ENGIE EnergyScan: Recent Episodes
EnergyScan
Energyscan weekly podcasts will provide you with up-to-date access to innovative and comprehensive insights on major energy market news. These interview-type podcasts with top experts at ENGIE Global Energy Management and Sales are here to help you keep up with energy market trends, build market views with top-quality data and interact with experts to support your decision making.
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The EnergyScan podcast is back after the summer break! In this episode, Julien Hoarau discusses the stability of global gas prices ahead of the heating season. Relatively low inventories in Europe, weak demand in Asia and an uncertain geopolitical context are keeping market players in a wait-and-see mode. EUA prices are strong, supported by intense speculative activity. In the electricity market, French prices have fallen due to persistent oversupply, which is weighing on market sentiment, despite exports being on track to reach a new record high this year.
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In this Gas & power episode, we provide a mid-year review of the European energy markets with a short-term outlook: lingering tightness in the gas market, EUAs stabilizing and heading towards a tightening balance and the continuous fragmentation on the electricity market.
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In this episode, we take a look at the recent volatility of the energy markets and, in particular, the roller-coaster impact of geopolitical events in the Middle East. Market players are now refocusing on the fundamentals: the difficult injection season on the natural gas market, the impact of the heatwave on electricity markets and the singular movements in carbon prices.
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In the latest EnergyScan podcast, we discuss about the progressive increase in European gas prices over the past few weeks on the back of a challenging storage injection period. The electricity market remains particularly fragmented in Europe with large location spreads highlighting the combination of weak demand, local oversupply and grid constraints.
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In the latest EnergyScan podcast, we take a look at the oil market. The trade war has driven prices down by around $10/b. OPEC's policy could push prices down further, but geopolitical tensions with Iran are currently preventing this.
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In this episode, we discuss the Iberian blackout on April 28th, the volatility in EU natural gas prices, examining factors like global trade dynamics, storage levels, and the EU's plan to phase out Russian gas by 2027. Finally, we break down the significance of the first trade on the new EUA2 futures market for the road transport and building sectors under the EU's net-zero strategy.
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In the latest EnergyScan podcast, Olivier Gasnier reviews the events that followed 2 April, ‘Liberation Day’. Analysis, insights and forecasts.
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Geopolitics took centre stage in European energy markets in March with hopes that a potential US-brokered peace deal in Ukraine will lift constraints on the Russian energy sector. But the gas storage filling trajectory remains a key topic as well, coal prices continue to decline while negative hourly power prices are already back in Western Europe. Julien Hoarau sums up the situation in this new Gas & Power episode.
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Faced with the possible loss of American protection, Europe must take back its defence. Germany has just initiated a historic change by proposing a colossal spending plan that is shaking up economic prospects. This is the theme of the latest EnergyScan podcast.
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There is much talk about the consequences of Donald Trump's economic policy on the United States' trading partners, but it is the US economy that is already showing signs of weakening.We show why in this EnergyScan podcast.
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February saw a rollercoaster ride for European energy prices, with gas and power markets experiencing significant volatility. Key drivers included mild weather, geopolitical developments and easing concerns on gas storage filling targets. Tune in to hear Julien Hoarau break down the factors behind these dramatic price movements and what to expect next.
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In this EnergyScan podcast, we take a quick tour of the oil market and give you the keys to better understand how it works and try to anticipate price movements.
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Geopolitics, tariffs, energy, the environment, public spending, monetary policy Donald Trump has already tackled many issues We take stock in the latest EnergyScan podcast.
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No respite for energy markets in January! In this weekly Gas & Power podcast, Julien Hoarau comes back on the new rally in European gas and CO2 prices, on the back of temporary gas and LNG supply issues, colder weather forecasts in Europe and Asia, a project of subsidies to boost German gas storage injections and lingering geopolitical uncertainties.
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In this first Gas & Power podcast of the year, Julien Hoarau discusses the many events that have shaken energy markets recently: the end of Russian gas transit through Ukraine, temporary gas supply issues, cold and calm weather conditions, and a new round of US sanctions against the Russian energy sector.
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Still unthinkable just a few weeks ago, a Fed rate hike is becoming a possibility, and could do damage well beyond the United States, says Olivier Gasnier in the latest EnergyScan podcast.
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In the latest EneryScan podcast, Olivier Gasnier explains that the latest Fed meeting has brought back to the centre of the debate what the markets had been trying to ignore for months: inflation is not defeated in the United States.
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For the last Gas & Power podcast of the year, Julien Hoarau sums up the main events and trends of the past twelve months and the outlook for 2025 on energy markets. The gas balance tightened progressively while power markets showed a growing price divergence across European countries.
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In the latest EnergyScan podcast, Olivier Gasnier looks back at the key economic events and trends of 2024 and what to expect in 2025.
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In the latest EnergyScan podcast, Olivier Gasnier explains why he believes the bond markets are being benignly negligent. He also looks back at the latest OPEC meeting.
