ICIS - energy podcasts
410 episodes - English - Latest episode: 29 days ago - ★★★ - 2 ratingsICIS 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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Episodes
ICIS ENERGY: Into the newsroom, episode 8
May 16, 2019 00:00 - 18 minutes - 13.5 MBICIS energy news editor Miriam Siers talks to journalists about the stories behind their stories. Episode 8 offers a glimpse into the way we gather reader feedback from subscribers and the changes we have made as a result, with Ben Samuel and Arun Toora.
Surging European LNG imports to continue
May 09, 2019 00:00 - 6 minutes - 4.56 MBEuropean LNG imports reached a record high in April, with the surge continuing in May. Asian spot LNG prices have moved back to a premium to northwest European gas markets over the summer. ICIS experts Ed Cox and Thomas Rodgers discuss the outlook for LNG supply to European markets over the coming months.
ICIS ENERGY: Into the newsroom, episode 7
May 01, 2019 00:00 - 16 minutes - 15.1 MBICIS energy news editor Miriam Siers talks to journalists about the stories behind their stories. Episode 7 explores the challenges involved in covering news developments on Britain’s exit from the EU for a trade audience, in an environment where Brexit news is everywhere, with Thomas Rodgers and Christopher Somers.
ICIS ENERGY: Into the newsroom, episode 6
April 25, 2019 00:00 - 14 minutes - 10.3 MBICIS energy news editor Miriam Siers talks to journalists about the stories behind their stories. Episode 6 looks at the difficulty journalists face in sorting fact from fiction after false reports in April 2019 on the imminent start-up of the Sur de Texas gas pipeline to Mexico, with Claudia Espinosa.
German power supply set to tighten on coal and nuclear exits
April 23, 2019 00:00 - 5 minutes - 7.7 MBWith Germany due to phase out coal and nuclear power plants, a significant chunk of current power generation capacity is due to be removed by 2022. Market experts Roy Manuell and Tasmin Chowdhary discuss what could ease German supply tightness in the coming years.
UK energy bills likely to fall this autumn
April 12, 2019 00:00 - 4 minutes - 6.66 MBICIS released its latest ICIS Power Index (IPI) analysis on Wednesday looking at how bearish wholesale power and gas prices in recent months are likely to affect the calculation of the UK retail price cap in October. ICIS editor Irina Peltegova and UK market expert/news editor Chris Somers discuss the findings of the report.
ICIS ENERGY: Into the newsroom, episode 5
April 11, 2019 00:00 - 16 minutes - 16.4 MBICIS energy news editor Miriam Siers talks to journalists about the stories behind their stories. Episode 5 looks at what went into the creation of the TTF market comment on the volatile 8 April trading session, with Roy Manuell.
Brexit and the carbon market
April 08, 2019 00:00 - 30 seconds - 2.67 MBThe EUA carbon price has surged in the past week, approaching a multi-year high. ICIS senior reporters Patrick Sykes and William Peck discuss Brexit-driven volatility in the market and the price outlook.
ICIS ENERGY: Into the newsroom, episode 4
April 05, 2019 00:00 - 19 minutes - 19.3 MBICIS energy news editor Miriam Siers talks to journalists about the stories behind their stories. Episode 4 looks at using data as a storytelling tool, with Will Peck.
ICIS ENERGY: Into the newsroom, episode 2
April 05, 2019 00:00 - 15 minutes - 20.7 MBICIS energy news editor Miriam Siers talks to journalists about the stories behind their stories. Episode 2 looks at changing trends in growing global LNG production and their impact on European gas supply, with Julie Fisher.
ICIS ENERGY: Into the newsroom, episode 3
April 05, 2019 00:00 - 19 minutes - 13.5 MBICIS energy news editor Miriam Siers talks to journalists about the stories behind their stories. Episode 3 looks at Aura Sabadus’s scoop last year that Russia’s Gazprom was preventing the opening up of competition on the Romanian-Ukrainian gas pipeline.
ICIS ENERGY: Into the newsroom, episode 1
March 14, 2019 12:48 - 18 minutes - 25.3 MBICIS Energy news editor Miriam Siers talks to journalists about the stories behind their stories. Episode 1 looks at the ongoing drama of overhauling the way gas transport tariffs are set in the UK, with Thomas Rodgers.
