ICIS is the expert provider of wholesale energy prices and market information for the global energy markets. To find out more about our coverage, download the latest energy white papers and analysis, visit us at www.icis.com/energy
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Episode 421: The impact of the upcoming US election on the global oil market
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Wondering how the upcoming US election could impact US oil production and benchmark crude prices? Listen to Eloise Radley, Senior Market Reporter and Ignacio Sotolongo, Senior Editor at ICIS discuss this topic.
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Episode 420: CEE gas markets volatile on Russian supply uncertainty, German levy
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Germany has announced a higher-than-expected increase in the German storage fee from 1 July, even though the levy is expected to be scrapped at the start of 2025. The announced short-term rise combined with Austria’s OMV warnings about a possible gas supply curtailment amid a court case ruling lifted European gas prices in the second half of May. T…
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Episode 419: The recent US oil boom and the industry's future in a key election year
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Eloise Radley, Energy Market Reporter, and Ignacio Sotolongo, Senior Editor at ICIS, sit down to discuss how geopolitics has impacted US oil production in recent years and how things could change if we see a new administration in November.
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Episode 418: Can sustainable fuels help to decarbonise the transport sector?
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Deputy Crude Editor Cecilia Barreiro and Energy Market Reporter Eloise Radley sit down with Market Editors, Nazif Nazmul and Shruti Salwan to discuss how we can tackle the transport sector in a transitioning world. Are sustainable fuels the answer to decarbonising transportation? Or is there a lack of support in Europe? Join us as we address the cu…
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Episode 417: Three things that could intensify tight oil supply concerns in Q4
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Crude prices rose above $90/bbl for the first time this year last week, after Saudi Arabia and Russia announced they will extend voluntary oil production cuts until the end of the year. Worries of tight supply could continue to drive oil prices higher, with some market participants even suggesting $100/bbl crude by the end of 2023. In this podcast,…
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Episode 416: CEE and Italy to compete over Azeri gas?
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As European countries are looking to wean themselves off Russian gas imports, buyers have been looking for opportunities elsewhere, including in the Caspian region. A number of central and eastern European countries have expressed interest in buying gas from Azerbaijan but Italian buyers who are already off-taking volumes would like to increase imp…
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Episode 415: Ukraine SOE corporate governance is vital for reconstruction efforts, specialist
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Corporate governance rules at Ukraine’s energy state owned enterprises (SOEs) have been critical to market reforms and to helping the country secure a long-term gas transit contract with Russia. As Ukraine is preparing to receive billions of euros for the reconstruction of its war-torn energy sector, consolidating corporate governance rules are eve…
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Episode 414: The impact of 24/7 Carbon-Free Energy
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In this episode, ICIS power editor Laura Mendes and Sakshi Chandra, UN Energy Engagement Analyst, for Sustainable Energy for All (SEforALL) to discuss the 24/7 carbon-free energy concept and its role in the energy transition.
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Episode 413: Key takeaways of the electricity market design reform proposals
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ICIS Director of Energy Analytics, Matteo Mazzoni and Matthew Jones, Lead Analyst, discuss the key takeaways of the electricity market design reform proposals.
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Episode 412: Less LNG, more nuclear power for Japan this summer?
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SINGAPORE (ICIS) - Over 5.3m tonnes of Japanese long-term LNG contracts are up for expiry in 2023 at a time when last year's largest buyer plans to reduce LNG procurement and boost nuclear and renewable power generation. How will Japan’s energy strategy influence the Asia Pacific LNG market? ICIS senior market reporter Yun Xie talks with Yuriy Humb…
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Episode 411: EU market design reform - what to expect
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ICIS Director of Energy Analytics Matteo Mazzoni and Lead Analyst Matthew Jones discuss: what are the European Commission trying to achieve, current situation of PPAs, role of CfDs, main positions of the member states on key issues and what the outcome is likely to be.
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Episode 410: Bulgarian energy developments in doubt as country gears for elections
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In 2022, when Gazprom stopped supplies to Bulgaria, the country switched at short notice from nearly full dependence on Russian gas to complete diversification. It commissioned a new interconnector with Greece, tapped LNG imports and ramped up off-takes of Caspian gas. More recently it signed a deal for access to Turkey’s infrastructure, which coul…
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Episode 409: What a price cap could mean for Europe's energy markets
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What could a potential price cap from the European Commission mean for Europe's energy markets? Join Ed Cox, ICIS global energy editor as he discusses implications with ICIS market development director Ben Wetherall and Richard Street, head of international regulatory affairs at Lexis Nexis.
