Podcast Archives - Oxford Institute for Energy Studies

In this latest OIES podcast, from the Gas Programme, James Henderson talks to Agnieszka Ason about her latest research considering how the Hormuz crisis is likely to shape LNG SPA drafting practice in relation to contractual terms that proved critical during the crisis and are likely to be subject to further scrutiny in its aftermath. […] The post OIES Podcast – How the Hormuz crisis will shape LNG contract drafting appeared first on Oxford Institute for Energy Studies.

In this latest OIES podcast, from the Gas Programme, James Henderson speaks with Maria Olczak and Jonathan Stern about a recent OIES research paper examining how the EU Methane Emissions Regulation is being implemented across Member States. Moving beyond the legal text, they discuss how regulators are preparing for enforcement, why implementation has become increasingly […] The post OIES Podcast – Implementing the EU Methane Emissions Regulation in Practice appeared first on Oxford Institute for Energy Studies.

In this latest OIES podcast Michal Meidan talks to Henry Sanderson about his paper: “China and Rare Earth Supply Chains: Export Controls, Dual-Use Governance and UK Exposure”. Henry and Michal explore how China built unprecedented control over the rare earths value chain, how Beijing is now weaponising its dominance through targeted export controls on key […] The post OIES Podcast – China’s dominance and weaponisation of rare earth supply chains appeared first on Oxford Institute for Energy Studies.

In this latest OIES podcast, from the Energy Transition Programme, Anders Hove talks to James Henderson about his latest paper on Rosatom and its role as a tool of Russian foreign policy. After a brief overview of Rosatom’s role as a major nuclear power company and its diversification into new businesses the discussion moves on […] The post OIES Podcast – Rosatom and its growing global role appeared first on Oxford Institute for Energy Studies.

In this podcast, Bassam Fattouh and Paul Horsnell discuss the US–Iran Memorandum of Understanding (MOU), its implications for oil markets, and the key uncertainties surrounding its implementation. They discuss several issues including: Did the oil market react largely as expected to the disruption, and what key lessons can we draw from how the market adjusted to […] The post OIES Podcast – After the US–Iran MOU: What Lies Ahead for Global Oil Markets? appeared first on Oxford Institute for Energy Studies.

In this latest OIES podcast, from the Gas Programme, James Henderson talks to Jack Sharples and Mike Fulwood about their paper on the outlook for LNG supply and its impact on European storage in the light of a potential ceasefire in the Gulf. The podcast analyses the impact of the lass of LNG supply from […] The post OIES Podcast – LNG, EU storage and the importance of a ceasefire in the Gulf appeared first on Oxford Institute for Energy Studies.

In this latest OIES podcast, Bassam Fattouh talks to Neil Fleming, Global Head of Editorial at Argus, and Aldric Chew, Senior Editor, Asia-Pacific Oil Products at Argus Media, about how the prolonged disruption of flows through the Strait of Hormuz (SOH) has been impacting refining runs and refined products markets based on their contribution to […] The post OIES Podcast – Beyond crude: the profound effects of the Strait of Hormuz disruption on oil products markets appeared first on Oxford Institute for Energy Studies.

In this latest OIES podcast from the Electricity Programme, Dimitra Apostolopoulou engages in a discussion with Ahmad Faruqui, an economist and one of the lead architects of California’s experiment with dynamic pricing about his latest paper titled “Some Controversies in the Application of Marginal Cost Pricing to Accelerate Electrification: A Case Study in Rate-Making in […] The post OIES Podcast – Application of Marginal Cost Pricing to Accelerate Electrification appeared first on Oxford Institute for Energy Studies.

In this latest OIES podcast, from the Gas Programme, James Henderson talks to Jack Sharples and Patrick Heather about the impact that the changing flows of gas in Europe are having on hub prices across the region. The discussion is based on a recent OIES Insight and first considers how the reduction of Russian gas […] The post OIES Podcast – The impact of changing gas flows in Europe appeared first on Oxford Institute for Energy Studies.

In this podcast, Bassam Fattouh talks to Paul Horsnell and Harry Tchilinguirian about how the prolonged disruption of crude oil and refined products flows through the Strait of Hormuz (SOH) has been shaping the physical and financial layers of oil markets, benchmarks, and policy responses to the supply shock. They address few questions including: How […] The post OIES Podcast – 80 Days into the Hormuz Disruption: What Comes Next for Oil Markets? appeared first on Oxford Institute for Energy Studies.

In this latest OIES podcast, from the Gas Programme, James Henderson talks to Mike Fulwood, Jack Sharples and Anouk Honore about the latest Gas Quarterly and the market data hat it provides. Using data to the end of April, we discuss the shifts in prices that we have seen since the start of the war […] The post OIES Podcast – Gas Quarterly and Market Update appeared first on Oxford Institute for Energy Studies.

In this latest OIES podcast James Henderson talks to Adnan Shihab-Eldin and Holger Rogner about their latest paper on the future of nuclear energy, that was co-authored with Robert Budnitz and Charles McCombie. The discussion covers the global outlook for nuclear energy, which has shifted significantly in the last few years from predominantly unfavourable or […] The post OIES Podcast – The Evolution of Nuclear Energy appeared first on Oxford Institute for Energy Studies.

In this latest OIES podcast James Henderson talks to Bill Farren-Price about the latest edition of the Oxford Energy Forum entitled “Global Gas: Battling the Next Crisis.” The discussion starts with an overview of the geopolitical impact of the closure of the Strait of Hormuz and in particular how it has changed perceptions of gas […] The post OIES Podcast – Global Gas Battling the Next Crisis appeared first on Oxford Institute for Energy Studies.

