Episodes
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Europe's energy transition has delivered record renewable deployment and significant emissions reductions, but a new wave of geopolitical instability is once again putting the resilience of the energy system to the test.
This episode launches the Plugged In Summer Series, where we'll be asking one overarching question throughout: is the energy transition slowing down, or speeding up? Across six episodes, we'll explore the market, policy and technology trends shaping the answer.
To kick off the series, we're joined by three of the sector's leading voices: Professor Jan Rosenow of the University of Oxford, one of Europe's foremost experts on energy policy and the energy transition; Simon Flowers, Chairman and Chief Analyst at Wood Mackenzie and one of the industry's most respected market commentators; and Saul Kavonic, Head of Energy Research at MST Marquee, internationally recognised for his analysis of global energy markets and geopolitical risk.
Together, they explore how conflict, energy security and volatile gas markets are reshaping policy, investment and market dynamics across Europe. They discuss whether Europe has learned the lessons of previous energy crises and why politics, not technology, may now be the biggest barrier to progress.
This opening episode sets the scene for the rest of the series, asking a simple but critical question: can Europe's energy transition stay on course when the world around it becomes more unstable; and is this latest period of disruption ultimately slowing the transition down, or speeding it up?
#PluggedInPodcast #EnergyTransition #EnergySecurity #Geopolitics #GasMarkets #PowerMarkets #NetZero #EuropeanEnergy #Renewables #EnergyPolicy
Host:Snjólfur Richard Sverrisson – Editor-in-Chief, Montel News
Guests:
Simon Flowers, Chairman, Chief Analyst at Wood Mackenzie
Saul Kavonic - Head of Energy Research, MST Marquee
Jan Rosenow - Professor of Energy and Climate Policy, University of Oxford
Producer: Alexandra Carlon
Editor: Alexandra Carlon -
The UK has set one of the most ambitious energy targets in Europe: a fully clean power system by 2030. But achieving it will require a transformation of the country's electricity network, unprecedented levels of renewable investment, and difficult political and regulatory decisions.
Recorded in Whitehall, Richard Sverrisson sits down with Chris Stark, Head of UK’s Mission for Clean Power, UK Department for Energy Security and Net Zero, to discuss whether the country is on track to meet its target and what still stands in the way.
Can the UK build the grid, generation and flexibility needed in time? And what lessons could the rest of Europe learn from its approach?
The conversation explores the UK's efforts to reform grid connection queues, accelerate infrastructure delivery, expand battery storage, develop new nuclear capacity and strengthen links with European energy markets. Or as Chris Stark put it the tough choices needed to “ungum the system”.
#PluggedInPodcast #EnergyTransition #CleanPower2030 #EnergyPolicy #GridInfrastructure #RenewableEnergy #EnergySecurity #NetZero #ChrisStark
Host:Snjólfur Richard Sverrisson – Editor-in-Chief, Montel News
Guest: Chris Stark – Head of Mission Control for Clean Power 2030, Department for Energy Security and Net Zero
Editor: Alexandra Carlon
Producer: Alexandra Carlon
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Europe is experiencing a rush of investment into data centres as artificial intelligence, cloud computing and digital services drive a new wave of electricity demand.
From Finland to Spain, developers are searching for locations with abundant clean power, available grid connections and supportive policy frameworks. But as data centres grow larger and more power-hungry, questions are emerging about whether Europe's electricity infrastructure can keep pace.
Grid operators are facing mounting connection queues, policymakers are weighing economic benefits against environmental concerns, and system planners are grappling with how to integrate large new sources of demand without compromising reliability.
Could data centres become a catalyst for investment in grids, renewables and flexibility? Or do they risk adding further pressure to already constrained electricity systems?
In this episode, Richard Sverrisson is joined by Janne Peljo of Finnish Industries, Elisabeth Cremona of Ember and Liam Newcombe of GreenScale to discuss the future of data centres in Europe, the impact of AI-driven demand growth, grid investment requirements, system stability, and the policy choices that will determine whether Europe can successfully power its digital future.
