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In this week’s Resonance energy market podcast Jeremy Nicholson talks to Alfa’s Jason Durden about the glut of gas entering the UK market and its impact on near term prices, in contrast to the challenge winter poses. In this week’s Resonance you will learn:A short-term respite for manufacturers on the right flexible contracts and strategy?While gas day ahead sees a collapse in prices, the truth is next that winter is set to be a challengeA similar spread is seen in UK power, with healthy exports to France which is facing significant challenges with its nuclear fleetPrices on the power curve also indicate concerns over capacity of UK power markets for next winterCarbon also shows a fair amount of swing, but remains a political market and toy for investors – Europe as a continent is currently using more fossil fuel and will do as alternatives to Russian gas are sourced which means more carbon price support due to this unexpected demandHaving talked about inflation coming a year ago, we see today that reality coming through and the challenge it is presenting for businesses, consumers and short-term commodity costsEurope stockpiles Russian coal ahead of an expected winter ban, with questions raised over the ethics from a political as well as environmental perspective
In this week’s Resonance energy market podcast Jeremy Nicholson talks to Alfa’s Jason Durden about the UK energy markets and what lies ahead for summer months. In this week’s Resonance you will learn:Oil seesaws in the wake of supply and demand side concernsWhy we have seen lower wholesale prices in the near-term marketsVolatility remains a prominent feature in an illiquid marketWhat restocking of gas storage means for the summer months, ahead of next winterSecurity of supply remains the priority, as geopolitical challenges endureWhy current circumstances strengthen the case for decarbonisation of our energy system
In this week’s Resonance energy market podcast Jeremy Nicholson talks to Alfa’s Jason Durden about UK energy markets and the impact of removing Russia from the energy mix. In this week’s Resonance you will learn about:High energy prices cause a recessionary outlookVolatility remains a feature as geopolitics attempts to restructure marketsWhy removing Russian oil and gas from European supplies impacts UK pricesWhy challenges faced by the French nuclear fleet impact UK power supply and pricesWhy a divergent market is at play as we look ahead to 2023
In this special edition Resonance energy market podcast episode Jeremy Nicholson talks to Alfa Energy’s Karin Corbani about the significant changes to taxes and other charges, introduced by a number of countries across Europe, to help mitigate the impact of rising energy costs in the region.In this edition of the Resonance you will learn:Germany cancels EEG renewable energy levyItaly system charges nullification continues into Q2 of 2022The need to ensure savings are passed through by suppliersThe importance of keeping up to speed with non-commodity costs with frequent changes to the cost benefits that can be achievedWhy non-commodity costs and their optimisation have never been more important
Alfa Energy Group's Chairman, John Hall, discusses the escalating energy crisis against the backdrop of a climate crisis in our latest podcast with Corporate Affairs Officer, Jeremy Nicholson.
In this week’s Resonance energy market podcast Jeremy Nicholson talks to Alfa’s Dr. Petra Puskarova about the impact of record carbon prices on European energy markets. In this week’s Resonance you will learn about:While anticipated, the rise in carbon prices are a cause for concern across Europe. Driven up by high coal burn, we discuss when demand could abate and if there will be an intervention.The LNG picture outlook remains strong and storage similar to previous reports, although winter has not been challenging for demand. However, US voices are questioning overseas suppliers when domestic issues could be addressed.Challenges with the French nuclear fleet remains a significant issue for European power which could continue into 2023, while wind makes a welcome return to relieve generation issues.
In this week’s Resonance energy market podcast Jeremy Nicholson talks to Alfa’s Dr. Petra Puskarova about European energy markets as geopolitical tensions see energy prices remain challenging. In this week’s Resonance you will learn about:Gas – price increases due to political tension related to Ukraine. Europe remains an important customer for Russian gas for now, but plans afoot with Asia could see that position change.LNG – Supplies are good for now but it’s important to watch shoulder months because of demand from Asian markets. Less gas storage this winter, but demand is lower. Summer gas storage will also likely be as low as last year.Gas and Nuclear Taxonomy as Europe debates the status of sustainable low carbon transition fuels for power.                        - France naturally backing nuclear, despite challenges with fleet of power                           stations and the impact on prices.                       - Germans are looking to gas as a transition fuel to a lower carbon economy.                       - Surprisingly Spain is opposed to gas despite generation still being at c40%                           and dependence on LNG increased after Algerian pipeline via Morocco went off.Carbon – The pressure is still on as coal remains popular. The risk remains on the upside to push European power prices to new highs.
