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Montel Weekly

283 episodes - English - Latest episode: 17 days ago - ★★★★★ - 1 rating

Montel Weekly - market insights from people in the know. Montel Weekly is a podcast dedicated to energy news from markets in Europe and beyond. Every week we invite key industry experts to share insights and to discuss latest developments. Hosted by Richard Sverrisson. Produced by Bled Maliqi. Music by Laurence Walker and Ben Bower.

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Episodes

Fit for Purpose?

July 01, 2021 22:00 - 30 minutes - 20.9 MB

How will traders respond to the European Commission’s legislative package of renewable energy and EU ETS reforms due later this month? Listen to a discussion with the CEO of the European Federation of Energy Traders on the so-called “Fit for 55” proposals and a plea for policy coherence and consistency. The podcast will then take a short summer break, returning on 6 August. Guest:  Mark Copley, CEO, European Federation of Energy Traders (Efet)

Green energy headwinds

June 24, 2021 22:00 - 28 minutes - 19.4 MB

This week our dedicated team of environmental markets reporters discuss the price drivers for GOs, challenges in the PPA and green hydrogen sectors as well as cross-border issues impacting the expansion of renewable energy across Europe.  Guests:  Rachael Burnett, Environmental Markets Reporter, Montel Tasmin Chowdhary, Correspondent Germany, Montel Enza Tedesco, Environmental Markets Reporter, Montel

Solar frontier moves north

June 17, 2021 22:00 - 22 minutes - 15.3 MB

With the costs of producing power from solar falling rapidly, the frontier for PV has moved and now includes the “champion” Denmark, as well as other parts of northern Europe. Listen to a discussion on the outlook for power purchase agreements (PPAs), the markets that are hot and the ones that are lagging behind in the race for net zero carbon. Guest:  Andrea Grotzke, Global Director of Energy Solutions, BayWa r.e.

Red tape, green hydrogen

June 10, 2021 22:00 - 23 minutes - 16.5 MB

Italy plans to exit coal-fired power generation by 2025, but what can replace the fossil fuel? Listen to a discussion on the outlook for green hydrogen as well natural gas in a country that is often beset by red tape and lengthy permitting processes.  Guest:  Matteo Mazzoni, Head of Market Strategy, Snam

Lobbyist and legislative flurry

June 03, 2021 22:00 - 24 minutes - 16.6 MB

The European Commission is preparing new energy and climate legislation – possibly running into thousands of pages – which it will propose in July. Listen to a discussion on the new rules for the carbon market, the CO2 border tax as well as for renewables and energy efficiency.  What kind of changes will lobbyists manage to impose on the final laws over the coming months? Guest:  Siobhan Hall, Brussels Correspondent, Montel.

Cables, congestion and complexity

May 27, 2021 22:00 - 26 minutes - 18.5 MB

Nordic wholesale electricity prices have soared compared to last year amid cold weather and exports to Germany, despite high hydropower stocks. Listen to a discussion on the huge internal price differences in the region's 12 price zones, and the reasons for the spread with Germany in forward prices. Is carbon the key driver, and why are Norwegian hydropower producers saving water for use later in the year? Guest: Eylert Ellefsen, Senior Analyst, EQ Tor Reier Lilleholt, Head of Analysis, ...

Cables, congestion and complexity

May 27, 2021 22:00 - 26 minutes - 18.5 MB

Nordic wholesale electricity prices have soared compared to last year amid cold weather and exports to Germany, despite high hydropower stocks. Listen to a discussion on the huge internal price differences in the region's 12 price zones, and the reasons for the spread with Germany in forward prices. Is carbon the key driver, and why are Norwegian hydropower producers saving water for use later in the year? Guest: Eylert Ellefsen, Senior Analyst, EQ Tor Reier Lilleholt, Head of Analysis, ...

Is CO2 a new inflation hedge?

May 20, 2021 22:00 - 32 minutes - 22.1 MB

As economies jolt back from pandemic-led destruction, there are growing concerns about inflation. An influx of speculative activity in the EU carbon market – which has whipsawed CO2 prices to record highs above EUR 56/t and then below 50/t in a matter of days – suggests investors may be using the ETS as a hedge against inflation. Listen in to this week’s debate.  Guests:  Ingvild Sorhus, Lead EU Carbon Analyst, Refinitiv Trevor Sikorski, Head of Natural Gas, Oil and Carbon Research, Ener...

