Oil and gas prices plummeted in the immediate aftermath of the trade war between the US and China.With many expecting oil and gas prices to continue to decline as a result of Trump's tariffs, the trade war raises raises fundamental questions about the profitability of oil production. Will oil producers feel inspired to "drill baby drill", as Trump famously promised, if prices continue to fall?In this episode, Richard speaks to Saul Kavonic, Head of Energy Research at MST Marquee, about the impact on global trade flows, prices and why an expected boost in LNG in 2026 may not materialise.Host: Richard Sverrisson - Editor-in-Chief, Montel NewsContributor: Laurence Walker - Deputy Editor-in-Chief, Montel NewsGuest: Saul Kavonic - Head of Energy Research, MST MarqueeEditor: Oscar BirkProducer: Sarah Knowles
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33:36
Green transition fears amid tariff turmoil
This week, Trump's staggering tariffs on Asia and Europe caused turmoil in global equity and energy markets - as they took effect and were paused - raising many concerns within the energy sector about prices, trade flows, and the future of renewables investments.With the situation changing day-by-day, even hour by hour, Richard speaks to Norges Bank Investment Management - Norway's Oil Fund - about the state of the global renewables markets, and what long-term impact the events of this week will have on the energy transition.Presenter: Richard Sverrisson - Editor-in-Chief, MontelContributor: Olav Vilnes - Norway Editor, MontelGuest: Harald von Heyden - Global Head of Energy and Infrastructure, Norges Bank Investment ManagementPodcast Editors: Oscar Birk, Bled MaliqiPodcast Producer: Sarah Knowles
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22:35
German regulator talks gas storage, price zone split
In this week's episode, the president of the federal network agency discusses the critical issues facing Germany's energy market as the country waits for the new government to take the reins.How will Germany - and Europe - fill gas storage ahead of the winter, given the current unattractive prices? We also talk about the pressure the country faces to split its price zone, and the outlook for power demand amid a challenging macro-economic environment for German industry. Presenter: Richard Sverrisson - Editor-in-Chief, Montel NewsGuest: Klaus Müller - President, The German Federal Network Agency (Bundesnetzagentur); Nathan Witkop - Editor, Clean Energy DeskEditor: Bled MaliqiProducer: Sarah Knowles
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33:16
Heathrow's power outage - a one-off?
Last Friday, one of the world's largest transport hubs came to a halt for 18 hours after a fire broke out at one of its substations in North Hyde.Since the incident, National Grid's CEO responded to accusations that Heathrow bosses were forced to shut down the airport due to a lack of power, confirming that the two other substations were operational and fully capable of powering the airport.Why, then, was the airport not able to connect the power, and why did it take so long to return to its operations?In this week's episode, Richard speaks to Simon Gallagher, grid expert and MD of UK Network Services, a leading independent energy networks consultancy, about some of the wider concerns this outage raises about the country@s energy security. How vulnerable is some of its crucial infrastructure? Host: Richard Sverrisson - Editor-in-Chief, Montel News Guest: Simon Gallagher, Managing Director of UK Network Services Editor: Bled Maliqi Producer: Sarah Knowles
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24:49
Nuclear’s latest comeback: is it permanent?
Over the past year, many countries in Europe and beyond have announced plans to expand their nuclear programmes or build new reactors.As the pressure mounts for countries to start delivering on their decarbonisation goals and have a tighter grasp on their energy security, it begs the question: has “the road to net zero” become “the road to nuclear”?In this week’s episode, Richard speaks to the Director General of the Nuclear Energy Agency about what has triggered this latest revival in nuclear, and how the private and public sectors will need to decide who takes on the financial risk of building new atomic reactors. Host: Richard Sverrisson - Editor-in-Chief, Montel NewsGuest: William D. Magwood, IV - Director General, Nuclear Energy AgencyChristopher Eales - France Editor, Montel NewsEditor: Bled Maliqi, MontelProducer: Sarah Knowles
Coming from the heart of the Montel newsroom, Editor-in-Chief, Snjolfur Richard Sverrisson and his team of journalists explore the news headlines in the energy sector, bringing you in depth analysis of the industry’s leading stories each week. Richard speaks to experts, analysts, regulators, and senior business leaders to the examine not just the what, but the why behind the decisions directing the markets and shaping the global transition to a green economy. New episodes are available every Friday.
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