Looming LNG oversupply: what will drive gas prices in 2026?
The global LNG market has been tight since 2022, with prices remaining around USD 10/MMbtu (about EUR 30/MWh). However, with the one-year countdown to the complete phase-out of Russian gas starting next month, and a new wave of LNG capacity from the US and Qatar expected to come online from next year - could prices drop as low as USD 7/MMbtu? In this episode, Richard sits down with LNG analysts and geopolitical experts to discuss how Asia could see a strong demand rebound in the next few years, why Germany's declining industrial gas consumption puts downward pressure on long-term demand into Europe. But there is a note of caution as structural challenges in the US LNG construction industry are likely to cause supply delays. Host: Richard Sverrisson - Editor-in-Chief, Montel NewsContributor: Laurence Walker - Deputy Editor-in-Chief, Montel NewsGuests: Henning Gloystein - Managing Director of Energy and Resources, Eurasia Group. Saul Kavonic - Head of Energy Research, MST Financial.Editor: Oscar BirkProducer: Sarah Knowles
--------
35:35
--------
35:35
Good COP, bad COP
Has the flagship climate conference of the parties (COP) lost its touch? One week after the closing of the annual COP conference, we examine the deals - or non-deals - that came out of the two weeks of negotiations, and why the EU failed in its negotiations to deliver a plan for the global transitioning away from fossil-fuels. Richard speaks to Lord Adair Turner about the pressure from petro-states on negotiations, the unusual alliances with developed countries, and why expectations surrounding COP's effectiveness as a mechanism for change are dwindling. Host: Richard Sverrisson - Editor-in-Chief, Montel NewsContributor: Cem Bektas - Carbon Reporter, Montel NewsGuest: Lord Adair Turner - Chairman, Energy Transitions CommissionEditor: Oscar BirkProducer: Sarah Knowles
--------
30:28
--------
30:28
Germany's industry power price: hit or miss?
Germany boasts the biggest economy in Europe. Yet energy-intensive industries in the country are struggling with high energy costs versus their global competitors. The German government has said it will aim to lower the cost of power to EUR 50/MWh - far below current wholesale prices - from 1 January 2026 with the launch of its new industry power price.What are the implications for German companies, larger firms as well as the smaller and medium sized companies that are the engines of the country’s economy?In this episode, Richard speaks to Dr. Claudia Kemfert about the current sentiment towards the coalition government. In addition, what doed its plans to tender 10GW of predominantly gas-fired power plants says about Germany's commitment to the green energy transition?Host: Richard Sverrisson - Editor-in-Chief, Montel NewsContributor: Christian Driessen - Germany Editor, Montel NewsGuest: Dr. Claudia Kemfert - Professor of Energy Economics and Energy Policy at Leuphana University Lüneburg, and Head of the Energy, Transportation and Environment Department at the German Institute for Economic ResearchEditor: Oscar Birk HellenesProducer: Sarah Knowles
--------
28:14
--------
28:14
Should we talk about cheap power?
In recent months, political opposition towards renewable energy policies in the UK has been on a steady rise, as commitment to deliver "cheaper power" starts to overtake the ambition to have "clean power". Energy affordability is firmly back on the agenda.In the drive to deliver green targets have politicians overhyped the implications of a move to a decarbonized power system? Is free power for all a realistic or even feasible concept? If not, how can consumers be incentivised to use electricity when it’s cheap and not when it’s expensive? What are the real consequences?In this episode, Richard sits down with Afry Director, Stephen Woodhouse, at Montel's Energy Day in London to talk about whether the push for “clean power by 2030” can deliver cheap power, what changes are needed to deliver more private investment and how political and geopolitical shifts have reshaped costs and policy objectives.Host: Richard Sverrisson - Editor-in-Chief, Montel NewsContributor: Laurence Walker - Deputy Editor-in-Chief, Montel NewsGuest: Stephen Woodhouse - Director, AfryEditor: Bled MaliqiProducer: Sarah Knowles
--------
33:01
--------
33:01
Will GHG Protocol changes affect the GO market?
In October, the Greenhouse Gas (GHG) Protocol - the world’s most widely used carbon accounting framework - launched two public consultations, inviting input from professionals across the industry to share their thoughts on proposed changes to the current guidance for scope 2 carbon emissions and market-based accounting. But what are the changes? How do they affect big businesses on a global level? Could reformulating the methodology for temporal and locational reporting have far-reaching consequences for the GO market? In this episode, Richard sits down with experts in Amsterdam to discuss the proposed updates to the GHG Protocol, and what these changes mean for renewable energy markets and corporate sustainability reporting.Host: Richard Sverrisson - Editor-in-Chief, Montel NewsContributor: Alina Trabattoni - Italy Reporter, Montel NewsGuests: Killian Daly - Executive Director, EnergyTagCarolyn Addy - Head of Commercial, RenewableEditor: Bled MaliqiProducer: Sarah Knowles
Coming from the heart of the Montel newsroom, Editor-in-Chief, Snjolfur Richard Sverrisson and his team of journalists explore the news headlines in the energy sector, bringing you in depth analysis of the industry’s leading stories each week. Richard speaks to experts, analysts, regulators, and senior business leaders to the examine not just the what, but the why behind the decisions directing the markets and shaping the global transition to a green economy. New episodes are available every Friday.
España