Decarbonising EU industry

May 13, 2021 22:00 - 25 minutes - 17.8 MB

The EU’s countdown to net-zero emissions by 2050 will demand significant changes to many industrial sectors and will herald a host of new policy frameworks and tools to spur low-carbon technology across the bloc of 27 nations. Tune in this week to hear about the EU executive’s industrial strategy as well as the ideological divide that pits dirigiste countries against those who favour a market-based approach. Guest:  Giorgio Corbetta, Senior Associate Energy Practice, Global Counsel.

Chalk and Cheese

May 06, 2021 22:00 - 27 minutes - 18.8 MB

What a difference a year makes. In 2020 gas prices plunged to record lows, but this year they have rebounded dramatically, surging to multi-year highs on cooler weather, supply concerns and low storage.  Listen to a discussion on whether Gazprom’s recent use of Ukrainian spare transit capacity was driven by geopolitics or economics, as well as other market developments, outages at LNG facilities and the short-term outlook. Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel Guests:...

Chalk and Cheese

May 06, 2021 22:00 - 27 minutes - 18.8 MB

What a difference a year makes. In 2020 gas prices plunged to record lows, but this year they have rebounded dramatically, surging to multi-year highs on cooler weather, supply concerns and low storage.  Listen to a discussion on whether Gazprom’s recent use of Ukrainian spare transit capacity was driven by geopolitics or economics, as well as other market developments, outages at LNG facilities and the short-term outlook. Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel Guests:...

Chocolate, carbon taxes and record highs

April 29, 2021 22:00 - 20 minutes - 14.4 MB

Europe's CO2 market continues to break new records, almost daily. Ahead of a flurry of new legislative proposals from Brussels starting in June, key MEP Jytte Guteland highlights what lies ahead for ETS reform and why MEPs seek to end free allocation to industry as part of the carbon border tax proposals. Listen to a behind the scenes look at EU negotiations, which can often be marathons where only chocolate gets you to the end.  Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel ...

Chocolate, carbon taxes and record highs

April 29, 2021 22:00 - 20 minutes - 14.4 MB

Europe's CO2 market continues to break new records, almost daily. Ahead of a flurry of new legislative proposals from Brussels starting in June, key MEP Jytte Guteland highlights what lies ahead for ETS reform and why MEPs seek to end free allocation to industry as part of the carbon border tax proposals. Listen to a behind the scenes look at EU negotiations, which can often be marathons where only chocolate gets you to the end.  Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel ...

Offshore wind’s conundrum

April 22, 2021 22:00 - 23 minutes - 16.2 MB

Connecting 300 GW of offshore wind by 2050 will require a fresh configuration of bidding zones, and multilateral cooperation between countries, TSOs and utilities. Onshore, politics often trumps economics or physics, but will this be the case offshore?  Listen to a discussion on bidding zones, green hydrogen and a look back at key decisions made in Brussels in recent years.  Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel Guest:  Bente Hagem, former Director Statnett, ex Chair...

Additionality and Cannibalisation

April 15, 2021 22:00 - 24 minutes - 17.1 MB

The Nordic region has huge potential for the further expansion of renewable energy as more and more companies seek to procure new or “additional” green energy. Listen to a discussion on the current trends in PPAs and the risks of “cannibalisation”. Host:   Richard Sverrisson, Editor-in-Chief Europe, Montel Guests:  Mia Bodin, Head of Analysis, Bodecker Partners Paul Orstavik, Lead Originator, Renewable Energy Solutions, Kinect Energy

Mind the Gap

April 08, 2021 22:00 - 24 minutes - 16.6 MB

Germany faces an electricity capacity gap of up to 4 GW in 2023 and 2024 due to the country’s exit from both coal-fired and nuclear power generation.  Listen to a discussion on how supply could be critically endangered and what direction energy policy could take should the Green party join the government following elections later this year. Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel Guest:  Konstantin Lenz, Professor for Energy Economics, University of applied sciences Er...