#DataCentres #AI #EnergyTransition #ElectricityMarkets #PowerGrids #EnergySecurity #GridInfrastructure #CleanEnergy #RenewableEnergy #DigitalInfrastructure #ArtificialIntelligence #Electrification #EnergyPolicy #PowerMarkets #EuropeEnergy
Host: Richard Sverrisson – Editor-in-Chief, Montel News
Guests:
Janne Peljo – Chief Policy Adviser on Climate and Biodiversity, Finnish Industries
Elisabeth Cremona – Senior Energy Analyst, Europe, Ember
Liam Newcombe – SVP Product, Energy Strategy & Innovation at GreenScale
Alina Trabattoni – Italy Correspondant, Montel
Editor: Alexandra Carlon
Producer: Alexandra Carlon
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As Europe grapples with energy security concerns, expectations of rising electricity demand, and the rapid growth of AI-driven data centres, Finland is emerging as one of the continent's most compelling energy success stories.
In this episode of Plugged In, Richard Sverrisson is joined first by Elias Huuhtanen, Finland Correspondent at Montel News, who explains why Finland's long-term approach to energy planning, infrastructure investment and security preparedness has positioned the country as a model for Europe.
Richard then speaks with Markus Rauramo, CEO of Fortum and President of Eurelectric, about the opportunities and challenges facing Europe's energy transition. They discuss the impact of AI and data centres on power demand, how Finland is preparing for industrial electrification, the importance of grid investment, and why affordable, clean and reliable energy remains essential for maintaining Europe's competitiveness.
The conversation also explores geopolitical risks, Europe's exposure to global LNG markets, hybrid threats to critical infrastructure, and the lessons other countries can learn from Finland's pragmatic and technology-neutral energy strategy.
Can Finland's approach offer a blueprint for Europe's energy future?
#PluggedInPodcast #EnergySecurity #Finland #Fortum #Eurelectric #EnergyTransition #DataCentres #AI #ElectricityMarkets #Renewables #NuclearEnergy #GridInfrastructure #EnergyPolicy #LNG #CyberSecurity #EnergyResilience #IndustrialElectrification #Nordics #CleanEnergy #EnergyMarkets
Host: Richard Sverrisson – Editor-in-Chief, Montel News
Guests:
Markus Rauramo – CEO of Fortum & President of Eurelectric
Elias Huuhtanen – Finland Correspondent, Montel News
Editor: Alexandra Carlon
Producer: Alexandra Carlon
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Sweden's dispute with Brussels over electricity market rules is quickly becoming one of the biggest political energy stories in Europe.
At the centre of the debate is a huge stockpile of congestion revenues; billions of euros generated from price differences across Sweden's own grid and its interconnectors with neighbouring countries. Stockholm argues the money should stay in Sweden to fix domestic bottlenecks and protect consumers, while the EU wants greater flexibility to use some of those funds for wider European grid projects.
But this is no longer just a technical dispute over electricity markets.
This week’s episode explains how congestion revenues became such a political flashpoint, why frustrations with Germany and EU market rules are growing, and how Sweden’s widening north-south price divide is fuelling domestic pressure.
#EbbaBusch #Sweden #EuropeanUnion #EU #EnergyPolicy #EnergySecurity #ElectricityMarkets #PowerMarkets #Interconnectors #GridInfrastructure #EnergyTransition #Renewables #CongestionRevenues #MarketIntegration #Nordics #Brussels #Podcast #PluggedIn #Montel #EnergyNewsHost: Richard Sverrisson – Editor-in-Chief, Montel News
Guests:
Arne Bergvik - Energy Strategy Consultant, Sigholm
Sebastian De Toro - Partner & Head of Investor Services, New Republic
Editor: Alexandra Carlon
Producer: Alexandra Carlon -
Europe's power systems are facing a new reality.
As heatwaves become more frequent and intense, electricity networks are coming under growing pressure. Rising cooling demand, aging infrastructure and the rapid expansion of renewable energy are all changing how grids operate during periods of extreme weather.
The recent Iberian blackout also highlighted how important resilience, flexibility and interconnection have become in maintaining system security.
So is Europe's electricity system ready for a hotter future?
