Montel Weekly

Corporate demand for guarantees of origin (GOs) will remain strong next year as companies continue to boost their green credentials. However, supply from French auctions and from German facilities should continue to keep prices around 50 eurocents. Listen to expert views on what’s currently driving the GO market.Host: Richard Sverrisson, Editor-in-Chief Europe, Montel. Guests: Alexandra Münzer, Managing Director, Greenfact, Olav Vilnes, Chief Editor Nordics, Montel. 

While currently trading around EUR 25/t, European carbon prices look set to be hit by several bearish factors next year, including a potential flood of UK permits, an economic slowdown and reduced demand as Germany starts its coal exit. Listen to the in-depth analysis of current and future CO market drivers. Host:Richard Sverrisson, Editor-in-Chief Europe, Montel.Guests:Tom Lord, Head of Trading and Risk Management, Redshaw Advisors,Alessandro Vitelli, Carbon Reporter. 

Spain´s PPA boom could be a bubble that could burst in the coming years. This week´s pod comes from Madrid, where we discuss the upcoming election and the impact on energy policy. Will the next government be able to push through the necessary legislation in order for Spain to meet its decarbonisation targets? Host:Richard Sverrisson, Editor-in-Chief Europe, Montel. Guests:Andrés Cala, Editor Spain, Montel, Pedro Linares, Professor of Energy Policy, Comillas Pontificial University.

Norway could be heading for a slowdown, or even an abrupt halt, in wind power expansion amid growing opposition to onshore turbines. This week we discuss the growth in green capacity across the Nordics and the potential impact on wholesale prices in the region and beyond. Host:Richard Sverrisson, Editor-in-Chief Europe, Montel. Guests:Olav Vilnes, Chief Editor, Nordics, Montel,Marius Holm Rennesund, Partner, Thema Consulting  Group. 

Could Germany be holding back its climate ambitions due to fears of public unrest similar to the gilet jaunes movement in France? This week’s pod addresses such concerns with Germany’s leading green energy supplier, and how the EU’s biggest economy can hasten its energy transition.Host: Richard Sverrisson, Editor-in-Chief Europe, Montel. Guest:Nils Kompe, Head of power portfolio management, LichtBlick. 

Amid concerns of a global economic slowdown, this week’s pod discussed the energy market implications of the China-US trade war, Trump’s tweet and the latest Brexit developments. What are the key pointers to look for in an increasingly uncertain gloomy macro environment? Host:Richard Sverrisson, Editor-in-Chief Europe, Montel. Guest:Richard Mallinson, senior analyst, Energy Aspects. 

News of fresh delays and cost overruns at France’s next generation reactor at Flamanville may not be a killer blow for the country’s nuclear industry but the sector could face death by a thousand cuts. This week´s pod discusses more woes for French and European reactors.Host:Richard Sverrisson, Editor-in-Chief Europe, Montel. Guests:Paolo Coghe, Director, Acousmatics, Chris Eales, Editor France, Montel. 

PPAs are a crucial way to finance new renewable energy as countries phase out subsidies and companies are looking to consume more green energy. This week´s pod discusses the current state of the PPA market and highlights ways to overcome regulatory barries and other risks. Host:Richard Sverrisson, Editor-in-Chief Europe, Montel. Guests:Caroline Brun Ellefsen, Global Head, Instatrust, DNV GL, Mariana Heinrich, Manager, Climate and Energy, WBCSD. 

Contrary to expectations, potential German coal plant closures over the coming decade may not result in the cancellation of permits relative to their emissions. Host:Richard Sverrisson, Editor-in-Chief Europe, Montel. Guests:Bernadett Papp, Senior Market Analyst, Vertis,Marcus Ferdinand, Head of EU Power and Carbon Analytics,Nora Kamprath Buli, Editor Germany, Montel. 

Imagine a world where you can trade power from your solar panel with others, linking households, neighbourhoods and regions through digital technology. Listen to a version of the future that is already happening in the Netherlands. Host:Richard Sverrisson, Editor-in-Chief Europe, Montel. Guest: Philip Gladek, CEO, Spectral Energy.   