Over a barrel - what’s next for oil?

March 25, 2021 23:00 - 25 minutes - 17.7 MB

Last year’s carnage in global oil demand would have been a lot worse for oil prices without the deep production cut agreement by Opec and non-member partners. But how will current geopolitical tensions play out? Will Iran keep selling to China? Is Saudi Arabia likely to maintain production cuts, or will Russia continue to boost output? Listen to a discussion on how the complex web of intrigue and realpolitik is driving the world’s most liquid commodity market.  Host:   Richard Sverrisson...

Heating up to 50C

March 18, 2021 23:00 - 31 minutes - 21.8 MB

Meteorologists say summer temperatures in southern Europe could hit 50C, surpassing levels seen in recent years. This week’s episode looks at what this could mean for the continent’s power and gas systems in the face of more freak weather incidents such as cold snaps and heatwaves. And tune in to hear the latest forecasts for the weeks and months to come.  Host:   Richard Sverrisson, Editor-in-Chief Europe, Montel Guests:  Mark Stephens-Row, Meteorologist, IBM Weather Julian Telford, He...

Green image seekers

March 11, 2021 23:00 - 19 minutes - 13.6 MB

Last year remained a busy year for power purchase agreements (PPAs) despite the Covid pandemic, and activity looks set to accelerate as the market sees a post-virus bounce.  Listen to a discussion on companies who are keen to brand themselves as green – the green image seekers – and those for whom cost is paramount – the green giants.   Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel, Guest:  Thekla von Bulow, Principal Commissioned Projects, Aurora Energy Research

Hydrogen’s green revolution

March 04, 2021 23:00 - 30 minutes - 20.8 MB

The success of Europe’s climate neutral goal for 2050 will depend a lot on hydrogen, particularly its green form when backed by renewables. Large utilities, industrial firms and oil and gas majors are now gearing up to make big investments in green hydrogen. This week’s episode looks at some of those ambitious plans in the Nordic region.  Host:   Richard Sverrisson, Editor-in-Chief Europe, Montel Guests:  Martin Pei, Executive Vice President and CTO, SSAB Marius Holm Rennesund, Partner...

Trouble in Texas

February 25, 2021 23:00 - 26 minutes - 18.5 MB

Last week’s deep freeze across the southern US caused power outages for millions in Texas, the country’s second most populous state. Was it an isolated problem or could a similar event occur in Europe?  Listen to a panel of experts as they delve into how Europe needs to integrate renewables and the steps needed to level the playing field for new entrants.  Host:   Richard Sverrisson, Editor-in-Chief Europe, Montel Guests:  Dirk Biermann, Chief Markets and System Operations Officer, 50 H...

Watching the speculators

February 18, 2021 23:00 - 28 minutes - 19.6 MB

Are speculators behind the rise in carbon prices to new heights above EUR 40/t? This week’s podcast delves into the rally, addresses the fundamental factors supporting EUAs and whether placing limits on non-compliance participants is desirable or possible.  Host:   Richard Sverrisson, Editor-in-Chief Europe, Montel Guests:  Marcus Ferdinand, Head of EU Power and Carbon Analytics, Icis Trevor Sikorski, Head of Natural Gas, Oil and Carbon Research, Energy Aspects Bernadett Papp, Senior M...

The School of Hard Knocks

February 11, 2021 23:00 - 25 minutes - 17.3 MB

Developing solar power in parts of Europe not known for being sunny is like being a student at a rough school – you come out a tough kid. At least that’s how the CEOs of Nordic firms Otovo and Alright Energy see it in this week’s episode.  Hear the outlook for rooftop and large-scale solar across Europe.  Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel Guests:  Andreas Thorsheim, CEO, Otovo Harald Overholm, CEO, Alight Energy 

Is CO2 the new Game Stop?

