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Montel Weekly

Business & Economics Podcasts

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.

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.

Location:

Norway

Description:

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.

Twitter:

@montelnews

Language:

English


Episodes

Ready, steady, GO

10/15/2020
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: Guest: Produced by Anna Siwecka. Music by Laurence Walker, Taizo Audio.

Duration:00:21:19

Let’s talk about the weather

10/8/2020
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: Guest: Produced by Anna Siwecka. Music by Laurence Walker, Taizo Audio.

Duration:00:24:25

Green deal: Theory vs Reality

10/1/2020
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: Guest: Produced by Anna Siwecka. Music by Laurence Walker, Taizo Audio.

Duration:00:26:50

Boosting PPA demand

9/24/2020
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: Guest: Produced by Anna Siwecka. Music by Laurence Walker, Taizo Audio.

Duration:00:24:34

Sticky Asian LNG demand

9/17/2020
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: Guests: Produced by Anna Siwecka. Music by Laurence Walker, Taizo Audio.

Duration:00:30:54

To Prussia, with Love

9/10/2020
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: Guests: Produced by Anna Siwecka. Music by Laurence Walker, Taizo Audio.

Duration:00:21:56

Poland’s rooftop revolution

9/3/2020
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: Guest: Produced by Anna Siwecka. Music by Laurence Walker, Taizo Audio.

Duration:00:23:22

Oil faces new “normal”

8/27/2020
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: Guest: Produced by Anna...

Duration:00:21:20

Extreme year for Nordic power

8/20/2020
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: Guests: Produced by Anna Siwecka. Music by Laurence Walker and Ben Bower, Taizo Audio.

Duration:00:23:09

Rogue carbon trader?

8/13/2020
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: Guests: Produced by Anna Siwecka. Music by Laurence Walker, Taizo Audio.

Duration:00:23:33

Short-lived gas rally?

8/6/2020
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: Guest: Produced by Anna Siwecka. Music by Laurence Walker, Taizo Audio.

Duration:00:24:17

Exporting green hydrogen

7/9/2020
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: Guest: Produced by Anna Siwecka. Music by Laurence Walker, Taizo Audio.

Duration:00:24:01

Whirlwind European tour

7/2/2020
For this week's pod, Montel journalists review the key energy market developments in the first six months of the year, and provide an outlook for the remainder of 2020 and beyond. What will happen to prices, will demand recover and are markets prepared for a second wave? Host: Guests: Produced by Anna Siwecka. Music by Laurence Walker, Ben Bower and Taizo Audio.

Duration:00:20:47

Remaining vigilant

6/25/2020
Europe’s TSOs will remain vigilant over the months to come in order to keep the lights on and the power system secure amid unprecedented falls in demand as well as growing output from renewables. Listen to a discussion on digitalisation, accelerating the permitting process and the complicated but necessary task of incorporating decentralised, distributed energy. Host: Guest: Produced by Anna Siwecka. Music by Laurence Walker, Taizo Audio.

Duration:00:21:16

Don’t rock the boat, baby

6/18/2020
All market participants should work together to ensure the electricity system works efficiently and stays afloat, says Auke Lont. This week’s pod discusses low prices, key interconnectors, bidding zones and the importance of maintaining transparent, liquid wholesale energy markets. Host: Guest: Produced by Anna Siwecka. Music by Laurence Walker, Taizo Audio.

Duration:00:21:41

End game for fossil fuels

6/11/2020
Direct prohibition of the use of fossil fuels will be necessary in order to meet the goals of the Paris climate agreement, says Rana Adib of REN 21. This week’s pod discusses how other sectors should emulate the “extraordinary success” of renewable electricity and how short term measures must accompany long term targets for green energy. Host: Guest: Produced by Anna Siwecka. Music by Laurence Walker, Taizo Audio.

Duration:00:24:11

Return to 2019 prices “years away”

6/4/2020
Nordic wholesale power prices are unlikely to return to levels around EUR 40/MWh as delivered last year. This week’s episode welcomes back Marius Holm Rennesund with a discussion on the outlook for prices over the coming months and years, with prices expected to stay low with demand side measures and batteries assuming a greater role. Rennesund also provides his view of the future development for PPAs in the region. Host: Guests: Produced by Anna Siwecka. Music by Laurence Walker, Taizo...

Duration:00:22:39

It’s all about the wires

5/28/2020
The recent EU recovery fund should help to propel the continent into a greener, cleaner post Covid-19 world. This week’s episode welcomes Susanne Nies who discusses the outlook for electricity demand in Europe, the importance of smart networks as well as insights in to the political bubble of Brussels. Host: Guest: Produced by Anna Siwecka. Music by Laurence Walker, Taizo Audio.

Duration:00:25:09

French nuclear crunch from September

5/21/2020
EDF sent shockwaves through Europe’s power and gas markets when it forecast a 20% drop in nuclear output this year due to the coronavirus pandemic crimping demand. The crisis also forced France’s biggest power utility to overhaul its reactor maintenance schedule. This week’s pod discusses “modulation” outages and a possible shortfall in supply from September. Host: Guests: Produced by Anna Siwecka. Music by Laurence Walker, Taizo Audio.

Duration:00:28:50

LNG must take the slack

5/14/2020
Global gas demand will remain subdued for the remainder of the year amid a continuing supply glut. With much of the continent’s piped gas continuing to flow in large volumes and storage facilities reaching full capacity, LNG will have to take the slack, says Carlos Torres Diaz of Rystad Energy. This week’s episode discusses the options open for LNG players and the outlook for the gas sector in the medium to long-term. Host: Guest: Produced by Anna Siwecka. Music by Laurence Walker,...

Duration:00:18:59