Montel Weekly Montel News
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Montel Weekly - market insights from people in the know. Montel Weekly is a podcast dedicated to energy news from markets in Europe and beyond. Every week we invite key industry experts to share insights and to discuss latest developments. Hosted by Richard Sverrisson. Produced by Bled Maliqi. Music by Laurence Walker and Ben Bower.
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Geopolitical tension rises on creeping escalation
Global geopolitical tensions are growing amid a creeping escalation of the conflicts in the Middle-East and in Ukraine. Listen to a discussion on the dangers to global security and energy supply as very few countries seek to de-escalate conflict zones. This week’s pod also touches on the upcoming EU elections and positive signs in Germany as power demand seems to have bottomed out and turned a corner.Host: Snjólfur Richard Sverrisson, Editor-in-Chief, MontelGuest: Henning Gloystein, Director ...
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Flexing French nuclear
What a difference a couple of years makes. As France returns to a position of net power exporter, it appears to have moved on from the supply woes of 2022. But booming solar generation, a plethora of negative prices in France and its neighbours have weighed on wholesale electricity prices and raised doubts about the financing of new nuclear plants and renewables. Listen to a discussion on the flexible operation of nuclear plants in combination with solar and wind generation. Could France be h...
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Europe leads renewables boom
Europe is the frontrunner in the global renewables boom, as wind and solar have become the fastest growing electricity sources in history. Listen to a discussion on why the massive growth in capacity is set to continue this year, while coal and gas generation set to fall further. However, there are headwinds. Curtailments and public acceptance are obstacles that the industry and policy makers need to address, while negative prices may be a concern to some they should provide incentives for in...
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Choppy carbon prices
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, MontelGuest: Ingvild Sørhus, Lead Carbon Analyst, Veyt
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The Trump hand grenade
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, MontelGuests: Tobias Federico, Director, Montel Analytics; Wayn...
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Acer steps up
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, MontelGues...