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Published by ICIS Energy
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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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Greenland has been holding the headlines in recent weeks as US President Donald Trump expressed an open interest in acquiring the world’s largest island amid claims of security risks in the Arctic region. Many observers reject the argument, insisting the race to take over the resource-rich island and possibly even neighboring Canada is largely driven by economic considerations. Canada and Greenland already have long-standing security arrangements with the US and extracting more fossil fuels at a time when the world is already awash with oil and gas does not make sense. What, then, is driving the latest US policy in the Arctic region? ICIS senior journalist Aura Sabadus has invited Arctic expert Dr Petra Dolata, associate professor at the University of Calgary, Canada, to find out.
The US military operation in Venezuela at the start of 2026 resulting in the capture of president Nicolas Maduro had a modest immediate impact on oil prices. However, questions raised by these events are highly consequential for global markets and the future geopolitical power balance. Shares in some US-listed oil companies rose sharply after the operation, but who will be the real winners and losers in the long term? What are the implications for global oil and gas markets, amid protests rocking Iran and the possibility other resource-rich countries and territories such as Canada, Colombia, Greenland or Mexico could be on Washington’s target list? Senior reporter Aura Sabadus has invited ICIS global crude oil editor Barney Gray and senior oil analyst David Jorbenaze to reflect on latest developments and the long-term outlook for markets.
The loss of Russian gas imports, associated long-term capacity bookings and the reversal of gas flows in central and eastern Europe have led to soaring transmission tariffs and inevitably heated debates. After decades of operating on a fairly simple business model, gas grid operators, regulators, traders and consumers are faced with multiple dilemmas on how to minimise costs while also ensuring revenue to meet challenges. A patchwork of different views and approaches has emerged, often to the detriment of consumers, raising questions whether the EU’s network codes still provide the answer to managing complex situations. In this interview, Walter Boltz, former head of Austrian regulator E-Control, tells ICIS senior reporter Aura Sabadus that an altogether new vision is required that will require the involvement of the European Commission, ACER and ENTSOG.
The EU’s Carbon Border Adjustment Mechanism (CBAM) will be moving up a gear from 2026 when EU importers are expected to purchase and surrender CBAM certificates to cover the embedded emissions of imported carbon-intensive goods. Regulations will impact Energy Community contracting parties such as Ukraine, Moldova, Georgia and the West Balkans countries either through their exports of electricity or other energy-intensive products. ICIS journalist Aura Sabadus has spoken to Peter Pozsgai, lead of the CBAM Readiness Task Force at the Energy Community, to understand the exact implications for both EU importers and Energy Community contracting parties.
Transmission capacity on the Romanian-Moldovan border was overbid at quarterly auctions held in November as traders have been competing to sell gas to Moldova this winter. Only five years ago such a scenario would have been unthinkable. The country was fully reliant on Russian gas and depended heavily on Russian-controlled Transnistria for electricity supplies. After multiple energy crises triggered by Russia since then, Moldova has fast-tracked the implementation of EU-aligned reforms. Within less than six months it will start its gradual liberalisation of the gas sector and by 2027 it expects to couple its electricity spot market with that of the EU. However, as Constantin Borosan, director of energy regulator ANRE tells ICIS journalist Aura Sabadus, there are still many challenges ahead. These include ensuring the correct framework for functional power and gas markets, expanding the border gas capacity with Romania and Ukraine to facilitate regional transit and thinking long-term about the future of Transnistria’s energy arrangements.
The EU is moving closer towards the development of a real-time electricity market thanks to critical tools such as the Platform for the International Coordination of Automated Frequency Restoration and Stable System Operation, (PICASSO) and, more recently, the launch of quarter hourly trading intervals. Somewhat like Picasso’s art, the platform is a bold attempt to harmonise the EU’s diverse markets and bring efficiency in an ecosystem increasingly dominated by renewable generation, which will require more real-time responses as this capacity expands. However, in recent months, it has raised many concerns because of price volatility, with some countries delaying its adoption. Italy, however, seems to be moving in opposite direction, preparing to rejoin after pulling out. In this podcast, energy market specialists Giovanni Musella and Tatjana Jovanovic talk to Aura Sabadus about the problems that have been flagged by participants and the solutions proposed to smooth out operations.
Ukraine has been a major buyer of natural gas on European hubs this year, scrambling to replenish heavily depleted stocks. As war-related risks persist it is still looking to secure more volumes even as it tries to protect domestic production and increase output in challenging conditions. In this interview, Artem Petrenko, secretary general of the Association of Gas Producers of Ukraine tells Aura Sabadus about the country’s preparations ahead of winter and the first steps taken as part of a US-Ukraine mineral deal that could attract investments in its upstream sector over the upcoming years.
Senior reporter Clare Pennington interviews ICIS senior data analyst Fei Xu and senior Asia LNG reporter Paula Xiao to unpick what is going on in Japan’s LNG market. Japan is one of the world's largest LNG buyers, surpassed only by China in recent years and still vying for top spot as the world’s largest LNG importer. But in the long term, some buyers think Japan might be overpositioned, ploughing too much money into its LNG purchase power. Both China and Japan are firmly over-contracted at the moment, but Japan’s expiring contracts will place the latter in an under-contracted position by 2028. ICIS expects Japanese companies to sign more long-term contracts in the coming 2 years to fill this gap. But with wider energy investment plans, including in nuclear, how should Japan approach this changing market?
High capacity booking interests for gas exports from Romania to Hungary for the next ten years indicate that regional companies may be preparing for the start of Black Sea gas production from 2027. Last year, Romania became the EU’s largest gas producer, a position that is likely to be further consolidated when output at the Neptun Deep bloc is set to start. Nevertheless, it hasn’t always been plain sailing for the project, which has faced political and regulatory headwinds over the years, and first volumes are set to reach markets at a time of numerous changes including surging global LNG production. In this latest podcast, Franck Neel, executive board member of OMV Petrom, the project operator, tells Aura Sabadus about latest developments at Neptun Deep, the company’s regional expansion plans and why Romanian Black Sea gas will have a competitive edge.
The Energy Community celebrates its 20 th anniversary this year. Established in the aftermath of the Balkans war and the accession of many central European countries to the EU, the institution faces similar challenges now, being instrumental in supporting Ukraine’s energy resilience in the face of Russian attacks and assisting contracting parties on their path towards EU energy market integration. In this interview, Energy Community director, Artur Lorkowski, tells ICIS journalist Aura Sabadus about the pending opening of the EU energy chapter for Ukraine, Moldova and Bosnia-Herzegovina as part of their accession negotiations as well as the work done to engage observer countries such as Armenia and Norway.
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Observed September 18, 2026. Cached outside the daily freshness window; the positions keep the date they were taken on.
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