Episoder
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In the latest EnergyScan podcast, Olivier Gasnier talks about the consequences of the US presidential election and Israel's retaliation against Iran.
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Energy prices resumed their upside trend in Europe in October so far with natural gas leading the way. Julien Hoarau analyses the drivers behind this move and the potential way forwards, notably in terms of fuel switching.
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Manglende episoder?
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Strong job creation in the US, Chinese stimulus and a rebound in oil prices. Has the inflationary threat completely disappeared? asks Olivier Gasnier in the latest EnergyScan podcast.
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In the latest EnergyScan podcast, Olivier Gasnier draws a parallel between China's recovery plan and Saudi Arabia's change of strategy.
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In this week’s Gas & Power podcast, Julien Hoarau comes back on the TTF flash crash triggered by an erroneous news regarding gas transit through Ukraine and the nervousness that still prevails at European energy hubs due to a slight tightening of gas supply fundamentals in the short term.
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Rates fall sharply in the US, but caution in the eurozone and China. Olivier Gasnier discusses the different strategies of central banks in the latest EnergyScan podcast.
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The Fed is about to embark on its monetary easing cycle. That's the topic addressed by Olivier Gasnier in the latest EnergyScan podcast.
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In the latest EnergyScan podcast, Olivier Gasnier tells us that the sharp fall in equity markets and oil prices reflects major concerns about global growth and growing impatience with central banks, which are embarking on a new round of monetary easing or are about to do so.
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In this week’s Gas and Power podcast, Julien Hoarau discusses the strong bullish move of energy prices this summer on the back of heightened geopolitical risks. But higher than expected nuclear power generation in France as well as comfortable gas stock levels are finally keeping a lid on wholesale prices.
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In the latest EnergyScan podcast, Olivier Gasnier tells us that The Fed is preparing to cut rates in September, and the ECB is likely to follow suit. The Fed's goal is now to avoid causing an excessive slowdown in activity.
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In the latest EnergyScan podcast, Olivier Gasnier tells us that the real signal for a rate cut must come from the Fed. The markets are impatient, but the US economic situation is ambiguous, between resilience and growing fragility.
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In this week’s Gas and Power podcast, Julien Hoarau discusses about the main drivers to watch out in the coming weeks among hurricane risks, constraints on French power exports and LNG buying activity in Asia. See you in September for the next episode!
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in the latest EnergyScan podcast, Olivier Gasnier looks back on Joe Biden's withdrawal that plunges the US election campaign into uncertainty. The outcome of the US election will be crucial for China, whose economy is unable to emerge from the property crisis.
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The political outlook is not the clearest in the US and France, but the markets prefer to judge that the worst has been avoided and reassure themselves with the reinforced prospects of central bank rate cuts explains Olivier Gasnier in the latest EnergyScan podcast.
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In this week's Gas and Power podcast, Julien Hoarau comes back on the main moves of the past few weeks across gas and power markets. Spot power prices continue to show strong volatility in Europe amid unsettled weather patterns and lingering grid constraints. Despite comfortable fundamentals, European gas market players still adopt a cautious stance leading to limited price moves overall.
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With Joe Biden's candidacy on hold in the US and the Rassemblement National winning the first round of parliamentary elections in France: nothing seems likely to derail the markets as long as the prospect of central bank rate cuts remains intact.That’s what Olivier Gasnier explains in the latest EnergyScan podcast.
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With the economic recovery barely underway but already running out of steam, a simmering political crisis and a central bank forced to wait for the Fed to signal a rate cut, the outlook for the eurozone is darkening once again. That’s what Olivier Gasnier explains in the latest EnergyScan podcast.
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In this week's podcast,, Julien Hoarau delves into the persistent volatility in European energy markets driven by recent gas supply disruptions in Norway and Australia and a significant court ruling. Additionally, he highlights the divergence in power prices between France and its neighboring countries, with notable impacts from nuclear availability and export constraints.
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In the latest EnergyScan podcast, Olivier Gasnier looks back at the key events of a very important week that sent the euro down: the ECB rate cut, the US job report and the European elections.
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The ECB's imminent rate cut will not be quickly followed by further cuts, as disinflation is slow to take hold, says Olivier Gasnier in the latest EnergyScan podcast. He also looks back at the last OPEC meeting.
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