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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. Hosted by Richard Sverrisson. Produced by Anna Siwecka. Music by Laurence Walker and Ben Bower.
 
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The Beam Podcast

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The Beam Podcast

The Beam - United People of Climate Action

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Do you hear the calls to fight climate change? The calls to mitigate its impact? To be more sustainable to preserve our planet for the generations to come? Sometimes, these calls leave us overwhelmed and confused. And at times, we still ask ourselves, ‘How should we deal with the changing climate?’, ‘What is our response? Is it fast enough?’, ‘How do we make sure that no one is left behind?' With the help of people of climate action around the globe, Anne-Sophie Garrigou, Editor-in-Chief of ...
 
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show series
 
This week French president Emmanuel Macron announced a new prime minister – with other key energy portfolios still to be put in place. The latest pod discusses corrosion at several of the country’s nuclear plants, expected output over the crucial winter period and the expansion of solar power. We also examine whether Macron’s plan to build up to 14…
 
European carbon prices have been sidelined by the debate around sanctions on gas, coal, and oil from Russia. However, EUA prices have seen huge volatility, with price swings of up to EUR 8 a day. Listen to a discussion on the price drivers over the short and medium-term, and why EUR 100/t would be unsustainable. In addition, what is the likelihood …
 
Russia’s halt in gas supplies to Poland and Bulgaria for their refusal to pay in rubles has the energy market guessing who might be next. It is still unclear whether customers agreeing to the Kremlin’s new terms is a breach in EU sanctions, even without an outright embargo on gas imports. Listen to a discussion on the apparent weaponization of gas,…
 
Italy lags behind many countries in harnessing its renewables potential, with the country’s energy transition hampered by cumbersome permitting rules. While that could be about to change due to government reform, other interventions such as taxes on green generators’ windfall profits may scare off investors. Listen to a discussion on the outlook fo…
 
In early April the UK announced ambitious plans to wean itself off non-domestic energy sources. Are plans to install 17 GW of nuclear capacity over the coming decades realistic? Who will build a new fleet of reactors, and more importantly, where will the cash come from? Listen to a discussion about why the government’s policy will fail to fix an en…
 
Russia is trying to force companies to pay for its gas in rubles, while the EU has still not decided to implement full energy sanctions amid opposition from some member states. Listen to a discussion on the legal issues for European firms surrounding Russia’s invasion of Ukraine, and the implications of a cut from either side. We also look at the c…
 
The EU is considering energy sanctions on Russia amid reports of atrocities in its ongoing war in Ukraine but many countries fear the consequences of such measures on the economies of the 27-nation bloc. These potential measures comeo against the backdrop of Russian president Vladimir Putin’s posturing. Is Moscow’s short-term to aim to starve Europ…
 
Russia’s invasion of Ukraine and ensuing Western sanctions have roiled European energy markets. EU nations are scrambling to find alternatives to Russian supplies, while Moscow is demanding payments be made in rubles. Who will win this energy conflict? Listen to an update on the EU’s strategy to wean off its dependency on Russia. Guest: Siobhan Hal…
 
This week we focus on how Norway and Germany are coping with the energy crisis exacerbated by Russia’s invasion of Ukraine. While Oslo is subsidising household energy use, Berlin is reaching far and wide for alternatives to Russian gas. Listen to a discussion about their tough challenges and why they might succeed. Guests: Andreas Lochner, Editor G…
 
Many energy firms have been rapidly cutting ties with Russia following its invasion of Ukraine. This week’s episode focuses on the deep ties French oil and gas major has with Moscow, its feud with the US and why a “Rexit” may be very difficult and very costly, for the company. We also touch on the financial challenges facing EDF and the role of ene…
 
Carbon market participants should brace themselves for more price volatility in the week to come - have we reached the bottom at EUR 55/t, or could prices climb to EUR 100/t? Listen to a discussion on the key drivers going forward, and whether compliance buying could offset selling by speculative and industrial companies. Guests: Ingvild Sorhus, Le…
 
The energy crisis that has engulfed Europe for months is set to continue well into 2023 amid the ongoing war in Ukraine and the concerns over gas and coal supplies from Russia. Will either side cut gas flows, or can Europe source alternative fossil fuels? Listen to a discussion on the hard choices facing Europe going forward and the outlook for who…
 
As Russian troops pour into Ukraine, we recorded a special episode looking into the implications for Europe’s wholesale energy markets. As we go to press, piped gas continues to flow from Russia, but what are the chances of a supply curtailment? Europe needs to find alternatives and make some hard decisions, in what our guest calls a “merit order o…
 
Hardly a week goes past without a company announcing ambitious plans to produce green hydrogen. But are these projects realistic? Listen to a discussion on the folly of using hydrogen as a fuel in the transport, heating and power generation sectors and the sectors where H2 has an important role. Is hydrogen a panacea for the green transition, or a …
 