Libya’s turbulent geopolitical climate threatens oil supply
March 08, 2019 00:00 - 8 minutes - 6.22 MBThe NATO-backed toppling of Muammar Gaddafi in 2011 carved Libya into two swathes of control. This caused the country’s production to plummet as the previously smouldering civil unrest reached a crescendo. As the eastern leader Khalifa Haftar makes a bid for control, what will happen to the country with the key to Africa’s largest proven oil reserves?
Hard Brexit risk to French gas supply
March 01, 2019 14:29 - 5 minutes - 4.79 MBThe UK is expected to exit the EU on 29 March. Uncertainly surrounds the country’s global trading future, but what does it mean for gas markets? In the event of a no-deal Brexit, companies based in the UK would lose their supply licences to France. How are suppliers adapting to this scenario in order to avoid a disruption in gas supply? Market experts Kelly Paul and Patrick Sykes discuss the impact on the French gas market.
Effect of LNG wave on European hubs
February 25, 2019 00:00 - 5 minutes - 3.56 MBRecord-high volumes of LNG delivered to Europe and mild temperatures keeping a lid on domestic demand have meant a much lower reliance on Dutch storage reserves in winter so far. Market experts Alice Casagni and Patrick Sykes discuss how these fundamentals have led to an unusually high spread between the two front seasons on the Dutch gas market.
The growing case for LNG as a transport fuel
February 15, 2019 00:00 - 5 minutes - 3.65 MBSmall-scale LNG projects are increasingly in the news, but what does small-scale actually mean and what is driving demand? Market experts Rob Songer and Patrick Sykes discuss the market’s main drivers and consider the potential for demand growth in the sector.
Croatian LNG import terminal takes positive FID
February 08, 2019 00:00 - 5 minutes - 3.91 MBCroatia’s proposed Krk LNG terminal has moved one step closer to realisation after a positive final investment decision last week, but the risk of saturating the market means that importers will have to find additional destinations for volumes. Market experts David Simon and Patrick Sykes discuss the project and what it means for regional flows and prices.
Poland’s LNG import strategy
January 25, 2019 00:00 - 5 minutes - 7.2 MBJust four years after Polish gas company PGNiG received its first LNG shipment, the company last week celebrated its 50th, underlining Poland’s rising status as a key source of demand in Europe. Market experts Daniel Stemler and Patrick Sykes discuss PGNiG’s import strategy for the years ahead.
Spanish power market outlook in 2019
January 18, 2019 00:00 - 5 minutes - 3.86 MBSpain’s energy transition will pick up pace this year, with renewable installations expected to soar and the timeline for phasing out coal to be set. Market experts Dalila Ouerghi and Patrick Sykes discuss the upcoming changes in the Spanish energy landscape and how wholesale electricity prices in the country will react.
Romanian price caps threaten power and gas market liberalisation
January 11, 2019 00:00 - 6 minutes - 4.2 MBThe Romanian government passed an emergency ordinance at the end of 2018 that threatens to wipe out liquidity on the electricity and gas markets, reverse hard-won steps towards liberalisation and push numerous energy companies into bankruptcy. In this podcast Romanian gas and power market experts Aura Sabadus and Irina Peltegova assess the outlook for the Romanian energy sector and the implications for the region.
Outlook 2019: gas natural en Mexico
December 21, 2018 00:00 - 8 minutes - 5.52 MBHOUSTON (ICIS)-- México ha avanzado bastante en la liberalización del mercado de gas natural. ¿Cómo puede cambiar este mercado el año que viene? Claudia Espinosa, editora del Mexico Energy Report comparte su perspectiva con el analista principal de energía en las Americas, James Fowler.
Mexico 2019 natural gas outlook
December 21, 2018 00:00 - 8 minutes - 5.79 MBHOUSTON (ICIS)—How will Mexico’s natural gas market further evolve in 2019? ICIS Mexico Energy Report editor Claudia Espinosa shares her perspective with ICIS Americas senior energy analyst James Fowler.
Groningen closure presents Dutch gas industry with challenges
December 10, 2018 00:00 - 7 minutes - 5.46 MBThe early closure of the Groningen gas field presents challenges for the Dutch gas market, not only in terms of security of supply but also in infrastructure. Patrick Sykes and Tom Rodgers discuss the challenges facing the Dutch gas industry.
LNG investment outlook
November 19, 2018 00:00 - 7 minutes - 10.1 MBNext year could be the busiest ever for final investment decisions in LNG export projects, according to some analysts. ICIS experts Ed Cox and Patrick Sykes discuss the state of the investment environment and which projects are best placed to go ahead.
