Europe's gas routes, tariffs and price shocks, in detail.
ICIS - energy podcasts covers how Europe gets its energy: LNG terminals in Lithuania and Poland, tariff reform, EU market integration and the price shock that followed the war with Iran. Episodes open with a scripted briefing full of figures, then hand over to ICIS colleagues and industry guests for a formal, detailed exchange.
PRESS PLAY
ICIS - energy podcasts is a conversation series from ICIS about how Europe buys, moves and prices its energy. It cares as much about infrastructure and market design as about price. Episodes open with a scripted briefing that sets out the figures. Then comes a discussion with ICIS colleagues or with people speaking for the companies that run grids and terminals. The tone is formal, polite and precise. Guests are thanked by name, and sign-offs promise to keep following the story. One thread in the episode list is regional. Poland, Lithuania and Bulgaria each get their own conversation, and Ukraine comes up in both the Polish and Lithuanian ones as a buyer. The Poland episode describes a country that became a transit crossroads after Russia curtailed supplies in 2022, drawing on its own LNG terminal, Baltic terminals and North Sea gas via Denmark. Its guest makes a practical point: market participants have to commit to long-term capacity before a grid expansion can reach a final investment decision. The Lithuanian conversation centres on the Klaipeda terminal's bumper 2025 and on tariff pancaking and locational swaps. Bulgaria's episode is more political. It weighs a supply agreement with Turkey against concerns that the gas could be Russian gas sold as Turkish, alongside a law taxing electricity traders and producers and repeated failed attempts to form a government. Luka Dimitrov, introduced as a senior energy market journalist who specialises in the Bulgarian market, joins that one. The other thread is crisis and policy. 'War, energy shocks and what comes next' brings ICIS colleagues together after US and Israeli strikes on Iran to talk about a tightening jet fuel market and the prospect of demand destruction. A separate discussion on LNG covers the halt in Strait of Hormuz traffic, Qatari force majeure and the methane regulation, and asks whether hopes of cheaper gas before 2030 still hold. 'Deeper EU market is key to address economic, security challenges' moves from the reports by Mario Draghi and Enrico Letta to a guest's argument that trust depends on rules being enforced and not changed all the time. For a first listen, the Poland or Lithuania conversations best show what sets the series apart: close attention to routes, capacity bookings and tariffs. The war episode shows how the same approach handles a crisis. What a listener gets is a working picture of Europe's gas map and the decisions that shape it, in a measured, courteous register.
Made for: Suits a listener who follows European gas and LNG markets and wants the detail behind them: capacity bookings, transmission tariffs, terminal activity and EU policy debates, with Central and Eastern Europe in view.
What sets it apart: It stays at the level of specific infrastructure and rules, such as transmission tariffs from Klaipeda, Polish grid expansion and Bulgaria's deal with Turkey. It sets that regional detail next to global shocks like the war with Iran, and ICIS colleagues and operator voices do the explaining.
ICIS is the expert provider of wholesale energy prices and market information for the global energy markets. To find out more about our coverage, download the latest energy white papers and analysis, visit us at www.icis.com/energy
Poland's gas crossroads has a tollbooth; your curiosity starts with the tariff.
Press play if you want
Short reviews from the PlayNext desk, based on the episodes we processed.
Poland's gas hub ambitions hinge on whether LNG links, tariffs, and capacity rules work for regional shippers.
Poland's push to become a Central and Eastern European gas gateway depends on infrastructure doing two jobs at once: connecting LNG and cross-border routes, and giving shippers capacity they can justify booking.
A grounded look at how Gulf conflict can feed fuel shortages, market swings and higher summer prices.
The episode frames renewed Middle East conflict as an energy-market stress test, where attacks on Gulf infrastructure and risk around the Strait of Hormuz quickly turn a calmer year for oil and gas into a problem of supply, price and timing.
A grounded look at how Europe's LNG safety net depends on routes, regulation, and Qatar's regional exposure.
LNG security in Europe comes through as a practical systems problem, not just a price story. Traffic in the Strait of Hormuz has ground to a halt, Qatar Energy has declared force majeure and shut gas liquefaction, and ICIS ties those shocks to natural gas prices rising as much…
EU energy security depends on whether infrastructure, rules, and trust can hold together across borders.
EU energy integration lands as a technology story in the broader policy sense: grids, market rules, and regional coordination decide whether the bloc can behave like one system.
A practical look at how Klaipeda's LNG terminal turns cargo access into regional energy-security infrastructure.
Klaipeda's LNG terminal is framed less as a standalone import point than as a piece of regional energy infrastructure whose importance depends on what happens after gas reaches the jetty.
Penta partners and specialists on policy that moves markets.
Carbon removal, tracked where policy meets practice.
Tony Smith discusses the UK government's selection of HyNet and East Coast Cluster for track one status in its cluster sequencing program and the implications for UK hydrogen.
An ICIS Energy podcast discussing Germany's hydrogen potential, demand, supply, and imports, with a focus on Scotland's role.
This episode analyzes the impact of a sudden war in the Middle East on global energy markets, focusing on price spikes, supply disruptions, and regional vulnerabilities.
Poland is strengthening its role as a Central and Eastern European gas hub through LNG imports, infrastructure upgrades, and tariff reforms, despite challenges from storage obligations and capacity rules.
This episode analyzes the impact of a sudden war in the Middle East on global energy markets, focusing on oil and gas price spikes, supply disruptions, and regional vulnerabilities.
This episode discusses how LNG remains critical to Europe's energy security amid geopolitical tensions and regulatory challenges, focusing on the impact of the US-Israeli-led conflict with Iran on natural gas markets.
The podcast discusses how deeper integration of EU energy markets is essential to address economic and security challenges highlighted by the 2022 energy crisis.
The CEO of Lithuania's Klaipeda LNG terminal discusses its record-breaking 2025 performance and its growing role in Central and Eastern European energy security amid efforts to diversify away from Russian gas.
Discussion of Bulgaria's energy developments including a gas deal with Turkey, suspension of a gas release program, and political instability ahead of elections.
Morag Watson from Scottish Renewables discusses key policy outcomes for hydrogen and energy from the COP26 conference.