In this episode of Plugged In, Richard speaks with Julia Demirdag, Germany Correspondent at Montel News, Guy Nicholson from Statkraft, and Paweł Czyżak from Ember about how heatwaves are reshaping Europe's power sector.
Together they explore why grids are increasingly becoming the critical point of vulnerability, what lessons can be learned from the Iberian blackout, and how batteries, storage and smarter system design could help future-proof Europe's electricity networks.
#PluggedInPodcast #MontelNews #EnergyTransition #PowerMarkets #GridResilience #Heatwaves #EnergySecurity #BatteryStorage #ElectricityMarkets #Renewables #EnergyPolicy #NetZero
Host: Richard Sverrisson – Editor-in-Chief, Montel News
Guests:
Julia Demirdag – Germany Correspondent, Montel News
Guy Nicholson – Head of Zero Carbon Grid Solutions, Statkraft
Dr Paweł Czyżak – Europe Programme Director, EmberEditor: Alexandra Carlon
Producer: Alexandra Carlon
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The US-Israeli led war in Iran and the prolonged disruption in the Strait of Hormuz is once again exposing Europe’s vulnerability to global energy shocks; raising urgent questions about gas storage, LNG dependency and whether governments have learned anything from previous crises.
In this episode of PluggedIn, Montel’s Richard speaks with Henning Gloystein from Eurasia Group and Saul Kavonic from MST Marquee about the escalating conflict and growing risks facing energy markets and global supply chains.
Could shipping flows resume within weeks, or are market participants underestimating the possibility of years of disruption? The discussion explores fuel shortages, LNG price risks, Europe’s storage dilemma, China’s strategic positioning, and why many analysts believe the global economy is only beginning to feel the effects of the crisis.
With competing forecasts and mounting geopolitical tensions, the episode examines what comes next for energy markets, and whether the world is prepared for a prolonged supply shock.
#StraitOfHormuz #LNG #NaturalGas #OilMarkets #EnergyCrisis #GlobalEnergy #Geopolitics #EnergySecurity #GasMarkets #TTF #EnergyTransition #Iran #MiddleEast #ShippingCrisis #EnergyPodcast #Montel #PluggedInPodcast #OilAndGas #EuropeEnergy #LNGMarkets
Host: Richard Sverrisson – Editor-in-Chief, Montel News
Guests:
Saul Kavonic, Head of Energy Research, MST Marquee
Henning Gloystein, Managing Director - Energy & Resources, Eurasia Group
Editor: Alexandra Carlon
Producer: Alexandra Carlon
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Negative power prices are becoming increasingly commonplace in Europe’s electricity markets.
With solar generation soaring and renewable buildout accelerating, Europe’s power systems are increasingly producing more electricity than consumers need during certain hours of the day. The result? Wholesale electricity prices falling below zero, with generators effectively paying the market to take their power.
But are negative prices actually a problem — or a sign that the energy transition is working? Should we be celebrating curtailment?
The panel explores why countries like Germany, the Netherlands, France and Spain are seeing growing numbers of negative-price hours, how grid congestion and inflexible generation are contributing to the issue, and whether batteries, storage and demand-side flexibility can keep pace with the rapid expansion of renewables.
They also debate why overbuilding renewables is economically rational, and whether current market structures are fit for a power system dominated by wind and solar.
#EnergyMarkets #NegativePrices #Curtailment #RenewableEnergy #EnergyTransition #PowerMarkets #BatteryStorage #SolarPower #WindEnergy #GridFlexibility #ElectricityMarkets #NetZero #EnergyStorage #MontelNews
Host:
Richard Sverrisson – Editor-in-Chief, Montel News
Guests:
André Bosschaart - Head of Analytics, MontelAnton Tijdink, Policy advisor - Electricity Market Design, TenneT TSO
Caroline Pailliez, Montel Journalist, France
Editor: Oscar Birk
Producer: Alexandra Carlon
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Norway - and the Nordic power system more generally - have seen fewer instances of negative prices than their continental counterparts in recent weeks. Why has the region been “snorkelling” while others have been plumbing the depths of negative prices.
Norway’s hydropower system is under pressure after one of the coldest winters in 16 years and a prolonged period of low precipitation. Reservoir levels in southern Norway remain well below normal, raising questions about energy security, winter preparedness and the growing role of Europe’s interconnected power markets.
