Montel Weekly

May 21 2020 37 21 mins

Montel Weekly - market insights from people in the know. Montel Weekly is a podcast dedicated to energy news from markets in Europe and beyond. Every week we invite key industry experts to share insights and to discuss latest developments.



French nuclear crunch from September
May 21 2020 • 28 min
EDF sent shockwaves through Europe’s power and gas markets when it forecast a 20% drop in nuclear output this year due to the coronavirus pandemic crimping demand. The crisis also forced France’s biggest power utility to overhaul its reactor maintenance...


LNG must take the slack
May 14 2020 • 18 min
Global gas demand will remain subdued for the remainder of the year amid a continuing supply glut. With much of the continent’s piped gas continuing to flow in large volumes and storage facilities reaching full capacity, LNG will have to take the slack,...


Don’t ignore negative prices
May 07 2020 • 20 min
The Nordic region could see the return negative prices amid lingering oversupply, wet weather and delayed snowmelt over the coming weeks. Yet elsewhere in continental Europe will see far lower output from hydropower amid drier conditions. This week’s...



Nordic power may see swift recovery
Apr 29 2020 • 22 min
Nordic power prices will recover faster than many people think, but a weak gas market will limit the upside. This week’s episode discusses the way in which the region’s wind power sector is ready to race ahead, and how working from home may see some...


Expect more volatility not carbon price crash
Apr 23 2020 • 21 min
Prices in the EU carbon market are set to remain highly volatile over the coming months, driven mostly by restrictive measures to halt the spread of Covid-19. Listen to a discussion on the outlook for prices, key fundamental factors and whether...


Never seen crazy like this before!
Apr 16 2020 • 24 min
The oil market is getting messy, with producers struggling to cut in line with plunging demand and bulging inventories. This week’s episode discusses how we are no longer “masters of the universe” and how misplaced optimism may see oil prices remaining...


Legislating the green transition
Apr 07 2020 • 17 min
The Covid-19 outbreak has ground the wheels of EU legislative processes to a halt, but later this year the bloc’s executive will table a flurry of fresh proposals. Listen to a discussion on the European Commission’s Green Deal, and whether the...


The bearish cherry
Apr 02 2020 • 21 min
Amid a backdrop of tumbling European wholesale gas prices, this week’s episode takes a look at the multiple bearish factors overwhelming the market. Find out what the “bearish” cherry is and listen to a discussion on where the price floor could be, and...


Decarbonising with mini-reactors
Mar 26 2020 • 19 min
This week’s episode takes a look at the Baltic market and plans to decarbonise the region by rolling out small modular reactors. Listen to a discussion on how small-scale nuclear could be commercially viable at much lower cost than current projects in...


Record low French nuclear output?
Mar 19 2020 • 20 min
Away from the drama and uncertainty surrounding the Covid-19 virus outbreak, we take a close look at France’s nuclear fleet and discuss how production this year could fall to multi-year lows. For expert views and analysis of the impact of the...


Going green with baseload PPAs
Mar 12 2020 • 22 min
Power purchase agreements (PPAs) continue to grow across Europe as renewables subsidies get phased out and companies look to reduce their carbon footprint.Listen to a discussion on the outlook for PPAs, and how in the Nordics firms are increasingly...


The gas gambit
Mar 05 2020 • 21 min
Gas is quickly becoming a global commodity, but the fuel has also become a pawn in a game of geopolitics between large gas producing countries. This week’s pod looks at the politics of gas as well as its fundamental drivers and competition, and the need...


On the road to climate neutrality
Feb 27 2020 • 19 min
Ahead of the EC publication of its Climate Law next week, this week’s pod discusses the implications for Europe’s energy sector. Listen to a discussion on carbon border taxes, sector coupling,ETS reform and decarbonising gas. Host: Richard Sverrisson,...



Trading green energy
Feb 20 2020 • 21 min
The rapid growth of renewables over the coming years will increase the need for PPAs and related products. This week we discuss what the changes mean for an energy exchange – is the difference between peak and baseload still relevant? Host: Richard...


