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Podcasts - Oxford Institute for Energy Studies

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27:57

OIES Podcast – The new US budget bill and US EV and...

Podcasts - Oxford Institute for Energy Studies ·

2025/07/24

In this podcast Anders Hove talks to Milo McBride and Ray Cai about EV and battery supply chains in the US in the wake of the passage of the new budget bill, and what these changes mean for US competition with China in this space. Milo McBride is a Fellow at the Carnegie Endowment for International Peace, and Ray Cai is Associate Fellow with the Energy Security and Climate Change Program, Center for Strategic and International Studies. McBride’s focus is on battery metals, and he notes that while

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27:37

OIES Podcast – The EU Proposal to Ban Russian Gas...

Podcasts - Oxford Institute for Energy Studies ·

2025/07/24

In this latest podcast, from the Gas Programme, Jonathan Stern talks to Katja Yafimava, Agnieszka Ason and Mike Fulwood on their latest paper on the EU ban on Russian gas. In May 2025, the European Commission published a Roadmap outlining various measures aimed at phasing out all Russian pipeline gas and LNG imports into the EU which was followed by a legislative Proposal in June. It stipulates firm prohibitions on importing Russian gas and providing long-term LNG terminal services to Russian

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27:31

OIES Podcast – From Scarcity to Scale: The New...

Podcasts - Oxford Institute for Energy Studies ·

2025/07/08

In this latest OIES podcast from the Electricity Programme, Dimitra Apostolopoulou talks to the Director of Research at the Electricity Programme and Senior Research Fellow Rahmat Poudineh about his latest paper titled “From Scarcity to Scale: The New Economics of Energy”. In this podcast, we begin by explaining how our energy system is shifting from an operating-expense model tied to fuel burn to a capital-expense model dominated by upfront hardware. Once a solar or wind asset is installed, each

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23:31

OIES Podcast – Issues in the Australian Gas Market

Podcasts - Oxford Institute for Energy Studies ·

2025/07/03

In this latest OIES podcast, from the Gas Programme, James Henderson talks to Graeme Bethune about his latest paper on the Australian gas market and the policy failures that have led to concerns over whether there is sufficient supply for domestic customers, especially on the East Coast. After a brief introduction on the structure of the market, Graeme outlines the key state and federal policies which have led to mismatches of supply and demand in NSW and Victoria, where the regulatory burden has

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27:53

OIES Podcast – European Traded Gas Hubs

Podcasts - Oxford Institute for Energy Studies ·

2025/06/25

In this latest OIES podcast, brought to you by the Gas Programme, James Henderson talks to Patrick Heather about the latest in his decade long series of reports on the European traded gas hubs. After reviewing the key metrics that he uses in his analysis Patrick looks at the liquidity of the key gas hubs in Europe and highlights the dominant position which TTF has now established, as it essentially dwarfs the rest of Europe in terms of volumes traded. This does not make the rest of the hubs

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23:51

OIES Podcast – AI’s Indirect Impacts On Climate...

Podcasts - Oxford Institute for Energy Studies ·

2025/06/17

In this latest OIES podcast from the Electricity Programme, Dimitra Apostolopoulou engages in a discussion with Charlie Wilson, Professor of Energy and Climate Change at the Environmental Change Institute, University of Oxford, and Dr. Yee Van Fan, Senior Research Associate at the same institute about their latest paper titled “AI’s Indirect Impacts On Climate Outweigh Concerns Over Its Direct Energy Footprint” which was part of the recent Oxford Energy Forum on Artificial Intelligence (AI) and Its

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28:18

OIES Podcast – Green Steel Standards and Definitions

Podcasts - Oxford Institute for Energy Studies ·

2025/06/10

In this podcast, Hasan Muslemani speaks to Paulo Carvalho about key takeaways from their forthcoming OIES research paper on green steel standards and definitions. The podcast provides an overview of different terminology and examples used to describe low-carbon emission steel in the market today and evaluates reasons why complexity and divergence exist between different standards and regions. The authors also discuss results of interviews held with key industry experts including steel buyers over

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30:35

OIES Podcast – Taking stock of latest developments in...

Podcasts - Oxford Institute for Energy Studies ·

2025/06/06

In 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.

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30:08

OIES Podcast – Artificial Intelligence (AI) and its...

Podcasts - Oxford Institute for Energy Studies ·

2025/05/28

In this latest OIES podcast from the Electricity Programme, Dimitra Apostolopoulou talks to Senior Research Fellow David Robinson and Independent Researcher Plutarco Naranjo about the Oxford Energy Forum (OEF) issue titled “Artificial Intelligence (AI) and Its Implications for Electricity Systems”. In this podcast, we provide an overview the OEF and discuss David’s and Plutarco’s paper titled: “The AI arms race and electricity needs”. The conversation begins with a summary of what AI is and how

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28:31

OIES Podcast - Update on methane emissions

Podcasts - Oxford Institute for Energy Studies ·

2025/05/23

In this latest OIES podcast James Henderson talks to Jonathan Stern and Maria Olczak about their latest research on methane emissions in the energy sector. Firstly, Jonathan outlines his thoughts on what progress has, or has not, been made since methane emissions became a focus of industry attention five years ago. He summarises his thoughts by outlining his four “A”s – awareness of the issue has improved, agreements have been signed underlining its importance, aims to improve the situation have

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20:34

OIES Podcast – Carbon Capture and Utilisation (CCU)

