Why is oil still trading under USD 100/bbl?

Plugged In: the energy news podcast

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تمت الإضافة منذ قبل six عام

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Exile

1
Episode 10: From Refugee to Radical 44:09

منذ 2 years44:09

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44:09

When a young Eva Kollisch arrives as a refugee in New York in 1940, she finds a community among socialists who share her values and idealism. She soon discovers ‘the cause’ isn’t as idyllic as it seems. Little does she know this is the beginning of a lifelong commitment to activism and her determination to create radical change in ways that include belonging, love and one's full self. In addition to Eva Kollisch’s memoirs Girl in Movement (2000) and The Ground Under My Feet (2014), LBI’s collections include an oral history interview with Eva conducted in 2014 and the papers of Eva’s mother, poet Margarete Kolllisch, which document Eva’s childhood experience on the Kindertransport. Learn more at www.lbi.org/kollisch . Exile is a production of the Leo Baeck Institute , New York | Berlin and Antica Productions . It’s narrated by Mandy Patinkin. Executive Producers include Katrina Onstad, Stuart Coxe, and Bernie Blum. Senior Producer is Debbie Pacheco. Associate Producers are Hailey Choi and Emily Morantz. Research and translation by Isabella Kempf. Sound design and audio mix by Philip Wilson, with help from Cameron McIver. Theme music by Oliver Wickham. Voice acting by Natalia Bushnik. Special thanks to the Kollisch family for the use of Eva’s two memoirs, “Girl in Movement” and “The Ground Under My Feet”, the Sophia Smith Collection at Smith College and their “Voices of Feminism Oral History Project”, and Soundtrack New York.…

منذ عام واحد 29:36

MP3•منزل الحلقة

It is over a year since Hamas attacked Israel, which triggered a wider conflict in the Middle East; the territory that produces around a third of the world’s oil. And much of its gas.
Yet, despite the escalating military attacks and rising geopolitical tensions, the price of oil has not increased as significantly as some experts assumed, especially when compared to Russia’s invasion of Ukraine two years ago.

Why? In this episode, Richard speaks to geopolitics expert and co-founder of global data and intelligence firm, Energy Aspects, about what this tells us about the oil market, and what it suggests about our assumptions on the impact of geopolitical events vs the reality on the ground.

Host: Richard Sverrisson - Editor-in-Chief, Montel
Guests: Richard Bronze – Co-Founder, Energy Aspects; Luke Roshan – Correspondent, Montel News

300 حلقات

#Business #Montel News #Energy #Policy #Environment #Business News #News Talk #News #Marketing #Renewable #Europe

Why is oil still trading under USD 100/bbl?

Plugged In: the energy news podcast

30 subscribers

published منذ عام واحد

MP3•منزل الحلقة

Host: Richard Sverrisson - Editor-in-Chief, Montel
Guests: Richard Bronze – Co-Founder, Energy Aspects; Luke Roshan – Correspondent, Montel News

300 حلقات

#Business #Montel News #Energy #Policy #Environment #Business News #News Talk #News #Marketing #Renewable #Europe

كل الحلقات

1
EU energy security amid “seismic” global shifts 28:22

منذ 11 hours28:22

28:22

This week we explore the growing energy security challenges facing Europe amid a “seismic” shift in the global geopolitical order. In light of this, we discuss plans by the European Commission to support industry and keep energy affordable. Will these measures be enough to protect the continent from instability and price shocks? Kristian Ruby, secretary general of Eurelectric, weighs in on whether the bloc is moving fast enough to secure its energy future in an increasingly uncertain world, while pondering the role of flexibility in stabilising power markets and opines on how electric vehicles could be a game-changer for grid resilience. Host: Richard Sverrisson – Editor-in-Chief, Montel. Guests: Kristian Ruby – Secretary General, Eurelectric; Fatima Sadouki, Energy Correspondent, Montel. Podcast editor: Bled Maliqi, Montel.…

1
Berlin's power shift 31:15

منذ 8 أيام31:15

31:15

As Germany’s Christian Democrat alliance (CDU/CSU) is in talks about forming a new government with the Social Democrats, this week’s episode discusses the country’s role in the new global order. It comes against a backdrop where US president Donald Trump is abandoning old friends in Europe and proposing a trade war instead of aiding old allies. Not only could this have implications for US-sourced LNG but the new government in Berlin must make key decisions on the future of fossil fuels, the renewables transition and on whether to embrace hydrogen. The coalition will also have to deal with pressure from domestic industry and consumers demanding cheaper and more reliable power provision, as well as a backlash against wind turbines in the east of the country. Host: Richard Sverrisson - Editor-in-Chief, Montel News. Guest: Claudia Kemfert, Professor of Energy, Economics and Energy Policy at Leuphana University. She also heads the Energy, Transport, Environment Department at the German Institute for Economic Research. Podcast editor: Bled Maliqi, Montel.…