After we recorded this episode, French President Macron announced plans to build up to 14 reactors by 2050. But earlier in the week, EDF announced that it would cut its available 2022 nuclear output by about 5% to between 295 and 315 TWh, a record low. Listen to a discussion on the latest corrosion problems at the country’s nuclear plants and what …
 
Continued tension between Ukraine and Russia has supported European wholesale prices, which remain at historically high levels. This week’s pod delves into the potential consequences of an armed conflict for gas supply to Europe, the impact on prices and market ignorance of some key policymakers. Will Russia cut gas flows and are alternative suppli…
 
The consequences of energy price spikes and massive wholesale market volatility have not only hit the pockets of households and the balance sheets of industrial firms, but have also slowed the pace of deals for power purchase agreements (PPAs). Will the energy crisis and the threat of regulatory intervention cause the expansion of renewables to wob…
 
The Nordic region has not escaped the unprecedented energy price levels seen elsewhere, but according to this week’s guests, remains competitive compared to other parts of Europe and the world. Listen to a discussion on the outlook for electricity prices and the market consequences of the crisis. Could the region see the introduction of price caps …
 
Carbon prices have tripled, gas markets have soared, Europe is burning through its coal stocks but at the same time the demand for green energy procurement has never been higher. Listen to a review of 2021 in carbon, environmental markets as well as in coal and gas and the key drivers for next year. Will all eyes be on the EC’s Fit-for-55 package o…
 
The collapse of dozens of UK energy retailers amid a spike in wholesale prices suggests too many were operating with just enough money to cover their expenses. Or does it reflect a failure of market design or of government policy? Listen to this week’s discussion about energy zombie firms and how to fix the UK’s energy market. Guest: Emma Pinchbeck…
 
This week’s pod discusses the contested Nord Stream 2 pipeline following the temporary suspension of certification by the German regulator. Listen to a discussion on the latest developments regarding Gazprom’s attempts to gain approval and the bureaucratic, legal as well as geopolitical obstacles that stand in its way. When can we expect Russian ga…
 
This week we return to the European carbon market, where prices have soared following plans by the new German government to introduce a CO2 price floor. Listen to a discussion on the key market drivers and the outlook for the coming months. Could prices hit EUR 100/t by the end of the year or are they more likely to correct down? Guest: Ingvild Sor…
 
This week our attention turns to COP26 that ended last weekend in Glasgow. Was there a gulf between the technical jargon used by the conference participants and wider the global climate crisis affecting many parts of the world? Listen to a discussion on the agreement reached and the implications for carbon markets. How far away are we from a global…
 
This week we focus on Europe’s Guarantee of Origin (GO) market and discuss Norway’s plans to exit the system. What form could such a GO Nexit take and how will the country be able to attract new industry wishing to source green electricity? Listen to a discussion on the Norwegian proposal, current market dynamics and how many EU GOs the UK will imp…
 
This week we speak to a regulator, a first for the pod, about how the French watchdog has dealt with the country’s energy crisis. Will more French suppliers go under, and what, if anything can be done to shield industry from very high prices? Listen to a discussion on whether the current market design is fit for purpose, and what the CRE is doing t…
 
Spanish measures to reform energy markets and the EU ETS are an attempt to shield households and industry from high prices, but the intervention may scare away investment and slow the growth of PPAs. Listen to a discussion on the reforms Madrid plans for energy markets, domestic and international reactions and what the tinkering may achieve. Guests…
 
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…
 
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 orig…
 
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 Federi…
 
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 sp…
 
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…
 
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 them…
 
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 …
 
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 announc…
 
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, Chai…
 
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 bre…
 
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, Montel Tasmin Chowdhary, Correspondent Germany, Montel …
 
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. Gue…
 
The European Commission is preparing new energy and climate legislation – possibly running into thousands of pages – which it will propose in July. Listen to a discussion on the new rules for the carbon market, the CO2 border tax as well as for renewables and energy efficiency. What kind of changes will lobbyists manage to impose on the final laws …
 
Nordic wholesale electricity prices have soared compared to last year amid cold weather and exports to Germany, despite high hydropower stocks. Listen to a discussion on the huge internal price differences in the region's 12 price zones, and the reasons for the spread with Germany in forward prices. Is carbon the key driver, and why are Norwegian h…
 
As economies jolt back from pandemic-led destruction, there are growing concerns about inflation. An influx of speculative activity in the EU carbon market – which has whipsawed CO2 prices to record highs above EUR 56/t and then below 50/t in a matter of days – suggests investors may be using the ETS as a hedge against inflation. Listen in to this …
 
The EU’s countdown to net-zero emissions by 2050 will demand significant changes to many industrial sectors and will herald a host of new policy frameworks and tools to spur low-carbon technology across the bloc of 27 nations. Tune in this week to hear about the EU executive’s industrial strategy as well as the ideological divide that pits dirigist…
 
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