Plugged In: the energy news podcast

Montel News
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Sep 20, 2024 • 22min

Thumbs up for the new European Commission?

This week, the President of the European Commission, Ursula von der Leyen, unveiled her team of new commissioners and set out their priorities for the next five years.Amongst her new team are some key, experienced players for energy and climate, whose home countries are already avid supporters of the EU’s plans to decarbonise its economy.Does this new, energy-charged Commission combined with Draghi’s report recommendations mean that we are going to see some drastic change in the next five years?In this week’s episode, we hear initial reactions to the announcement from our own Brussel’s Correspondent and Eurelectric’s Policy Director.Host: Richard Sverrisson - Editor-in-Chief, MontelGuests: Siobhan Hall – Brussel’s Correspondent, Montel News; Cillian O’Donoghue – Policy Director, Eurelectric
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Sep 13, 2024 • 32min

Is regulation holding GO adoption back?

Harmonisation and international standardisation; those were the words that were often heard this week when analysts, traders, and energy producers came together to discuss the challenges facing the guarantees of origin market at the GO Conference in Reykjavík this week. The GO market is a driver for investment in renewable energy production pipeline, but how does it need to change to bring in more firms, especially energy intensive industry, and help boost demand across Europe?In this episode, Richard speaks to industry experts from the conference in Reykjavík and our reporter Enza Tedesco goes on a tour of one of Iceland’s new power plants.Host: Richard Sverrisson - Editor-in-Chief, MontelGuest: Lars Ragnar Solberg – Principal Consultant, AFRYHalldór K. Sigurðarson – Business Director, LandsvirkjunMerve Güngör – Policy and Networking Manager, RECS  
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Sep 6, 2024 • 30min

Carbon supply squeeze

The global power system is changing. Carbon emissions are declining. The green transition is in full flow. This is good news for the planet, but what do the next few years on this journey to 2030 look like for carbon prices?In this episode, we talk about the impact of impending EU regulations that businesses are bracing themselves for. With supply due to decrease faster than demand, and the squeeze on industries who will no longer benefit from the EU’s free emissions allowance, we ask the question: who is going to feel the brunt of decarbonisation?Host: Richard Sverrisson - Editor-in-Chief, MontelGuest: Alexandra Härmatis - Senior Corporate Carbon Trader, Vertis Environmental Finance
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Aug 30, 2024 • 25min

Insider trading allegations

A Montel News investigation has aired claims of insider trading in Germany’s power market. Signals received by some to help balance the grid are allegedly being used to front-run prices for same-day delivery. We’ve spoken to traders who claim this is an open secret worth millions of euros. Listen to a discussion with the reporter who broke the story.Host: Richard Sverrisson, Editor-in-Chief, MontelGuest: Nathan Witkop, Editor Clean Energy Desk, Montel
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Aug 23, 2024 • 31min

Guarantees of origin: Green or greenwashing?

The guarantees of origin (GO) market is complex and opaque. Listen to a discussion that unpicks the complexity, simplifies the jargon and lays bare the controversies in the market. With big tech looking to source more and more green energy, how can the market – projected to be worth EUR 4bn by 2030 – increase its credibility and boost liquidity? And why has Norway ruled out an exit from the GO market?Host: Richard Sverrisson, Editor-in-Chief, MontelGuest: Daniel Arnesson, Manager, Renewable Power Analysis, Veyt
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Aug 16, 2024 • 26min

Germany’s (over)ambitious green H2 plan

Germany plans to massively increase imports of hydrogen and its derivative products such as ammonia and methanol over the next five years but are the targets unrealistic and how green is the fuel? Listen to a discussion on what “hydrogen ready” could mean for infrastructure such as pipelines and power plants, the immense costs involved and the timescale for the decarbonisation of industry. Host: Richard Sverrisson, Editor-in-Chief, MontelGuest: Henning Gloystein, Director, Eurasia Group.
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Aug 9, 2024 • 29min

Curbs to French power exports

Cuts to French electricity exports began earlier this year and will continue into the autumn. Listen to a discussion on why grid operator RTE impose the export limits and the reaction from inside France and the wider market? The TSO said the cuts are likely to continue into the autumn amid ample supply from renewables and nuclear and dwindling demand, but is the issue more structural? Host: Richard Sverrisson, Editor-in-Chief, MontelGuests: Frank Boerman, Tennet; Clement Boilloux, Montel Analytics; Muriel Boselli, Montel News.
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Jun 28, 2024 • 33min

Has Keir’s time come?

As voters across the UK go to the polls, we take the pulse of the ways a potential Labour government could change the energy landscape. Kier Starmer is committed to a clean power system by 2030, rather than maxing out gas and oil output. Whilst the right-wing Reform looks set to opt for a “burn baby, burn” policy, what are Labours other plans. Listen to a discussion with Regen CEO Merlin Hyman and Montel’s Phil Hewitt on the possible future energy trading arrangements between the UK and the EU. Host: Richard Sverrisson, Editor-in-Chief, MontelGuests: Merlin Hyman, CEO, Regen; Phil Hewitt, Director, Montel Analytics
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Jun 21, 2024 • 33min

Is it apple pie time today?

As Europe’s power system becomes ever more decentralised, electricity consumption patterns will need to change, and change fast. Huge daily and within-day price differences will mean ever bigger prices differences for when we choose to do our laundry, charge the car or put on the oven to make apple pie. Listen to a discussion with Michiel Lensink and Jean-Paul Harreman on the challenges of negative prices, network congestion and bringing smaller firms to the market.Host: Richard Sverrisson, Editor-in-Chief, Montel Guests: Michiel Lensink, CEO of ETPA; Jean-Paul Harreman, Director, Montel Analytics
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Jun 14, 2024 • 30min

Picking winners

Even for the best power projects, gaining electricity access from grid operators is far from straightforward. Amid an every lengthening queue of applications, how do TSOs decide what projects to approve and which to reject? Is it a choice between electricity hungry data centres generating Tik-Tok videos or AI servers? Listen to a discussion with Marius Holm Rennesund of Thema on the potential for demand growth in Norway and the wider Nordic region. And as the discussion about Norwegian nuclear power resurfaces, we talk about the viability of atomic energy in the country.Host: Richard Sverrisson, Editor-in-Chief, MontelGuest: Marius Holm Rennesund, Partner, Thema Consulting

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