February 04, 2021 23:00 - 22 minutes - 15.5 MB

In a week of dramatic price moves in the carbon market, some participants have questioned the reasons for the rise to fresh highs. Is it the role of new entrants, could EUAs be the new Game Stop?  Listen to a discussion on the various factors at play in the ever volatile EU ETS and the outlook for prices for the weeks and months ahead.  Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel  Guest:  Ingvild Sorhus, Senior Analyst, Refinitiv 

Fear of Gaming

January 28, 2021 23:00 - 24 minutes - 17.1 MB

Europe’s quest to become carbon neutral by 2050 will mean increased grid congestion with an expansion of intermittent renewable energy.  This week’s show discusses how electricity networks could cope with such bottlenecks, and why a fear of gaming and market power is holding back regulators from choosing market-based options.  Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel.  Guests:  Andrea Torjussen, Business Development and Regulatory Affairs Manager, Nodes Gesa Milzer, Pr...

February freeze?

January 21, 2021 23:00 - 25 minutes - 17.6 MB

Some meteorologists may be playing down the risk of a return of 2018's "Beast from the East", but this winter is far from over and with it the potential for further gas and power price spikes. This week's show discusses the reasons for the recent price surges in Asian LNG, the outlook for the coming months and whether the market became too blase about cheap gas.  Host: Richard Sverrisson, Editor-in-Chief Europe, Montel Guest: •             Wayne Bryan, Director, European Gas Research, Re...

Complexity, competition, break-up

January 14, 2021 23:00 - 21 minutes - 14.9 MB

 France is set to overhaul the mechanism intended to boost competition in the country’s electricity market, but the measure’s complexity as well as disputes over the potential break-up of energy major EDF could see the government postponing reform.  This week’s episode discusses the French solution for competition, and why there may not be a resolution until 2022 or beyond. Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel,  Guest:  Julien Tedde, CEO, Opera Energie,  Chris Eale...

Upside for German power prices

January 07, 2021 23:00 - 25 minutes - 17.5 MB

German power prices have gained in recent weeks amid colder weather and a strong carbon market, with the bullish trend set to continue over the coming weeks, at least according to this week’s guest.  Listen to a discussion on Germany’s coal exit tenders which have led, to the surprise of many, to the closure of modern, efficient plants but left older units in operation. In addition, we look at the outlook for carbon prices as well as the prospects for PPAs in Europe’s largest power market. ...

From turmoil to reset

December 17, 2020 23:00 - 30 minutes - 21.1 MB

In the last episode of 2020, a year of pandemic and economic turmoil, the Montel Weekly podcast takes listeners on a virtual tour around Europe with discussions about what lies ahead for the continent’s energy markets. We review this year’s key policy milestones, the drive to decarbonise Europe, the latest demand forecasts, and conclude with a plea for peace and love.  Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel,  Guests:  Andres Cala, Editor Iberia, Montel Chris Eales, Ed...

Lights will stay on this winter

December 10, 2020 23:00 - 22 minutes - 15.5 MB

Power supply in northwest Europe over the coming winter faces uncertainty amid limited nuclear availability, aging conventional plant capacity and colder weather, but the lights will stay on, Vincent Verbeke of Engie assures us.  In this episode we discuss the ever expanding European PPA market and Engie’s strategy going forward, as well as touching on the role of blockchain in the energy transition.  Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel,  Guest:  Vincent Verbeke, M...

Brexit chaos looms

December 03, 2020 23:00 - 23 minutes - 16.2 MB

Access to European energy markets is being used as a negotiating tool in Brexit discussions over access to UK fisheries as well as state aid provisions.  In this episode, we discuss the implications of a no-deal Brexit for the power and gas sectors, and how it seems increasingly likely that the UK will adopt a carbon tax instead of a trading scheme.  Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel,  Guest:  Antony Froggatt, Senior Research Fellow, Chatham House. 

Another annus horribilis

November 26, 2020 23:00 - 21 minutes - 14.5 MB

Continued oversupply, mild weather and a massive growth in wind power capacity, will keep Nordic power prices low for the coming year at least. Further out, increased demand thanks to the electrification of the heating and transport sectors could provide a shot in the arm for power producers. Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel,  Guest:  Sigbjorn Seland, Chief Analyst, Storm Geo. 