1
Energy, recovery & Germany’s next move 30:23

منذ 15 يومًا30:23

30:23

It was Europe’s biggest importer of Russian gas prior to the Ukraine invasion but Russia’s cutting of gas supplies to Europe pushed Uniper to the brink of collapse. It was nationalised in one of the biggest corporate bailouts in German history. Montel’s Editor-in-Chief has been speaking to Uniper’s COO, Holger Kreetz, on the firm’s recovery, Germany’s energy transition and the imminent snap election. Host: Richard Sverrisson - Editor-in-Chief, Montel News. Guests: Katharina Johannsen, Montel News Germany. Holger Kreetz, Chief Operating Officer, Uniper. Podcast editor: Oscar Birk, Montel.…

1
Rising populism and energy markets 45:40

منذ 22 يومًا45:40

45:40

Europe’s energy sector is caught in the crossfire of rising populism. With elections approaching in Norway and Germany, governments are under pressure to prioritize short-term price stability over long-term market efficiency. Norway’s decision to impose fixed electricity prices has sparked concerns about weakened price signals and energy market fragmentation. Meanwhile, in Germany, the far-right AfD is gaining ground, threatening the country’s renewable energy expansion and interconnectivity with neighbours. This week, Plugged In comes to you from Essen at the E-World Energy & Water trade fair, where the future of Europe’s energy markets hangs in the balance. Montel’s Siobhan Hall sets the scene before we hear from Hanns Koenig, Managing Director for Central Europe at Aurora Energy Research, and Amund Vik, former Norwegian deputy minister for petroleum and energy. We discuss Norway’s shift toward energy protectionism, the growing backlash against renewables, the risks of fixed electricity pricing, and whether Europe’s integrated energy market is at risk of political unravelling. Host: Richard Sverrisson - Editor-in-Chief, Montel. Guests: Hanns Koenig, Managing Director for Central Europe at Aurora Energy Research; Amund Vik, Senior Advisor, Eurasia Group; Stephen Woodhouse, Director, Afry; Siobhan Hall, Brussels Correspondent, Montel News Podcast editor: Bled Maliqi, Montel.…

1
Regulating the unpredictable 38:02

منذ 28 يومًا38:02

38:02

The UK has announced hugely ambitious plans - clean power by 2030. This will involve a massive roll-out of wind, onshore and offshore, solar as well as an expansion of grids and storage. A challenge, certainly. But not impossible, according to Jonathan Brearley, the chief executive of Ofgem, the UK's energy market regulator. The CEO also explains why the watchdog thinks zonal, rather than national pricing is the best way forward for the country. In the first episode of Plugged In: the energy news podcast we discuss how the country can meet its targets, the obstacles that stand in the way and why the UK is not close to running out of gas. In fact, the UK will need gas in the future, albeit in a significantly less dependent way, according to Ofgem. Host: Richard Sverrisson - Editor-in-Chief, Montel News. Guest: Jonathan Brearley, Chief Executive Officer, Ofgem; Laurence Walker, Deputy Editor-in-Chief, Montel News.…

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Norway’s energy crisis, AI and the looming supply squeeze 27:03

منذ 5 weeks27:03

27:03

Norway’s energy sector is at the centre of a dramatic political storm. With an election looming in September, Finance minister Trygve Slagsvold Vedum pulled his Centre Party out of the government, warning of greater dependence on what he calls Europe’s “dysfunctional” electricity market. But political uncertainty is not the only challenge — Norway faces a growing supply deficit, AI-driven demand spikes from data centres, and increasing hurdles in building new capacity. This week, the Montel Weekly Podcast comes to you from Oslo at the Pareto Securities Power & Renewable Energy Conference. Montel’s Petter Udland sets the scene before we hear from Lars Ove Skorpen, Director Power & Renewable Energy at Pareto Securities. We discuss the government crisis over the EU’s 4th Energy Package, the impact of AI and DeepSeek on Norway’s power demand, the challenges of expanding interconnectors, and why investment in new capacity is not keeping up with demand. Host: Richard Sverrisson - Editor-in-Chief, Montel. Guests: Lars Ove Skorpen - Director Power & Renewable Energy, Pareto Securities Petter Udland, Montel journalist, Oslo…