France’s natural gas market becomes the unified Trading Region France
November 09, 2018 00:00 - 5 minutes - 7.47 MBOn 1 November France’s natural gas market merged to create the Trading Region France (TRF). What has changed in terms of physical pipeline flows and has there been any impact on liquidity or prices? ICIS’ Patrick Sykes and Kelly Paul discuss the merger’s impact and ask whether key supply issues have been resolved.
Chancellor Merkel’s decision to step aside and the German coal phase out
November 05, 2018 00:00 - 6 minutes - 9.19 MBFollowing two politically damaging federal state election results, German Chancellor Angela Merkel announced on Monday 29 October that she would not seek re-election as the head of the Christian Democratic Union (CDU) party at leadership elections in December. ICIS experts Roy Manuell and Tasmin Chowdhary discuss who might replace her and how the changing political situation could affect energy policy and the work of the German coal exit commission.
Volatile oil markets brace for US sanctions on Iran
October 26, 2018 00:00 - 4 minutes - 3.37 MBUS sanctions on Iran are set to bite on 4 November, with Indian and Chinese imports of Iranian crude already wilting. The size of the supply void remains unclear as the US considers waivers. Market experts Sophie Udubasceanu and Richard Price discuss who could bridge the gap between supply and demand and what this means for the global crude market.
Mexico’s incoming administration and energy reform outlook
October 19, 2018 00:00 - 14 minutes - 9.83 MBHOUSTON (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.
Groningen bill goes to vote in Dutch senate
October 12, 2018 00:00 - 5 minutes - 4.97 MBPODCAST: 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.
What's the impact of the Germany-Austria bidding zone split?
October 08, 2018 00:00 - 5 minutes - 4.61 MBOn 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.
Interconnector capacity contracts to expire on 1 October
September 28, 2018 00:00 - 5 minutes - 3.47 MBLong-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.
LNG giants China and Qatar strike landmark deal
September 21, 2018 00:00 - 5 minutes - 7.78 MBQatargas 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.
UK gas-fired generation out of the money as carbon surges
September 14, 2018 00:00 - 4 minutes - 3.32 MBFollowing 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 and Tom Marzec-Manser talk about the coal-switching price and the outlook for the upcom...
¿Cómo va México en el tema de medición?
September 07, 2018 00:00 - 8 minutes - 5.99 MBMéxico 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 metering standards could hamper market opening
September 07, 2018 00:00 - 6 minutes - 4.55 MBMexico 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.
Mexico’s LNG demand outlook amid natural gas pipeline buildout
August 24, 2018 00:00 - 8 minutes - 11.3 MBHOUSTON (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.
Turkish lira steadies but uncertainty takes its toll
August 17, 2018 00:00 - 15 minutes - 21.6 MBAfter 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.
China threatens 25% tariff on US LNG
August 09, 2018 00:00 - 8 minutes - 7.48 MBThe 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.
Turkish gas tariff hike throws new lease of life to energy sector
August 03, 2018 13:44 - 5 minutes - 7.87 MBThe 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.
Spanish LNG reloads back in business
July 27, 2018 00:00 - 6 minutes - 9.31 MBSpain 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?
Episode 228
July 16, 2018 00:00 - 6 minutes - 9.14 MBFrance’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.
Mexico’s elections and energy reform outlook
July 06, 2018 00:00 - 11 minutes - 10.6 MBA 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.
Destination anywhere: EU investigates Qatari LNG contracts
June 29, 2018 00:00 - 6 minutes - 8.36 MBThe 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.
Gazprom obstructs Romania-Ukraine gas trading
June 15, 2018 00:00 - 4 minutes - 10.9 MBThe 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. In this week’s podcast Aura Sabadus and Tom Marzec-Manser reveal the results of the i...
LNG charter market expected to be strong this winter
June 08, 2018 00:00 - 8 minutes - 11.8 MBLNG 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.
Low Dutch gas stocks buck the European trend
June 01, 2018 00:00 - 5 minutes - 4.88 MBWhile 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.
Impact of coal on gas prices
May 25, 2018 00:00 - 4 minutes - 6.57 MBAnalysis 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.
The Polish gas hub and supply security worries
May 16, 2018 00:00 - 7 minutes - 10.8 MBPoland 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 hub.
What does the US exit from the Iran deal mean for energy markets?
May 11, 2018 00:00 - 7 minutes - 7.32 MBThis 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.
What will spring bring for Europe's hydro stocks?
April 20, 2018 00:00 - 5 minutes - 7.49 MBHydroelectric 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.