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November saw European gas and power prices spike, driven by lower LNG imports, lower RES power generation and rising demand compared to a year ago. Julien Hoarau discusses the dynamics behind these trends, including storage concerns, the new U.S. sanctions on Gazprombank, changing weather patterns and market positionning.
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Everything has revolved around Donald Trump since his election, including on financial markets, says Olivier Gasnier in the latest EnergyScan podcast. This week, however, we need to keep an eye on the political situation in France and the OPEC meeting.
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In the latest EnergyScan podcast, Olivier Gasnier explains why the dollar and oil prices are rising at the same time.
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The contrast between a flourishing US economy and the European and Chinese economies mired in crisis is reinforced by the prospect of a trade war, says Olivier Gasnier in the latest EnergyScan podcast.
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In this week’s Gas & Power podcast, Julien Hoarau comes back on the mini “Dunkelflaute” event that dragged hourly power prices to yearly highs in Germany early November. European gas prices increased further with the start of the heating season, especially on the near curve, leading to a surge in the TTF SUM 25-WIN 25 spread.
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The economic situation in the United States, the risk of inflation and tensions in the Middle East. In the latest EnergyScan podcast, Olivier Gasnier reviews a number of key issues ahead of the US elections.
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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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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.
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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In this week’s Gas and Power podcast, Julien Hoarau discusses about the recent increase in wholesale gas prices in Europe following news of a potential cut in remaining Russian pipeline flows through Ukraine. French power prices are now the cheapest in Europe on the back of recovering nuclear generation and heavy rainfalls.
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In the latest EnergyScan podcast, Olivier Gasnier tells us that the US economic slowdown seems to be materialising faster than disinflation, rather than the reverse, as the US stock markets seem to think.
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In this week’s Gas & power podcast, Julien Hoarau discusses about the relative stability of European gas prices amid comfortable short-term fundamentals and persistent geopolitical risks on the supply side. The European power market continues to display large location spreads, highlighting the effects of RES penetration and grid constraints on the back of high rainfalls since the beginning of the year.
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In the latest EnergyScan podcast, Olivier Gasnier tells us that the latest US figures rule out the risk of a resumption of Fed rate hikes, but point to a possible marked slowdown in activity, while inflation remains too high.
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Weak growth and excessively high inflation in the US. Yet this toxic combination for the markets has not had the expected effects? In the latest EnergyScan podcast, Olivier Gasnier explains why.
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Who would have thought that a direct confrontation between Israel and Iran would lead to a fall in the price of oil and a rise in US Treasury yields? In the latest EnergyScan podcast, Olivier Gasnier explains why this is what happened.
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In the latest EnergyScan podcast, Olivier Gasnier explains why we can believe in a disconnection between the Fed and the ECB and analyses the reaction of the oil market following Iran's retaliation against Israel.
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This week, in our latest episode on the reform of Electricity Market Design, the focus is on short-term markets. In this third episode, Zélie Gautier explains how, after recognizing the great efficiency of short-term markets, the Commission plans in this reform to make them even more efficient and liquid in view of Europe's energy transition.
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For some time now, the prospect of simultaneous rate cuts by the Fed and the ECB has made little sense given the respective economic situations of the two blocs. In the latest EnergyScan podcast, Olivier Gasnier tells us that the latest economic data and the disagreements within the two central banks are rekindling speculation about independent scenarios.
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In this week’s Gas & Power podcast, Julien Hoarau discusses about the plunge in French power prices for spring delivery, the increase in international coal prices following the collapse of the Baltimore bridge and the relative stability in global gas prices on the back of a persisting mild weather pattern in the northern hemisphere.
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A consensus seems to be forming in favour of a general cut in central bank rates in June tells us Olivier Gasnier in the latest EnergyScan podcast. But signs of a pick-up in economic activity and persistent inflationary pressures are fuelling uncertainty.
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There are three central bank meetings this week: the Fed, the Bank of Japan and the Bank of England. In the latest EnergyScan podcast, Olivier Gasnier tells us that instead of the long-awaited monetary easing, the markets are going to get a hike, as the BoJ may put an end to its negative interest rate policy.
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In this week’s Gas and Power podcast, Julien Hoarau discusses about the recent rebound in wholesale energy prices in Europe after weeks of decline. With no major change in the comfortable supply-demand outlook for gas and power markets for the coming months, the upward trend happened to be short-lived.
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In the latest EnergyScan podcast, Olivier Gasnier talks about misleading signals. According to him, The drop in the manufacturing ISM index does not call into question the temporary nature of the US slowdown, and the too-high euro area core inflation does not reflect any hidden strength in activity.
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The markets are now putting off their hopes of a rate cut until June, without this affecting their optimism, as growth seems to be holding up or set to strengthen tells us Olivier Gasnier in the latest EnergyScan podcast, even though the signs of an upturn remain fragile.
