OIES Podcast – Taking stock of latest developments in China’s electricity demand and power sector reforms
Podcasts - Oxford Institute for Energy Studies
Release Date: 06/06/2025
OIES Podcast – Chinese participation in Europe’s offshore wind sector
Podcasts - Oxford Institute for Energy Studies
European policymakers face a dilemma regarding the entry of Chinese firms into the European wind market. Chinese turbines are cheaper than their Western competitors. Given the small number of players in the European market, Chinese manufacturers could provide a boost to the market and inject new competitive pressure. Yet there are concerns that allowing Chinese OEMs into the offshore wind sector, either as developers of or investors in projects, or as equipment providers for European-led projects, could undermine European industry. In addition to commercial threats, security concerns have also...
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OIES Podcast – Lifecycle Emissions of Gas with CCS
Podcasts - Oxford Institute for Energy Studies
In a new episode of the OIES podcast, host Hasan Muslemani speaks with Mathieu Lucquiaud and Ryan Cowden about their groundbreaking research on how electricity from natural gas can achieve lifecycle emissions comparable to renewables – if paired with carbon capture and cleaner production practices. The discussion unpacks how upstream methane and CO₂ emissions can be slashed through regulation and technology, how carbon capture rates above 98% are now technically and economically viable, and why lifecycle analysis is key to assessing true climate impact. The takeaway: natural gas with CCS,...
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OIES Podcast – The Global Outlook for Gas Demand in a $6 World
Podcasts - Oxford Institute for Energy Studies
In this latest OIES podcast, from the Gas Programme, James Henderson talks to Mike Fulwood about the paper he has edited on the outlook for as demand in a world of gas prices at $6/mmbtu. The concept of the paper is based on the consensus view that the imminent wave of new LNG projects will cause an oversupply of gas in the market and lead to lower prices through the rest of this decade. A number of OIES research fellows have analysed what this might do to gas demand as consumers react to lower prices, and Mike has brought the results together in a paper which looks at the major markets that...
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OIES Podcast – How is Article 6’s global regulatory carbon market moving from concept to reality?
Podcasts - Oxford Institute for Energy Studies
In a new Oxford Institute for Energy Studies podcast, Hasan Muslemani speaks to Hannah Hauman, Global Head of Carbon Trading at Trafigura about Article 6 of the Paris Agreement and how the carbon market is unlocking scalable investment and trade. The podcast describes the current market foundations and first trades, demand forecasts to 2030 based on existing regulation, and the key enablers to ensure supply can deliver against the ask: digital infrastructure, robust legal frameworks, and financial products to scale investment. Together, these steps can help carbon become a scalable, globally...
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OIES Podcast – Gas quarterly and market update
Podcasts - Oxford Institute for Energy Studies
In this latest OIES podcast, from the Gas Programme, James Henderson talks to Jack Sharples and Anouk Honore about the latest Gas Quarterly and their thoughts on the current state of the global gas market. Jack opens the podcast with a review of the current market looking at price movements over the past three months and assessing the key geopolitical and commercial factors which have influenced the market over the past three months. Anouk picks up the story with a review of Europe gas demand, highlighting the increasing volatility of gas demand in the power sector, the struggle for demand...
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OIES Podcast – Storage in the Energy Transition: Reality Check and Challenges
Podcasts - Oxford Institute for Energy Studies
In this latest episode of the OIES Electricity Programme podcast, Dimitra Apostolopoulou speaks with Sarah Montgomery, CEO and Co-Founder of Infyos, about the critical role of energy storage in achieving net zero. Building on Sarah’s recent presentation at the OIES annual Energy Transition event in June, the conversation begins with a deep dive into how storage technologies fit within the broader strategy for delivering reliable, low-carbon electricity systems. Dimitra and Sarah discuss the scale of storage needed to meet decarbonisation targets and examine where deployment is accelerating...
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OIES Podcast – The complex challenge of coordination in liberalised and carbon-constrained energy systems
Podcasts - Oxford Institute for Energy Studies
In this latest OIES podcast from the Electricity Programme, Anders Hove talks to Dimitra Apostolopoulou about her latest paper co-authored with Rahmat Poudineh titled “The complex challenge of coordination in liberalised and carbon-constrained energy systems”. The discussion highlights how the growing number of actors—from large transmission operators to prosumers with solar panels—and interdependencies between sectors make coordination, particularly under the demanding goals of decarbonisation, challenging. They discuss how coordination frictions arise from misaligned incentives,...
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OIES Podcast – Key trends shaping the oil market
Podcasts - Oxford Institute for Energy Studies
In this podcast, Bassam Fattouh discusses with Paul Horsnell the latest developments in oil market and the outlook for the rest of this year and 2026. The podcast addresses some key questions shaping the oil market including: What have been the impacts of the latest decisions by the eight OPEC+ countries on market dynamics, including perceptions of spare capacity? What are the main reasons behind China’s crude stocking, and what implications does it have for the global oil market? What role does the geopolitical risk premium play in oil markets? What does the...
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OIES Podcast – The Prospects for Natural and Stimulated Hydrogen
Podcasts - Oxford Institute for Energy Studies
In this latest OIES podcast, from the Hydrogen Programme, James Henderson talks to Aliaksei Patonia and Martin Lambert about two recent papers on the potential for developing natural and stimulated hydrogen. The podcast begins with an overview of the current state of the hydrogen market and the reasons behind the new interest in natural and stimulated hydrogen before moving on to discuss how natural hydrogen is found and developed. A discussion around the key challenges focuses on the one field put into production so far, in Mali, and we also explore the key drivers of the economics of...
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OIES Podcast – Update on China-Russia gas relations
Podcasts - Oxford Institute for Energy Studies
In this latest OIES podcast, from the China and Gas Programmes, James Henderson talks to Michal Meidan and Vitaly Yermakov about their latest comment on developments in China-Russia gas relations. The podcast starts with an overview of a number of important moves involving Chinese purchases of sanctioned Russian LNG cargoes and the signing of new pipeline gas export contracts during the recent visit of President Putin to Beijing. The purchases of LNG from the Arctic LNG-2 project are assessed for their commercial and political impact, and we consider the implications for the further...
info_outlineIn this latest podcast Michal Meidan talks to Anders Hove about some of the latest developments in China’s power sector. They discuss impressions from Anders’ recent trip to Beijing, insights on electricity demand and the latest (rather confusing) moves in power sector reforms. Michal and Anders also talk about the outlook for renewable deployment in China as well as the implications of electrification on oil demand.