Montel Weekly Extra - Gas markets to get “messy”
Feb 13 2020 • 13 min
Global gas markets look set to remain historically weak with oversupply forecast to linger this year and into next. Europe in particular will get “messy”, according to Trevor Sikorski of Energy Aspects. Host: Richard Sverrisson, Editor-in-Chief Europe,...


Flexing it
Feb 13 2020 • 23 min
Europe is set to fully decarbonise its energy system by 2050, with a huge impact on the way electricity is produced and consumed. This week’s pod takes a peek into the brave new energy world,and discusses flexibility, aggregation and the future of...


Gas glut to last until 2025?
Feb 06 2020 • 19 min
Oversupply in the global gas market could persist until 2025, and the saturation spells bad news for coal plants everywhere. This week’s pod discusses the current dynamics in the LNG market and why, despite low prices, producers and exporters of gas...


German coal 1, Climate 0
Jan 30 2020 • 24 min
In this week’s pod, energy expert Claudia Kemfert says Germany’s coal exit plans are a massive disappointment. Listen to a discussion on how the proposals will not end coal generation quickly enough and will come at a far too high cost, both for...


Carbon set for green deal boost
Jan 23 2020 • 22 min
European carbon prices will strengthen as the 27-nation bloc tightens its climate ambitions over the next 18 months. However, prepare for market volatility in the short term amid Brexit, low gas prices and uncertainty over Germany’s coal...


Unprecedented hydro surge
Jan 16 2020 • 19 min
Hydro levels in the Nordic region are at levels never seen before at this time of year, while southern parts of Europe have also been very wet. Listen to Mr Hydrology, aka Eylert Ellefsen, talk about the unusually high precipitation and the impact on...


Show me the gas demand!
Jan 09 2020 • 23 min
Europe’s gas market looks set to remain oversupplied this year with prices likely to be close to record lows. In this week’s episode gas analyst Wayne Bryan questions where the demand will come from to absorb unrelenting flows of LNG and piped...


Will grassroots movement hasten exit coal?
Jan 02 2020 • 17 min
Germany will not sign off legislation to exit coal until early this year, but a strong grassroots environmental movement could force politicians to exit the dirty fuel many years before the proposed 2038 date. Listen to a summary of current German...


Review and outlook
Dec 19 2019 • 25 min
In the last pod before Christmas, listen to the Montel team discussing the key issues of 2019, and the significant developments shaping Europe’s energy markets next year. Host: Richard Sverrisson, Editor-in-Chief Europe, Montel. Guests: Olav Vilnes,...



2020: the year of record low gas prices?
Dec 12 2019 • 30 min
Next year looks set to deliver record low gas prices amid a perfect bearish storm of an ongoing supply glut, mild weather, record high storage levels and a possible agreement in the Ukraine-Russia transit deal. Listen to four analysts provide their 2019...


2050 vision: solar, wind and …. ammonia
Dec 05 2019 • 23 min
What will happen in 2050 when Europe's power system will be close to 100% renewables? Listen to this week's pod as we turn the Green tea leaves towards a low-carbon world and discuss the potential for energy storage using hydrogen and …...


Poland’s green transition, fact or fiction?
Nov 28 2019 • 20 min
The dominance of coal in Poland’s energy mix will come to an end – the question is by when and what will replace the dirty fuel. This week’s pod discusses the options open to the country and which form of power generation will expand at the fastest...


Corporates GO green
Nov 21 2019 • 24 min
Corporate demand for guarantees of origin (GOs) will remain strong next year as companies continue to boost their green credentials. However, supply from French auctions and from German facilities should continue to keep prices around 50...


Carbon bears join the picnic
Nov 14 2019 • 24 min
While currently trading around EUR 25/t, European carbon prices look set to be hit by several bearish factors next year, including a potential flood of UK permits, an economic slowdown and reduced demand as Germany starts its coal exit. Listen to the...


