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How long will this energy crunch last?
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How long will this energy crunch last?

PODCAST: With special guest John Kemp, senior energy analyst at Reuters

Seb Kennedy
Jan 11
4
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How long will this energy crunch last?
www.energyflux.news

“Energy prices will keep rising until you get a production response, at which point it will tend to be an over-reaction, or you will start seeing demand destruction, or a response from policymakers — or you could get all three. This is creating the conditions for the subsequent cyclical downturn. Whether it’s in 2023 or 2024 is an open question.”

That’s a key quote from John Kemp, senior commodities and energy analyst at Thomson Reuters, speaking on the Energy Flux podcast on Monday evening.

Listen again to the full episode here (48 mins):

Take me to the show!

If you’re pressed for time, here are a few choice snippets:

  • “Energy market tightness could give way to another cyclical downturn as early as 2023” (1m 21s)

  • “EU governments are being coy about the true costs of the energy transition” (1m 52s)

  • “Is Russia’s opportunistic constraint of gas exports geopolitical or purely economic?” (2m 20s)

  • “China is struggling with the same energy policy challenges as US, EU” (2m 20s)

  • “Renewables offer China a way out of the domestic coal vs imported gas dilemma” (47s)

To be notified of new live shows and get recordings as soon as they are published, download the Callin app from the iOS store. And don’t forget to subscribe to the Energy Flux podcast (it’s free!):

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If you’re on the free email list, please consider becoming a premium member to support the immense amount of work that goes into producing this newsletter and podcast. Energy Flux relies 100% on paying readers, and getting it out to this standard and frequency involves a lot of late nights. But above all, THANK YOU for reading and listening!

Until next time,

Seb

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