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In this week’s Gas and Power podcast, Julien Hoarau discusses about the continuation of the downward trend in wholesale energy prices in Europe in the back of mild winter weather and record-high stock levels. In the US, gas prices at the Henry Hub dropped to their lowest level in almost four years despite record LNG exports.
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This week we dive deeper into the Electricity Market Design Reform. In this second episode, Zélie Gautier talks about the impacts of the reform on forward markets, focusing on what are known as Virtual Trading Hubs.
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The sluggishness in the US economy in January is probably temporary, while price pressures seem to be increasingly entrenched tells us Olivier Gasnier in the latest EnergyScan podcast. The market doesn't want to think about it yet, but a rate cut is anything but guaranteed this year, or even worse...
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Rates continue to rise as we await January's US inflation figures tells us Olivier Gasnier in the latest EnergyScan podcast. Another key week ahead...
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This week, we kick off our talks on regulation and market design with a series of three podcasts dedicated to the EU's Electricity Market Design reform. In this first episode, Zélie Gautier talks about the main features of the electricity market reform finalized last December after lengthy negotiations. This reform will considerably reshape European electricity markets.
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There are three main lessons to be learned from the past week tells us Olivier Gasnier in the latest EnergyScan podcast: 1) the Fed's rate cut looks increasingly doubtful; 2) the US/eurozone growth gap is widening; 3) oil prices have started to fall again.
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In this week's Gas & Power podcast, Julien Hoarau tells us about the drivers behind the slight rebound in European energy prices after weeks of decline. Market players focus on developments around the flow of LNG cargoes coming to Europe from Qatar and the US while overall demand remains subdued.
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US growth is showing unlikely resistance to monetary tightening, while the eurozone is flirting with recession. Can the Fed cut rates before the ECB, as the markets expect? That's what Olivier Gasnier is trying to answer in the latest EnergyScan podcast.
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The prospect of a rapid rate cut by central banks is receding in the US and Europe, but with radically different effects on the markets, reflecting very contrasting economic situations tells us Olivier Gasnier in the latest EnergyScan podcast.
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Despite a cold snap hitting Europe, wholesale gas and power prices continue to fall in January. Comfortable supply fundamentals, subdued demand and favorable weather forecasts contribute to the decline but geopolitical risks remain in the background.
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The bias with which the markets reacted to the various US price statistics says a lot about their dependence on rate cuts, says Olivier Gasnier in the latest EnergyScan podcast.
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The euphoria of late 2023 has given way to doubts: what if the Fed does not cut rates as much as hoped in 2024? In the latest EnergyScan podcast, Olivier Gasnier looks back on a rather gloomy start to the year on the markets.
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Was it change of strategy or poor communication? In the latest EnergyScan podcast, Olivier Gasnier explains why the Fed may regret having boosted market expectations of rate cuts rather than calmed them.
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In this week’s Gas and Power podcast, Julien Hoarau discusses about the further drop in energy prices on the back of mild weather forecasts for the third week of December in Europe and comfortable gas and power supply fundamentals.
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Disinflation is taking hold and the fall in bond yields is accelerating. In the latest EnergyScan podcast, Olivier Gasnier explains that the markets want central bank rate cuts from the end of winter, despite their obvious reluctance to envisage such a scenario. OPEC's failure to prevent the fall in oil prices reinforces their strategy.
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In this week’s Gas and Power podcast, Julien Hoarau discusses about the drop in wholesale energy prices in Europe despite the onset of the first cold winter weather episode. Is this bearish trend backed by fundamentals and is it due to last?
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In the latest EnergyScan podcast on Macro & Oil, Olivier Gasnier explains that the markets are optimistic about a possible US soft landing, while business sentiment seems to stabilise in Europe. But the indicators are mixed and the Chinese property crisis is back in the spotlight
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In this week’s Gas and Power podcast, Julien Hoarau discusses about the slowly decreasing risk premium in energy prices in Europe despite a comfortable supply/demand balance in the short term and about recent developments on the future price scheme for French nuclear power sales.
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In this week's Macro & Oil report of the EnergyScan podcast, Olivier Gasnier explains that the ideal scenario of disinflation and soft landing seems to be taking shape, but that the risks of things not going according to plan have not disappeared.
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In this week's Macro & Oil report of the EnergyScan podcast, OG notes that the markets overreacted to the US job report. The risk of inflation has not disappeared, rates have rebounded and this week promises to be decisive with the publication of US inflation figures. Symmetrically, isn't the fall in oil prices and the disappearance of the geopolitical risk premium premature?
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In this week’s Gas and Power podcast, Julien Hoarau discusses about the disconnection between spot and forward curve prices at European energy markets due to the combination of weak demand and comfortable supply in the short-term on one side and lingering geopolitical risks and uncertainty for the remainder of the winter period on the other side
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In this week's Macro & Oil report of the EnergyScan podcast, OG explains why bond yields have fallen dramatically, wiping out the rise seen since September. Have markets overreacted, or is this a real turning point? On the oil front, prices are falling in the absence of any contagion from the conflict between Israel and Hamas to the whole of the Middle East.
