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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

Chalk and Cheese

5/6/2021
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: Guests: Produced by Anna Siwecka Music by Laurence Walker...

Duration:00:27:18

Chocolate, carbon taxes and record highs

4/29/2021
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: Guest: Produced by Anna Siwecka Music by Laurence...

Duration:00:20:54

Offshore wind’s conundrum

4/22/2021
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: Guest: Produced by Anna Siwecka. Music by Laurence Walker and Ben Bower.

Duration:00:23:34

Additionality and Cannibalisation

4/15/2021
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: Guests: Produced by Anna Siwecka Music by Laurence Walker and Ben Bower

Duration:00:24:54

Mind the Gap

4/8/2021
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: Guest: Produced by Anna Siwecka Music by Laurence Walker and Ben Bower

Duration:00:24:12

Over a barrel - what’s next for oil?

3/25/2021
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: Guest: Produced by...

Duration:00:25:48

Heating up to 50C

3/18/2021
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: Guests: Produced by Anna Siwecka. Music by Laurence Walker and Ben Bower.

Duration:00:31:43

Green image seekers

3/11/2021
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: Guest: Produced by Anna Siwecka. Music by Laurence Walker and Ben Bower.

Duration:00:19:50

Hydrogen’s green revolution

3/4/2021
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: Guests: Produced by Anna Siwecka. Music by Laurence Walker and Ben Bower.

Duration:00:30:19

Trouble in Texas

2/25/2021
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: Guests: Produced by Anna Siwecka. Music by Laurence Walker and Ben Bower.

Duration:00:26:54

Watching the speculators

2/18/2021
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: Guests: Produced by Anna Siwecka Music by Laurence Walker, Taizo Audio.

Duration:00:28:33

The School of Hard Knocks

2/11/2021
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: Guests: Produced by Anna Siwecka. Music by Laurence Walker, Taizo Audio.

Duration:00:25:11

Is CO2 the new Game Stop?

2/4/2021
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: Guest: Produced by Anna Siwecka Music by Laurence Walker, Taizo Audio.

Duration:00:22:34

Fear of Gaming

1/28/2021
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: Guests: Produced by Anna Siwecka. Music by Laurence Walker, Taizo Audio.

Duration:00:24:49

February freeze?

1/21/2021
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: Guest: • Wayne Bryan, Director, European Gas Research, Refinitiv Produced by Anna Siwecka. Music by Laurence Walker,...

Duration:00:25:33

Complexity, competition, break-up

1/14/2021
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: Guest: Produced by Anna Siwecka. Music by Laurence Walker, Taizo Audio.

Duration:00:21:42

Upside for German power prices

1/7/2021
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...

Duration:00:25:24

From turmoil to reset

12/17/2020
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: Guests: Produced by Anna Siwecka. Music by Laurence Walker and Ben Bower, Taizo Audio.

Duration:00:30:39

Lights will stay on this winter

12/10/2020
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: Guest: Produced by Anna Siwecka. Music by Laurence Walker, Taizo Audio.

Duration:00:22:34

Brexit chaos looms

12/3/2020
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: Guest: Produced by Anna Siwecka. Music by Laurence Walker and Taizo Audio.

Duration:00:23:30