Montel Weekly Montel News

Investors into the UK's renewable sector have expressed disbelief, disappointment and anger over plans by Prime Minister Rishi Sunak to relax rules to phase out fossil fuel cars and boilers. Listen to a discussion on why the populist move makes no sense politically or financially as it will deprive areas outside of London of manufacturing opportunities and export potential. Will investors now prioritise other markets as the UK backpedals?
Host: Snjólfur Richard Sverrisson, Editor-in-Chief, Montel
Guest: Helena Anderson, COO, Ikigai Capital 

Norwegian power prices have swung from record highs last year to all-time lows this year as supply in the hydropower-intensive nation shifted from deficit to surplus. While dry or wet weather generally drives prices, Norway is set for a long-term change from a power exporter to an importer as new capacity lags demand growth. Listen to a discussion about Norway’s struggle with new capacity, notably onshore wind – with only 3 of 356 local communities in approval – and why investors are looking elsewhere due to punitive and retrospective tax measures. 
Host: Snjólfur Richard Sverrisson, Editor-in-Chief, Montel
Guests: Lars Ove Skjorpen, Director, Pareto Securities  
                  Arvid Moss, Executive Vice President, Hydro Energy.

Floods, wildfires, heatwaves, drought and hurricanes. Extreme weather patterns are becoming more frequent in Europe and across the globe. But what does this mean for the way energy is produced, consumed and transported? Listen to a discussion on how the energy market will cope with shifting weather patterns like El Nino as the planet heats up. And, what's the outlook for winter in Europe?
 
Host: Snjólfur Richard Sverrisson, Editor-in-Chief, Montel
Guest: Robin Girmes, Managing Partner at Energy Weather

France has announced ambitious plans to build new nuclear plants, with up to 14 reactors potentially online by 2050. Yet its much vaunted new generation reactor at Flamanville is massively overbudget and more than a decade behind schedule. Listen to a discussion on why the grandiose plans by president Emmanuel Macron may not be realised, along with analysis of the main issues affecting the country's renewables objectives. Will it meet its 2030 targets?

Host: Snjólfur Richard Sverrisson, Editor-in-Chief, Montel
Guest: Franck Gbaguidi, Director, Energy, Climate and Resources, Eurasia Group

Wholesale gas prices have been very volatile in August, largely over concerns of a reduction in supply due to strikes at Australian LNG facilities. The market has softened in recent days but risks of further spikes remain. Listen to a discussion on the price impact of the strike, maintenance on the Norwegian continental shelf and a potential cold snap. Also, how safe is northern Europe’s gas infrastructure from attack?
Host: Snjólfur Richard Sverrisson, Editor-in-Chief, Montel
Guest: Ole Hvalbye, Commodities Analyst, SEB

Europe is scaling up solar power capacity like never before and could exceed the 46 GW installed last year. But what happens when there is too much feeding the grid? Listen to a discussion on output curtailments, negative prices, and dealing with network constraints. 


Host: Snjólfur Richard Sverrisson, Editor-in-Chief, Montel
Guest: Naomi Chevillard, Head of Regulatory Affairs, Solar Power Europe