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…
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 global economy. On the oil…