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Episode 408: European companies resume imports and gas injections in Ukraine
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Ukrainian energy companies are facing one of their toughest winters ever, scrambling to repair infrastructure damaged by ongoing Russian missile attacks ahead of winter and secure financial resources to keep the energy system running. Despite the risks, European companies are importing and injecting gas in storage, taking advantage of falling gas p…
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Episode 407: Energy Community seeks emergency support for Ukraine
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Ukrainian energy companies are facing one of their toughest winters ever, scrambling to repair infrastructure damaged by ongoing Russian missile attacks ahead of winter and secure financial resources to keep the energy system running. Despite the risks, European companies are importing and injecting gas in storage, taking advantage of falling gas p…
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Episode 406: Ukraine scrambles to repair war damaged infrastructure ahead of winter
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Ukrainian energy companies are facing one of their toughest winters ever, scrambling to repair infrastructure damaged by ongoing Russian missile attacks ahead of winter and secure financial resources to keep the energy system running. Despite the risks, European companies are importing and injecting gas in storage, taking advantage of falling gas p…
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Episode 405: Russia, next-wave US LNG and winter demand: a Gastech recap
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What did industry executives and market participants have to say about winter expectations, Russia and the lack of US LNG offtake agreements signed at Gastech in Milan? ICIS LNG Americas reporter Fauzeya Rahman chats with LNG markets reporter Victoria Tchen on what she reported on from the gas and LNG industry conference in early September and what…
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Episode 404: The four factors that will determine this winter’s LNG outlook
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Amid already record high ICIS TTF prices and rising demand from Asia buyers, what will the LNG market look like this winter? ICIS LNG Americas reporter Fauzeya Rahman and Chris Rene, deputy editor of the Gas in Focus report, discuss the four key factors that will determine the outlook for the upcoming busy winter season.…
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Episode 403: E-mobility developments in Europe
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According to a recent ICIS long-term electric vehicles (EV) forecast European countries are on track to achieving the COP26 commitment to transition to 100% zero-emission car and van sales by 2035. ICIS deputy power editor Laura Mendes and energy market reporter Cem Bektas look at how this is achievable, discuss e-mobility developments in Europe an…
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Episode 402: Russian sanctions trigger huge energy market volatility
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As the US bans Russian energy imports, ICIS experts analyse the impact of rising sanctions on global energy markets, and the outlook for Russian gas flows to Europe.
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Episode 401: What if Russian gas stops flowing to Europe?
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European companies are stepping away from Russia, but Russian gas and LNG continues to come to Europe. For how long will this continue and what happens if Europe stops importing Russian gas? ICIS Global LNG Editor Ed Cox and Head of Gas and LNG Analytics Tom Marzec-Manser discuss the growing crisis.
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Episode 400: Battery storage developments in Europe
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As more intermittent sources of energy become key to the energy transition, battery storage is set to play an important role in balancing power grids across Europe. As the technology gathers pace ICIS Energy Market Reporters Laura Mendes and David Battista discuss the future of the battery storage market.…
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Episode 399: Where next for Myanmar’s gas and LNG industry?
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A year after the military coup in Myanmar and after a recent exodus of oil and gas companies, ICIS Global LNG Editor Ed Cox and Head of Asian LNG Analytics Alex Siow discuss what could come next for the country’s energy market. They also discuss the 2022 ICIS LNG Global Supply & Demand Outlook. For more information, or to receive a copy of the Outl…
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Episode 398: Ukrainian, Hungarian gas grids able to handle any flow disruption risks, CEOs
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As military tensions have been mounting on the Ukrainian – Russian border, observers are trying to understand whether gas flows could be disrupted as a result. ICIS senior journalist Aura Sabadus has asked Sergiy Makogon, CEO of the Ukrainian gas transmission system operator, GTSOU, and Szabolcs Ferencz, CEO of the Hungarian counterpart, FGSZ, how …
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Episode 397: Russia-Ukraine tensions: Impact on the oil market
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Energy market reporter Cecilia Barreiro and senior analyst Tamas Vargas -from major brokerage firm PVM- deep dive into the origins of the Russia/Ukraine tensions and discuss how rising geopolitical issues between Russia and the West over Ukraine might impact the energy market. Tamas Varga shares his viewpoint with ICIS about the Russia and Europe e…
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Episode 396: Medgaz natural gas pipeline expansion
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The Medgaz natural gas pipeline expansion was expected to be completed by early January 2022, but there are no announcements yet. ICIS market reporter Laura Mendes talks with Cem Bektas about the pipeline’s current status and what impact the expansion will have in the Spanish gas market.
