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 refocusing on the fundamentals: the…
Gas & Power Report: A challenging gas injection period and a fragmented electricity market: a mixed bag for European energy hubs June, 10 2025 Gas & Power In the latest EnergyScan podcast, we discuss about the progressive increase in European gas prices over the past few weeks on the back of a challenging storage injection…
Macro & Oil Report: What are the main drivers of oil prices today? Could they fall further? June, 5 2025 Macro & Oil In the latest EnergyScan podcast, we take a look at the oil market. The trade war has driven prices down by around $10/b. OPEC’s policy could push prices down further, but geopolitical…
Gas & Power Report: Iberian blackout, EU gas prices finding a (temporary?) floor, and EUA2 first trade May, 7 2025 Gas & Power In this episode, we discuss the Iberian blackout on April 28th, the volatility in EU natural gas prices, examining factors like global trade dynamics, storage levels, and the EU’s plan to phase…
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, and forecasts Since the beginning…