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In this week’s Gas and Power podcast, Julien Hoarau discusses about the state of European gas and power future prices which remain supported at a relatively high level by geopolitical risks despite a weak energy demand context.
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In this week's Macro & Oil report of the EnergyScan podcast, OG discusses the impact of the Israeli-Hamas conflict on oil prices and explains why interest rates are continuing to increase in the face of rising geopolitical risk.
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In this week’s Gas and Power podcast, Julien Hoarau discusses about the jump in energy prices in Europe following the Hamas attack on Israel and the leak detected on the Balticconnector pipeline.
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In this week's Macro & Oil report of the EnergyScan podcast, OG explains that last week was marked by the resilience of the US economy, a sharp rise in bond yields and a fall in oil prices due to fears of falling demand. But the attack on Israel by Hamas has added a geopolitical risk to an already complex context.
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Energy markets officially entered the winter season a few days ago with prices coming under strong bearish pressure since then. In this week's podcast, Julien Hoarau tells us about the drivers behind this move and the potential way forwards for energy prices until heating demand finally picks up in Europe.
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Olivier Gasnier tells us that the rise in real interest rates will only accentuate the credit crunch. This is not good news for growth prospects.
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After a series of central bank meetings, Olivier Gasnier explains the difference between the ECB's dovish hike and the Fed's hawkish pause. The surge in oil prices is also exacerbating fears that interest rates will have to go higher and stay there longer.
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In this week Gas & Power podcast, Julien Hoarau discusses about the impact of the latest news regarding the Norwegian gas maintenance program and the strikes at Australian LNG plants on European energy markets.
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This is a key week ahead with US inflation and the ECB meeting. Olivier Gasnier tells us that contrary to market expectations, if the ECB does pause, it is likely for good, given the deterioration in economic indicators.
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In this week's Gas & Power podcast Julien Hoarau discusses about the two main stories that emerged from European energy markets over the past few weeks: concerns over potential strikes at Australian LNG export plants and the drop in French power prices for delivery next winter.
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Central banks are now faced with a trade-off between the desire to reduce core inflation and avoid plunging the economy into recession. OG tells us that the end of rate hikes is approaching, but the bias of monetary policy remains bullish, especially as oil price products are rising.
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In this week's Macro & Oil report of the EnergyScan podcast, OG tells us what to take away from the meetings of the Fed, ECB and Bank of Japan before the Bank of England this week. He also talks about the continuing rise in oil prices.
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In this week's Macro & Oil report of the EnergyScan podcast, OG tells us markets have revised down their expectations of rate hikes in Europe, but are still refusing to consider an upside risk for the Fed as a crucial week opens with meetings of the Fed, the ECB and the BoJ.
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In this week's podcast, Julien Hoarau discusses about the impact of the heatwave on energy demand in southern Europe and the recent moves in gas and power prices following the widely-awaited restart of the Nyhamna gas platform in Norway
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In this week's Macro & Oil report of the EnergyScan podcast, OG explains how and why the fall in the US inflation rate in June has reinforced the markets' belief that next week's Fed rate hike will be the last.
In this week's Gas & Power podcast, Julien Hoarau discusses about the drop in energy prices in Europe over the past trading sessions and the potential for further downside on the back of poor economic figures in the industrial sector and improving supply fundamentals
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In this week's Gas & Power podcast, Julien Hoarau discusses the various price moves observed across European energy markets since the beginning of July with another episode of very negative spot power prices, diverging trends between prompt and forward prices at gas hubs, and a tightening of the FR-DE base power spread.
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In this week's Macro & Oil report of the EnergyScan podcast, OG tells us that market concerns about the need for further monetary tightening quickly dissipated: the market is back to a configuration where growth is resilient without pushing central bank rates too high. We will also see that oil prices are rising in anticipation of Saudi Arabia's production cut in July and now in August, as they just announced.
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In this week’s Gas and Power podcast, Julien Hoarau discusses the high volatility level of European energy prices following the short squeeze that took place in the first half of June.
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In this week's Macro & Oil report of the EnergyScan podcast, OG tells us that the prospect of a soft landing for the Western economies, steered by central banks that would manage to keep inflation under control without excessive damage to growth, is receding. What if the Fed's pause was just misleading, masking a less pleasant reality? Resilient core inflation could force central banks to tighten policy excessively, and the end result could be a recession, as usual.
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In this week's podcast, Julien Hoarau discusses about the drivers behind the sharp increase in European gas prices since the beginning of June and the return of strong intraday volatility in wholesale energy markets.
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In this week's Macro & Oil report of the EnergyScan podcast, OG talks to us about the crucial week ahead on the financial markets. US inflation data will precede the Fed and ECB meetings. The markets are expecting the Fed to take a break, but above all, they are looking for more visibility on what lies ahead. On the oil front, prices are continuing to fall despite the announced reduction in Saudi Arabian production.