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Episode 395: What next for Central Asian gas exports?
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Unrest in Kazakhstan has brought a focus on the role of Central Asian gas exports to China and Russia. This comes as China looks to further diversify its energy supply mix and continues to sign new term LNG contracts. Ed Cox, Global LNG Editor at ICIS, talks with market expert Aura Sabadus and energy reporter Yun Xie on the latest in the region and…
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Episode 394: Key policy developments for hydrogen following COP26
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Hydrogen editor Jake Stones and Scottish Renewables director of policy Morag Watson breakdown the key outcomes of COP26 for hydrogen and its role in the energy transition by reviewing the main policy decisions and whether momentum towards net zero will remain.
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Episode 393: LNG Year in Review: what drove some of the biggest market movements in 2021 and what comes next?
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After a year of record-breaking news, ICIS LNG editors Ed Cox, Ruth Liao, and head of gas analytics Tom Marzec-Manser recap the key highlights and market drivers of 2021. From historic spot price surges to changing Russian gas flows, the team dives into how the LNG market responded.
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Episode 392: COP26: outcomes and unresolved issues
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Energy reporters Laura Mendes and Diane Elijah discuss the COP26’s outcomes and unresolved issues and what this means for limiting global warming to 1.5°C above pre-industrial levels.
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Episode 391: German hydrogen potential and imports
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Hydrogen editor Jake Stones and independent adviser for hydrogen David Scrimgeour discuss the potential for the largest hydrogen market in Europe, Germany and also the potential for significant green hydrogen supply from COP26 host nation Scotland.
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Episode 390: OPEC+ faces pressure as crude oil prices climb
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The sharp recovery in oil demand has outpaced supply growth and resulted in a drawdown of global oil inventories, as coronavirus lockdown measures ease. The supply and demand balance is threatened, especially in a global energy crunch time. While unwinding its outstanding output cuts, OPEC+ has resisted pressure to further raise supply amid concern…
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Episode 389: Impact of HyNet, East Coast Cluster track 1 selection on UK hydrogen
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Hydrogen editor Jake Stones and CCUS and hydrogen expert Tony Smith discuss the impact of the UK government's announcement to select HyNet and the East Coast Cluster for track 1 of its cluster sequencing programme, reviewing how the programme could shape the future of the country's market.
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Episode 388: Current coal phase-out plans in Germany and Poland
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A key topic of debate at the moment in both Germany and Poland is the role of coal as a power source within each country’s energy mix, with Germany on track to close down at least 2GW of coal by 2022. ICIS Energy market reporters Laura Mendes and David Battista talk about the progress of German and Polish coal de-commissioning programs and how this…
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Episode 387: European Hydrogen Update
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Energy market reporter Laura Mendes and lead hydrogen reporter Jake Stones discuss key developments in European hydrogen. This episode covers a recent announcement from INEOS to invest £1bn at the Grangemouth industrial cluster in Scotland to support blue hydrogen production, the UK’s future of hydrogen, and what the German elections might mean for…
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Episode 386: What do record high spot LNG prices mean for demand ahead of and during the winter?
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How is demand reacting to record LNG spot prices? In this ICIS podcast episode, LNG reporter Fauzeya Rahman chats with LNG editors Ed Cox and Ruth Liao on how global markets are reacting to record high prices and what to expect this winter.
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Episode 385: Energy to be key factor in German election vote
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The German election for a new federal government and chancellor will take place on 26 September. A key topic of debate at the moment is energy policy. And the main policy proposals are promising to be more climate ambitious than the current outlook. ICIS Energy market reporter Laura Mendes talks with in-house analyst Roy Manuell to look at the poss…
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Episode 384: Soaring gas prices trigger panic for fertilizer producers
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European natural gas prices resumed their rally on news that Russia’s Gazprom chose not to book additional firm capacity to ship gas via Ukraine in October. The news came at a time when near record gas prices are sending shockwaves across related industries from fertilizers to food processing or leading to a chain of bankruptcies in the energy reta…
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Episode 383: Does Germany Need New Gas?
