, the key features of the plan and the anticipated market reaction.

Asian spot LNG prices are at record lows with gas demand in China still reduced by the impact of the Coronavirus. Global LNG Editor Ed Cox discusses changes to the ICIS China demand forecast and market news with Senior Analyst Alex Siow and Asia LNG expert Hendrian Sukardi.

The deadly spread of the Coronavirus has hit Chinese gas and LNG demand with extended holidays curbing industrial output. Global LNG Editor Ed Cox and Asia LNG reporter Hendrian Sukardi discuss the extent of the impact on the LNG market in China and globally.

Discussion around if and how much US LNG will be shut in this year has been intense recently. But this is a complex area without a simple answer. LNG Editors Ed Cox and Ruth Liao debate the outlook for US LNG in 2020.

A final timeline for lignite capacity closures was unveiled by the German government earlier in the month. ICIS energy reporters Roy Manuell and Tasmin Chowdhary discuss the key points of the plan, the market reaction and next steps for the country’s phase out of coal.

Fears that the Strait of Hormuz, a key chokepoint for oil tankers, could be shut off by Iranian authorities as a form of US retaliation have subsided, although the possibility remains open. ICIS energy reporter Tasmin Chowdhary is joined by global crude editor Sophie Udubasceanu to discuss the importance of the Strait to global oil markets.

Tensions between the US and Iran are again dominating headlines after the US’s assassination of Qasem Soleimani and Iranian retaliatory action. Market experts Ed Cox and Patrick Sykes discuss the impact on oil and LNG markets.

Abundant rainfall has allowed French reservoir levels to climb to their highest levels in the past five years. Stocks were nearly three quarters full in week 50, according to grid operator RTE. Market reporters Tasmin Chowdhary and Karolina Zagrodna assess the current impact of hydropower on French winter supply and power prices, amid tightened nuclear supply.

With less than a month until a 10-year contract for the transit of Russian gas to Europe and Turkey via Ukraine expires, it is still unclear whether Ukraine and Russia would agree to sign a new agreement from 1 January. In this podcast, Aura Sabadus, Ben Samuel and Patrick Sykes discuss the latest developments, their impact on gas prices and the gas and LNG outlook for January 2020.

With German onshore wind capacity increasing at its slowest annual rate since before 2000, German power expert Roy Manuell speaks to Market Reporter Tasmin Chowdhary about the current outlook for German renewable expansion and whether 2030 climate targets are under threat as a result of slow onshore growth.