On 1 November France’s natural gas market merged to create the Trading Region France (TRF). What has changed in terms of physical pipeline flows and has there been any impact on liquidity or prices? ICIS’ Patrick Sykes and Kelly Paul discuss the merger’s impact and ask whether key supply issues have been resolved.
Following two politically damaging federal state election results, German Chancellor Angela Merkel announced on Monday 29 October that she would not seek re-election as the head of the Christian Democratic Union (CDU) party at leadership elections in December. ICIS experts Roy Manuell and Tasmin Chowdhary discuss who might replace her and how the changing political situation could affect energy policy and the work of the German coal exit commission.
US sanctions on Iran are set to bite on 4 November, with Indian and Chinese imports of Iranian crude already wilting. The size of the supply void remains unclear as the US considers waivers. Market experts Sophie Udubasceanu and Richard Price discuss who could bridge the gap between supply and demand and what this means for the global crude market.
HOUSTON (ICIS)--Mexico has moved quickly to open up its oil, gas and power sectors after its 2013-2014 energy reform. How could this change after the newly-elected leftist administration takes office on 1 December 2018? ICIS Mexico Energy Report editor Claudia Espinosa interviews ICIS Americas senior energy analyst James Fowler on the outlook.
PODCAST: Groningen bill goes to vote in Dutch senate
Plans to close the Dutch Groningen gas field will face a key test on 16 October as the government’s bill to minimise production goes to a vote in the Senate. Market experts Patrick Sykes and Kelly Paul discuss what the bill means for regional gas markets.
On Monday 1 October, the joint bidding zone for German and Austrian Day-ahead prices was split into two separate markets. ICIS energy experts Roy Manuell and Diane Pallardy discuss the reasons for the split and its implications for German and Austrian power prices.
Long-term capacity contracts on the Interconnector gas pipeline that connects Britain to Belgium are set to end on 1 October 2018, opening up the whole pipe to the market. ICIS experts Ben Samuel and Patrick Sykes discuss what to expect next from gas flows and prices.
Qatargas and Petrochina recently signed a major, long-term LNG supply contract through to 2040. ICIS experts Alex Thackrah and Patrick Sykes discuss the implications of this deal in the context of the US-China trade war and Qatar’s LNG expansion plans.
Following the recent bull run in carbon allowances, notional clean UK baseload dark and spark spreads suggest that coal-fired power generation has become more profitable to run that of gas-fired plants for Winter ’18 delivery. While higher-priced EUAs would typically favour gas-fired generation over coal, a corresponding hike in the NBP price has had the opposite effect. ICIS experts Patrick Sykes and Tom Marzec-Manser talk about the coal-switching price and the outlook for the upcoming winter.
México ha avanzado bastante en la liberalización del mercado eléctrico mayorista, pero la falta de estándares de medición representa para muchos un obstáculo para el desarrollo del mercado. ¿Cómo va México en este tema y en el desarrollo del mercado? Claudia Espinosa, editora del Mexico Energy Report habla con Diana Carranza, reportera para el Mexico Energy Report y GNL en las Americas.