In this week’s Resonance energy market podcast Jeremy Nicholson talks to Alfa’s Jason Durden about the UK energy markets, as a large volume of LNG delivers to balance demand and supply, but at what cost. In this week’s Resonance you will learn about:Hedge fund and speculative activity picks up in oilSupply and demand for gas and power in the UK as winter takes hold and what it meansInterconnector capacity limits impact the import of power, exacerbated by issues with French nuclear productionBig demands on fossil fuels expected as short-term issues with transitioning to lower carbon generation are brought to bearWhat this all means for energy pricing, inflation and interest rates as investors seek a safe haven
In this special edition Resonance podcast, energy veterans, John Hall and Jeremy Nicholson, reflect on what has been an extraordinarily turbulent year for energy, whilst also considering the future taking into account the global pandemic, Brexit and worldwide Net Zero ambitions.This podcast was recorded in December 2021.
In this week’s Resonance energy market podcast Jeremy Nicholson talks to Alfa’s Dr. Petra Puskarova about European energy markets, as prices remain and are forecast to remain high across Europe for now. In this week’s Resonance you will learn about: LNG into Europe helps to stabilise gas prices The odd but interesting outlook for gas prices across the remaining quarters of 2022The astonishing peaks in power prices seen in France as levels begin to normaliseGermany’s continued phasing out of nuclear power questioned amid a supply crunchThe significant carbon sell-offWhen we might see deliveries through NordStream 2 and political battles persist
In this week’s Resonance energy market podcast, Jeremy Nicholson talks to Alfa’s Dr Petra Puskarova about the energy price complex across Europe and what this could mean for prices as we head towards 2022. In this week’s Resonance you will learn:Challenges of Russian flows and NordStream 2 realisation, despite higher volumes through routes such as Ukraine.Energy intensive users respond by shutting production due to high prices.Uncertainty over supplies is creating real challenges for energy buyers where already high prices and volatility have seen prices escalate further due to cold snaps.Oil prices plunge as the threat of a new Covid variant is confronted.Carbon hits new record highs and enters a new trading range.Considering all the above we look at similarly volatile power prices and ahead to what prices may reach in Q1 2022.
In this week’s Resonance energy market podcast Jeremy Nicholson talks to Alfa’s Jason Durden about UK energy markets and the outlook for gas supply security this winter.In this week’s Resonance you will learn: Oil causes political pain and the potentially counterproductive responses attempting to reduce pressure.The risks to supply this winter for gas as we deliberate whether the margins are manageable.Is LNG simply arriving because the price is high or are shipping challenges playing a factor?Are we preparing adequately for a no show by NordStream 2 gas this winter?European regulator defaults on fixing the EU ETS and remains a money making playground that is not fit for purpose. Is this an end to sensible pricing of carbon and a proper mechanism to fund renewable energy growth?The outlook for the UK and across Europe as central banks continue to prop-up economies in the hope of a sharp recovery.
COP26: The Aftermath

COP26: The Aftermath

2021-11-1917:44

The COP26 summit held in Glasgow made important progress in a number of areas — but was it enough?The world still remains off track to keep 1.5 degrees alive, but the progress made over the last year, and at the summit, offered bright spots and a strong foundation to build upon. This progress also demonstrates that the Paris Agreement mechanisms in place are working, albeit imperfectly and not yet at the required pace.Samuel Clements, discusses this, and more, with our Corporate Affairs Officer, Jeremy Nicholson in the latest #Resonance podcast.