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In this 50th episode of EnergyScan podcast, Julien Hoarau discusses about the sharp rebound in wholesale gas and power prices amid a downward adjustment in LNG supply to Europe. On the regulatory side, the European Commission announced that emergency measures taken to manage the energy crisis that have been agreed at the end of last year will not be extended.
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In this week's Macro & Oil report of the EnergyScan podcast, Olivier Gasnier wonders whether it's reasonable to expect the Fed to stop raising rates when the labor market remains so tight. He also looks back at Saudi Arabia's decision to cut production again to support oil prices.
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In this week's Gas & Power podcast, Julien Hoarau discusses about the further drop in wholesale gas prices amid a lack of demand response and poor economic figures in Europe. French future power prices reduced their premium to neighboring markets while coal and EUA prices also fell in line with weak fundamentals.
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In this week's Macro & Oil report of the EnergyScan podcast, Olivier Gasnier OG tells us that one threat is replacing another in the US: a vote to raise the US debt ceiling is expected soon, but the likelihood of the Fed continuing to raise rates is increasing, even if there is a pause in June.
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In this week's Macro & Oil report of the EnergyScan podcast, Olivier Gasnier talks about the need to raise the US debt ceiling. With a few days to go before the deadline, an agreement has still not been reached but the markets remain serene. The prospect of a pause in Fed rates, while the US economy remains resilient, is helping to maintain this optimism. Oil prices have rebounded after four weeks of decline in a row.
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In this week's Gas & Power podcast, Julien Hoarau discusses about the reduction of the contango on the EU gas curve and the further drop in spot gas and power prices amid weak energy demand and comfortable gas stock levels in Europe.
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In this week's Macro & Oil report of the EnergyScan podcast, Olivier Gasnier explains why the dollar has just rebounded to its highest level in two months as the US economy sends worrying signals and the Fed may have completed its rate hike. The dollar is a safe haven. Its rise reinforces the downward pressure on the price of oil, which has just recorded its 4th consecutive week of decline.Want to learn more? Start your EnergyScan free trial here: https://bit.ly/3UBfVEH
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In this weekly podcast for Gas & Power, we discuss about the continuation of the bearish trend in European gas prices as well as the volatility in power prices following the confirmation of EDF’s nuclear production target for 2023.
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In this week's Macro & Oil report of the EnergyScan podcast, Olivier Gasnier looks back at the rate hikes announced by the Fed and ECB last week. Behind the identical decisions (25bp rate hikes), we can see a rather different discourse reflecting uncertainty about the impact of monetary policies on growth and inflation. The markets are a bit confused, as are oil prices which are experiencing strong fluctuations.
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There were few marked variations in the markets last week, with the notable exception of the decline in oil prices, which is mainly explained by a rise in fears of recession. However, Olivier Gasnier tells us that the situation is far from clear, as the indicators supporting these fears are always accompanied by signals that put them into perspective. “But” is the key word.
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In this week's podcast, Julien Hoarau discusses about recent trends in wholesale energy markets, with muted demand, global macroeconomic factors, and maintenance programs affecting prices. A stable to bearish sentiment prevails globally.
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Despite the recovery in China, the IMF is expressing fears about global growth and the Fed is raising the prospect of a "mild recession". But In this week's Macro & Oil report of the EnergyScan podcast, Olivier Gasnier tells us that central banks are probably not quite done with inflation yet and are likely to raise their key rates again, especially as oil prices continued to rise last week.
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In this week’s podcast, Julien Hoarau discusses the recent decline in global coal prices due to weak demand and the significant increase in the risk premium for French power prices amid concerns over thermal cracks and stress corrosion issues at French nuclear plants.
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In this week's Macro & Oil report of the EnergyScan podcast, Olivier Gasnier talks about the accumulation of economic indicators suggesting that the US economy is sliding into recession. Does this mean that central bank rate hikes are over? For the Fed, that moment is near. OPEC's decision to cut production had only a limited effect on oil prices: less supply, but potentially less demand down the road; the markets remain cautious.
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In this week's Gas&Power report EnergyScan podcast, Julien Hoarau tells us about how the OPEC announcement to cut production quotas triggered a short lived spike through Sunday to Tuesday, on which gains were mostly erased. Risk premium on Q1 2024 french baseload continues increasing as we still have no news from EDF or the french security authority on nuclear power. EUA market prices volatile at the moment as the market seems directionless and in search for a new range to consolidate within.
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In this week's Macro&Oil report of the EnergyScan podcast, Olivier Gasnier tells us about how the banking crisis seems to have had less of an effect than what was initially forecasted and how Central Banks are therefore refocussing on managing inflation throughout the global economy. On the oil market, OPEC surprises all with a cut in production quotas, most likely to send a strong signal to the market that it will not let prices fall without reacting.