But is the situation really as serious as headlines suggest?
Joined by some of the foremost experts on Norwegian hydropower and the market dynamics, together, they explore how low snowpack, dry weather patterns and shifting hydrological balances are affecting Norway’s power outlook — and why imported renewable energy from continental Europe may actually help save water in Nordic reservoirs ahead of winter.
The panel also dives into the explosion of negative power prices across Europe, the impact of Germany’s rapid solar buildout, whether batteries and grids can keep pace with renewables growth, and why some analysts believe Europe’s energy transition is entering a period of extreme volatility.
#EnergyMarkets #Norway #Hydropower #PowerMarkets #RenewableEnergy #Nordics #ElectricityPrices #NegativePrices #EnergyTransition #SolarPower #WindPower #EnergySecurity #GridInfrastructure #BatteryStorage #LNG #EuropeanEnergy #PowerTrading #WeatherRisk #HydroReservoirs #PluggedInPodcast
Host:Richard Sverrisson – Editor-in-Chief, Montel News
Guests:
Katinka Bogaard - Founder, MD and Analyst - Volt Power Analytics
Ivan Føre Svegaarden - Head of Energy Analysis and Weather Risk Management - TradeWpower AS
Tor Reier Lilleholt - Head of Analysis - Insight by Volue
Editor: Alexandra Carlon
Producer: Alexandra Carlon
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Europe may have emerged from winter without a full-scale gas crisis; but with storage levels unusually low, geopolitical tensions rising, and summer-winter price spreads offering little commercial incentive, the real challenge may only just be beginning.
Germany, home to Europe's largest gas storage capacity, is facing mounting pressure to refill ahead of winter while the war in the Middle East, uncertainty around LNG transit through the Strait of Hormuz, and fragile industrial demand all cloud the outlook. Across Europe, policymakers are weighing whether market forces alone can deliver enough supply; or if strategic intervention may once again be required.
Will Europe’s gas market rebalance in time, or are governments heading back into crisis-management mode?
Host:
Richard Sverrisson – Editor-in-Chief, Montel NewsGuests:
Maria Haensch – Germany Correspondent, Montel News
Sebastian Gulbis – Managing Director, Enervis Energy Advisors GmbH
Erisa Pasko – Senior European Gas Analyst, Energy AspectsEditor:
Alexandra CarlonProducer:
Alexandra Carlon#GasStorage #Germany #EuropeanGas #LNG #EnergySecurity #NaturalGas #Geopolitics #EnergyMarkets #PluggedInPodcast #Montel
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From the streets of Paris to the heart of Europe’s energy regulation, this episode explores how geopolitics, market design and infrastructure are reshaping France’s - and the continent’s - energy future.
As tensions in the Gulf ripple through global gas prices and Europe’s energy markets, France finds itself in a uniquely resilient position, buoyed by nuclear power, growing renewables and strong export capacity. But beneath that stability lie complex questions about pricing, interconnectors, and the long-term balance between supply, demand and affordability.
So how can Europe maintain energy security, keep prices competitive, and still accelerate the transition to a low-carbon future?
In this episode, Richard sits down with Emmanuelle Wargon, President of France’s Energy Regulator (CRE) and Chair of the Board of Regulators at ACER. She shares insights into France’s evolving power mix, why electricity prices there have largely decoupled from gas, and how Europe is navigating the pressures of global gas supply shocks.
Richard and Emmanuelle also explore the growing debate around marginal pricing, the urgent need for grid investment and interconnectors, and the delicate challenge of scaling renewables without undermining market stability. From LNG dependency to nuclear resurgence and the politics of cross-border energy flows, this conversation offers clarity over the trade-offs shaping Europe’s energy system.
