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Special episode : "Middle East Tensions: What’s at Stake for Energy Markets"

samedi 25 avril 2026 • Durée 21:31

In this episode, Julien Hoarau and Olivier Gasnier take a step back from the headlines to assess the energy market consequences of the Iran–Israel conflict and the fragile ceasefire currently in place.

They explore how disruptions in the Strait of Hormuz have reshaped global oil, LNG and refined product markets, why price reactions have differed across regions, and what this crisis reveals about structural vulnerabilities in today’s energy system.

From oil and gas to power markets and carbon pricing, the discussion highlights both short‑term market dynamics and longer‑term strategic implications.

A clear, market‑focused conversation for energy professionals seeking to understand what is really at stake — and what lessons this crisis leaves for the years ahead.

Start your EnergyScan free trial and get more analysis and data on energy markets : https://bit.ly/47Wuz01

Follow us on twitter : https://twitter.com/Energyscan_egm

Contact us at energyscan.gem@engie.com

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Special episode : Understanding the EUA price correction

mercredi 25 février 2026 • Durée 13:58

In this episode, Julien Hoarau and Paul Chavy unpack the sharp drop in EU carbon prices—EUAs falling more than 20% from mid‑January highs above €90/t. Together they explain how a barrage of political headlines, lobbying pressure, leaked documents, and renewed policy uncertainty disrupted what had been a strong structural bullish narrative. The discussion dives into the key reform flashpoints ahead of the EU ETS review—free allocation, the MSR, and the LRF—plus the potential impact of unallocated allowances and how positioning and options dynamics can amplify volatility. Finally, the episode lays out three plausible near‑term price scenarios and assesses whether the structural bull case is truly broken—or simply paused by politics.

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Special episode : Gas vs oil price spread: What’s Next?

mercredi 10 décembre 2025 • Durée 06:18

Since 2022, gas prices in Europe and Asia have moved closer to oil prices due to supply constraints and fuel switching. This podcast dives into the key drivers behind this link: price indexation, producer strategies, industrial and transport substitutions, and the role of U.S. associated gas production. While market consensus expects gas prices to fall well below oil from 2026, we explore why this scenario might not materialize.

Start your EnergyScan free trial and get more analysis and data on energy markets : https://bit.ly/47Wuz01

Follow us on twitter : https://twitter.com/Energyscan_egm

Contact us at energyscan.gem@engie.com

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Gas & Power: Wait-and-see attitude on the gas market, French electricity prices collapse

vendredi 3 octobre 2025 • Durée 08:41

The EnergyScan podcast is back after the summer break! In this episode, Julien Hoarau discusses the stability of global gas prices ahead of the heating season. Relatively low inventories in Europe, weak demand in Asia and an uncertain geopolitical context are keeping market players in a wait-and-see mode. EUA prices are strong, supported by intense speculative activity. In the electricity market, French prices have fallen due to persistent oversupply, which is weighing on market sentiment, despite exports being on track to reach a new record high this year.

Start your EnergyScan free trial and get more analysis and data on energy markets : https://bit.ly/47Wuz01

Follow us on twitter : https://twitter.com/Energyscan_egm

Contact us at energyscan.gem@engie.com

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Gas & Power: The mid-year wrap-up for European gas, carbon and power markets

mercredi 30 juillet 2025 • Durée 09:35

In this Gas & power episode, we provide a mid-year review of the European energy markets with a short-term outlook: lingering tightness in the gas market, EUAs stabilizing and heading towards a tightening balance and the continuous fragmentation on the electricity market.

Start your EnergyScan free trial and get more analysis and data on energy markets : https://bit.ly/47Wuz01

Follow us on twitter : https://twitter.com/Energyscan_egm

Contact us at energyscan.gem@engie.com

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Gas & Power: Back to fundamentals after the geopolitical rollercoaster ride

vendredi 4 juillet 2025 • Durée 12:55

In this episode, we take a look at the recent volatility of the energy markets and, in particular, the roller-coaster impact of geopolitical events in the Middle East. Market players are now refocusing on the fundamentals: the difficult injection season on the natural gas market, the impact of the heatwave on electricity markets and the singular movements in carbon prices.

Start your EnergyScan free trial and get more analysis and data on energy markets : https://bit.ly/47Wuz01

Follow us on twitter : https://twitter.com/Energyscan_egm

Contact us at energyscan.gem@engie.com

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Gas & Power: A challenging gas injection period and a fragmented electricity market: a mixed bag for European energy hubs

Épisode 149

mardi 10 juin 2025 • Durée 11:25

In the latest EnergyScan podcast, we discuss about the progressive increase in European gas prices over the past few weeks on the back of a challenging storage injection period. The electricity market remains particularly fragmented in Europe with large location spreads highlighting the combination of weak demand, local oversupply and grid constraints.

Start your EnergyScan free trial and get more analysis and data on energy markets : https://bit.ly/47Wuz01

Follow us on twitter : https://twitter.com/Energyscan_egm

Contact us at energyscan.gem@engie.com

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Macro & Oil: What are the main drivers of oil prices today? Could they fall further?

jeudi 5 juin 2025 • Durée 11:11

In the latest EnergyScan podcast, we take a look at the oil market. The trade war has driven prices down by around $10/b. OPEC's policy could push prices down further, but geopolitical tensions with Iran are currently preventing this.

Start your EnergyScan free trial and get more analysis and data on energy markets : https://bit.ly/47Wuz01

Follow us on twitter : https://twitter.com/Energyscan_egm

Contact us at energyscan.gem@engie.com

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Gas & Power: Iberian blackout, EU gas prices finding a (temporary?) floor, and EUA2 first trade

mercredi 7 mai 2025 • Durée 09:50

In this episode, we discuss the Iberian blackout on April 28th, the volatility in EU natural gas prices, examining factors like global trade dynamics, storage levels, and the EU's plan to phase out Russian gas by 2027. Finally, we break down the significance of the first trade on the new EUA2 futures market for the road transport and building sectors under the EU's net-zero strategy.

Start your EnergyScan free trial and get more analysis and data on energy markets : https://bit.ly/47Wuz01

Follow us on twitter : https://twitter.com/Energyscan_egm

Contact us at energyscan.gem@engie.com

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Macro & Oil Report: The trade war waged by the United States

jeudi 17 avril 2025 • Durée 14:46

In the latest EnergyScan podcast, Olivier Gasnier reviews the events that followed 2 April, ‘Liberation Day’. Analysis, insights and forecasts.

Start your EnergyScan free trial and get more analysis and data on energy markets : https://bit.ly/47Wuz01

Follow us on twitter : https://twitter.com/Energyscan_egm

Contact us at energyscan.gem@engie.com

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ENGIE EnergyScan – Détails, épisodes et analyse

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Classements récents

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Liens partagés entre épisodes et podcasts

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Historique des publications

Derniers épisodes publiés

Podcasts et contenus similaires

Podcasts Similaires Basées sur le Contenu

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Apple Podcasts

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