Germany’s coalition partners have moved beyond speed dating and are now starting to thrash out the details of an agreement to form a new government.Listen to a discussion on Germany’s path to decarbonisation and why the country needs to roll out more renewables at a faster rate – especially given the current global energy crisis and soaring fossil fuel prices.Guest: Claudia Kemfert, Head of Department Energy, Transportation and Environment,  German Institute for Economic Research

Montel Weekly

Beyond speed dating

UK and continental European gas prices plunged from record highs following comments by Vladimir Putin saying Russia was prepared to increase gas supply to Europe. Listen to a discussion on current price dynamics, calls for market intervention and black box trading.Guest: Wayne Bryan, Director, European Gas Research, Refinitiv

Putin intervenes

Europe’s energy-intensive sectors are already facing spiralling costs ahead of the winter demand season. In this week’s pod, listen to a discussion on the consequences of soaring wholesale electricity prices for the non-ferrous metals sector and why some firms are calling for market intervention. Also, hear a critical view of the guarantees of origin market.Guests: Alexander Arnesen, Head of Power Procurement, ElkemNick Keramidas, EU and Regulatory Affairs Director, MytilineosCillian O’Donoghue, Energy and Climate Change Director, Eurometaux

Calls to curb surging energy prices

We follow up Friday’s preview with a discussion of the results of Sunday’s elections in Germany and the role the Green party could play in shaping the country’s energy policy. Will the fiscally prudent FDP be able to strike a deal with the Greens over financing a green shift, and could a new government be in place by Christmas?Guest: Tobias Federico, Managing Director, Energy Brainpool

Can Berlin deliver by Christmas?

A few days before Germany goes to the polls, several government scenarios are still in play. Will the country see a traffic light, a Jamaica or a red-red-green coalition? And what could that mean for the country’s energy policy? Listen to a discussion on potential outcomes. Could there be a situation where Nord Stream 2 was stopped, along with a speedier coal exit and further green growth?Guest: Henning Gloystein, Director, Global Energy & Natural Resources, Eurasia Group

Traffic light or Jamaica for Germany?

This week’s pod turns to Turkey. While the country’s phenomenal economic growth has slowed in recent years, it still has grand ambitions to lessen its dependence on imported fossil fuels by expanding renewables. Listen to a discussion on the challenges and opportunities ahead for Turkey’s energy sector.Guest: Nazli Naseh, Editor, Montel-Foreks

Turkey turning green?

Norway’s election on Sunday and Monday could herald a change in the country’s climate policy, as current polls indicate growing support for calls to end oil and gas exploration. Listen to a discussion on the implications for Norway’s oil and gas sector, as well as what the Nordic country’s green transition could mean for others looking to wean themselves off fossil fuels.Guest: Stig Schjolset, Head of Policy, Zero

The end of an era?

Despite calls for calm by the European Commission, carbon prices are continuing to break records, largely due to a soaring gas market and expectations of more stringent environmental legislation.Listen to a discussion outlining the reasons behind the extreme volatility, the key fundamentals and the outlook for the coming months. Guests:  • Ingvild Sorhus, Lead EU Carbon Analyst, Refinitiv • Bernadett Papp, Analyst, Vertis Environmental Finance

Carbon gains continue

Nordic wholesale electricity prices have soared in recent months on a combination of low hydropower stocks, grid congestion, forecasts of dry weather and the start-up of the NSL cable linking Norway to the UK.Listen to a discussion on the reasons for the price surge, the outlook for the months ahead and the implications for the region’s heavy industry.Guests: Sigbjorn Seland, Chief Analyst, Storm GeoOle Lofsnaes, Nordic Energy Director, Alcoa

Bullish cocktail

This week’s pod discusses the outlook for Europe’s gas market for the coming months, as the risk of higher prices is a concern amid doubts over supply, both from pipelines and LNG, robust demand and very low storage levels ahead of the winter.An additional factor could be Nord Stream 2, with prices plunging this week after operator Gazprom announced plans to start supplying Germany through the contested pipeline this year.Guest:James Waddell, Head of European Gas, Energy Aspects

Winter gas supply risk

This week’s pod discusses soaring energy prices, asking what is behind the bull run, how long it could last and what are the implications for energy intensive industries? As prices surge there is an increased risk of political intervention and perhaps even a call for Germany to return to nuclear power.Guest: Olav Vilnes, Editor Nordics, Montel,Nathan Witkop, Correspondent Germany, Montel

Commodity bull run

Back after a short summer break, this week’s pod takes a close look at the EU’s green finance taxonomy and how its criteria on sustainable investments will impact the energy sector.Listen to a discussion on whether nuclear and gas should be included and why some did not want to include hydropower as part of the criteria. Guest: Nathan Fabian, Chair of the European Platform on Sustainable Finance and Chief Responsible Investment Officer at the United Nations-supported Principles for Responsible Investment.

A guide to the EU taxonomy

How will traders respond to the European Commission’s legislative package of renewable energy and EU ETS reforms due later this month?Listen to a discussion with the CEO of the European Federation of Energy Traders on the so-called “Fit for 55” proposals and a plea for policy coherence and consistency. The podcast will then take a short summer break, returning on 6 August.Guest: Mark Copley, CEO, European Federation of Energy Traders (Efet)

Fit for Purpose?

This week our dedicated team of environmental markets reporters discuss the price drivers for GOs, challenges in the PPA and green hydrogen sectors as well as cross-border issues impacting the expansion of renewable energy across Europe. Guests: Rachael Burnett, Environmental Markets Reporter, MontelTasmin Chowdhary, Correspondent Germany, MontelEnza Tedesco, Environmental Markets Reporter, Montel

Green energy headwinds

With the costs of producing power from solar falling rapidly, the frontier for PV has moved and now includes the “champion” Denmark, as well as other parts of northern Europe.Listen to a discussion on the outlook for power purchase agreements (PPAs), the markets that are hot and the ones that are lagging behind in the race for net zero carbon.Guest: Andrea Grotzke, Global Director of Energy Solutions, BayWa

Solar frontier moves north

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.

hubhopper

Montel Weekly

hubhopper