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Episodes

435

Latest episode

Jul 2026

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EN-GB

About the show

ICIS is the expert provider of wholesale energy prices and market information for the global energy markets. To find out more about our coverage, download the latest energy white papers and analysis, visit us at www.icis.com/energy ]]>

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60 recent

July 23, 2026Episode 44640 min

Episode 446: Geopolitics, storage risks and LNG flows reshape winter gas outlook

As European gas markets navigate a complex mix of geopolitical risk, storage concerns and shifting LNG flows, the outlook continues to evolve. ICIS has pushed its expectation for structurally tight market conditions out to October from August.At the same time, a moderate winter influenced by El Niño could provide some demand-side relief, even if significant uncertainties remain.Additional market concerns are emerging around potential regulatory intervention.In Germany, the prospect of government action if storage levels fall too low is attracting growing attention, while in Italy, market participants are assessing the possibility of measures to cap the PSV premium to the Dutch TTF benchmark.In this episode, ICIS global LNG editor Ed Cox, energy market reporter Ghassan Zumot and Gas in Focus deputy editor Marta Del Buono join ICIS energy and cross-commodity expert Aura Sabadus to unpack the key drivers shaping European gas and LNG markets, and what they could mean for prices, supply security and trading strategies in the months ahead.

July 22, 2026Episode 44515 min

Episode 445: New gas border rules, old challenges for Energy Community contracting parties

As Moldova and Ukraine prepare to introduce mandatory bundled capacity rules at EU borders from August, the region's gas sector is entering a pivotal phase. The new framework promises significant change in terms of streamlining operations but concerns remain that underlying barriers, including licensing requirements, VAT obligations and trading restrictions, could limit competition and increase costs for market participants.In this episode, ICIS senior reporter Aura Sabadus speaks with Sergiu Lica, Head of Gas Trading at Energocom, Moldova's state-owned gas and electricity wholesaler, about the practical implications of the new rules for the country and the region. The discussion also examines the evolution of Moldova's gas market amid gradual deregulation for industrial consumers, as well as Energocom's preparations for the upcoming winter.

June 30, 2026Episode 44427 min

Episode 444: The next big commodity in gas markets is not gas, it is data

Europe's gas market is entering a new era in which transparency is becoming just as valuable as the resource itself. As policymakers tighten requirements around carbon emissions, methane monitoring and the gradual withdrawal from Russian gas, market participants are under growing pressure to prove not only the environmental footprint of their supplies but also their origin and compliance status. In this episode, ICIS energy and cross-commodity expert Aura Sabadus speaks with Simone Pugliese, CEO of Attributes, a pioneering digital platform helping to bring greater visibility and traceability to natural gas and LNG value chains. The discussion explores how the industry is adapting to an increasingly data-driven regulatory environment and whether energy markets are heading towards an all-in-one certification framework combining emissions, methane performance, origin and compliance credentials within a single trusted digital asset.

May 20, 2026Episode 44325 min

Episode 443: Europe’s biomethane sector gains momentum despite policy challenges

While Europe’s long-term biomethane potential remains strong as output is projected to reach up to 35bcm by 2030, growth is being slowed by regulatory bottlenecks, permitting delays and feedstock constraints.At the same time, new policy developments are reshaping the outlook. Germany is tightening transport decarbonization rules while introducing more flexible pathways for renewable gases in heating. At the same time, policy fragmentation persists, highlighted by the European Commission’s action against France over its certification scheme.So, what does this mean for the future role of biomethane in Europe’s energy mix? Aura Sabadus has invited ICIS biomethane and power market specialist Andrea Battaglia to unpack the shifting landscape of Europe’s biomethane market.

April 15, 2026Episode 44230 min

Episode 442: Poland bets on LNG and tariff reform to strengthen CEE gas hub status

Since Russia sharply reduced gas supplies to Europe in 2022, Poland has emerged as a key regional gas crossroads, underpinned by its Swinoujscie LNG terminal, expanded interconnections and access to Baltic and North Sea supplies.Gas grid operator Gaz‑System has strengthened this role through infrastructure upgrades, tariff reforms and the repurposing of the Yamal pipeline from Germany into a west‑to‑east corridor. As other transport routes take shape across central and eastern Europe and global gas markets remain volatile, the focus is now on whether Poland can draw sufficient interest for its planned Gdansk LNG terminal and expanded export capacity, including flows to Ukraine.Speaking to ICIS senior reporter Aura Sabadus, Agnieszka Ozga, director for energy transition, and Stanislaw Brzeczkowski, chief engineer at Gaz‑System, explained the steps that are taken to position Poland as a major transshipment hub.

