Oxford Energy Podcast – The market takes shape: The Ukrainian gas sector to 2030
Apr 14, 2021 7:30:pm
Summary In this podcast James Henderson discusses a new OIES paper on the future of the Ukrainian gas market and its interconnections with Russia and Europe with Simon Pirani.
by: OXFORD INSTITUTE FOR ENERGY STUDIES (OIES)
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Oxford Energy Podcast – The market takes shape: The Ukrainian gas sector to 2030
The podcast first reviews the current state of the Ukrainian gas sector following a decade of dramatic change and then assesses the outlook for further transit of Russian gas, development of the internal market and future opportunities for using the country’s storage assets. James and Simon also discuss the continuing liberalisation and deregulation of the Ukrainian gas market, as well as the prospects for domestic gas production. The overall conclusion is that Ukraine has taken very positive steps to reduce its dependence on Russia
Oxford Energy Podcast – Asia LNG Price Spike: Perfect Storm or Structural Failure?
Mar 14, 2021 1:15:pm
Summary The big increase in spot Asian LNG prices in January to over $30/MMBtu has been called a ‘perfect storm’ of three factors – very cold weather in Northeast Asia, LNG supply issues at some export plants and a lack of spare LNG tanker capacity.
by: OXFORD INSTITUTE FOR ENERGY STUDIES (OIES)
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Oxford Energy Podcast – Asia LNG Price Spike: Perfect Storm or Structural Failure?
In this Podcast David Ledesma discusses with Mike Fulwood these issues as well as other more structural factors that exacerbated the market situation. Lack of any meaningful gas storage in Asia, especially in a country like Japan, meant that the market did not have any back-up storage and the fragmented nature of the Japanese market, with few pipeline interconnections between the main cities and regions, meant gas could not be moved around the country
Oxford Energy Podcast – China and the geopolitics of the energy transition
Mar 13, 2021 3:30:pm
Summary China is widely expected to be one of the biggest winners of the energy transition: not only has the country got a head start in the manufacture and deployment of renewables and batteries, it is also.
by: OXFORD INSTITUTE FOR ENERGY STUDIES (OIES)
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Oxford Energy Podcast – China and the geopolitics of the energy transition
China is widely expected to be one of the biggest winners of the energy transition: not only has the country got a head start in the manufacture and deployment of renewables and batteries, it is also central to the supply chains of critical minerals. Moreover, China is expected to maintain a dominant role in the ‘old’ geopolitics of fossil fuels as it is likely to remain a large consumer of oil and gas for some time. China’s state-led model, with generous financing and policy support, has helped it achieve th
Oxford Energy Podcast – Recovery from COVID-19 and Balancing the LNG Market in 2021
Feb 13, 2021 9:30:am
Summary In this podcast David Ledesma discusses with Mike Fulwood, Senior Research Fellow at the OIES, the recovery of the gas market from the 2020 global market collapse, due to the COVID-19 pandemic and how the LNG Market could balance in 2021.
by: OXFORD INSTITUTE FOR ENERGY STUDIES (OIES)
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Oxford Energy Podcast – Recovery from COVID-19 and Balancing the LNG Market in 2021
Following a look back at the European gas market in 2020, the podcast discusses the prospects for gas demand in 2021 in Asia, Europe, the Middle East and North America. The supply side market correction from North American LNG cargoes enabled Europe to balance during 2020 and potentially the market could see the same in 2021, but to a lesser degree. The podcast then discusses European gas pricing trends and the longer-term implications of the high Asian s
Since the 1980s the growth of the LNG business has been underpinned by third party finance, predominantly from international banks, under limited recourse project finance.