Will Spain´s PPA bubble burst?
Nov 07 2019 • 20 min
Spain´s PPA boom could be a bubble that could burst in the coming years. This week´s pod comes from Madrid, where we discuss the upcoming election and the impact on energy policy. Will the next government be able to push through the necessary...


Blown off course
Oct 31 2019 • 24 min
Norway could be heading for a slowdown, or even an abrupt halt, in wind power expansion amid growing opposition to onshore turbines. This week we discuss the growth in green capacity across the Nordics and the potential impact on wholesale prices in the...


Fears of German yellow vests?
Oct 24 2019 • 21 min
Could Germany be holding back its climate ambitions due to fears of public unrest similar to the gilet jaunes movement in France? This week’s pod addresses such concerns with Germany’s leading green energy supplier, and how the EU’s biggest economy can...


Trump and trade wars
Oct 17 2019 • 22 min
Amid concerns of a global economic slowdown, this week’s pod discussed the energy market implications of the China-US trade war, Trump’s tweet and the latest Brexit developments. What are the key pointers to look for in an increasingly uncertain gloomy...


Death by 1,000 cuts
Oct 10 2019 • 22 min
News of fresh delays and cost overruns at France’s next generation reactor at Flamanville may not be a killer blow for the country’s nuclear industry but the sector could face death by a thousand cuts. This week´s pod discusses more woes for French and...



Navigating PPA complexity
Oct 03 2019 • 31 min
PPAs are a crucial way to finance new renewable energy as countries phase out subsidies and companies are looking to consume more green energy. This week´s pod discusses the current state of the PPA market and highlights ways to overcome regulatory...


To cancel or not to cancel EUAs
Sep 26 2019 • 22 min
Contrary to expectations, potential German coal plant closures over the coming decade may not result in the cancellation of permits relative to their emissions. Host:Richard Sverrisson, Editor-in-Chief Europe, Montel. Guests:Bernadett Papp, Senior...


Trading power with the neighbours
Sep 19 2019 • 25 min
Imagine a world where you can trade power from your solar panel with others, linking households, neighbourhoods and regions through digital technology. Listen to a version of the future that is already happening in the Netherlands. Host:Richard...


Déjà vu: French nuclear concerns return
Sep 12 2019 • 17 min
This week’s news of potential issues with steam generators at some of France’s nuclear reactors caused energy prices to skyrocket as market participants feared a return of problems seen in the autumn of 2016. Listen to the guests discuss the...


Carbon at EUR 45 by year end?
Sep 05 2019 • 27 min
European carbon prices are set to rise to EUR 45/t by the end of this year, according to Berenberg Bank. Listen to analyst Lawson Steele explain his reasons in this week’s pod. Host:Richard Sverrisson, Editor-in-Chief Europe, Montel. Guest:Lawson...


Green shift for oil and gas majors?
Aug 29 2019 • 24 min
In a bid to avoid turning into energy dinosaurs, European oil and gas majors are becoming increasingly active in the renewable sector. In this week’s pod Nordea analyst Thina Saltvedt discusses how these firms are investing in green energy in an attempt...


Is the switch to gas a flash in the pan?
Aug 22 2019 • 21 min
Recorded live at the Montel Nordic Energy Day, this week’s pod addresses key issues including the outlook for CO2 prices and developments in the Nordic region. Catch the opening snippets from the event, and then listen in to a deeper discussion about...


Gas to dominate with “new normal” EUR 30 for CO2
Aug 15 2019 • 25 min
Gas is set to continue to push coal and lignite out of the power mix amid ample supply and carbon prices at a “new normal” level of EUR 30/t. Listen to the latest podcast and the discussion about the key drivers for Europe’s gas and power markets in the...


Get your umbrellas out
Aug 08 2019 • 20 min
The Nordic region is set for a wet autumn if the weather forecasts are to be believed, and the front quarter contract has already fallen 15% since late July. As well as having umbrellas and raingear at the ready, the podders discuss other key issues...