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In this week's Gas&Power EnergyScan podcast, Julien Hoarau tells us about relatively calm power markets though with a slight bullish upturn most likely driven by the rise of french Cal'24 prices. Fundamentals for this include the ongoing strikes in France against the polemical pension reform, news of what could be a long lasting defect on Nuclear reactors, thus threatening nuclear availibility for the year to come, and slightly colder temperatures in the coming week. EUA market are also slightly upturn trending though overall the market is calm, nervously awaiting news on the banking crisis.
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In this week's Macro&Oil EnergyScan podcast, Olivier Gasnier tells us about the two opposite trends sweeping the Global Economy at the moment : loss of confidence due to the banking crisis and fears of recession? Or economies doing well and therefore still enough leeway to combat inflation? The oil market stays a collateral victim of market confidence.
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In this weekly Gas&Power report, Julien Hoarau tells us about French nuclear availability and issues EDF encounters, impact of French strikes on central western power markets, and the consequences of the current banking crisis. European gas prices are volatile, with this deteriorating macro-economic environment, but fundamentals remain comfortable with steady LNG imports, and weak demand amidst mild though changing weather.
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In this week's Macro & Oil report of the EnergyScan podcast, Olivier Gasnier tells us about the Silicon Valley Bank debacle and its repercussions on the American financial system. He also explains how this has affected Europe and details the recent Creduit Suisse buyout by UBS and its consequences. The oil market is a collateral victim of the banking crisis. The question remains of whether Central Banks will choose to continue raising rates to combat inflation in the face of recession and financial crisis.
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In this week's Gas & Power report, Julien Hoarau tells us about the short spike lives spike in prices of European gas and power at the end of last week as well as the consequences of the recent news of an issue in one of the nuclear reactors in France, which could lead to a potential cut in EDF's forecasted electricity production target for next year.
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In this week's Gas & Power report, Julien Hoarau tells about the consequences of the French general strikes on Tuesday on the power and gas markets. He also reports on a recent evolution in French nuclear activity as a deep crack has been discovered on an emergency circuit of a shutdown reactor in Penly 1. A couple evolutions in the drafting of the Power Market redesign by the European Commission have been leaked.
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In this weekly Macro & Oil report podcast, Olivier Gasnier tells us about how inflation is up in the Eurozones which is bound to mean higher rates and for longer time. The trends are less alarming in the US where it seems it is only job growth which is resisting monetary policy. Chinese demand is on the rise with positively high PMIs yet a modest target for GDP growth (only 5%). Particularly stable oil market with a slight increase in crack spreads.
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In this week's Macro&Oil energyscan podcast, Olivier Gasnier talks about the declines in the equity market for the third week in a row, surely due to monetary policy not functionning as well as expected, as inflation is still high and PMIs are on the rise. Markets are including more rate hikes in the US and EU in their forecasts, probably until at least June. On the oil market, prices are not moving much. The recovery of chinese demand is staying a key factor.
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In this week's Gas&Power Energyscan podcast, Julien Hoarau tells us about the fundamentals surrounding the slow downward trend of European Gas prices, approaching perhaps a threshold which could lead to a rebound in industrial demand in Europe and Asia. He explains that power spot prices are fairly stable in CWE averaging 150 Eur/MwH and that french nuclear availability, while admitting low results in 2022, has set its targets much higher for 2023 as it phases out of its stress corrosion issues low period. The EUA market has also been busy with credits having passed the symbolic 100 Eur/t threshold, though not pushed up by fundamentals but rather speculating entities.
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The publication of much higher than expected US inflation numbers last week prompted the market to re-evaluate the efficiency of monetary policy, and thus fear longer and higher rate hikes. These fears have also made their way to Japan, England and the EU, where next week, the publication of PMIs and the ZEW review in Germany should confirm or not the trend. On the oil market, prices are falling slightly but positive factors seem to be increasingly winning out. High-frequency indicators confirm that car and air traffic in China is rebounding more strongly than last year, which should of course support oil demand.
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In this episode of the weekly EnergyScan podcast about the Gas&Power markets, Julien Hoarau tells us about how gas and power prices are trading rangebound mode and that is, despite moving fundamentals. Indeed, weather is volatile with forecasts predicting milder weather this week and a cold spell to come. Gas supply is also experiencing bumps with preoccupations after a partial outage in Norway last week. However, these factors are leaving markets unmoved as they wait and see. EU regulation is also heavy this week, creating intense volatility on the carbon market.
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In this episode of the weekly EnergyScan podcast about the Macro&Oil podcast, Olivier Gasnier tells us about the movements in market sentiment : spirits were very high last week after the Fed announced a diminution of rate hikes, but are back down now due to the publication of the high US job figures last week. Could this mean another round of monetary tightening? In Europe, there are indications of looming recession and yet the central banks are still pushing rate hikes higher and at the same rate. On the oil market, bullish trends pushed by fundamentals such as Russia cutting supply and Saudi Aramco raising its prices on the Asian market due to Chinese demand recovery.