Certain carbon uncertainty

November 19, 2020 23:00 - 21 minutes - 14.5 MB

Reform of the mechanism to reduce market oversupply, tweaking the cap and not least the final 2030 target are all uncertain factors for the EU ETS which will continue to cause price volatility in the coming months. Listen to a discussion on current EUA price dynamics and where the market is heading in the short as well as medium term.  Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel,  Guest:  Ingvild Sorhus, Senior Analyst, Refinitiv. 

Import bans, strikes and La Nina

November 12, 2020 23:00 - 22 minutes - 15.3 MB

China’s ban on Australian coal imports, strikes in Colombia as well as potential weather disruptions from the La Nina effect have had a major impact on global coal prices.  This week’s pod discusses the outlook for coal in Europe and Asia amid the green energy transition, and the role played by Russia, a key exporter to both regions.  Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel,  Guests:  Diana Bacila, Senior Analyst, Alpiq,  Laurence Walker, Coal and Gas Editor, Montel. 

The US election and energy

November 09, 2020 12:00 - 23 minutes - 16.1 MB

In a special podcast looking at the US election, we discuss what a Biden administration will mean for global efforts to tackle climate change and transition towards cleaner energy.  With the prospect of a divided government, how far can the US move away from fossil fuels and will a new Congress pursue further sanctions to stop Russia’s Nord Stream 2 gas pipeline?  Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel.  Guest:  Ketil Raknes, Assistant Professor, Hoyskolen Kristiania,...

The Hydrogen backbone

November 05, 2020 23:00 - 23 minutes - 15.9 MB

This week’s pod discusses plans for a hydrogen backbone in the Netherlands, including proposals for a trading exchange for the potentially green fuel. We also talk about why November has been a key month historically for power market coupling.  Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel.  Guest:  Bert den Ouden, Managing Director for Energy, Berenschot. 

Liberation Day approaches

October 29, 2020 23:00 - 23 minutes - 16.5 MB

Oil demand could surge following the arrival of a vaccine for Covid-19, possibly as early as early 2021. This key moment, or “Liberation Day”, will see life slowly return to normal, with an increase in oil prices. Listen to a discussion on why the market is nihilistic” and the impact of Opec cuts, Libyan supply and the US election.  Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel.  Guest:  Bjarne Schieldrop, Chief Analyst Commodities, SEB. 

Combustion is so 20th century

October 22, 2020 22:00 - 22 minutes - 15.2 MB

Burning fuels to generate energy should remain a relic of the last century. This week’s pod discusses, with a touch of “I told you so”, the outlook for decarbonisation in eastern Europe and the options available to countries in the region. Firms will need to urgently move away from coal and lignite before it’s too late or costly.   Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel.  Guest:  Paolo Coghe, CEO Acousmatics

Ready, steady, GO

October 15, 2020 22:00 - 21 minutes - 14.7 MB

Guarantees of origin (GOs) will be an important part of the transition to clean energy. And, at current prices companies can source renewable power at very low cost.  This week’s pod discusses how long these weak prices could last and the use of GOs to decarbonize Europe’s gas sector.  Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel,  Guest:  Alexandra Münzer, Managing Director, Greenfact.

Let’s talk about the weather

October 08, 2020 22:00 - 24 minutes - 16.8 MB

Europe is experiencing ever more extreme weather, with storms, floods and drought hitting several countries in 2020. This is part of a change from steady, predictable weather patterns to one more dominated by extremes.  Listen to a discussion on the impact on energy markets, and the outlook for the coming months. Will the “beast from the East” return this winter?  Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel,  Guest:  Mark Stephens-Row, Meteorologist, The Weather Company, a...

Green deal: Theory vs Reality

October 01, 2020 22:00 - 26 minutes - 18.4 MB

In theory, the Green recovery fund should provide assistance to companies trying to get back on their feet following the coronavirus pandemic, but in practice they will struggle to access available funds.  This week’s episode discusses the legal aspects of the EU Green deal, Nord Stream 2 and Brexit.  Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel.  Guest:  Ana Stanic, Principal of E&A Law. 

Boosting PPA demand

September 24, 2020 22:00 - 24 minutes - 16.9 MB

PPAs are a vital component of Europe’s green energy transition. This week’s episode discusses whether deals have slowed down amid the Covid crisis, and the outlook in the coming years.  Listen to an expert view on the changes required to increase the involvement of small and medium sized firms, and how companies should deal with counterparty risk.  Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel.  Guest:  Sam Ebohon, Transaction Association Director, Arup. 