BoJo bluff on no-deal Brexit?
Aug 01 2019 • 15 min
Boris Johnson’s “do or die” Brexit pledge means the UK could crash out of the EU without a deal on 31 October. A bluff or not, the energy sector now faces more uncertainty and could lose an important transition period to finalise trading details, says...



Notes from behind the scenes - Norway's Don Quixote
Jul 30 2019 • 5 min
The Montel Weekly returns this Friday! For the last time, let us take you back to one of the episode we did in spring. Do you remember the episode in which we discussed the protest against onshore wind turbines in Norway? The reasons behind the...


Notes from behind the scenes - King coal head for the exit
Jul 23 2019 • 7 min
How about the episode with a super-insightful discussion about coal between Paolo Coghe, president of Acousmatics, and Laurence Walker, Coal Editor, Montel? Anna takes us behind the scenes of ‘King coal heads for the exit'. Hear the outlook for the...


Notes from behind the scenes - France: how safe are its reactors?
Jul 16 2019 • 4 min
Do you remember the episode in which we discussed the safety issues at France’s nuclear fleet and the country’s outlook for renewables? Let us take you behind the scenes of the episode with Yara Chakhtoura, Managing Director at Vattenfall Eolien,...


Notes from behind the scenes - Is solar set for a bright future?
Jul 09 2019 • 3 min
In the last episode we announced that the Montel Weekly goes on a summer break… but we have a small surprise for you!Anna takes us behind the scenes of the show, and shares a few thoughts about some of the twenty episodes we prepared in spring. Do you...


Montel Weekly Special – Belgium “not ready” for supply challenge
Jul 04 2019 • 12 min
The CEO of Belgian TSO Elia urges the country’s politicians to take steps to ensure the lights remain on after 2025. Belgium is currently “not ready to face that challenge”, Chris Peeters tells Montel, adding that technology such as blockchain will help...


Entech set for energy transition take-off
Jun 27 2019 • 22 min
Executives at Europe’s most innovative energy technology (“Entech”) talk to Montel about the potential for blockchain to enable the next phase of the energy transition by integrating renewables as well as EVs and household appliances through blockchain...


Has blockchain matured beyond the hype?
Jun 20 2019 • 22 min
Has the initial hype around the use of blockchain in the energy sector cooled off, with commercial applications coming to the fore? We speak to energy experts to discuss progress so far and the likely developments in the coming years. Host:Richard...


Energy sector must prepare for Halloween horror
Jun 13 2019 • 27 min
With a no-deal Brexit increasingly likely on 31 October, the energy sector in the UK and Europe should brace itself for costly and inefficient cross-border trading, while the EU looks set to lose a driving force in decarbonisation, and a pro-nuclear...


Conditions ripe for Finnish wind boom
Jun 06 2019 • 24 min
This year will see a 25% rise in wind power capacity in Finland, largely due to high electricity prices and low production costs. However, additional green energy raises questions of flexibility in a system dominated by nuclear power, say Anni Mikkonen...


Amber alert for summer hydro output
May 30 2019 • 23 min
While hydrological levels have been boosted by a wet – and snowy at high altitudes – May, the outlook for the summer remains uncertain and largely in the hands of the weather gods. Eylert Ellefsen, also known as Mr Hydrology, talks us through the...



Don’t fall in love with old plants
May 23 2019 • 33 min
In this week’s pod, CEOs of two of Europe’s largest energy companies discuss the massive transformation currently happening in the sector. They talk about the challenges facing them in the transition to a low-carbon economy, and the impact of the...


Coming soon: Don’t fall in love with old plants
May 23 2019 • 5 min
In this week’s pod, CEOs at two of Europe’s largest energy companies discuss the massive transformation currently happening in the sector. Utilities should avoid becoming too attached to their old fossil fuel-fired plants and plan for the green future,...


Norway’s Don Quixote
May 16 2019 • 27 min
This week’s pod looks at recent protests against onshore wind turbines in Norway, the reasons behind the opposition and the impact on the country’s energy mix and electricity prices. Is it NIMBYism or do the protestors have more widespread...


