Podcasts - Oxford Institute for Energy Studies

In this latest OIES China Energy programme podcast, Michal Meidan talks to Brad Simmons about US policies to re-shore and friend-shore lithium-ion battery supply chains and their incompatibility with efforts to limit dependencies on China. They discuss the electric vehicle subsidies under the US Inflation Reduction Act (IRA) and how tax eligibility is complicated by "foreign entity of concern" (FE...

In this podcast, Head of China Energy Research Michal Meidan speaks with Anders Hove, Senior Research Fellow at the Institute, about the topic of clean energy innovation in China. They discuss the factors that have enabled China's transition into an innovation powerhouse, including often cited government support and subsidy schemes, as well as less appreciated factors such as entrepreneurship and...

In this podcast Bassam Fattouh discusses with Ilia Bouchouev his Energy Comments in the OIES Energy Quantamentals series based on his new book "Virtual Barrels" and the growing importance of financial barrels in the oil market, with a focus on financial market participants, oil options and volatility trading. They set the stage by defining "virtual barrels" and how these evolved in the oil market....

In this latest OIES podcast, from the Gas Programme, James Henderson talks to Graeme Bethune about his latest paper on the outlook for LNG in Japan, Korea and Taiwan. They begin by exploring the history of gas, and in particular LNG imports, in the region before moving on to look at Japan specifically. They consider how the role of gas is being affected by the restart of nuclear power in the count...

In this podcast, Hasan Muslemani speaks to  Peter Webb about the key role that shipping of CO 2  plays in enabling a carbon capture and storage (CCS) market, especially for industrial emitters wh o  are no t  in proximity to a pipeline network. The podcast highlights the technical challenges involved in CO 2  shipping and how it compares to other forms of CO 2  transport such as pipelines,  trucks...

As wind and solar rise as a share of electricity production in many regions, electric power systems are experiencing increased concerns about how to maintain stability. One critical factor is inertia, which refers to the availability of spinning resources such as turbines that help the system maintain stable frequency during short disturbances. In this podcast from the OIES Electricity Programme,...

In this podcast, Hasan Muslemani speaks to David Phillips at Aker Carbon Capture about advancements in carbon capture technology, including Aker's modular design and innovative business model. The podcast discusses progress, momentum and competition within the carbon capture space and sheds light on some of the key industrial sectors where the technology has been deployed, including in sectors whe...

In this latest OIES podcast, brought to you by the Gas Programme, James Henderson talks to Mike Fulwood about the results of the latest IGU gas price survey. Mike has been conducting the survey, which looks at the formation methodologies and levels of wholesale gas prices, since 2005, with more than 100 countries now included. During the podcast they discuss the change in price formation away from...

In this latest OIES podcast, from the Electricity Programme, Michal Meidan talks to Dimitra Apostolopoulou about her forthcoming OIES paper "Reforming Capacity Markets: How to Incorporate the Flexibility of Residential Consumers?". In the energy transition resource adequacy has become more challenging due to insufficient market revenues driven by lower electricity prices and the missing money prob...

In this latest OIES podcast, brought to you by the Gas Programme, James Henderson talks to Kong Chyong about his latest paper which provides a stress test of Europe's shift from Russian gas to renewables using a global energy model. After discussing the methodology behind Kong's analysis they consider some of the critical components which can provide resilience to the European energy system, espec...

In this latest OIES podcast, from the Gas Programme, James Henderson talks to Anouk Honore and Jack Sharples about their contributions to the latest Gas Quarterly, published in early April 2024. They discuss the evolution of gas prices over the winter of 2023/24 and the key factors driving a relatively benign market outcome. Relatively soft demand, caused by warm weather and slow economic growth,...

In this latest podcast from the Gas Programme, James Henderson talks to Vitaly Yermakov about his March report 'Follow the Money: Understanding Russia's oil and gas revenues' which tracks hydrocarbon export revenues and the significant part they play in public finances. Russia's oil and gas revenues have proven volatile in recent years – on top of commodity price cyclicality, western sanctions pos...

In this latest podcast from the China programme, Michal Meidan talks to Kevin Tu about the outlook for China's coal chemicals industry in an increasingly carbon constrained world. Drawing on Kevin's paper 'Prospects of the Chinese coal chemical industry in an increasingly carbon-constrained world', they discuss the political and economic importance of the sector in China. Kevin discusses the layou...

