The CBAM Revision

Episode 3 | Season 2ELS Analysis is a consultancy and advisory focused on global energy markets, policy developments, political risks and how they are interlinked

Episode 2 | Season 2ELS Analysis is a consultancy and advisory focused on global energy markets, policy developments, political risks and how they are interlinked

COP30 has wrapped up, but what were the major outcomes? And how will they shape the world’s climate trajectory? Tune in to this weeks episode where we discuss how the outcome of COP 30 impacts energy investors and the future of the European decarbonisation strategy! Episode 1 | Season 2ELS Analysis is a consultancy and advisory focused on global energy markets, policy developments, political risks and how they are interlinked

Sweden's electricity market inquiry has been released with a host of proposals for the management of the Nordic country's electricity market, but have they stacked up to the expectations of market actors? Tune in to this weeks episode where we discuss the consequences the inquiry has for energy investors and the future of the Nordic electricity system!

As the EU undertakes a review of its Carbon Border Adjustment Mechanism (CBAM), the focus is on easing the burden for smaller enterprises, without compromising the bloc’s decarbonisation ambitions. But with global trade tensions rising, what does this revision signal for the EU’s competitiveness and internal cohesion?In this week’s episode, we unpack the European Commission’s latest proposal to amend the CBAM and explore what it could mean for businesses, climate policy, and Europe’s role in the global market. Tune in now!

Negative electricity prices are pressuring electricity generators in the Nordics, as demand growth sees delay after delay. What can supply side actors do in the short term, to better position themselves for long-term developments? Tune in to this week’s episode where we delve into the reasons for negative prices, market design issues that need to be addressed, as well as thoughts on opportunities that market players can explore in light of the challenges today’s market presents.

As U.S. trade policy grows increasingly unpredictable, investor confidence is wavering. Meanwhile, Europe, despite economic and political turbulence in recent years, may be positioning itself as a more stable destination for capital. But what does this mean for energy markets? In this episode, we examine the factors driving investment shifts, potential risks, and the opportunities emerging for energy investors looking for a more predictable environment.

In this episode, we dissect the German parliament’s newly approved spending package and its impact on industry, the economy, and the European Union. We explore the policy’s potential to reshape the energy market, examine alternative solutions, and address the criticisms it has faced. Will this package provide the economic boost Germany needs, or does it raise more concerns than solutions?Join us for a deep dive into one of the most significant financial decisions in Germany’s recent history.

With storage levels lower than expected, concerns over Europe’s gas security are rising. In this episode, we discuss the implications of reduced reserves, the increasing dependence on LNG imports, and how the Russia-Ukraine war continues to shape supply risks. What lies ahead for Europe’s energy market? Listen now for a deep dive into the latest developments.Episode 11 | Season 1ELS Analysis is a consultancy and advisory focused on global energy markets, policy developments, political risks and how they are interlinked.

This week, ELS discusses the rise of protectionism in Europe. We explore whether recent crises have set a lasting trend or if new strategies will reaffirm the vision of a single market. Will Europe continue to close ranks, or is integration still the ultimate goal? Tune in as we break down the key developments shaping the future of the European energy market.