This week’s news of potential issues with steam generators at some of France’s nuclear reactors caused energy prices to skyrocket as market participants feared a return of problems seen in the autumn of 2016. Listen to the guests discuss the implications for France and its neighbours. Host: Richard Sverrisson, Editor-in-Chief Europe, Montel. Guests:Kris Voorspools, Portfolio Manager, Anode Energie. Chris Eales, Editor France, Montel. 

European carbon prices are set to rise to EUR 45/t by the end of this year, according to Berenberg Bank. Listen to analyst Lawson Steele explain his reasons in this week’s pod. Host:Richard Sverrisson, Editor-in-Chief Europe, Montel. Guest:Lawson Steele, Senior Utility Analyst, Berenberg Bank. 

In a bid to avoid turning into energy dinosaurs, European oil and gas majors are becoming increasingly active in the renewable sector. In this week’s pod Nordea analyst Thina Saltvedt discusses how these firms are investing in green energy in an attempt to diversify and decarbonise their business.Host:Richard Sverrisson, Editor-in-Chief Europe, Montel. Guests:Thina Saltvedt, Senior Analyst, Nordea Bank. Nora Kamprath Buli, Editor Germany, Montel. 

Recorded live at the Montel Nordic Energy Day, this week’s pod addresses key issues including the outlook for CO2 prices and developments in the Nordic region. Catch the opening snippets from the event, and then listen in to a deeper discussion about the main drivers in the carbon and Nordic power markets for the coming months. Will the switch to gas-fired generation be temporary, or more permanent?Host:Richard Sverrisson, Editor-in-Chief Europe, Montel. Guests:Ingvild Sørhus, Senior Analyst, EU Carbon Analysis, Refinitiv,Tor Reier Lilleholt, Head of Analysis, Wattsight. Conference moderators, Morten Hegna and Olav Vilnes, Montel. 

Gas is set to continue to push coal and lignite out of the power mix amid ample supply and carbon prices at a “new normal” level of EUR 30/t. Listen to the latest podcast and the discussion about the key drivers for Europe’s gas and power markets in the weeks and months ahead.Host:Richard Sverrisson, Editor-in-Chief Europe, Montel. Guests:Wayne Bryan, senior energy and commodity analyst, Alfa Energy, Paolo Coghe, president, Acousmatics. 

The Nordic region is set for a wet autumn if the weather forecasts are to be believed, and the front quarter contract has already fallen 15% since late July. As well as having umbrellas and raingear at the ready, the podders discuss other key issues market participants should keep an eye on in the coming months. Host:Richard Sverrisson, Editor-in-Chief Europe, Montel. Guests:Olav Vilnes, Chief Editor Nordics, Montel, Morten Hegna, Sales And Events Director, Montel. 

Boris Johnson’s “do or die” Brexit pledge means the UK could crash out of the EU without a deal on 31 October. A bluff or not, the energy sector now faces more uncertainty and could lose an important transition period to finalise trading details, says Antony Froggatt of Chatham House. Host: Richard Sverrisson, Editor-in-Chief Europe, Montel. Guest:Antony Froggatt, senior research fellow, Chatham House. 

The Montel Weekly returns this Friday! For the last time, let us take you back to one of the episode we did in spring. Do you remember the episode in which we discussed the protest against onshore wind turbines in Norway? The reasons behind the opposition and the country’s energy mix? Let us take you behind the scenes of the episode with Montel’s Gert Ove Mollestad and Marius Holm Rennesund, Partner at Theme Consulting group.

How about the episode with a super-insightful discussion about coal between Paolo Coghe, president of Acousmatics, and Laurence Walker, Coal Editor, Montel? Anna takes us behind the scenes of ‘King coal heads for the exit'. Hear the outlook for the dirty fuel and the key market developments to keep an eye on in the remainder of the year. 

Do you remember the episode in which we discussed the safety issues at France’s nuclear fleet and the country’s outlook for renewables? Let us take you behind the scenes of the episode with Yara Chakhtoura, Managing Director at Vattenfall Eolien, Jean-Christophe Niel, Director General at IRSN, Yves Marignac, Director at WISE-Paris, and Chris Eales, Editor France at Montel.