In this latest OIES podcast Hasan Muslemani talks to Frank Felder about his forthcoming OIES paper  'The Challenges of Incorporating Consumer Reliability Preferences in Electricity Markets with a Capacity Requirement' . Power outages and major blackouts are widespread, affecting hundreds of millions globally. One way to improve reliability and reduce costs is to have more customers adjust their el...

In this latest OIES podcast James Henderson talks to Ahmed Mehdi about his latest paper  "Lithium price volatility: where next for the market?".  They start by discussing the importance of lithium for the energy transition and the different uses and chemistries that are involved in the global cathode market. They then move on to assess recent price movements, which have seen the lithium price fall...

In this podcast from the China Energy Programme, OIES China Programme Director Michal Meidan and OIES Senior Research Fellow Anders Hove discuss the takeaways from China's Two Sessions, a series of important government meetings that assess progress and lay out plans for the coming year. The discussion centres on the outlook for the economy in light of the lack of a major stimulus, whether oil and...

In this podcast, Hasan Muslemani speaks to Malek Al-Chalabi at Shell about some key issues in carbon markets, reflecting on the outcomes of COP28 including developments around Article 6, and an outlook for the future. The podcast specifically highlights the role that carbon pricing plays in reaching net-zero, how it fits within broader policy frameworks, and the increasing importance of carbon rem...

In this podcast, Hasan Muslemani speaks to Andrea Bonzanni and Antoine Diemert at IETA about the evolution of the voluntary carbon market (VCM) and its outlook in 2024 and beyond. The podcast discusses the VCM's role as a climate financing tool, how it operates in practice, its evolving ecosystem and key achievements to date. Guests also shed light on the criticisms that the market has faced in th...

In this podcast from the China Energy Programme, Anders Hove talks to OIES Senior Research Fellow Philip Andrews-Speed about his two papers for the recent Oxford Energy Forum on nuclear power entitled "The role of nuclear power in China's energy security and low-carbon energy transition" and "Will Russian and Chinese nuclear reactor exports assist in the low-carbon transition?". China has the worl...

In this latest OIES podcast, from the Energy Transition Programme, James Henderson talks to Adnan Shihab-Eldin about the future of nuclear energy and the role that small modular reactors can play. The conclusions of COP28 were relatively positive of nuclear energy, including it as a key component of the energy transition for the first time, but despite this the high cost and timescales of major pr...

In this latest OIES podcast, from the Energy Transition Programme, James Henderson talks to Sara Vakhshouri about the new edition of the Oxford Energy Forum which includes a series of essays on the role of nuclear power in the energy transition. We discuss some of the key issues in the nuclear fuel cycle, including the dominance of Russia and China in many aspects of mining, fuel production and nu...

In the latest OIES podcast, from the Hydrogen Programme, James Henderson talks to Abdurahman Alsulaiman about his latest paper entitled "Navigating Turbulence: Hydrogen's Role in the Decarbonisation of the Aviation Sector." In the podcast we discuss the current balance of fuels in the aviation sector, the importance of increasing efficiency of aero-engines and the impact of increasing passenger mi...

In this latest OIES podcast, brought to you by the Gas Programme, James Henderson talks to Mike Fulwood and Jack Sharples about the recent decision by the US government to pause the approval of new LNG export contracts to non-FTA countries. This decision has taken the gas market by surprise as it implies the delay of new LNG export projects that do not already have approval. In the podcast we disc...

In this latest OIES podcast, brought to you by the Gas Programme, James Henderson talks to Jack Sharples and Mike Fulwood about the effect that military action in the Red Sea is having on the global gas market. They review the recent traffic of LNG vessels in the area prior to the firing of missiles by the Houthi rebels and the air strikes launched in response by the US and UK, before moving on th...

In this latest OIES podcast James Henderson talks to Bill Farren-Price, the new Head of the Gas Programme, about some of Key Themes identified by OIES research fellows for 2024. After a review of the outcomes from 2023, we look at the oil and gas markets and discuss a common theme around the contrast between the fundamental tightness in both markets compared with the relative softness of prices. W...