EnergyScan Podcasts

November 27, 2023

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.…
November 23, 2023

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…
November 21, 2023

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…
May 17, 2023

Energy prices remain under bearish pressure in Europe

Gas & Power Podcast #45 In this week’s Gas & Power podcast, Julien Hoarau discusses about the reduction of the contango on the EU as curve and the further drop in spot gas and power prices amid weak energy demand and comfortable gas stock levels in Europe. Listen here Share…
May 15, 2023

The rebound in the dollar exacerbates the fall in the oil price

Macro & Oil Podcast #44 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…
May 10, 2023

Gas prices continue to ease in Europe

Gas & Power Podcast #43 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. Listen here Share this news :…
May 9, 2023

Fed & ECB: similar decisions, different outlook

Macro & Oil Podcast #42 In this week’s Macro & Oil report of the EnergyScan podcast, Olivier Gasnier looks back at the rate hike 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…
April 25, 2023

“But” is the key word

Macro & Oil Podcast #41 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…
April 19, 2023

Muted demand and comfortable stocks to weigh on energy prices

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…
April 17, 2023

Already less growth but still too much inflation

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…
April 12, 2023

Energy markets looking for a direction after the Easter break

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…
April 11, 2023

Increasing signs the US economy is sliding into recession

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…
April 6, 2023

Short lived spike on energy markets after OPEC cutting quotas announcement

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…
April 3, 2023

The threat of a banking crisis is receding. OPEC revives inflation fears

Macro & Oil Podcast #35 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 refocusing on managing inflation throughout the…
March 30, 2023

Rising risk premium for French power prices

Gas & Power Podcast #34 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…
March 27, 2023

Between inflation and banking crisis

Macro & Oil Podcast #33 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…
March 23, 2023

Mixed energy prices amidst a bustling environment

Gas & Power Podcast #32 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…
March 20, 2023

Monetary tightening leads to a major banking crisis

Macro & Oil Podcast #31 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 Credit Suisse buyout by…
March 14, 2023

Short-lived price spike in European energy markets

Gas & Power Podcast #30 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…
March 7, 2023

Unexpectedly high inflation rate in Eurozone

Macro & Oil Podcast #28 In this week’s Macro & Oil energyscan podcast, Olivier Gasnier talks about how inflation is up in the Eurozone 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…
February 27, 2023

Rates are going up, up, up…

Macro & Oil Podcast #27 In this 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 functioning as well as expected, as inflation is still high and PMIs are on the…
February 20, 2023

Global fears of inflation back on the rise

Macro & Oil Podcast #25 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…
February 15, 2023

European energy markets still in wait-and-see mode

Gas & Power Podcast #24 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…
February 13, 2023

Markets resolve to consider much less favourable scenarios

Macro & Oil Podcast #23 In this episode of the weekly EnergyScan podcast about the Macro & Oil market, 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…
February 9, 2023

European Energy prices in rangebound trading mode

Gas & Power Podcast #22 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…
February 6, 2023

More questions than answers after an eventful week

Macro & Oil Podcast #21 In this macro and oil report, Olivier Gasnier gives us important insight on the eventful last week and what one sould retain of the Fed, BoE and ECB meetings. He tells us how the economy is is adjusting to rate hikes and what that means…
February 3, 2023

Busy week ahead on gas markets

Gas & Power Podcast #20 In this gas and power report, 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. Listen here Share this news : Check our latest post December 16,…
January 31, 2023

Busy week ahead

Macro & Oil Podcast #19 In this macro & oil report, 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…
January 23, 2023

What to expect for energy markets in 2023?

Special Podcast #18 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. Listen here Share this news :…
January 16, 2023

The start of disinflation gives markets wings

Macro & Oil Podcast #16 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. Listen here Share this news : Check our last webinar February 20, 2023 Global fears…
January 12, 2023

Weak gas and power demand continues to weigh on European energy prices

Gas & Power Podcast #15 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 across NWE and power trading low amidst comfortable fundamentals. Listen here Share this news : Check our…
January 9, 2023

Is slowing inflation enough for central banks?

Macro & Oil Podcast #14 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…
January 4, 2023

Bears keep control of European energy prices at the start of 2023

Gas & Power Podcast #13 In this 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. Listen here Share this…
December 20, 2022

EU regulations in the spotlight

Gas & Power Podcast #12 In this 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…
December 19, 2022

Three central banks, three similar messages

Macro & Oil Podcast #11 In this 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…
December 16, 2022

What happened to gas and power liquidity in Europe?

Gas & Power Podcast #10 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. Listen here Share this news : Check our…
December 14, 2022

First stress test for European power markets

Gas & Power Podcast #9 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…
December 12, 2022

The shadow of recession cools markets

Macro & Oil Podcast #8 In this 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…
December 7, 2022

Cold weather pushes European gas & power prices up

Gas & Power Podcast #7 In this 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. Listen here Share this news : Check our latest post February 13, 2023 Markets resolve to consider…
December 5, 2022

Upheld Optimism

Macro & Oil Podcast #6 In this 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…
November 28, 2022

Fed reassures, China worries

Macro & Oil Podcast #5 In this EnergyScan podcast, Olivier Gasnier tells us about the conclusions to draw from the minutes of the Fed’s meeting last week. He also tells us of the worries rising from the current political unrest in China and what those mean for the global economy…
November 21, 2022

Oil prices fall sharply on recession fears

Macro & Oil Podcast #3 In this 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…
November 16, 2022

Upward twitch for gas and power prices

Gas & Power Podcast #2 In this 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. Listen here Share…
November 14, 2022

Irrational Exuberance?

Macro and Oil Podcast #1 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. Listen here Share this…

🏆 You like our solution ?

Vote for us at the 2024 Energy Risk Commodity Rankings, in the Research category!

Thanks in advance.

VOTE HERE
LOG IN

Don’t have an account yet? 

Sign up here!
[booked-calendar]