March 24, 2026Episode 44130 min

Episode 441: War, energy shocks and what comes next

Energy markets were jolted into crisis after war erupted in the Middle East on 28 February, abruptly ending expectations of a calm year marked by abundant oil and gas supply and falling prices.As the conflict escalated, energy infrastructure across the Gulf came under attack and shipping through the Strait of Hormuz ground to a halt amid sharply rising security risks.Oil and gas prices have since doubled, while market volatility remains exceptionally high. Key questions now loom large. How will European policymakers respond? At what point will sustained high prices begin to trigger meaningful oil and gas demand destruction in Asia?To answer all these, senior journalist Aura Sabadus has invited ICIS global LNG editor Ed Cox, crude oil editor Barney Gray and head of gas analytics Andreas Schroeder for a forward-looking discussion.

March 11, 2026Episode 44030 min

Episode 440: LNG remains critical to Europe's security of supply despite geopolitical and regulatory risks

The US-Israeli led war against Iran has unleashed extreme volatility across energy markets, with natural gas prices rising as much as 70% in the first ten days of March.Traders fear that the longer the shortfall lasts the more difficult it will become to refill gas stocks.While the fog of war remains thick in Iran and the Gulf, traders are struggling to get clarity and some degree of predictability. To find out how they navigate this situation and how events are seen by LNG traders, ICIS reporter Aura Sabadus caught up with James O’Brien, head of LNG at D.Trading, the trading arm of leading Ukrainian oil, gas and electricity private producer DTEK, and Luca Palmeri, CEO and founder of MCND, a dedicated consultancy, and himself a former senior LNG trader.

February 25, 2026Episode 43935 min

Episode 439: Deeper EU market is key to address economic, security challenges

Europe’s single market is widely regarded as the jewel in the crown of EU integration. However, the energy crisis of 2022 showed that its electricity and gas markets remain fragmented, exposing the bloc to economic and security risks. Cracks are felt in the day-to-day work of producers, traders, suppliers and end consumers as they struggle with complex red tape and high costs.ICIS highlighted some of these challenges in a recent white paper. A report published by Energy Traders Europe on 24 February highlights the constraints and the possible solutions to deepening the EU electricity and gas markets.As the need to create an Energy Union is now at the top of policymakers’ agenda, ICIS reporter Aura Sabadus speaks to Mark Copley, CEO of Energy Traders Europe, and ICIS EU policy expert, Gretchen Ransow, about solutions to achieve consistency and alignment across the bloc and with neighbouring countries.

January 27, 2026Episode 43825 min

Episode 438: Lithuania's LNG terminal is a key CEE energy security actor - CEO

Lithuania’s offshore Klaipeda LNG terminal had a record year in 2025, with the port’s utilisation rate soaring well above the EU average. Operator KN Energies anticipates an even better year in 2026. It has launched an open season for long-term capacity and is expecting more central and eastern European companies to use its services as they are looking for a diversity of sources and routes. Although traders are incentivised by Klaipeda’s ease of doing business and transparency, they also flag limitations related to regional market liquidity and high regional transmission tariffs. In this interview, Darius Silenskis, CEO of KN Energies, tells ICIS reporter Aura Sabadus about the company’s short and long-term plans and its role in supporting market liquidity.

January 21, 2026Episode 43726 min

Episode 437: EU biomethane market blooms but challenges slow down progress

The EU’s biomethane market has been developing at speed.Since 2023, production has risen more than 30% and the fuel is fast becoming not just an instrument to reach energy transition targets but is also making a real contribution to security of supply.A number of western European countries including France, Germany, Denmark, Italy, the UK are leading the way thanks to their extensive agricultural sectors and well designed subsidies schemes.However, building a single pan-European market is still a distant dream.ICIS energy news editor Andrea Battaglia tells senior reporter Aura Sabadus about the merits of this emerging sector but also the challenges that are slowing down progress.

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