Gas & Power Podcast #40 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. Listen here Share this news : Check our latest post January 23, 2023 What to expect for energy…
Macro & Oil Podcast #39 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…
Gas & Power Podcast #38 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. Listen here Share this news : Check…
Macro & Oil Podcast #37 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…
Gas & Power Podcast #36 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…
