Montel Weekly Montel News

European carbon prices have rebounded from two-year lows in February to trade around EUR 70/t. One of the main drivers for the CO2 market has so far been gas. Listen to a discussion with Ingvild Sorhus from Veytabout the other drivers influencing prices and why a return to EUR 100/t is possible as a shortage looms from 2026.
Host: Snjólfur Richard Sverrisson, Editor-in-Chief, Montel
Guest: Ingvild Sørhus, Lead Carbon Analyst, Veyt 

The global gas market faces turmoil and increased price volatility should Donald Trump return to the white house. Listen to a discussion why a Trump victory in November will be “like dropping a hand grenade on the energy markets”, the implications of Russia’s attacks on Ukrainian gas infrastructure and Putin’s shadow fleet of LNG vessels. And will Iran close the Strait of Hormuz?

Host: Snjólfur Richard Sverrisson, Editor-in-Chief, Montel
Guests: Tobias Federico, Director, Montel Analytics; Wayne Bryan, Director European Gas Research, LSEG.

EU regulatory agency Acer is taking on new tasks and challenges. Listen to a discussion on the complexities of supervising increasingly automated and interconnected markets, the expansion of the Remit framework, the regulatory body’s new investigatory powers and how it handles huge amounts of data.  In addition, what plans does Acer have to improve its brand recognition in parts of Europe where its role has been misunderstood?
Host: Snjólfur Richard Sverrisson, Editor-in-Chief, Montel
Guest: Christian Zinglersen, Director, Acer

The EU's carbon border adjustment mechanism (CBAM) is intended to address the issue of carbon leakage - preventing companies moving to jurisdictions with less stringent emissions rules - and to keep industrial sectors in the EU competitive by charging a carbon levy at its borders. But the inclusion of electricity could trigger several unintended consequences. Listen to a discussion on how the law could significantly affect electricity flows between non-EU and EU countries and impact investment in renewable energy. Could the border tax actually hinder moves to decarbonise Europe?
Host: Snjólfur Richard Sverrisson, Editor-in-Chief, Montel
Guests: Phil Hewitt, Director Montel Analytics; Jean-Paul Harreman, Director Montel Analytics.

After record low nuclear output in 2022, France has again become a powerhouse of atomic generation. So much so, that it is again Europe’s largest electricity exporter. Wholesale market prices in the country have tumbled amid ample supply, weak demand and high renewables, primarily solar, generation. Listen to a discussion on the outlook ahead of the summer, and the potential for surprises amid probes into possible corrosion at some reactors.

Host: Snjólfur Richard Sverrisson, Editor-in-Chief, Montel
Guests: Chris Eales, Editor France, Montel News; Tasmin Chowdhary, Market Analyst, Volue. 

Europe may have weathered the worst of the storms of the covid pandemic and the energy crisis, but the continent’s gas market remains fragile. In this episode, we talk to the CEO of gas transit operator Snam and one of Italy’s most respected energy experts about the role gas will play for the country as it looks to wean itself off Russian gas. Italy looks set to become more dependent on the vagaries of global markets as it commits to an LNG future. And what is the outlook for gas demand among Italy’s industry?  
 Host: Snjólfur Richard Sverrisson, Editor-in-Chief, Montel
 Guests: Stefano Venier, CEO of Snam, Massimo Nicolazzi, University of Turin.