1
Trump 2.0 pivots to gas 32:49

منذ 6 weeks32:49

32:49

In his first hours back in office, US president Donald Trump issued a series of sweeping executive orders designed to prioritise fossil fuels, dismantle environmental policies and expand American energy dominance. From withdrawing from the Paris agreement to resuming LNG export permits and halting offshore wind projects, Trump’s agenda marks a dramatic pivot from the previous administration. This week’s Montel Weekly Podcast delves into the consequences of these policy shifts on global energy markets, renewables and climate goals. Are Europe’s LNG needs creating new dependencies? How will domestic opposition shape the future of US energy? Host Richard Sverrisson is joined by Montel’s Andres Cala and energy analyst Henning Gloystein to break down these developments. They discuss the challenges for renewables, the strategic importance of US LNG, and whether Trump’s “drill, baby, drill” strategy will deliver on its promises. Host: Richard Sverrisson - Editor-in-Chief, Montel. Guests: Henning Gloystein - Director, Energy, Climate & Resources at Eurasia Group Andres Cala - LNG Correspondent, Montel News…

1
Hybrid energy war in the Baltic 32:20

منذ 7 weeks32:20

32:20

The recent damage to the Estlink 2 electricity cable running between Finland and Estonia has highlighted the precarious nature of power supply amid increased fears of a hybrid war with Russia. Finnish police are investigating whether a ship with links to Russia was involved in sabotage, with the cable – set to be offline for months for repairs – thought to have been damaged by the vessel’s trailing anchor. In response, Nato has enhanced its military presence in the Baltic Sea, while Estonia has sent a patrol ship to protect the remaining Estlink 1 power cable. This week’s pod discusses the spate of cuts to data and power links that could point to such nefarious activities, the market impact and the volatile political situation in northern Europe which evokes memories of the Cold War. Host: Richard Sverrisson, Editor-in-Chief, Montel. Guests: Prof Paula Kivimaa, Research Professor at the Finnish Environment Institute in Helsinki; Fredrik Bodecker, Founding Partner and CEO of Bodecker Partners in Malmo; Olav Vilnes, Nordics Editor, Montel News.…

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Elections and Energy – Germany's path forward 33:39

منذ 8 weeks33:39

33:39

Germany’s energy sector is at a pivotal moment, with political shifts, economic challenges, and the energy transition shaping its future. This week on the Montel Weekly Podcast, Katharina Johannsen, Montel’s Berlin reporter, and Tobias Federico, senior analyst at Montel Analytics, join us to discuss key issues ahead of Germany’s February election. We’ll explore how political changes, including Elon Musk’s favourite German party and the prospect of a Trump presidency, could impact energy policy and markets. The episode also delves into the downturn in German industrial production, expectations for energy prices in 2025, and the critical challenges facing Germany’s energy transition. Host: Richard Sverrisson, Editor-in-Chief, Montel Guests: Tobias Federico , Managing Director, Senior Analyst, Montel Analytics; Katharina Johannsen – Berlin Correspondent, Montel News…

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End of year roundup, 2025 outlook 40:06

منذ 9 weeks40:06

40:06

2024 was a year of seismic shifts in the energy sector, marked by challenges, breakthroughs, and critical debates. From Italy’s energy transition hurdles to Germany’s hydrogen shake-ups and the UK’s evolving gas market, we’ve seen how global events and regional policies shape the energy landscape. In this special episode, Montel editors – Laurence Walker, Andreas Lochner, Nathan Witkop, Enza Tedesco, and Olav Vilnes – join host Richard Sverrisson to explore the biggest energy stories of 2024. We’ll also look ahead to what 2025 might bring, from key elections in Germany and Norway to the implications of geopolitical tensions and the nuclear revival. Tune in for expert insights and thought-provoking discussions as we wrap up 2024 and peer into the year ahead for the global energy market. Host: Richard Sverrisson - Editor-in-Chief, Montel Guests: Laurence Walker – Deputy Editor-In-Chief, Montel News; Andreas Lochner – Germany Editor, Montel News; Nathan Witkop – Editor, Clean Energy Desk, Montel News; Enza Tedesco – Italy Editor, Montel News; Olav Vilnes – Nordics Editor, Montel News…

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Gas: Will fundamentals Trump geopolitics? 36:05