#EnergyTransition #FranceEnergy #EmmanuelleWargon #EuropeanEnergy #PowerMarkets #GasPrices #NuclearEnergy #Renewables #EnergySecurity #Interconnectors #ElectricityMarkets #GridInfrastructure #LNG #Decarbonisation
Host: Richard Sverrisson, Editor-in-Chief, Montel News
Guest: Emmanuelle Wargon, President of CRE and Chair of ACER's Board of Regulators
Editor: Alexandra Carlon
Producer: Alexandra Carlon & Caroline Pailliez
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Across Europe, power prices are behaving in ways that are leaving even seasoned market participants questioning what they’re seeing. From negative prices to seemingly counterintuitive flows between some price zones, the electricity system is becoming harder to interpret, and certainly more complex.
On April 6, negative prices of EUR -15,000/MWh in Belgium's balancing market highlighted just how volatile and weather-driven Europe's power system has become. But are these signals a sign of dysfunction, or simply the reality of a system in transition?
So, what’s really going on beneath the surface?
In this episode, we unpack what’s driving so-called “odd” or “irrational” pricing across Europe, from the rise of renewables and battery storage to the increasing role of algorithmic trading and complex market design. We also explore whether market participants are equipped to handle this growing complexity, and what risks and opportunities lie ahead.
#EnergyMarkets #PowerMarkets #ElectricityPrices #EnergyTransition #Renewables #NegativePricing #EnergyTrading #Volatility #EuropeanEnergy #GridSystems #EnergyCrisis #ElectricityMarket #NetZero #BatteryStorage #AlgoTrading
Host:
Richard Sverrisson – Editor-in-Chief, Montel NewsGuests:
Alina Trabattoni – Italy Correspondent, Montel
Frank Boerman-Lima – Flow-Based Capacity Calculation Expert, TenneT
Julien Jomaux – Energy & Power ConsultantEditor:
Oscar BirkProducer:
Alexandra Carlon -
A fragile ceasefire in the Gulf offers a moment of relief; but is it already beginning to unravel and will it have lasting implications for gas supply in the region and far beyond?
Recorded on the morning of April 9, amid fast-moving geopolitical developments, this special episode examines what the latest developments mean for global energy markets, LNG flows, and Europe’s energy security.
Is this ceasefire a genuine turning point, or simply a pause before further escalation?
Host Richard Sverrisson speaks with Montel’s Deputy Editor-in-Chief Laurence Walker, before diving deeper with leading analysts Ana Maria Jaller-Makarewicz and Arne Lohmann-Rasmussen. Together, they unpack the reality behind halted LNG tankers, the uncertainty surrounding the Strait of Hormuz, and the growing risks facing global gas markets.
As tensions remain high and clarity remains low, one thing is certain: energy markets are entering a new phase of volatility.
#EnergyMarkets #LNG #Geopolitics #GulfCrisis #Ceasefire #GasMarkets #EnergyCrisis #EuropeEnergy #StraitOfHormuz #GlobalEnergy #EnergySecurity #Commodities #Podcast #EnergyTransition
Host
Richard Sverrisson – Editor-in-Chief, Montel NewsGuests
Laurence Walker, Deputy Editor-in-Chief, Montel News
Ana Maria Jaller-Makarewicz, Lead Energy Analyst (Europe), IEEFA
Arne Anders Lohmann Rasmussen, Chief Analyst, Global Risk ManagementEditor
Oscar Birk & Alexandra CarlonProducer
Alexandra Carlon -
In this episode of Plugged In, we return to Power Purchase Agreements (PPAs) and their role in Europe’s energy transition.
After years of rapid expansion, the PPA market hit a slowdown in 2025. Falling capture rates, rising negative prices and increasing volatility have made deals harder to structure and price, forcing both buyers and sellers to rethink how risk is shared.
At the same time, renewable capacity continues to grow, reshaping price dynamics and pushing the market into a more complex and mature phase.
So is this a temporary slowdown… or a fundamental shift in how the PPA market works?
Richard speaks to Luca Pedretti, COO and co-founder of Pexapark, and Chirag Ahuja, Implementation Director at Broadpeak Partners, to break down the data, trends and structural changes shaping the market. Setting the scene is our Italy correspondent, Alina Trabattoni.
