Claim OwnershipResonance Podcasts
Subscribed: 4Played: 237
Subscribe
© 2023 Resonance Podcasts
Description
Resonance is an Alfa Energy Group (an Edison Energy company) podcast series where we explore some of the latest insights from the energy and sustainability sector as it goes through a significant transformation. Fuelled by new challenges, new ideas and new technologies, we discuss what it means for businesses to realise their energy and sustainability ambitions.
123 Episodes
Reverse
In this week’s Resonance energy market podcast episode, Jeremy Nicholson talks to Alfa’s Dan Veasey as we see extreme heat in Southern Europe. Topics explored include: Not much response in pricing to extreme heat, although there is some reduced capacity of the French nuclear fleet.Demand has increased in southern Europe, but there is significant renewables generation to counter that right across Europe.The variability of renewables and the impact on the management of grid.Norwegian...
In this week’s Resonance energy market podcast episode, Jeremy Nicholson talks to Alfa’s Henry Homer as we return to equilibrium, but the fragile balance of supply and demand is causing challenges across Europe. Topics explored include: We return to equilibrium, but hydro and nuclear capacity remain a risk.Renewables have improved and softened markets, but being intermittent present a challenge to stability without the appropriate storage technology to better manage grid suppl...
In this week’s Resonance energy market podcast episode, Jeremy Nicholson talks to Alfa’s Dan Veasey discuss the market implications of Europe reaching full storage capacity by the end of summer, as well as the potential impact of unexpectedly mild weather.Topics explored include: Short term spike on mutiny news, but no fundamental changes to gas flows from Russia.Intra-day volatility has returned somewhat, driven by supply constraints. E.g. Extension of maintenance at a gas processing fa...
In this week’s Resonance energy market podcast episode, Jeremy Nicholson talks to Alfa’s Henry Homer about why Europe is not out of the woods on energy price concerns. Topics explored include: Complacency reigns following the price plunge, as gas price spike highlights market risks.Focus on structural dangers to manage price risk.Storage in Europe is not up to the challenge of a cold winter.The recent spike caused by minor issues only – extended maintenance in Norway and demand from...
In this week’s Resonance energy market podcast episode, Jeremy Nicholson talks to Alfa’s Dan Veasey about the return of energy market price volatility. Topics explored include: Power market balancing met by coal generation with nuclear reactors offline and demand increases with warmer weather. Reductions in LNG arrivals indicates a general slowdown of deliveries as Asia becomes a more attractive destination. Volatility returns after months of falling prices. The stat...
In this week’s Resonance energy market podcast episode, Jeremy Nicholson talks to Alfa’s Henry Homer about the relative calm we are experiencing, and why it is at risk as we head into the summer months.Topics explored include:A price plunge, but what next for Europe?What about carbon given its volatile past?Why persistent structural risk puts the relative calm in jeopardy.Demand destruction in Europe due to lack of supporting policy.Supply availability while good at present, is countered by h...
In this week’s Resonance energy market podcast episode, Jeremy Nicholson talks to Alfa’s Dan Veasey as near-term energy prices continue to fall, the risk to LNG supply from the US and demand from Asia arises.Topics explored include:UK renewable assets lower demand for gas, seeing exports to Europe where prices are at a premium.Responding to falling LNG prices, Asian buyer demand tentatively returns to the market.If prices continue to decline the US may reduce LNG shipments.Structurally the UK...
In this week’s Resonance energy market podcast episode, Jeremy Nicholson talks to Alfa’s Henry Homer as prices fall, discussing the innate risk of a single source of supply for gas. Topics explored include: Structural issues effecting European markets remain. The 3 pillars – weather, LNG and storage. TTF prices falls, but only for near term spot and month ahead purchases. LNG remains structurally more expensive, while east Asia switches to alternative supplies, for no...
In this week’s Resonance energy market podcast episode, Jeremy Nicholson talks to Alfa’s Daniel Veasey as prices soften ahead of the summer. Topics explored include: Softening of near-term pricing while winter prices hold. Economic data impacts oil prices, despite OPEC cuts. With LNG delivery at record levels, do falling prices risk supply being diverted to Asia? While supported in recent weeks with increased rainfall and wind power generation, sensitivities around ...
In this week’s Resonance energy market podcast episode, as markets plateau, Jeremy Nicholson talks to Alfa’s Henry Homer about the structural dangers that remain and the risk of a rapid return to higher prices. Topics explored include:As we enter Q2 we see a more supply-based market where equilibrium is returning.Joint European energy purchasing raised during the height of the energy crisis subsides, for now. With shocking prices over the energy crisis, many buyers wonder if they s...