منذ 11 weeks36:05

36:05

2025 is set to be a year of continuing geopolitical turmoil. Donald Trump’s return to the White House will raise the temperature further at a time of major instability in the Middle East along with Russia-Ukraine. Questions remain over where Europe’s gas will come from and a key European power-player, Germany, faces fresh elections in February. In this episode, we delve into the latest geopolitical developments, as well as the key fundamental drivers, and assess their likely impacts, with Wayne Bryan, Principal Associate at the London Stock Exchange Group (and formerly Director of LSEG’s European Gas Research). Host: Richard Sverrisson - Editor-in-Chief, Montel Guests: Wayne Bryan, Principal Associate (formerly Director, European Gas Research), London Stock Exchange Group; Andres Cala – Senior LNG Correspondent, Montel…

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Poland’s Energy Crossroads 41:47

منذ 12 weeks41:47

41:47

Poland’s energy sector is undergoing a critical, if slow, transition after the election of Donald Tusk as prime minister exactly one year ago. Coal still dominates the mix despite a greater use of gas and a growth in renewables. Grid modernisation and energy security have taken centre stage. Significant challenges include high energy costs, particularly for industry. There’s also the matter of where government subsidies could, and should, be spent. Issues around policy cohesion, public and industry engagement and regional impacts all persist. In this episode, we delve into the latest developments shaping Poland’s energy landscape. Montel’s experts provide a snapshot of the latest news, and Joanna Pandera, founder of the Forum Energii think-tank in Poland, discusses the milestones, challenges, and what Poland’s energy transition means for Europe and beyond. Host: Richard Sverrisson, Editor-in-Chief, Montel Guests: Joanna Pandera, Founder and CEO, Forum Energii, Professor at European University in Florence; Hubert Put, Senior Energy Consultant, Montel;Marcin Czekanski,Poland Correspondent, Montel…

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Atomic revival: A new age for nuclear? 36:57

منذ 13 weeks36:57

36:57

This week, the Tony Blair Institute for Global Change released a report declaring, “a new nuclear age is beginning,” arguing that nuclear power is critical in meeting global climate goals. But how is this renaissance different from earlier proclamations of an atomic revival? In this episode, Richard talks with report co-author Tone Langengen about the case for a nuclear revival and the hurdles still in its way. Joining the discussion is nuclear expert Paul Dorfman, who questions whether nuclear can truly compete with renewables. They cover the potential of small modular reactors (SMRs), the challenges of cost overruns, and whether nuclear and renewables can work together to create a resilient, low-carbon grid. Host: Richard Sverrisson - Editor-in-Chief, Montel Guests: Tone Langengen - Senior Policy Advisor, Climate & Energy Policy at the Tony Blair Institute For Global Change. Co-author of this report “A New Nuclear Age”; Dr Paul Dorfman - Visiting Fellow at the Science Policy Research Unit of the University of Sussex; Chris Eales – France Editor, Montel…

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Flow-based market coupling – what's all the fuss about? 27:52

منذ 14 weeks27:52

27:52

In October, the Nordic power market introduced a new calculation method for cross-zonal capacity to improve Nordic grid utilisation. However, so-called flow-based market coupling, in place for almost a decade in continental Europe, has received a rocky reception in the north. Particularly amongst policy makers and small companies. So, what exactly is it, and why has it caused a furore in the Nordic region? In this episode, Richard speaks to TenneT's flow-based expert Frank Boerman, to unpack exactly how the flow-based model works, and two of our Montel experts share insights on some of the challenges that the Nordic energy market has already faced under the new system. Host: Richard Sverrisson – Editor-in-Chief, Montel Guests: Frank Boerman – Process Specialist at TenneT; Olav Vilnes – Nordic Editor, Montel News; Priyanka Shinde – Nordic Market Expert, Montel News…

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COP, climate policy and EU carbon 34:59

منذ 15 weeks34:59

34:59

Global leaders at COP29 were under a huge amount of pressure going into talks this week following the UN Secretary General public voicing his concerns over the state of negotiations. Criticisms of this year’s talks and the huge scale event that COP has become in recent years begs the question: is COP too big, and does it need reforming? We also discuss Europe's carbon market, current drivers and the reasons why prices may continue to rise. In this episode, Richard speaks to Trevor Sikorski from Energy Aspects and our Carbon Correspondent reports from COP29 in Baku. Host: Richard Sverrisson – Editor-in-Chief, Montel Guests: Trevor Sikorski – Head of Natural Gas and Carbon Research at Energy Aspects.…

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