France’s gas market is set to merge on 1 November, creating the Trading Region France (TRF) and a single balancing PEG reference price. But how much of a premium to the benchmark TTF will the new PEG price have? And how much of the southern French TRS premium will be factored into the new PEG quotation? Market Reporter Patrick Sykes interviews lead French gas reporter Kelly Paul on this issue.
A majority of Mexico’s citizens recently elected a political outsider to the presidency. What will this mean for Mexico’s energy reform? ICIS Mexico Energy Report editor Claudia Espinosa interviews ICIS Americas senior energy analyst James Fowler on the topic.
The European Commission recently opened an investigation into alleged destination clauses in Qatar’s long-term LNG supply agreements with European importers. ICIS experts Patrick Sykes and Alex Thackrah discuss what the outcome of the case may be and what it means for LNG markets.
The expiry in 2016 of two Russian transit contracts along a key eastern European pipeline should have triggered the start of regional cross-border trading between Bulgaria, Romania and Ukraine. However an extensive ICIS investigation found that despite EU requirements to implement third party access at the expiry of legacy contracts, the infrastructure remains blocked amid alleged Gazprom pressure. In this week’s podcast Aura Sabadus and Tom Marzec-Manser reveal the results of the investigation.
LNG market players have been actively chartering in vessels for the upcoming winter, with prompt charter rates growing. ICIS LNG experts Ludovic Aldersley and Katya Kravtsova discuss the impact of the recent activity on the winter charter market.
While most of Europe has ramped up gas storage injections after the unusually cold winter, stock levels in the Netherlands are lagging behind. ICIS reporters Patrick Sykes and Alice Casagni discuss the price impact of low stocks on the TTF far curve.
Poland has been vocal about Russian dominance in Europe as a gas supplier. But its own incumbent PGNiG’s market share is growing while independent importers are pushed out by punitive supply security laws. Should the Polish government fix problems in its own backyard first?
ICIS experts Tom Marzec-Manser and Katya Zapletnyuk discuss prices and flows data highlighting realities of the Polish gas hub.
This week US President Donald Trump pulled out of the landmark nuclear agreement between Iran and world powers. ICIS experts Aura Sabadus and Patrick Sykes talk through the impact of the decision on oil and gas markets, and the consequences for investment in Iran’s energy sector.
Hydroelectric stocks across Europe are at historically low levels after an unusually cold winter led to sustained demand and high fuel prices. ICIS power experts Chris Somers and Herman Moestue discuss the impact of low reservoir levels on trading and look ahead to the potential price impact of an unseasonably warm spring.