Podcasts - Oxford Institute for Energy Studies ·

2025/05/14

In this podcast, Hasan Muslemani speaks to Nnaziri ihejirika about carbon capture and utilisation (CCU) as a carbon management tool and its role in the energy transition. The podcast discusses different definitions of CCU and of emerging carbon utilisation pathways, including biochar production, manufacture of concrete and aggregate materials, and production of e-fuels and e-chemicals. The podcast also highlights issues around storage permanence and interactions with CCS and carbon removal

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27:45

OIES Podcast – The future of Russian gas flows

Podcasts - Oxford Institute for Energy Studies ·

2025/05/06

In this latest OIES podcast, from the Gas Programme, James Henderson talks to Bill Farren-Price and Jack Sharples about their latest research on the future of Russian gas flows. Bill first provides some context for the discussion in terms of the search for a ceasefire in Ukraine and the development of US-Russia relations, highlighting the possibility of sanctions being removed on Russian LNG. He discusses the potential impact of the arrival of LNG from the Arctic LNG 2 project, which has been

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28:04

OIES Podcast – Gas quarterly and market update

Podcasts - Oxford Institute for Energy Studies ·

2025/04/28

In this latest OIES podcast, from the Gas Programme, James Henderson talks to Bill Farren-Price, Jack Sharples and Anouk Honore about the latest Gas Quarterly and their thoughts on the current state of the global gas market. Bill opens the podcast with a review of the current market drivers and the main catalysts of the recent decline, with a focus on the impact of US tariffs as well as more fundamental gas supply and demand. Anouk picks up the story with a review of Europe gas demand over the

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28:08

OIES Podcast – EVs and Battery Supply Chains: Issues...

Podcasts - Oxford Institute for Energy Studies ·

2025/04/25

In April 2025, the China Programme published an issue of the Oxford Energy Forum on the topic of EV and battery supply chains. The aim of the Forum was to think about how other world regions are seeking to react to the rapidly increasing dominance of China in global battery and EV supply chains. In this podcast Bill Farren-Price talks to Anders Hove to get an overview of the key themes of the Forum. In particular, they discuss the implications of the Trump administration’s tariffs for EV supply

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19:15

OIES Podcast – Economics of Electricity Grid...

Podcasts - Oxford Institute for Energy Studies ·

2025/04/16

In this latest OIES podcast from the Electricity Programme, Dimitra Apostolopoulou talks to Doctoral Fellow Anas Damoun about his latest paper co-authored with Rahmat Poudineh titled “Economics of Electricity Grid Interconnections: A Heterogeneous Markets’ Design Context”. In this podcast, we discuss the critical role of interconnections in the energy transition as well as analyse the numerous benefits, e.g., technical, commercial and economic, they entail. We differentiate between homogeneous and

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27:44

OIES Podcast – The UK’s Decarbonisation Objectives,...

Podcasts - Oxford Institute for Energy Studies ·

2025/04/09

In this latest OIES podcast from the Electricity Programme, Dimitra Apostolopoulou talks to Senior Research Fellow Malcolm Keay about his latest paper titled “The UK’s Decarbonisation Objectives and the Role of Great British Energy” and the latest developments and key challenges of the Review of Electricity Market Arrangements (REMA). We start our discussion with the great progress the UK has made in its decarbonisation targets. We continue diving into the challenges of scaling up investments in

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29:03

OIES Podcast – Challenges and Opportunities for...

Podcasts - Oxford Institute for Energy Studies ·

2025/04/03

In this latest OIES podcast James Henderson talks to Anne-Sophie Corbeau about the EU’s plans for renewable hydrogen, with a particular focus on the industrial sector. The discussion starts with a description of the current state of the hydrogen market in Europe before defining the nature of renewable hydrogen in particular and explaining why it is being given such a high priority by the EU. The targets set in the RED III directive are then discussed, before we move on to the actions being taken by

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25:50

OIES Podcast – Decarbonisation in Europe and...

Podcasts - Oxford Institute for Energy Studies ·

2025/03/25

In this latest OIES podcast, brought to you by the Gas Programme, James Henderson talks to Kong Chyong about his latest paper on the EU’s decarbonisation plans and the implications for natural gas. Kong talks through five scenarios which he has modelled in detail and which focus on targets for future emissions, the implied carbon prices and the impact on gas demand in the region. The scenarios range from an aggressive “Accelerated Path to Net Zero”, mirroring the EU’s current plan to reduce

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20:59

OIES Podcast – Carbon Border Adjustment Mechanism (CBAM)

Podcasts - Oxford Institute for Energy Studies ·

2025/03/21

In this podcast, Hasan Muslemani speaks to Dan Maleski about developments around the EU’s Carbon Border Adjustment Mechanism (CBAM), specifically discussing how the mechanism would be enforced in practice and concerns that importers into the EU and exporters in non-EU countries have. The podcast also reflects on on-going policy changes in CBAM that are aimed at mitigating risk of circumvention and resource shuffling by exporters into the EU.

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32:28

OIES Podcast - Europe’s cobalt supply security: what...

Podcasts - Oxford Institute for Energy Studies ·

2025/03/14

In this latest OIES podcast Michal Meidan talks to Bryan Bille from Benchmark Mineral Intelligence about Europe’s need for cobalt as part of its efforts to achieve carbon neutrality and grow its lithium-ion battery industry, and the role of the DRC within that. Michal and Bryan talk about Europe’s growing demand for cobalt, how policies aim to develop new sources of cobalt and encourage domestic processing. They also discuss the challenges associated with market concentration in the DRC for mining

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