EnergyScan podcasts will provide you with up-to-date access to innovative and comprehensive insights on major energy market news. These interview-type podcasts with top experts at ENGIE Global Energy Management and Sales are here to help you keep up with energy market trends, build market views with top-quality data and interact with experts to support your decision making.
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Special episode :"Oil, Gas, Carbon & Power: Summer Review and the H2-2026 Outlook"
At the height of summer, energy markets are under strain. Julien Hoarau and Olivier Gasnier, from the ENGIE EnergyScan team, unpack a news cycle dominated by the Strait of Hormuz and share their outlook for the second half of 2026.
In this episode: • Oil — Middle East escalation, Brent briefly above $100/bbl, the first signs of de-escalation, and a market with no cushions left • Gas & LNG — TTF around €60/MWh, lagging European storage (~55% in mid-July) and the crucial role of a Qatari restart • Carbon — what the 17 July EU ETS review really changes • Power — heatwave, French nuclear under environmental constraints, negative prices and record volatility • Macro — how the oil rebound feeds back into inflation and interest rates
The takeaway for H2-2026: markets are tight — and a lot hinges on Hormuz and how fast LNG can flow back to Europe before the heating season.
Recorded on 27 July 2026. Data and insights from ENGIE EnergyScan / Economic Research. This is not investment advice.
25 Apr 2026
Special episode : "Middle East Tensions: What’s at Stake for Energy Markets"
In this episode, Julien Hoarau and Olivier Gasnier take a step back from the headlines to assess the energy market consequences of the Iran–Israel conflict and the fragile ceasefire currently in place.
They explore how disruptions in the Strait of Hormuz have reshaped global oil, LNG and refined product markets, why price reactions have differed across regions, and what this crisis reveals about structural vulnerabilities in today’s energy system.
From oil and gas to power markets and carbon pricing, the discussion highlights both short‑term market dynamics and longer‑term strategic implications.
A clear, market‑focused conversation for energy professionals seeking to understand what is really at stake — and what lessons this crisis leaves for the years ahead.
Start your EnergyScan free trial and get more analysis and data on energy markets : https://bit.ly/47Wuz01
Follow us on twitter : https://twitter.com/Energyscan_egm
Contact us at energyscan.gem@engie.com
25 Feb 2026
Special episode : Understanding the EUA price correction
In this episode, Julien Hoarau and Paul Chavy unpack the sharp drop in EU carbon prices—EUAs falling more than 20% from mid‑January highs above €90/t. Together they explain how a barrage of political headlines, lobbying pressure, leaked documents, and renewed policy uncertainty disrupted what had been a strong structural bullish narrative. The discussion dives into the key reform flashpoints ahead of the EU ETS review—free allocation, the MSR, and the LRF—plus the potential impact of unallocated allowances and how positioning and options dynamics can amplify volatility. Finally, the episode lays out three plausible near‑term price scenarios and assesses whether the structural bull case is truly broken—or simply paused by politics.
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Spotify
4.7 / 5
12 ratings
Podcast Authority Score: 61 / 100
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Quality
92
Social presence
0
YouTube
0
Engagement
76
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