Podcasts - Oxford Institute for Energy Studies

In this latest OIES podcast Michal Meidan talks to Henry Sanderson about his paper: "China and Rare Earth Supply Chains: Export Controls, Dual-Use Governance and UK Exposure". Henry and Michal explore how China built unprecedented control over the rare earths value chain, how Beijing is now weaponising its dominance through targeted export controls on key elements and magnets, and what this means...

In this latest OIES podcast, from the Energy Transition Programme, Anders Hove talks to James Henderson about his latest paper on Rosatom and its role as a tool of Russian foreign policy. After a brief overview of Rosatom's role as a major nuclear power company and its diversification into new businesses the discussion moves on to the importance of nuclear energy in a Russian domestic context, wit...

In this podcast, Bassam Fattouh and Paul Horsnell discuss the US–Iran Memorandum of Understanding (MOU), its implications for oil markets, and the key uncertainties surrounding its implementation. They discuss several issues including: Did the oil market react largely as expected to the disruption, and what key lessons can we draw from how the market adjusted to such a large supply shock? To what...

In this latest OIES podcast, from the Gas Programme, James Henderson talks to Jack Sharples and Mike Fulwood about their paper on the outlook for LNG supply and its impact on European storage in the light of a potential ceasefire in the Gulf. The podcast analyses the impact of the lass of LNG supply from Qatar and the UAE and the compensating measures that have been seen in the global gas market....

In this latest OIES podcast, Bassam Fattouh talks to Neil Fleming, Global Head of Editorial at Argus, and Aldric Chew, Senior Editor, Asia-Pacific Oil Products at Argus Media, about how the prolonged disruption of flows through the Strait of Hormuz (SOH) has been impacting refining runs and refined products markets based on their contribution to the latest issue of the Oxford Energy Forum, "Beyond...

In this latest OIES podcast from the Electricity Programme, Dimitra Apostolopoulou engages in a discussion with Ahmad Faruqui, an economist and one of the lead architects of California's experiment with dynamic pricing about his latest paper titled "Some Controversies in the Application of Marginal Cost Pricing to Accelerate Electrification: A Case Study in Rate-Making in California" which was par...

In this latest OIES podcast, from the Gas Programme, James Henderson talks to Jack Sharples and Patrick Heather about the impact that the changing flows of gas in Europe are having on hub prices across the region. The discussion is based on a recent OIES Insight and first considers how the reduction of Russian gas flows to Europe and the corresponding increase in imported LNG has impacted the dire...

In this podcast, Bassam Fattouh talks to Paul Horsnell and Harry Tchilinguirian about how the prolonged disruption of crude oil and refined products flows through the Strait of Hormuz (SOH) has been shaping the physical and financial layers of oil markets, benchmarks, and policy responses to the supply shock. They address few questions including: How significant is the current oil market shock in...

In this latest OIES podcast, from the Gas Programme, James Henderson talks to Mike Fulwood, Jack Sharples and Anouk Honore about the latest Gas Quarterly and the market data hat it provides. Using data to the end of April, we discuss the shifts in prices that we have seen since the start of the war in Iran and consider what the impact might be if the Strait of Hormuz remains closed much longer. We...

In this latest OIES podcast James Henderson talks to Adnan Shihab-Eldin and Holger Rogner about their latest paper on the future of nuclear energy, that was co-authored with Robert Budnitz and Charles McCombie. The discussion covers the global outlook for nuclear energy, which has shifted significantly in the last few years from predominantly unfavourable or dismissive views to strongly favourable...

In this latest OIES podcast James Henderson talks to Bill Farren-Price about the latest edition of the Oxford Energy Forum entitled "Global Gas: Battling the Next Crisis." The discussion starts with an overview of the geopolitical impact of the closure of the Strait of Hormuz and in particular how it has changed perceptions of gas in major importing regions such as Europe and Asia. We assess wheth...

In this OIES podcast, Hasan Muslemani speaks to Naser Odeh about ex-situ enhanced mineralisation, a carbon removal approach that accelerates a natural process to lock CO₂ into solid rock. By reacting captured CO₂ with industrial waste materials like steel slag and cement dust, the method offers a rare combination of permanent carbon storage and circular economy benefits, turning waste streams into...