In this OIES podcast, Hasan Muslemani speaks to Naser Odeh about ex-situ enhanced mineralisation, a carbon removal approach that accelerates a natural process to lock CO₂ into solid rock. By reacting captured CO₂ with industrial waste materials like steel slag and cement dust, the method offers a rare combination of permanent carbon storage and circular economy benefits, turning […] The post OIES Podcast – Ex-situ Enhanced Mineralisation appeared first on Oxford Institute for Energy Studies.

Nearly two months after the start of the Iran War, China’s resilience in the face of the resulting global energy crisis stands in stark contrast to the situation in Europe and North America. In today’s podcast, Michal Meidan and Anders Hove dig into what is actually happening in China in response to the crisis—both in […] The post OIES Podcast – China after the Iran crisis: change or continuity? appeared first on Oxford Institute for Energy Studies.

In this podcast, Bassam Fattouh talks to Ilia Bouchouev about his recent OIES paper titled: The Oil Crisis in the Eyes of a Financial Trader. They discuss the responses of various financial players to the largest physical shock in the history of the oil market and how financial markets and oil derivatives are interacting with the physical markets […] The post OIES Podcast – Oil Crisis in the Eyes of a Financial Trader appeared first on Oxford Institute for Energy Studies.

In this podcast, Hasan Muslemani speaks to David Phillips about the costs of deploying carbon capture and storage (CCS) at scale. CCS is entering a new development phase driven by the need to decarbonize heavy industries such as cement, waste-to-energy, and pulp and paper rather than focusing mainly on coal power as in earlier cycles. Global […] The post OIES Podcast – Unlocking the Economics of CCS appeared first on Oxford Institute for Energy Studies.

In this latest OIES podcast, from the Gas Programme, James Henderson talks to Bill Farren-Price, Mike Fulwood and Jack Sharples about the current state of the global gas market given the continuing war in Iran. They discuss the impact of the cessation of LNG flows from Qatar and the UAE, including a review of the […] The post OIES Podcast – The Current State of the Global Gas Market appeared first on Oxford Institute for Energy Studies.

In this latest OIES podcast from the Electricity Programme, Dimitra Apostolopoulou talks to Senior Research Fellow David Robinson about why demand-side flexibility has shifted from a niche concept to a structural pillar of deeply decarbonised systems.  We explore how smart electric-vehicle charging, heat pumps, household batteries, and digital platforms are reshaping the balance between supply […] The post OIES Podcast – Demand-side flexibility: state of play and future trends appeared first on Oxford Institute for Energy Studies.

In the latest OIES podcast, from the Gas Programme, James Henderson talks with Bill Farren-Price and Mike Fulwood about the impact of the war in Iran on the global gas market. After a review of the political situation in the Gulf and the state of the gas infrastructure, we discuss the impact on physical supply […] The post OIES Podcast – The Impact of the War in Iran on the Global Gas Market appeared first on Oxford Institute for Energy Studies.

The US and Israeli attack on Iran coincided with what was already an eventful week in China, especially with the conclusion of the Two-Sessions of the National People’s Congress and the publication of the draft 15th Five-Year Plan (15FYP) Outline. In today’s podcast, Michal Meidan and Anders Hove dig into the implications of the new […] The post OIES Podcast – China, Iran and the Five-Year Plan appeared first on Oxford Institute for Energy Studies.

In this podcast, Bassam Fattouh talks to Paul Horsnell and Ahmed Mehdi about the US-Israel War with Iran and its implications for oil markets. They discuss a number of topics: Are markets still in the phase of ‘logistical discovery’, identifying weak points in the global oil supply chain, and what disruptions around the Strait of […] The post OIES Podcast – The US-Israeli War with Iran: Continuing Impacts on Oil Markets appeared first on Oxford Institute for Energy Studies.

In this podcast, Bassam Fattouh talks to Michal Meidan, Bill Farren Price and Paul Horsnell about the US-Israel War with Iran and its implications for oil and gas markets. They discuss a number of topics: How is the war reshaping global energy markets and energy security? What are the main warring parties seeking to achieve? […] The post OIES Podcast – US-Israeli War with Iran: Unpacking the oil and gas market implications appeared first on Oxford Institute for Energy Studies.

In this latest episode of the OIES podcast series, Bassam Fattouh (Director of the Oxford Institute for Energy Studies) discusses with Ilia Bouchouev (managing partner at Pentathlon Investments, Senior Research Fellow at OIES, and adjunct Professor at New York University) recent trends in options trading, algorithmic trading and hedge fund strategies that are shaping oil markets. Based on […] The post OIES Podcast – Algorithmic Oil Traders, Hedge Fund Strategies and Oil Markets appeared first on Oxford Institute for Energy Studies.

In this latest OIES podcast, brought to you by the Gas Programme, James Henderson talks to Jack Sharples and Mike Fulwood about the impact of the recent cold weather on gas markets and the outlook for the rest of 2026. We start with a review of prices over the past couple of months and a […] The post OIES Podcast – Gas Market Outlook appeared first on Oxford Institute for Energy Studies.

China successfully navigated a difficult year in 2025, just hitting its official growth target despite trade wars and the country’s ongoing real estate slowdown. The country’s leadership is deep in the process of developing its next five-year plan, which is expected to focus on high technology and industrial upgrading, continuing recent policy themes rather than […] The post OIES Podcast – China 2026 Outlook: Staying the course in turbulent times appeared first on Oxford Institute for Energy Studies.