Resonance Podcasts

In this week’s Resonance energy market podcast episode, Jeremy Nicholson talks to Alfa’s Dan Veasey as we see extreme heat in Southern Europe. Topics explored include: Not much response in pricing to extreme heat, although there is some reduced capacity of the French nuclear fleet.Demand has increased in southern Europe, but there is significant renewables generation to counter

In this week’s Resonance energy market podcast episode, Jeremy Nicholson talks to Alfa’s Henry Homer as we return to equilibrium, but the fragile balance of supply and demand is causing challenges across Europe. Topics explored include: We return to equilibrium, but hydro and nuclear capacity remain a risk.Renewables have improved and softened markets, but being intermittent p

In this week’s Resonance energy market podcast episode, Jeremy Nicholson talks to Alfa’s Dan Veasey discuss the market implications of Europe reaching full storage capacity by the end of summer, as well as the potential impact of unexpectedly mild weather.Topics explored include: Short term spike on mutiny news, but no fundamental changes to gas flows from Russia.Intra-day vola

In this week’s Resonance energy market podcast episode, Jeremy Nicholson talks to Alfa’s Henry Homer about why Europe is not out of the woods on energy price concerns. Topics explored include: Complacency reigns following the price plunge, as gas price spike highlights market risks.Focus on structural dangers to manage price risk.Storage in Europe is not up to the challenge of

In this week’s Resonance energy market podcast episode, Jeremy Nicholson talks to Alfa’s Dan Veasey about the return of energy market price volatility. Topics explored include: Power market balancing met by coal generation with nuclear reactors offline and demand increases with warmer weather. Reductions in LNG arrivals indicates a general slowdown of deliveries as Asia becomes

In this week’s Resonance energy market podcast episode, Jeremy Nicholson talks to Alfa’s Henry Homer about the relative calm we are experiencing, and why it is at risk as we head into the summer months.Topics explored include:A price plunge, but what next for Europe?What about carbon given its volatile past?Why persistent structural risk puts the relative calm in jeopardy.Deman

In this week’s Resonance energy market podcast episode, Jeremy Nicholson talks to Alfa’s Dan Veasey as near-term energy prices continue to fall, the risk to LNG supply from the US and demand from Asia arises.Topics explored include:UK renewable assets lower demand for gas, seeing exports to Europe where prices are at a premium.Responding to falling LNG prices, Asian buyer deman

In this week’s Resonance energy market podcast episode, Jeremy Nicholson talks to Alfa’s Henry Homer as prices fall, discussing the innate risk of a single source of supply for gas. Topics explored include: Structural issues effecting European markets remain. The 3 pillars – weather, LNG and storage. TTF prices falls, but only for near term spot and month ahead purchases. LNG

In this week’s Resonance energy market podcast episode, Jeremy Nicholson talks to Alfa’s Daniel Veasey as prices soften ahead of the summer. Topics explored include: Softening of near-term pricing while winter prices hold. Economic data impacts oil prices, despite OPEC cuts. With LNG delivery at record levels, do falling prices risk supply being diverted to Asia? While support

In this week’s Resonance energy market podcast episode, as markets plateau, Jeremy Nicholson talks to Alfa’s Henry Homer about the structural dangers that remain and the risk of a rapid return to higher prices. Topics explored include:As we enter Q2 we see a more supply-based market where equilibrium is returning.Joint European energy purchasing raised during the height of the