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In this week's Gas & Power report for the EnergyScan podcast, Julien Hoarau tells us about the relatively calm week on gas and power markets. Gas and Power prices are trading rangebound mode, which is to say within a certain range, aka. stable. Next week is expected to bring milder weather which is bringing out bearish tendencies on power markets. As Chinese demand recovers, Asian LNG imports are increasing. French Nuclear Availability is expected to peak this week. EU parliament is about to vote on the REPowerEU frontloading and the revision of the Market Stability Reserve next week.
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In this week's Macro & Oil report, Olivier Gasnier gives us important insight on the eventful last week and what one should retain of the Fed, BoE and ECB meetings. He tells us how the economy is adjusting to rate hikes and what that means for the near future.
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In this week's Gas & Power report podcast, Julien Hoarau tells us about the upcoming cold temperatures, how they'll affect gas fundamentals, and what the fall of energy prices in Europe means for demand destruction.
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In this week's Macro&Oil report podcast, Olivier Gasnier tells us about the many events on this week's economic calendar and how markets are anticipating the Fed, BoE and ECB meetings. On the oil market, the upcoming EU embargo on oil products is promising some volatility and uncertainty as Europe fears supply concerns.
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Inflation, recession, supply risks, industrial energy demand, China’s economic recovery: what will be the key drivers of energy prices in 2023? Olivier Gasnier and Julien Hoarau analyze the trends and the main expectations for the coming months in this special podcast.
Our podcasts focuses on innovative and comprehensive insights on macro-economic indicators as well as oil, gas, coal, power and EUA markets from top experts at ENGIE Global Energy Management and Sales. Stay up-to date about energy market trends in no time, build market views with top-quality data and interact with experts to support your decision making.
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In this week's Gas&Power podcast, Julien Hoarau tells us about the fact that temperatures being lower than average in these few first week's of January mean a slight increase in gas demand, but yet that there is no fear to have about the level of gas storage accross Europe. On the power side, nuclear capacity being back in the game and the hydroelectric production are together painting the picture of a nicely power supplied France.
Our podcasts focuses on innovative and comprehensive insights on macro-economic indicators as well as oil, gas, coal, power and EUA markets from top experts at ENGIE Global Energy Management and Sales. Stay up-to date about energy market trends in no time, build market views with top-quality data and interact with experts to support your decision making.
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In this week's Macro & Oil podcast, Olivier Gasnier tells us about the receding worries markets had of a recession and the expectations that fed rate hikes are over amidst news of clear disinflation in the US.
Our podcasts focuses on innovative and comprehensive insights on macro-economic indicators as well as oil, gas, coal, power and EUA markets from top experts at ENGIE Global Energy Management and Sales. Stay up-to date about energy market trends in no time, build market views with top-quality data and interact with experts to support your decision making.
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In this Gas & Power weekly report, Julien Hoarau tells us about how mild and unsettled weather is causing rather low demand for gas and power. Optimism confirmed vis à vis gas shortages this Winter accross NWE and power trading low amidst comfortable fundamentals.
Our podcasts focuses on innovative and comprehensive insights on macro-economic indicators as well as oil, gas, coal, power and EUA markets from top experts at ENGIE Global Energy Management and Sales. Stay up-to date about energy market trends in no time, build market views with top-quality data and interact with experts to support your decision making.
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In this Macro&Oil weekly report, Olivier Gasnier tells us about falling inflation rates in the Euro Area and in the US. But is this enough to stop worrying about monetary policy triggered recession? On the oil market, volatility is high due to uncertainty about the EU oil prices cap. What are its effects?
Our podcasts focuses on innovative and comprehensive insights on macro-economic indicators as well as oil, gas, coal, power and EUA markets from top experts at ENGIE Global Energy Management and Sales. Stay up-to date about energy market trends in no time, build market views with top-quality data and interact with experts to support your decision making.
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In this week's Gas&Power EnergyScan podcast, Julien Hoarau tells us about bearish gas and power markets supported by comfortable supply conditions and mild weather, a first LNG cargo arrival in Germany and a peak in wind power generation in CWE.
Our podcasts focuses on innovative and comprehensive insights on macro-economic indicators as well as oil, gas, coal, power and EUA markets from top experts at ENGIE Global Energy Management and Sales. Stay up-to date about energy market trends in no time, build market views with top-quality data and interact with experts to support your decision making.
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In this week's EnergyScan podcast, Julien Hoarau tells us about the EU price cap on gas and the effect it could have on the markets. We're also given an insight on the effects of EDF's revision of their maintenance planning and on the EU provisional agreements for CBAM (Carbon Border Adjustment Mechanism) and ETS revision.
Our podcasts focuses on innovative and comprehensive insights on macro-economic indicators as well as oil, gas, coal, power and EUA markets from top experts at ENGIE Global Energy Management and Sales. Stay up-to date about energy market trends in no time, build market views with top-quality data and interact with experts to support your decision making.