Nearly two months after the start of the Iran War, China's resilience in the face of the resulting global energy crisis stands in stark contrast to the situation in Europe and North America. In today's podcast, Michal Meidan and Anders Hove dig into what is actually happening in China in response to the crisis—both in energy markets and in policy. To what extent is China "doubling down" on its cle...

In this podcast, Bassam Fattouh talks to Ilia Bouchouev about his recent OIES paper titled: The Oil Crisis in the Eyes of a Financial Trader. They discuss the responses of various financial players to the largest physical shock in the history of the oil market and how financial markets and oil derivatives are interacting with the physical markets and influencing oil price movements. Key discussion...

In this podcast, Hasan Muslemani speaks to David Phillips about the costs of deploying carbon capture and storage (CCS) at scale. CCS is entering a new development phase driven by the need to decarbonize heavy industries such as cement, waste-to-energy, and pulp and paper rather than focusing mainly on coal power as in earlier cycles. Global capture capacity is currently about 64 million tons per...

In this latest OIES podcast, from the Gas Programme, James Henderson talks to Bill Farren-Price, Mike Fulwood and Jack Sharples about the current state of the global gas market given the continuing war in Iran. They discuss the impact of the cessation of LNG flows from Qatar and the UAE, including a review of the main demand centres that have been affected and the ongoing volatility of prices. The...

In this latest OIES podcast from the Electricity Programme, Dimitra Apostolopoulou talks to Senior Research Fellow David Robinson about why demand-side flexibility has shifted from a niche concept to a structural pillar of deeply decarbonised systems.  We explore how smart electric-vehicle charging, heat pumps, household batteries, and digital platforms are reshaping the balance between supply and...

In the latest OIES podcast, from the Gas Programme, James Henderson talks with Bill Farren-Price and Mike Fulwood about the impact of the war in Iran on the global gas market. After a review of the political situation in the Gulf and the state of the gas infrastructure, we discuss the impact on physical supply and prices, looking at where shortages are already emerging and how key consumers are re...

The US and Israeli attack on Iran coincided with what was already an eventful week in China, especially with the conclusion of the Two-Sessions of the National People's Congress and the publication of the draft 15th Five-Year Plan (15FYP) Outline. In today's podcast, Michal Meidan and Anders Hove dig into the implications of the new energy crisis for China, as well as what China's electrification...

In this podcast, Bassam Fattouh talks to Paul Horsnell and Ahmed Mehdi about the US-Israel War with Iran and its implications for oil markets. They discuss a number of topics: Are markets still in the phase of 'logistical discovery', identifying weak points in the global oil supply chain, and what disruptions around the Strait of Hormuz reveal about system resilience? If shipping through Hormuz re...

In this podcast, Bassam Fattouh talks to Michal Meidan, Bill Farren Price and Paul Horsnell about the US-Israel War with Iran and its implications for oil and gas markets. They discuss a number of topics: How is the war reshaping global energy markets and energy security? What are the main warring parties seeking to achieve? What have been the implications for oil markets? What are the key risks t...

In this latest episode of the OIES podcast series, Bassam Fattouh (Director of the Oxford Institute for Energy Studies) discusses with Ilia Bouchouev  ( managing partner at Pentathlon Investments, Senior Research Fellow at OIES, and adjunct Professor at New York University) recent trends in options trading, algorithmic trading and hedge fund strategies that are shaping oil markets. Based on recent...

In this latest OIES podcast, brought to you by the Gas Programme, James Henderson talks to Jack Sharples and Mike Fulwood about the impact of the recent cold weather on gas markets and the outlook for the rest of 2026. We start with a review of prices over the past couple of months and a look at the key drivers behind the price spike in January. In considering how the surge in European demand was...

China successfully navigated a difficult year in 2025, just hitting its official growth target despite trade wars and the country's ongoing real estate slowdown. The country's leadership is deep in the process of developing its next five-year plan, which is expected to focus on high technology and industrial upgrading, continuing recent policy themes rather than introducing major structural reform...

In this latest OIES podcast, from the Gas Programme, James Henderson talks to Katja Yafimava about her recent paper on the updated EU regulation covering gas storage. Over the course of 2022 the EU adopted a significant amount of 'emergency' legislation to address the consequences of the energy crisis, and a major plank of it was the Gas Storage Regulation which obliged Member States to fill their...