Europe, Power & Gas | Episode One | Hope Dies Last
Episode description
The world is shifting, and Europe's place in the global energy order is more uncertain than ever. In this debut episode, Mirko Ivanda, Co-Head of Power & Gas, sits down with Greg Newman, our Group CEO, for a deep dive into Europe's energy crisis, market realities, and what comes next.
- Why is Europe losing its competitive edge in energy markets?
- How are traders navigating the volatility in gas and power?
- What role does politics play in shaping the future of energy?
Filmed in our brand-new Zug, Switzerland media office, this episode kicks off a no-holds-barred, data-driven conversation about the forces shaping Europe's energy landscape.
00:00:00 – Introduction: The global power shift
00:00:22 – Welcome to Europe, Power & Gas from Zug, Switzerland
00:00:56 – Why Onyx is expanding into electricity and gas markets
00:02:07 – Europe at a crossroads: Energy, politics, and global influence
00:03:51 – The decline of empires and shifting world orders
00:05:18 – Complacency in European energy policy
00:09:01 – The true cost of cheap energy and dependence on Russian gas
00:12:04 – Gas markets in 2024: Supply shocks and volatility
00:14:22 – Europe’s storage strategy: Does it make sense?
00:19:34 – Why traders love European energy policy (and how it’s backfiring)
00:26:58 – How can Europe survive the energy crisis?
00:30:34 – The inflection point: Will Europe change course?
00:38:18 – Geopolitics, energy, and the return of mercantilism
00:46:35 – Trump, oil prices, and what it means for Europe
00:50:12 – Market signals: Carbon pricing, gas storage, and the road ahead
00:57:01 – The carbon market dilemma: A means to an end?
01:00:08 – Closing thoughts: What’s next for Europe, Power & Gas
#EnergyMarkets #EuropePowerGas #OilAndGas #EnergyCrisis #MarketVolatility #Geopolitics #Trading #NaturalGas #CarbonMarkets #Electricity #Commodities #GlobalEnergy #HopeDiesLast