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In this week's EnergyScan podcast, Olivier Gasnier recaps for us the last week meetings of the BoE, Fed and ECB, explaining that they share the vision that while the rate of increase of key rates is slowing down, it is still positive and will be for a while. On the oil market, prices are volatile, pushed both by worries about Chinese demand and Russian supply.
Our podcasts focuses on innovative and comprehensive insights on macro-economic indicators as well as oil, gas, coal, power and EUA markets from top experts at ENGIE Global Energy Management and Sales. Stay up-to date about energy market trends in no time, build market views with top-quality data and interact with experts to support your decision making.
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In this exceptional edition of the EnergyScan podcast, Julien Hoarau, head of EnergyScan, tells us about what has been happening to gas and power liquidity in the European markets this past year, and analysing long term trends.
Our podcasts focuses on innovative and comprehensive insights on macro-economic indicators as well as oil, gas, coal, power and EUA markets from top experts at ENGIE Global Energy Management and Sales. Stay up-to date about energy market trends in no time, build market views with top-quality data and interact with experts to support your decision making.
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In this week's Gas & Power Energyscan podcast, Julien Hoarau tells us about how this week's cold spell accross Central Western Europe and the UK is putting european gas and power markets to the test amidst this energy crisis. For now they are holding up well, listen to our experts for an analysis of underlying aspects.
Our podcasts focuses on innovative and comprehensive insights on macro-economic indicators as well as oil, gas, coal, power and EUA markets from top experts at ENGIE Global Energy Management and Sales. Stay up-to date about energy market trends in no time, build market views with top-quality data and interact with experts to support your decision making.
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In this weekly EnergyScan podcast, Olivier Gasnier tells us about the publication of several economic indicators last week fuelled market fears of further monetary tightening, and brought closer the looming shadow of recession. Furthermore, concerns about supply in the midst of Eu sanctions on Russia have been completely supplanted by concerns about demand, as the Chinese economy looks like it is might close once again.
Our podcasts focuses on innovative and comprehensive insights on macro-economic indicators as well as oil, gas, coal, power and EUA markets from top experts at ENGIE Global Energy Management and Sales. Stay up-to date about energy market trends in no time, build market views with top-quality data and interact with experts to support your decision making.
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In this week's Gas & Power podcast, Julien Hoarau talks about the impact of the drop in temperatures well below seasonal norms across Europe on gas and power markets
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In this weekly EnergyScan podcast, Olivier Gasnier tells us that the markets are currently benefitting from a wave of optimism, brought about by the prospect of lower Fed and ECB rate hikes and now the easing of anti-Covid measures in China. A few insights on the implementation of the EU embargo on russian oil this Monday.
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In this week's Power&Gas podcast, Julien Hoarau talks about the implications of a TTF price cap measure that is currently debated at the European Commission, as well as how renewable generated power is up this week and is helping tamper bullish trends in power spot prices.
Our podcasts focuses on innovative and comprehensive insights on macro-economic indicators as well as oil, gas, coal, power and EUA markets from top experts at ENGIE Global Energy Management and Sales. Stay up-to date about energy market trends in no time, build market views with top-quality data and interact with experts to support your decision making.
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In this week's EnergyScan podcast, Olivier Gasnier, Macro & Oil analyst, talks about the sudden drop in oil prices of this past week, triggered by an expected slow down in Chinese growth due to the surge of covid cases, as well as the sudden and unexpected decision of OPEC to increase production quotas. On the oil front, Fed takes on more hawkish statements.
In this week's EnergyScan podcast dedicated to the Gas, Coal, Power and Carbon markets, Julien Hoarau, Head of EnergyScan, gives us a detailed account of the most recent updates on the gas and power spot price fluctuations in the abnormally hot October temperatures.
Our podcasts focuses on innovative and comprehensive insights on macro-economic indicators as well as oil, gas, coal, power and EUA markets from top experts at ENGIE Global Energy Management and Sales. Stay up-to date about energy market trends in no time, build market views with top-quality data and interact with experts to support your decision making.
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In this week's EnergyScan podcast, Olivier Gasnier, Macro & Oil analyst, talks about the state of the US Economy after the inflation rate numbers were published last week. He also covers the evolution of Brent prices and expectations about the oil market in the coming weeks.
Our podcasts focuses on innovative and comprehensive insights on macro-economic indicators as well as oil, gas, coal, power and EUA markets from top experts at ENGIE Global Energy Management and Sales. Stay up-to date about energy market trends in no time, build market views with top-quality data and interact with experts to support your decision making.
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Our podcasts focuses on innovative and comprehensive insights on macro-economic indicators as well as oil, gas, coal, power and EUA markets from top experts at ENGIE Global Energy Management and Sales. Stay up-to date about energy market trends in no time, build market views with top-quality data and interact with experts to support your decision making.
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