Host: Richard Sverrisson – Editor-in-Chief, Montel News
Guests:
Alina Trabattoni – Italy Correspondent, Montel
Luca Pedretti – COO & Co-founder, Pexapark
Chirag Ahuja – Implementation Director, Broadpeak PartnersEditor: Oscar Birk
Producer: Alexandra Carlon#EnergyMarkets #PPAs #Renewables #EnergyTransition #PowerMarkets #BatteryStorage #CleanEnergy #EnergyTrading #ElectricityMarkets #NetZero
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In this episode of Plugged In, we turn to a topic we haven’t covered often; but one that’s rapidly moving back into the spotlight: coal.
As war in the Middle East disrupts LNG supply chains and drives gas prices sharply higher, European power markets are being forced to adapt. With gas-fired generation becoming increasingly expensive, coal is, at least temporarily, regaining economic relevance.
We’re now seeing early signs of increased coal imports, particularly in key markets like Germany, alongside shifting profitability dynamics between coal and gas-fired generation.
So is this just a short-term market reaction… or a more significant structural change?
Richard speaks to Toby Hassall, Lead Analyst at London Stock Exchange Group, and Firat Ergene, Lead Insight Analyst at Kpler, join the podcast to break down the data, covering fuel switching, regional demand, price dynamics, and what forward markets are signalling for winter and beyond. Setting the scene is our own Laurence Walker.
Host: Richard Sverrisson – Editor-in-Chief, Montel News
Guests:
Laurence Walker – Deputy Editor-in-Chief, Montel News
Toby Hassall – Lead Analyst, London Stock Exchange Group
Firat Ergene – Lead Insight Analyst, KplerEditor: Oscar Birk
Producer: Alexandra Carlon -
In the third episode of our energy crisis miniseries, we turn to Europe’s power markets, where rising gas prices, renewed volatility and political uncertainty are once again putting the electricity system under pressure.
Although the current crisis is not a repeat of 2022, it is exposing fresh vulnerabilities; from low hydro levels in the Nordics and gas storage concerns in western Europe, to growing questions over market design, interconnectors and the pace of the energy transition.
So how resilient is Europe’s power system this time around? And what happens when geopolitical shocks collide with an increasingly complex power market?
Richard is joined by Montel analysts Jean-Paul Harreman, Fintan Devenney and Priyanka Shinde to unpack the impact across Europe; from battery revenues and price spikes to liquidity risks, policy shifts and the regions most exposed in the months ahead.
Host: Richard Sverrisson – Editor-in-Chief, Montel News
Guests:
Jean-Paul Harreman – Director, Analytics, Montel
Fintan Devenney – Market Expert, Consultancy, Montel
Priyanka Shinde – Market Expert, Nordic, Montel
Julia Demirdag – Germany Correspondent, Montel News
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*** This episode was recorded on Wednesday before attacks on Qatari and Iranian energy infrastructure. But the message from the guests is still highly relevant - the wholesale gas market has not fully priced in the geopolitical risk premium.
In this second episode of our special series on the war in Iran and its implications for energy markets, we focus on a potential looming gas crisis. As Europe enters the crucial storage refill season with lower-than-usual inventories and a far more complex global backdrop.Competition for LNG is intensifying, particularly between Europe and Asia, while geopolitical tensions in the Middle East are raising the risk of supply disruption and renewed price volatility.
So how exposed is Europe this time around? And could this crisis prove even more severe than 2022?
Riichard speaks to Saul Kavonic, Head of Energy Research at MST Marquee, who warns that the current disruption could trigger a deeper global gas shock.
In addition, Ole Hvalbye, Commodities Analyst at SEB Research, joins from the trading floor to break down price scenarios, storage risks, and what comes next for LNG supply.
Host: Richard Sverrisson – Editor-in-Chief, Montel NewsGuests:
Saul Kavonic - Head of Energy Research, MST Marquee
Ole Hvalbye - Commodities analyst at SEB Research
Laurence Walker - Deputy Editor-in-Chief, Montel News
Editor: Oscar Birk
Producer: Alexandra Carlon
#EnergyCrisis #GasMarkets #LNG #NaturalGas #EuropeanGas #EnergyMarkets #Commodities #TTF #EnergySecurity #Geopolitics #MiddleEast #OilAndGas #EnergyTransition #MarketVolatility #GlobalEnergy #Podcast #EnergyPodcast #Montel #PluggedIn
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As wholesale markets remain nervous and volatile, there are renewed calls for policymakers to intervene to shield large energy users from spiking prices. But are markets failing? And could ill-conceived, knee-jerk interventions disrupt the EU’s internal energy market?
