In this episode, we discuss the Iberian blackout on April 28th, the volatility in EU natural gas prices, examining factors like global trade dynamics, storage levels, and the EU's plan to phase out Russian gas by 2027. Finally, we break down the significance of the first trade on the new EUA2 futures market for the road transport and building sectors under the EU's net-zero strategy.
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In the latest EnergyScan podcast, Olivier Gasnier reviews the events that followed 2 April, ‘Liberation Day’. Analysis, insights and forecasts.
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Geopolitics took centre stage in European energy markets in March with hopes that a potential US-brokered peace deal in Ukraine will lift constraints on the Russian energy sector. But the gas storage filling trajectory remains a key topic as well, coal prices continue to decline while negative hourly power prices are already back in Western Europe. Julien Hoarau sums up the situation in this new Gas & Power episode.
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Faced with the possible loss of American protection, Europe must take back its defence. Germany has just initiated a historic change by proposing a colossal spending plan that is shaking up economic prospects. This is the theme of the latest EnergyScan podcast.
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There is much talk about the consequences of Donald Trump's economic policy on the United States' trading partners, but it is the US economy that is already showing signs of weakening.We show why in this EnergyScan podcast.
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February saw a rollercoaster ride for European energy prices, with gas and power markets experiencing significant volatility. Key drivers included mild weather, geopolitical developments and easing concerns on gas storage filling targets. Tune in to hear Julien Hoarau break down the factors behind these dramatic price movements and what to expect next.
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In this EnergyScan podcast, we take a quick tour of the oil market and give you the keys to better understand how it works and try to anticipate price movements.
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Geopolitics, tariffs, energy, the environment, public spending, monetary policy Donald Trump has already tackled many issues We take stock in the latest EnergyScan podcast.
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No respite for energy markets in January! In this weekly Gas & Power podcast, Julien Hoarau comes back on the new rally in European gas and CO2 prices, on the back of temporary gas and LNG supply issues, colder weather forecasts in Europe and Asia, a project of subsidies to boost German gas storage injections and lingering geopolitical uncertainties.
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In this first Gas & Power podcast of the year, Julien Hoarau discusses the many events that have shaken energy markets recently: the end of Russian gas transit through Ukraine, temporary gas supply issues, cold and calm weather conditions, and a new round of US sanctions against the Russian energy sector.
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Still unthinkable just a few weeks ago, a Fed rate hike is becoming a possibility, and could do damage well beyond the United States, says Olivier Gasnier in the latest EnergyScan podcast.
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In the latest EneryScan podcast, Olivier Gasnier explains that the latest Fed meeting has brought back to the centre of the debate what the markets had been trying to ignore for months: inflation is not defeated in the United States.
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For the last Gas & Power podcast of the year, Julien Hoarau sums up the main events and trends of the past twelve months and the outlook for 2025 on energy markets. The gas balance tightened progressively while power markets showed a growing price divergence across European countries.
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In the latest EnergyScan podcast, Olivier Gasnier looks back at the key economic events and trends of 2024 and what to expect in 2025.
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In the latest EnergyScan podcast, Olivier Gasnier explains why he believes the bond markets are being benignly negligent. He also looks back at the latest OPEC meeting.
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November saw European gas and power prices spike, driven by lower LNG imports, lower RES power generation and rising demand compared to a year ago. Julien Hoarau discusses the dynamics behind these trends, including storage concerns, the new U.S. sanctions on Gazprombank, changing weather patterns and market positionning.
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Everything has revolved around Donald Trump since his election, including on financial markets, says Olivier Gasnier in the latest EnergyScan podcast. This week, however, we need to keep an eye on the political situation in France and the OPEC meeting.
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In the latest EnergyScan podcast, Olivier Gasnier explains why the dollar and oil prices are rising at the same time.
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The contrast between a flourishing US economy and the European and Chinese economies mired in crisis is reinforced by the prospect of a trade war, says Olivier Gasnier in the latest EnergyScan podcast.
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In this week’s Gas & Power podcast, Julien Hoarau comes back on the mini “Dunkelflaute” event that dragged hourly power prices to yearly highs in Germany early November. European gas prices increased further with the start of the heating season, especially on the near curve, leading to a surge in the TTF SUM 25-WIN 25 spread.
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