ICIS - energy podcasts

HOUSTON (ICIS)--Mexico has moved quickly to open up its oil, gas and power sectors after its 2013-2014 energy reform. How could this change after the newly-elected leftist administration takes office on 1 December 2018? ICIS Mexico Energy Report editor Claudia Espinosa interviews ICIS Americas senior energy analyst James Fowler on the outlook.

PODCAST: Groningen bill goes to vote in Dutch senate Plans to close the Dutch Groningen gas field will face a key test on 16 October as the government’s bill to minimise production goes to a vote in the Senate. Market experts Patrick Sykes and Kelly Paul discuss what the bill means for regional gas markets. 

On Monday 1 October, the joint bidding zone for German and Austrian Day-ahead prices was split into two separate markets. ICIS energy experts Roy Manuell and Diane Pallardy discuss the reasons for the split and its implications for German and Austrian power prices.

Long-term capacity contracts on the Interconnector gas pipeline that connects Britain to Belgium are set to end on 1 October 2018, opening up the whole pipe to the market. ICIS experts Ben Samuel and Patrick Sykes discuss what to expect next from gas flows and prices.

Qatargas and Petrochina recently signed a major, long-term LNG supply contract through to 2040. ICIS experts Alex Thackrah and Patrick Sykes discuss the implications of this deal in the context of the US-China trade war and Qatar’s LNG expansion plans.

Following the recent bull run in carbon allowances, notional clean UK baseload dark and spark spreads suggest that coal-fired power generation has become more profitable to run that of gas-fired plants for Winter ’18 delivery. While higher-priced EUAs would typically favour gas-fired generation over coal, a corresponding hike in the NBP price has had the opposite effect. ICIS experts Patrick Sykes...

México ha avanzado bastante en la liberalización del mercado eléctrico mayorista, pero la falta de estándares de medición representa para muchos un obstáculo para el desarrollo del mercado. ¿Cómo va México en este tema y en el desarrollo del mercado? Claudia Espinosa, editora del Mexico Energy Report habla con Diana Carranza, reportera para el Mexico Energy Report y GNL en las Americas.

Mexico has made strides in opening up its wholesale electricity market, but delayed metering standards may be hampering a successful market opening. What’s the status of the standards and how are they affecting the liberalization of the market? ICIS Mexico Energy Report editor Claudia Espinosa interviews Mexico Market Reporter Diana Carranza on the issue.

HOUSTON (ICIS)—Mexico has relied on LNG for years to make up for natural gas supply shortages, particularly in regions with poor pipeline connectivity. How will Mexico’s energy matrix shift as the pipeline buildout connecting it with abundant Permian gas enters its final years? ICIS Mexico Energy Report editor Claudia Espinosa interviews ICIS Americas LNG editor Ruth Liao on the changes.

After rollercoaster movements since the beginning of the month, the Turkish lira stabilised against the US dollar by the end of week 32. But the effect of the volatility and sharp depreciation has hit the economy hard. In this podcast, ICIS Editor Jonathan Lopez speaks to market experts Aura Sabadus and Ben Lake to assess the impact of recent events on the Turkish energy and petrochemical sectors.

The Chinese government has threatened retaliatory tariffs of 25% on US LNG imports as part of an escalating trade war between the two countries. European and Americas LNG experts Alex Thackrah and Ruth Liao discuss the possible implications of the tariff on short-term LNG trading and for the US LNG market, where a host of proposed export projects are jostling to get off the ground.

The Turkish government has aligned regulated consumer gas tariffs with the exchange rate, a move that could improve market conditions. Although welcomed by gas companies, the decision also raises some questions about its impact on electricity producers. In this podcast Aura Sabadus, editor of Turkish Energy Hub Daily and reporter Patrick Sykes discuss the implications.

Spain was in July 2018 on track to export three LNG reloads for the first time since August 2015, recalling its heyday of 2014, when the country briefly became Europe’s biggest LNG exporter. But with the arbitrage window between spot LNG prices in Asian and Europe narrows, will Spanish LNG reloads prove just to be a flash in the pan?

France’s gas market is set to merge on 1 November, creating the Trading Region France (TRF) and a single balancing PEG reference price. But how much of a premium to the benchmark TTF will the new PEG price have? And how much of the southern French TRS premium will be factored into the new PEG quotation? Market Reporter Patrick Sykes interviews lead French gas reporter Kelly Paul on this issue.

A majority of Mexico’s citizens recently elected a political outsider to the presidency. What will this mean for Mexico’s energy reform? ICIS Mexico Energy Report editor Claudia Espinosa interviews ICIS Americas senior energy analyst James Fowler on the topic.

The European Commission recently opened an investigation into alleged destination clauses in Qatar’s long-term LNG supply agreements with European importers. ICIS experts Patrick Sykes and Alex Thackrah discuss what the outcome of the case may be and what it means for LNG markets.

The expiry in 2016 of two Russian transit contracts along a key eastern European pipeline should have triggered the start of regional cross-border trading between Bulgaria, Romania and Ukraine. However an extensive ICIS investigation found that despite EU requirements to implement third party access at the expiry of legacy contracts, the infrastructure remains blocked amid alleged Gazprom pressure...

LNG market players have been actively chartering in vessels for the upcoming winter, with prompt charter rates growing. ICIS LNG experts Ludovic Aldersley and Katya Kravtsova discuss the impact of the recent activity on the winter charter market.

While most of Europe has ramped up gas storage injections after the unusually cold winter, stock levels in the Netherlands are lagging behind. ICIS reporters Patrick Sykes and Alice Casagni discuss the price impact of low stocks on the TTF far curve.

Analysis of the Winter ’18 clean spark and dark spreads has indicated that coal plants are set to be in the money in the coming winter. ICIS experts Arun Toora and Patrick Sykes discuss how this and the wider fuels mix may affect European gas markets.

Poland has been vocal about Russian dominance in Europe as a gas supplier. But its own incumbent PGNiG’s market share is growing while independent importers are pushed out by punitive supply security laws. Should the Polish government fix problems in its own backyard first? ICIS experts Tom Marzec-Manser and Katya Zapletnyuk discuss prices and flows data highlighting realities of the Polish gas hu...

This week US President Donald Trump pulled out of the landmark nuclear agreement between Iran and world powers. ICIS experts Aura Sabadus and Patrick Sykes talk through the impact of the decision on oil and gas markets, and the consequences for investment in Iran’s energy sector.

Hydroelectric stocks across Europe are at historically low levels after an unusually cold winter led to sustained demand and high fuel prices. ICIS power experts Chris Somers and Herman Moestue discuss the impact of low reservoir levels on trading and look ahead to the potential price impact of an unseasonably warm spring.

Europe’s storage sites have entered the gas summer with historically low levels of gas in store, meaning market participants are having to inject into storage even when prices are disadvantageous. ICIS experts Patrick Sykes and Julie Fisher discuss what this means for hub pricing and injections this summer.

The Dutch government’s decision to close Europe’s largest gas field, Groningen, by 2030 will have repercussions accross gas markets. Falling domestic production will pressure exports and require huge investment to connect customers to new sources of supply. ICIS experts Alex Thackrah and Patrick Sykes discuss the latest developments and what to expect next.