Sticky Asian LNG demand

September 17, 2020 22:00 - 30 minutes - 21.2 MB

Asia’s appetite for LNG will continue to grow as coal becomes more expensive. But outages at key facilities in Australia could tighten global supply ahead of this winter.  This week’s show looks at the key energy market drivers in Asia and a discussion on “sticky” demand.  Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel.  Guests:  Henning Gloystein, Director, Energy, Climate and Resources, Eurasia Group,   Saul Kavonic, Director APAC markets, Credit Suisse. 

To Prussia, with Love

September 10, 2020 22:00 - 21 minutes - 15.1 MB

A poisoning scandal surrounding Russian opposition politician Alexei Navalny has threatened to derail the Nord Stream 2 gas pipeline, now only kilometres away from the German mainland. This week’s pod discusses the likelihood of a cancellation and the potential impact on Europe’s gas markets. Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel.  Guests:  Hanns Koenig, Head of Commissioned Projects, Central Europe, Aurora Energy Research,  Nathan Witkop, Reporter, Montel. 

Poland’s rooftop revolution

September 03, 2020 22:00 - 23 minutes - 16.1 MB

Poland may be one of the last bastions of coal plants in Europe, but the country is currently experiencing massive growth in rooftop solar panels.  This week’s pod discusses the country’s exit from coal and the prospect of replacing the dirty fuel with gas and renewables.  Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel.  Guest:  Joanna Mackowiak-Pandera, CEO of Forum Energii. 

Oil faces new “normal”

August 27, 2020 22:00 - 21 minutes - 14.7 MB

Ample supply, full inventories and subdued demand are likely to pressure oil prices well into 2021, says Rystad Energy’s Paola Rodriguez-Masiu.  Listen to this week’s pod discuss a potential return pre-Coronavirus market conditions and what the new “normal” will look like, since changing consumer habits, increased electrification and a reduction in commuter and air travel in the wake of the Covid-19 pandemic could actually accelerate the demise of oil.  Host:  Richard Sverrisson, Editor-i...

Extreme year for Nordic power

August 20, 2020 22:00 - 23 minutes - 15.9 MB

Nordic power prices have languished near historically low levels amid a combination of extreme factors, notably an abundance of hydropower supply, and limitations in interconnector capacity and nuclear supply.  In this week’s pod, experts discuss the outlook for prices going forward and whether 2020 will be a one-off or if market participants should brace themselves for more of the unexpected.  Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel,  Guests:  Eylert Ellefsen, senior ...

Rogue carbon trader?

August 13, 2020 22:00 - 23 minutes - 16.2 MB

This week’s pod focuses on the carbon market and, in particular, the reasons behind the price spike in mid-July. Was it due to the closing of a speculative position that went rogue, or were other fundamental factors at play?  Tune in for a discussion on the outlook for prices going forward, the potential impact of the EU green deal and the UK ETS post Brexit.  Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel.  Guests:  Louis Redshaw, founder and CEO Redshaw Advisors,  Alessand...

Short-lived gas rally?

August 06, 2020 22:00 - 24 minutes - 16.7 MB

In the first pod after the summer break, we welcome back Wayne Bryan and discuss the outlook for gas prices amid waning demand, ample supply, healthy storage and geopolitical tensions.  Is the current rally in European gas prices sustainable, or will market fundamentals limit the gains amid a potential second wave of Covid-19?  Host:  Richard Sverrisson, Editor-in-Chief Europe, Montel,  Guest:  Wayne Bryan, director EU gas research, Refinitiv. 

Exporting green hydrogen

July 09, 2020 22:00 - 24 minutes - 16.5 MB

Iceland is starting to position itself as a producer and exporter of “green” hydrogen. Listen to a discussion on the potential for the island nation to export the clean fuel, expand wind power and on the difficulties currently faced by large industrial energy users.  Host:  Snjolfur Richard Sverrisson, Editor-in-Chief Europe, Montel,  Guest:  Hordur Arnarson, CEO Landsvirkjun.