EnergyScan Podcasts

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…

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…

Gas & Power Podcast #29 In this week’s Gas & Power report, Julien Hoarau talks 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…

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…

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…

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…

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…

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…

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…

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…

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,…

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…

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 :…

Gas & Power Podcast #17 In this  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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

Gas & Power Podcast #4 In this 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…

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…

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…

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…