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Germany will retire a large total of baseload power generation over the next decade, increasing the country’s need for grid flexibility. The latest paper published by the ICIS analytics team covers potential routes for new gas capacity: “Filling the Supply Gap: Does Germany Need New Gas?” ICIS Energy market reporter Laura Mendes talks with analyst …
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Episode 382: Are Guarantees of Origin (GO) exiting historical oversupply?
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As corporates worldwide pledge to decarbonise their operations, guarantees of origin certificates are set to gain ground as an essential tracking tool. Green credentials have been trading since the early 2000s, but oversupply has long hampered their market consolidation. Now, new trends reveal that oversupply is being replaced by a shorter market f…
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Episode 381: Crude market update - US and global demand
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Crude demand across the world remains volatile with the spread of the Delta variant - nowhere more so than in the US market. Americas crude editor Ignacio Sotolongo and market reporter Andrew Putwain discuss the latest trends affecting one of the world’s largest producers; including the bounce back in shale oil production, and the Atlantic hurrican…
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Episode 380: The rise in carbon-neutral LNG cargo activity
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Carbon-neutral cargoes began trading in 2019 and will likely gain momentum moving forward. Who is participating and where is this new field heading? LNG reporter Fauzeya Rahman chats with lead analyst Alex Froley about the rise in carbon-neutral activity and its longterm outlook.
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Episode 379: Are the Nordics and the Baltics set to remain Europe’s cheapest power markets?
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At the end of June, the ICIS 2050 long-term power forecast was extended across the Nordics and the Baltic regions, for which different decarbonisation scenarios were identified. In this new episode of the ICIS Energy podcast, reporter Federica Di Sario joins in-house analyst Roy Manuell to explore the findings of the modelling expansion.…
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Episode 378: Wind power role in the energy transition
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Onshore and offshore wind expansion in Europe will be key to achieve the new climate neutrality targets from the Fit for 55 package. Energy market reporter Laura Mendes discusses key issues in wind energy development in Europe with ICIS analyst Roy Manuell and WindEurope Chief Policy Officer Pierre Tardieu.…
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Episode 377: The UK’s new carbon-trading scheme
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The launch of the UK carbon market was preceded by many speculations on its potential bearish impact on EUA prices. Over a month later, the opposite seemed true. In this new episode, economics student and ICIS intern Sabrin Jama explores the direct and indirect linkages between the two systems with carbon analyst Sebastian Rilling and reporter Euge…
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Episode 376: How will record spot prices impact US LNG?
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With global LNG spot prices extremely high, what markets are most attractive for US LNG? LNG reporter Fauzeya Rahman talks with ICIS global LNG Editor Ed Cox and LNG Editor for the Americas, Ruth Liao, on the current spot price rally, US LNG margins and the 2022 outlook for global LNG demand.
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Episode 375: German power and gas outlook for H2 2021 likely to remain bullish
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As the first half of the year ends on a bullish note for German gas and power prices, market reporters Laura Mendes and Arlind Neziri look ahead to what the rest of the year could hold in terms of fundamental drivers.
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Episode 374: Investing in renewables: a beginner’s guide
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At a time when a flurry of studies warn against the risk of fossil fuel stranded assets, investing in renewables is a necessity. Yet, many are the risks, but also the opportunities, that renewables investors should be aware of. In this episode, ICIS reporter Federica Di Sario discusses the main trends and expectations in the renewables space with L…
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Episode 373: Portugal to become cheapest European power market post-2030
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Energy market reporter Laura Mendes talks with ICIS analyst Roy Manuell about how Portugal is set to become the cheapest European market post-2030 and its leading role in new forms of clean energy finance.
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Episode 372: What is being done to reduce methane leakage in the EU?
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The switch from coal to gas has been driving decarbonisation over the past years, but methane leakage can hamper environmental gains. For this episode, energy market reporter Federica Di Sario discusses the challenges of the current state of the EU’s methane leakage policies with ICIS lead analyst Andreas Schroeder.…
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