In this week’s Resonance energy market podcast episode, Jeremy Nicholson talks to Alfa’s Daniel Veasey about the recent volatility in energy markets and what that might mean for the remainder of 2023. Topics explored include:Banking crisis triggered a sell-off in oil, followed by OPEC taking the market by surprise with planned cuts in production Power and gas volatility caused by French strikes and cold weather in the short-term A warning of big swings in prices over the...
In this week’s Resonance energy market podcast episode, Jeremy Nicholson talks to Alfa’s Henry Homer about energy markets, the current equilibrium, and the supply risks ahead in 2023. Topics explored include: Weather, storage and LNG find a new equilibrium for European prices, for now. A lack of snow and rain brings challenges for Europe’s hydro power. Considering the impact of the French nuclear fleet had on the dramatic fall in prices, what does the state of an agi...
In this week’s Resonance energy market podcast Jeremy Nicholson talks to Alfa’s Daniel Veasey about energy prices today and ahead, with significant falls in prices of gas and electricity over the last 6 months. Topics explored include:The impact on risk premiums - Storage at record highs across Europe for the time of year, demand destruction, energy efficiencies and strong LNG supplies contribute. European energy prices remain high in the global arena, impacting business competitiv...
For our first Resonance energy markets podcast of the year, Jeremy Nicholson talks to Nicola Pollard, Energy Markets and Risk Manager at Alfa Energy Group, about the extraordinary events of 2022, looking ahead to 2023 and beyond.Topics explored include:Storage and market mechanism issues, tensions and the subsequent invasion of UkraineGovernment market interventions across the UK and Europe and the energy crisis pushing prices to unsustainable levels for business operationThe need to focus on...
In this week’s Resonance energy market podcast Jeremy Nicholson talks to Alfa’s Jason Durden about European energy markets and pricing, aspoliticians signal intervention in the energy crisis.Topics explored include:OPEC+ send a signal to the market as prices have fallen since June.Volatility reigns as political intervention talks are planned.The reality of the challenge facing businesses is essential to address now to avoid economic catastrophe.What about carbon as the crisis is fought with i...
In this week’s Resonance energy market podcast Jeremy Nicholson talks to Alfa’s Jason Durden about UK energy markets and pricing, as gas prices reached 11 times higher than a year ago.Topics explored include:The simple truth is there is too much demand and not enough supply.Wholesale gas reaches levels 11 times higher and electricity 9 x higher than 12 months ago.There’s a limit to what can be done on supplies.Germany remarks that NS1 coming back in any meaningful way is a pipedream.Will Sept...
In this week’s Resonance energy market podcast Jeremy Nicholson talks to Alfa’s Dr Petra Puskarova about European energy prices, as Russia announces fresh short-term maintenance on NS1 and the market reacts.Topics discussed include:Markets are through the roof following unplanned maintenance of NS1What might happen to prices if NS1 gas flows return80% gas storage levels across Europe are still expected to be metCarbon tested highs in early August, but is now retracing due to lower industry de...
In this week’s Resonance energy market podcast Jeremy Nicholson talks to Alfa's Jason Durden, Head of Energy Markets and Risk Management, about the current energy crisis being one of price more than storage.Topics explored include:6-month low for Brent crude and other commodities.Oil refinery data suggests Chinese growth is down whilst OPEC and the IEA differ on outlooks for the balance of 2022.Property crisis in China likely affecting demand.Surge in LNG deliveries to the UK and Europe.Gas f...
In this week’s Resonance energy market podcast Jeremy Nicholson talks to Alfa’s Dr Petra Puskarova about European energy prices, as the storage milestone for gas is expected to be met in early September.Topics discussed include:Oil is weaker due to economic data, while supply interruptions have disturbed the fundamentalsCarbon in Europe will continue its run till around mid-SeptemberNo changes to gas supplies in recent weeks, but low liquidity and carbon is pushing gas higherWhat might happen...
In this week’s Resonance energy market podcast Jeremy Nicholson talks to Alfa’s Jason Durden about UK energy prices, as we look at the current market situation and consider the winter ahead on prices, the economy and security of supply.Topics explored include:UK NBP gas prices at a 25% discount to Europe.No business in Europe can sustain current prices, even if currently comfortably hedged - will production switch to UK operations?Suppliers prepare for tough period ahead as unsustainable pric...
Comments
Download from Google Play
Download from App Store
United States