With global LNG spot prices extremely high, what markets are most attractive for US LNG? LNG reporter Fauzeya Rahman talks with ICIS global LNG Editor Ed Cox and LNG Editor for the Americas, Ruth Liao, on the current spot price rally, US LNG margins and the 2022 outlook for global LNG demand. 

ICIS - energy podcasts

Episode 376: How will record spot prices impact US LNG?

As the first half of the year ends on a bullish note for German gas and power prices, market reporters Laura Mendes and Arlind Neziri look ahead to what the rest of the year could hold in terms of fundamental drivers.

Episode 375: German power and gas outlook for H2 2021 likely to remain bullish

At a time when a flurry of studies warn against the risk of fossil fuel stranded assets, investing in renewables is a necessity. Yet, many are the risks, but also the opportunities, that renewables investors should be aware of. In this episode, ICIS reporter Federica Di Sario discusses the main trends and expectations in the renewables space with Laurent Segalen, clean energy investment banker, managing partner at Megawatt X and Board Member of Zeigo platform and Janos Hettyey, PPA Manager at BayWa re.

Episode 374: Investing in renewables: a beginner’s guide

Energy market reporter Laura Mendes talks with ICIS analyst Roy Manuell about how Portugal is set to become the cheapest European market post-2030 and its leading role in new forms of clean energy finance.

Episode 373: Portugal to become cheapest European power market post-2030

The switch from coal to gas has been driving decarbonisation over the past years, but methane leakage can hamper environmental gains. For this episode, energy market reporter Federica Di Sario discusses the challenges of the current state of the EU’s methane leakage policies with ICIS lead analyst Andreas Schroeder.

Episode 372: What is being done to reduce methane leakage in the EU?

At a time when long-term planning is a necessity for achieving net-zero carbon emissions, accurate forecasting becomes an indispensable tool in the energy space. An extension of the 2050 ICIS horizon modelling to Southern Europe has allowed ICIS analysts to form a long-term view of power market fundamentals. In this episode, ICIS experts Federica Di Sario and Stefan Konstantinov discuss Italy and the impact the EU’s ambitious 2050 decarbonisation goals are likely to have on power prices, installed capacity and the generation mix.

Episode 371: Italy’s pathway to net-zero: impact on power fundamentals

Europe’s grid operators’ and integrated utilities’ capex is set to exceed €107bn this year and is likely to keep rising in the short-to-medium term. ICIS market reporter Laura Mendes discusses with her colleagues, Luka Dimitrov and David Battista, the impact these investments in capex will have on European power prices.

Episode 370: European power utilities capex investment and impact on prices

The LNG bunkering market is growing quickly, supported by new infrastructure and bunkering vessels in Europe and Asia. In this podcast, LNG senior reporter Clare Pennington talks to LNG shipping editor Roman Kazmin about the latest developments in LNG bunkering, and how this regionally divided market is shifting to a globally connected one.

Episode 369: LNG bunkering becoming international market

In 2016, 27% of European road transport emissions came from HGVs. Two means of reducing carbon emissions from the trucking and bus industries are using LNG and hydrogen. In this episode of the alternative energy podcast from ICIS, market reporter Laura Mendes discusses both fuels as a means of decarbonising the transport sector with lead hydrogen reporter Jake Stones and senior market reporter Clare Pennington.

Episode 368: Hydrogen, LNG to play key roles in decarbonising trucking

Energy Market Reporter Laura Mendes discusses the role of nuclear fusion in the energy transition, alongside with its developments and costs with First Light Fusion founder and CEO Nicholas Hawker.

Episode 367: Could nuclear fusion be the answer to achieving net zero targets?

From 2023 carbon-intensive goods imported to Europe may be subject to the Carbon Border Adjustment Mechanism (CBAM). In this episode, ICIS market expert Federica Di Sario talks with Suzana Carp, Political Strategy Director at Bellona Europe and Sebastian Rilling, carbon analyst with ICIS, on the potential impact on energy markets and how the tax will relate to the pre-existing carbon trading scheme.

How will a carbon tax reshape European energy markets?

The new ICIS 2050 long-term power forecast expands to include southern Europe at the end of March, exploring three possible scenarios for emissions reduction pathways in Spain: a Base Case outlook, a High-RES and a Low-RES pathway. ICIS market reporter Laura Mendes and ICIS analyst Roy Manuell discuss the new modelling, which shows that the rapid rate of solar expansion in Spain will have a consistently depressive impact on solar capture prices and capture rates over the next three decades, as well as pressuring Spanish wholesale prices to a discount to France and Germany. A free version of the analysis is available here: https://www.icis.com/explore/resources/news/2021/03/22/10620007/icis-long-term-power-rapid-solar-expansion-to-drive-spanish-market-to-discount-to-france-and-germany-by-2050

Episode 365: Spanish power market to be at a discount to France and Germany by 2050

As the blockage of the Suez Canal continues, LNG vessels are changing course to find other routes to market. ICIS Global LNG Editor Ed Cox speaks with ICIS LNG Analysts Olumide Ajayi and Robert Songer on how suppliers are managing their fleets and the impact on European and Asian gas and LNG markets.

What does the Suez Canal block mean for LNG?

Biofuels markets have been evolving, with legislation needing to play catch-up. Major energy and petrochemical companies need to plan and prepare for a new wave of clean oil. ICIS energy experts Sophie Udubasceanu, Ally Kirk, Andrew Putwain and Yunfeng Yu discuss challenges in the regulatory framework.

Episode 363: The regulatory web in the biofuels market

Europe’s power markers are becoming increasingly interconnected, with more than 30GW of additional power cables set to come online in the next five years. Greater connectivity may result in smaller price differentials between countries, although nuclear and coal phase-outs will likely keep prices moving in different directions. ICIS experts Federica Di Sario and Roy Manuell discuss cross-border flows, and how a reshuffling of national power capacity is likely to lead to France becoming the powerhouse of Europe. A white paper on the topic is available here: https://www.icis.com/explore/resources/france-to-become-the-powerhouse-of-europe/

Episode 362: Is France set to become Europe’s powerhouse?

ICIS is the expert provider of wholesale energy prices and market information for the global energy markets. To find out more about our coverage, download the latest energy white papers and analysis, visit us at www.icis.com/energy