A German supply crunch?
May 09 2019 • 27 min
Recorded live at the Montel German Energy Day, this week’s pod addresses key issues in Europe’s largest energy market. Catch the mood with some key snippets from speakers at the event, and then listen in to a deeper discussion about Germany’s planned...


CO2 to bounce over borrowing wall
May 02 2019 • 27 min
Speculators may have been a major contributor to a recent upturn in prices, but several challenges remain for carbon market participants. Brexit and an EUA “borrowing wall” at the end of 2020 – will CO2 bounce over it?Listen to the latest episode of the...


King coal heads for the exit
Apr 25 2019 • 35 min
The Montel energy podcast – market insights from people in the know. Old King coal is on the way out, but somehow remains remarkably resilient in many parts of Europe and the world.Listen to the latest episode of the Montel Weekly podcast to hear the...


Coming soon: King coal heads for the exit
Apr 24 2019 • 1 min
Old King coal is on the way out, but somehow remains remarkably resilient in many parts of Europe and the world. Listen to the latest episode of the Montel Weekly podcast to hear the outlook for the dirty fuel.


Montel Weekly Special – PPAs and Prosumers
Apr 16 2019 • 8 min
The Montel energy podcast - market insights from people in the know. Only 40% of planned Spanish photovoltaic projects may actually be built. Listen to the special episode of the Montel Weekly podcast to hear CEO of Audax José Elias discuss market...


Coal & Carbon - rollercoaster ride continues
Apr 12 2019 • 27 min
The Montel energy podcast – market insights from people in the know. Carbon prices have been on a rollercoaster ride for the past year, although not in the same direction. With the EU ETS helping to push coal out of Europe’s energy mix, where is the...


France – how safe are its reactors?
Apr 05 2019 • 23 min
The Montel energy podcast – market insights from people in the know. In this week’s episode, we discuss the outlook for renewables in France and safety issues at its nuclear fleet. Hosts: Richard Sverrisson, Editor-in-Chief Europe, Montel. Guests: Yara...



Gas – how low can prices go?
Mar 29 2019 • 30 min
The Montel energy podcast – market insights from people in the know. In this week’s episode, we discuss the latest developments in Europe’s gas market and the outlook for prices for the rest of the year. How low can prices go? Hosts:Richard Sverrisson,...


GO local, think global
Mar 22 2019 • 28 min
The Montel energy podcast – market insights from people in the know. In this week’s episode, we discuss the latest developments in the guarantee of origin market and the outlook for prices for green energy certification going forward. Will the market be...


Coming soon: GO local, think global!
Mar 19 2019 • 1 min
In future, you may be able to buy renewable energy and a certificate of origin from your neighbor on the blockchain. Listen to the latest episode of the Montel Weekly podcast to find out more about latest developments in the guarantee of origin (GO)...


Is solar set for a bright future?
Mar 14 2019 • 30 min
The Montel energy podcast – market insights from people in the know. In this week’s episode, we take a close look at the outlook for solar power in Europe. The sector says “solar is back in business”, but is its optimism justified? Hosts: Richard...


Coming soon: Is solar set for a bright future?
Mar 13 2019
The Montel energy podcast – market insights from people in the know. In this week’s episode, we take a close look at the outlook for solar power in Europe. The sector says “solar is back in business”, but is its optimism justified?


France’s nuclear fleet – surprises likely in 2019?
Mar 07 2019 • 21 min
The Montel energy podcast – market insights from people in the know. In this week’s episode, we take a close look at France’s ageing nuclear fleet. Are we in for any surprise incidents this year, or are “the men in white coats” in control?As this...


Crazy carbon price volatility
Feb 28 2019 • 24 min
The Montel energy podcast – market insights from people in the know. In this week’s episode, we take a close look at the EU’s flagship carbon market (EU ETS) and find out why traders may need “four pairs of sturdy underwear”. Hosts:Richard Sverrisson,...


The latest buzzword – PPAs
Feb 18 2019 • 41 min
In this week’s episode, we take a close look at the latest buzzword – PPAs.


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