Rising geopolitical tensions and disruption to key global shipping routes have pushed gas, power and oil prices sharply higher in recent weeks. While Europe’s energy system is better prepared than it was during the 2022 crisis, volatility in wholesale markets has revived concerns about the impact of rising energy costs on industry.
In this episode, Richard speaks with Montel’s EU correspondent about the options being considered in Brussels ahead of a key meeting of EU leaders, before discussing with experts from the power sector and energy-intensive industry whether Europe could be facing another energy shock, why electricity prices remain structurally high for manufacturers, and whether calls for market intervention risk undermining the EU’s internal energy market.
Host: Richard Sverrisson – Editor-in-Chief, Montel News
Guests:
Cillian O’Donoghue – Policy Director, Eurelectric
Adina Georgescu – Energy and Climate Director, European Metals
Fatima Sadouki – EU Correspondent, Montel NewsEditor: Alexandra Carlon
Producer: Alexandra Carlon
#EnergyMarkets #EuropeanEnergy #EnergyPolicy #EnergyCrisis #ElectricityMarkets #EnergyTransition #EnergyTrading #EnergySecurity #EnergyEconomics #CleanEnergy #EnergyPodcast
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Italy has launched one of the most controversial proposals in the European energy market in years.
In a bid to lower electricity prices and boost the competitiveness of Italian industry, the government has proposed shifting the cost of carbon emissions from gas-fired power plants to consumers. Supporters say the move could reduce wholesale power prices and ease pressure on businesses facing high energy costs.
But critics warn it could undermine the foundations of the EU Emissions Trading System (ETS); the cornerstone of Europe’s climate policy.
In this episode, Richard speaks with international experts about why carbon prices have been falling, what Italy’s proposed reforms could mean for the power market, and the potential impact on renewable investment and corporate PPAs. They also discuss whether the proposal could distort electricity markets across Europe and the legal challenges the European Commission may raise.
Host: Richard Sverrisson - Editor-in-Chief, Montel News
Guests: Hæge Fjellheim - Head of Carbon Analysis at Veyt
Gaia Stigliani - Senior Principal at AFRY Management Consulting
Lorenzo Parola - Managing Partner at Parola Associati
Enza Tedesco - Montel NewsEditor: Oscar Birk
Producer: Alexandra Carlon
#EnergyMarkets #EUETS #EnergyTransition #CarbonMarkets #ClimatePolicy #EnergyPolicy #RenewableEnergy #EnergyTrading #EnergyEconomics #EuropeanEnergy #CleanEnergy #Decarbonisation #EnergyPodcast
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Middle East escalation has put the Strait of Hormuz; the world’s key energy chokepoint, under threat. We assess the impact on Brent crude, European gas (TTF), and global LNG, with a focus on Qatar’s supply and Europe’s exposure.
Joined by Hussein Ibish, Senior Resident Scholar at the Arab Gulf States Institute, Dan Marks, Research Fellow for Energy Security at RUSI, and Henning Gloystein, Eurasia Group, they discuss whether Iran would truly close Hormuz, the risks to shipping and infrastructure, and what comes next for global energy markets.
Host: Richard Sverrisson - Editor-in-Chief, Montel News
Guests:
Hussein Ibish - Senior Resident Scholar at the Arab Gulf States Institute
Dan Marks - Research Fellow for Energy Security at RUSI
Henning Gloystein - Eurasia Group
Laurence Walker - Montel News
Editor: Alex Carlon, Oscar Birk
Producer: Alex Carlon
Subscribe to the podcast on our website, via Apple Podcasts or Spotify
#StraitOfHormuz #HormuzCrisis #OilPrices #LNG #QatarLNG #EnergyMarkets #EnergyCrisis #GasPrices #BrentCrude #TTF #EnergySecurity #MiddleEast #Geopolitics #ShippingDisruption #GlobalMarkets #RUSI
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