A geopolitical state of emergency?

Plugged In: the energy news podcast

Plugged In: the energy news podcast
A geopolitical state of emergency?
Feb 12, 2026 Season 8 Episode 6
Montel News

As tensions between Iran and the US intensify, Russian mounts fresh attacks on Ukraine's energy infrastructure, and  President Trump softens his stance on the US  grab for Greenland, France´s President Macron has warned Europe about a false sense of security, even a state of emergency.

In this episode, Richard speaks to our guests in front of a live audience at E-world in Essen, Germany, about the outlook for Europe's supply and demand under these ongoing geopolitical rumblings: Listen to a discussion on the most important threats to Europe's energy security. 


Host: Richard Sverrisson - Editor-in-Chief, Montel News

Guests: 

Henning Gloystein - Managing Director of Energy and Resources, Eurasia Group

Hanns Koenig - Managing Director, Aurora Energy Research EMEA

Tobias Federico - Chief Analyst, Montel

Contributor: Mai Rosner - Investigative Reporter, Montel News

Editor: Oscar Birk

Producer: Sarah Knowles

Episode Artwork A geopolitical state of emergency? 36:14 Episode Artwork Norway's looming "supply squeeze" 27:45 Episode Artwork Rewiring Europe - will offshore wind be a "winner"? 41:20 Episode Artwork The Greenland play 38:14 Episode Artwork Iceland geothermal: Engineering calm in a volcanic storm 30:59 Episode Artwork The 'Donroe doctrine' and the new world order 32:47 Episode Artwork A new year for Europe's energy sector 40:39 Episode Artwork Drink whisky, help save the planet - fuelling the energy transition 23:08 Episode Artwork Russian gas? “No, never again” says EU Energy Commissioner 28:22 Episode Artwork Looming LNG oversupply: what will drive gas prices in 2026? 35:35 Episode Artwork Good COP, bad COP 30:28 Episode Artwork Germany's industry power price: hit or miss? 28:14 Episode Artwork Should we talk about cheap power? 33:01 Episode Artwork Will GHG Protocol changes affect the GO market? 34:30 Episode Artwork Powering ahead: Could Europe's EVs use 100 TWh by 2030? 33:24 Episode Artwork A "frosty" winter for gas prices? 30:01 Episode Artwork Will standardised PPAs revive a stagnating market? 28:06 Episode Artwork Spain’s grid in "safe mode": Lessons from the blackout 31:59 Episode Artwork Complex and volatile - 15-minute power auctions start 28:05 Episode Artwork SMRs and AI: Powering Europe's energy security? 31:57 Episode Artwork Could EU carbon prices hit EUR 90/t by year-end? 25:15 Episode Artwork Is the EU failing its heavy industry? 31:20 Episode Artwork A Nordic balancing act 35:56 Episode Artwork Nordic power market at a crossroads 30:39 Episode Artwork The real costs of curtailing renewables 30:21