In this week’s Resonance energy market podcast, Jeremy Nicholson talks to Alfa’s Dr Petra Puskarova about European energy markets and the news of uncertainty around NordStream 2 deliveries causing the jump in energy prices.In this week’s Resonance you will learn:NordStream2 issues cause a spike in gas prices – what has happened and what is the likelihood of a resolve to meet scheduled delivery While LNG looks favourable for Europe in the short-term, as does weather, we consider what is ahead for the second half of winterThe jump in gas prices sees coal still firmly on the agendaFactors causing the new historical highs in carbon priceThe view on prices due the NordStream 2 delaysWe look at where the good news might come from to trigger price corrections
Samuel Clements, Sustainability Specialist at Alfa Energy Group, talks decarbonisation within construction with Anna Baker, Head of Sustainability at Carey Group. Topics explored:The main driving force behind Carey Group’s sustainability agenda The practical steps taken towards decarbonisationThe challenges faced along the way How Alfa Energy Group has supported the transitionAdvice to companies yet to begin their net zero journeys
In this week’s UK energy market podcast Jeremy Nicholson discusses the improved resilience in power generation and gas supplies with Jason Durden, Head of Energy Markets and Risk Management.In this week’s Resonance you will learn:Power generation see resilience returning to the market, even with wind droppingGovernment makes important announcement on investment into small modular reactor marketConvergence with EU market as the fledging UK carbon market evolvesGas and LNG comfortable for now, while demand is slightly above average and Russian gas remains absent despite promised flowsCoal sees significant falls, while gas and power prices remain distorted this winter as we consider another break lowerRussian gas holds back while COP26 is the talk of the town
Samuel Clements, Sustainability Specialist at Alfa Energy Group, talks sustainability with Andy Pratt, Head of Group (South) at Field Studies Council, discussing the environmental educational charity’s approach to decarbonisation, the importance of technical expertise and sustainability data, the importance of avoiding greenwash, and with COP26 upon us, the need to harness the opportunity it presents through heighted awareness of climate change and its impact on the environment.
In this week’s European energy market podcast Jeremy Nicholson talks to Alfa’s Dr Petra Puskarova about the price volatility in European energy markets and the potential impact of COP26, taking place in Glasgow this week and next.In this week’s Resonance you will learn:Potential for oil prices to go higher and why coal has dipped so muchRussian flows of gas remain topical with volatility in prices due to flows into different European markets and relative impacts on marketsSpain’s 25 year transit agreement from Algeria comes to an end and could cause bullish impact as supplies drop to zeroWith current challenges there are calls abound for longer-term gas transit contracts to provide stability in prices and security of supplies alsoLooking at demand for winter we see temperatures remaining below seasonal norms in the short-term and we look at the forecast for the rest of NovemberWe look at whether COP26 will impact carbon markets
In this week’s UK energy market podcast, Jeremy Nicholson discusses the improvement in supplies from wind and LNG and what to watch out for as we head towards November with Jason Durden, Head of Energy Markets and Risk Management. In this week’s Resonance you will learn:LNG deliveries are up, a significant recovery from where we were, and weather is above seasonal norms, but November is the big testPower price make-up is much more multifaceted, but wind is the big player in the UKOil has greater flexibility, but we wait on the November announcements from OPEC+ (as the controlling influence), to see where prices go from hereAs the UK and EU prices for carbon converge, we look at the factors behind it
In this week’s European energy market podcast Jeremy Nicholson talks to Alfa’s Dr Petra Puskarova about the extraordinary developments across the continent.In this week’s Resonance you will learn:With NordStream2 seemingly ready to deliver, what are we waiting for?Russia underlines need for Europe to ask for extra capacity for gas if needed.Are longer term contracts needed to provide Europe with security of supply?With Spain as one of the largest LNG importers the country faces an additional challenge from North African gas supplies.Are member states taking steps to help business energy users with costs?What might this mean for Fit for 55, particularly as we approach COP26?Why are carbon prices dropping?Suppliers continue to leave the market across Europe, but what does this mean for consumers?
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