EnergyScan Podcasts

EnergyScan, podcast, ENGIE, ENGIE Gems, Gas, Oil
December 16, 2025

Special episode:Gas vs oil price spread:”What’s next?”

Gas vs oil price spread: “What’s next?” December, 10 2025 Special episode Since 2022, gas prices in Europe and Asia have moved closer to oil prices due to supply constraints and fuel switching. This podcast dives into the key drivers behind this link: price indexation, producer strategies, industrial and transport…
EnergyScan, podcast, ENGIE, ENGIE Gems, Gas, Power
July 8, 2025

Gas & Power Report: Back to fundamentals after geopolitical rollercoaster ride

Gas & Power Report: Back to fundamentals after the geopolitical rollercoaster ride July, 4 2025 Gas & Power 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…
EnergyScan, podcast, ENGIE, ENGIE Gems, Macro, Oil
April 22, 2025

Macro & Oil Report: The trade war waged by the United States

Macro & Oil Report: The trade war waged by the United States April, 17 2025 Macro & Oil In the latest EnergyScan podcast, Olivier Gasnier reviews the events that followed 2nd April, “Liberation Day”. Analysis, insights and forecasts. Listen here The Trade war waged by the United States: decryption, analysis,…
EnergyScan, podcast, ENGIE, ENGIE Gems, Macro, Oil
March 4, 2025

Macro & Oil Report: Is Donald Trump’s policy good for the US economy?

Macro & Oil Report: Is Donald Trump’s policy good for the US economy? March, 4 2025 Macro & Oil 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.…
EnergyScan, podcast, ENGIE, ENGIE Gems, Gas, Power
March 4, 2025

Gas & Power Report: Rollercoaster ride for European energy markets

Gas & Power Report: Rollercoaster ride for European energy markets February, 28 2025 Gas & Power 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…
EnergyScan, podcast, ENGIE, ENGIE Gems, Macro, Oil
February 4, 2025

Macro & Oil Report: Donald Trump’s return – a first review

Macro & Oil Report: Donald Trump’s return – a first review February, 4 2025 Macro & Oil Geopolitics, tariffs, energy, the environment, public spending, monetary policy Donald Trump has already tackled many issues We take stock in the latest EnergyScan podcast. Listen here Two Weeks In: A Look at Donald…
EnergyScan, podcast, ENGIE, ENGIE Gems, Gas, Power, Energy
January 31, 2025

Gas & Power Report: European energy prices at 15-month highs

Gas & Power Report: European energy prices at 15-month highs January, 31 2025 Gas & Power 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…
EnergyScan, podcast, ENGIE, ENGIE Gems, Gas, Power, Energy
January 20, 2025

Gas & Power Report: Bumpy start for energy markets in 2025

Gas & Power Report: Bumpy start for energy markets in 2025 January, 16 2025 Gas & Power 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…
EnergyScan, podcast, ENGIE, ENGIE Gems, Macro, Oil, Energy
January 20, 2025

Macro & Oil Report: What if the Fed raised rates in 2025?

Macro & Oil Report: What if the Fed raised rates in 2025? January, 13 2025 Macro & Oil 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.…
EnergyScan, podcast, ENGIE, ENGIE Gems, Macro, Oil, Energy
January 7, 2025

Macro & Oil Report: Inflation, once again a key issue for 2025

Macro & Oil Report: Review of 2024 and outlook for 2025 January, 7 2025 Macro & Oil 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…
EnergyScan, podcast, ENGIE, ENGIE Gems, Macro, Oil, Energy
December 18, 2024

Macro & Oil Report: Review of 2024 and outlook for 2025

Macro & Oil Report: Review of 2024 and outlook for 2025 December, 18 2024 Macro & Oil In the latest EnergyScan podcast, Olivier Gasnier looks back at the key economic events and trends of 2024 and what to expect in 2025. Listen here Share this news : Check our latest…
EnergyScan, podcast, ENGIE, ENGIE Gems, Gas, Power, Energy
December 10, 2024

Gas & Power Report: The upward trend is running out of steam

Gas & Power Report: The upward trend is running out of steam December, 6 2024 Gas & Power 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…
EnergyScan, podcast, ENGIE, ENGIE Gems, Macro, Oil, Energy
December 10, 2024

Macro & Oil Report : Donald Trump takes center stage

Macro & Oil Report: Donald Trump takes center stage December, 2 2024 Macro & Oil 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…
EnergyScan, podcast, ENGIE, ENGIE Gems, Macro, Oil
December 9, 2024

Macro & Oil Report : The benign neglect of the markets raises questions

Macro & Oil Report: Tensions in Eastern Europe push up the dollar and oil prices December, 9 2024 Macro & Oil 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.  Listen here…
EnergyScan, ENGIE, podcast, Macro, Oil
November 25, 2024

Macro & Oil Report : Election of Donald Trump – the first consequences

Macro & Oil Report: Election of Donald Trump – the first consequences November, 15 2024 Macro & Oil 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…
EnergyScan, ENGIE, ENGIE Gems, podcast, Macro, Oil
September 24, 2024

Macro & Oil Report : Lower interest rates for better or worse?

Macro & Oil Report: Lower interest rates for better or worse? Macro & Oil #121 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. Listen here Share this news : Check our…
EnergyScan, ENGIE, ENGIE Gems, podcast, Macro, Oil
September 17, 2024

Macro & Oil Report : Waiting for the fed

Macro & Oil Report: Waiting for the Fed Macro & Oil #120 The Fed is about to embark on its monetary easing cycle. That’s the topic addressed by Olivier Gasnier in the latest EnergyScan podcast. Listen here Share this news : Check our latest post September 17, 2024 Macro &…
EnergyScan, ENGIE, ENGIE Gems, podcast, Macro, Oil
September 10, 2024

Macro & Oil Report : Markets on a knife’s edge

Macro & Oil Report: Markets on a knife edge Macro & Oil #119 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…
EnergyScan, ENGIE, ENGIE Gems, podcast, Macro, Oil
September 3, 2024

Macro & Oil Report: Rate cuts are coming

Macro & Oil Report: Rate cuts are coming Macro & Oil #117 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…
EnergyScan, ENGIE, ENGIE Gems, podcast, Gas, Power
July 5, 2024

Gas & Power Report: Energy markets in a wait-and-see mood

Gas & Power Report: Energy markets in a wait-and-see mood Gas & Power #112 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…
EnergyScan, ENGIE, ENGIE Gems, podcast, Macro, Oil
June 25, 2024

Macro & Oil Report: The noose is tightening on the eurozone

Macro & Oil Report: The noose is tightening on the eurozone Macro & Oil #110 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…
EnergyScan, ENGIE, ENGIE Gems, podcast, Macro, Oil
May 21, 2024

Macro & Oil Report: US economy: what we see and what we want to see

Macro & Oil Report: US economy: what we see and what we want to see Macro & Oil #105 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…
EnergyScan, podcast, ENGIE, ENGIE Gems, Macro, Oil, Energy
March 4, 2024

Macro & Oil Report: A deceptive trend reversal in rates

A deceptive trend reversal in rates Macro & Oil #94 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…
EnergyScan, podcast, ENGIE, ENGIE Gems, Macro, Oil, Energy
February 12, 2024

Macro & Oil Report: Markets continue to adjust to the new interest rate scenario

Markets continue to adjust to the new interest rate scenario Macro & Oil #90 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… Listen here Share this news : Check our latest post January 17, 2024 Gas…
EnergyScan, podcast, ENGIE, ENGIE Gems, Macro, Oil, Energy
February 6, 2024

EMD Reform – Episode 1 – The Key Features

EMD reform – episode 1 – the key features  Special Episode #1 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…
EnergyScan, podcast, ENGIE, ENGIE Gems, Macro, Oil, Energy
February 5, 2024

Macro & Oil Report: Prospects for a rate cut in the US seriously shaken

Prospects for a rate cut in the US seriously shaken Macro & Oil #89 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)…
EnergyScan, podcast, ENGIE, ENGIE Gems, Macro, Oil, Energy
January 22, 2024

Macro & Oil Report: The comeback of “Higher for longer”?

The comeback of “Higher for longer”? Macro & Oil #86 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.  Listen…
EnergyScan, podcast, ENGIE, ENGIE Gems, Macro, Oil, Energy
January 15, 2024

Macro & Oil Report: Markets more than ever awaiting Fed rate cuts

Markets more than ever awaiting Fed rate cuts Macro & Oil #84 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.  Listen here Share this news : Check our…
EnergyScan, podcast, ENGIE, ENGIE Gems, Macro, Oil, Energy
January 8, 2024

Macro & Oil Report: Markets full of doubts

Markets full of doubts Macro & Oil #83 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.…
EnergyScan, podcast, ENGIE, ENGIE Gems, Gas, Power, Energy
November 30, 2023

Gas & Power Report: Bears in charge of energy prices in Europe

Bears in charge of energy prices in Europe Gas & Power #79 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…
EnergyScan, podcast, ENGIE, ENGIE Gems, Macro, Oil, Energy
November 27, 2023

Macro & Oil Report: Hesitation

Hesitation Macro & Oil #78 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.…
EnergyScan, podcast, ENGIE, ENGIE Gems, Gas, Power, Energy
November 23, 2023

Gas & Power Report: Energy prices still find resistance on the downside in Europe

Energy prices still find resistance on the downside in Europe Gas & Power #77 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…
EnergyScan, podcast, ENGIE, ENGIE Gems, Macro, Oil, Energy
November 21, 2023

Macro & Oil Report: The perfect scenario?

The perfect scenario? Macro & Oil Podcast #76 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.  Listen…
LOG IN

Don’t have an account yet? 

Sign up here!
[booked-calendar]