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            <title>UK Energy Security: Geopolitics and Supply Risks | Henning Gloystein</title>
            <link>http://video.montel.energy/uk-energy-security-geopolitics-and</link>
            <description>&lt;p&gt;&lt;p&gt;Energy security depends on whether fuel can reach consumers, as well as how much is produced. Henning Gloystein of Eurasia Group examines how conflict and vulnerable shipping routes can expose the UK and Europe to disruption and volatile energy prices, even when global oil and gas supplies appear sufficient.&lt;/p&gt;
&lt;p&gt;Recorded at Montel’s &lt;strong&gt;UK Energy Day 2026&lt;/strong&gt; at the &lt;strong&gt;QEII Centre, London, on 10 November 2026&lt;/strong&gt;, this presentation forms part of the session on geopolitics and security of supply.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Speaker:&lt;/strong&gt; Henning Gloystein, Managing Director for Energy and Resources, Eurasia Group.&lt;/p&gt;
&lt;h2&gt;Topics covered&lt;/h2&gt;&lt;ul&gt;&lt;li&gt;How Eurasia Group’s geopolitical scenarios connect trade barriers, conflict and supply-chain risk with energy markets.&lt;/li&gt;&lt;li&gt;Shipping security in the Strait of Hormuz and the Black Sea, and the consequences for oil, liquefied natural gas (LNG) and import-dependent economies.&lt;/li&gt;&lt;li&gt;Why storage management, diversified supply and infrastructure investment have different response times.&lt;/li&gt;&lt;li&gt;How electrification, battery storage and local energy solutions could reduce exposure to fossil-fuel supply disruption.&lt;/li&gt;&lt;li&gt;Audience questions on winter supplies, nuclear development, UK energy prices and Europe’s reliance on US LNG.&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;The recording captures Gloystein’s outlook and scenario assessments on the event date. His discussion distinguishes physical supply availability from price risk, and includes uncertainty about the timing of conflict resolution and infrastructure recovery.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://montel.energy/resources/academy/conferences/uk-energy-day-2026"&gt;View the official UK Energy Day programme&lt;/a&gt; or &lt;a href="https://video.montel.energy/uk-energy-day-2026-1"&gt;watch all UK Energy Day 2026 recordings&lt;/a&gt;.&lt;/p&gt;
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            <pubDate>Thu, 12 Nov 2026 23:02:04 GMT</pubDate>
            <media:title>UK Energy Security: Geopolitics and Supply Risks | Henning Gloystein</media:title>
            <itunes:summary>Energy security depends on whether fuel can reach consumers, as well as how much is produced. Henning Gloystein of Eurasia Group examines how conflict and vulnerable shipping routes can expose the UK and Europe to disruption and volatile energy prices, even when global oil and gas supplies appear sufficient.
Recorded at Montel’s UK Energy Day 2026 at the QEII Centre, London, on 10 November 2026, this presentation forms part of the session on geopolitics and security of supply.
Speaker: Henning Gloystein, Managing Director for Energy and Resources, Eurasia Group.
Topics coveredHow Eurasia Group’s geopolitical scenarios connect trade barriers, conflict and supply-chain risk with energy markets.Shipping security in the Strait of Hormuz and the Black Sea, and the consequences for oil, liquefied natural gas (LNG) and import-dependent economies.Why storage management, diversified supply and infrastructure investment have different response times.How electrification, battery storage and local energy solutions could reduce exposure to fossil-fuel supply disruption.Audience questions on winter supplies, nuclear development, UK energy prices and Europe’s reliance on US LNG.The recording captures Gloystein’s outlook and scenario assessments on the event date. His discussion distinguishes physical supply availability from price risk, and includes uncertainty about the timing of conflict resolution and infrastructure recovery.
View the official UK Energy Day programme or watch all UK Energy Day 2026 recordings.
</itunes:summary>
            <itunes:subtitle>Energy security depends on whether fuel can reach consumers, as well as how much is produced. Henning Gloystein of Eurasia Group examines how conflict and vulnerable shipping routes can expose the UK and Europe to disruption and volatile energy...</itunes:subtitle>
            <itunes:author>Montel</itunes:author>
            <itunes:duration>32:21</itunes:duration>
            <media:description type="html">&lt;p&gt;&lt;p&gt;Energy security depends on whether fuel can reach consumers, as well as how much is produced. Henning Gloystein of Eurasia Group examines how conflict and vulnerable shipping routes can expose the UK and Europe to disruption and volatile energy prices, even when global oil and gas supplies appear sufficient.&lt;/p&gt;
&lt;p&gt;Recorded at Montel’s &lt;strong&gt;UK Energy Day 2026&lt;/strong&gt; at the &lt;strong&gt;QEII Centre, London, on 10 November 2026&lt;/strong&gt;, this presentation forms part of the session on geopolitics and security of supply.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Speaker:&lt;/strong&gt; Henning Gloystein, Managing Director for Energy and Resources, Eurasia Group.&lt;/p&gt;
&lt;h2&gt;Topics covered&lt;/h2&gt;&lt;ul&gt;&lt;li&gt;How Eurasia Group’s geopolitical scenarios connect trade barriers, conflict and supply-chain risk with energy markets.&lt;/li&gt;&lt;li&gt;Shipping security in the Strait of Hormuz and the Black Sea, and the consequences for oil, liquefied natural gas (LNG) and import-dependent economies.&lt;/li&gt;&lt;li&gt;Why storage management, diversified supply and infrastructure investment have different response times.&lt;/li&gt;&lt;li&gt;How electrification, battery storage and local energy solutions could reduce exposure to fossil-fuel supply disruption.&lt;/li&gt;&lt;li&gt;Audience questions on winter supplies, nuclear development, UK energy prices and Europe’s reliance on US LNG.&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;The recording captures Gloystein’s outlook and scenario assessments on the event date. His discussion distinguishes physical supply availability from price risk, and includes uncertainty about the timing of conflict resolution and infrastructure recovery.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://montel.energy/resources/academy/conferences/uk-energy-day-2026"&gt;View the official UK Energy Day programme&lt;/a&gt; or &lt;a href="https://video.montel.energy/uk-energy-day-2026-1"&gt;watch all UK Energy Day 2026 recordings&lt;/a&gt;.&lt;/p&gt;
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            <title>Reading the Gas Market: Signals That Move Nordic Power Prices | Tobias...</title>
            <link>http://video.montel.energy/reading-the-gas-market-signals-that</link>
            <description>&lt;p&gt;Tobias Federico, Chief Analyst at Montel, sets out why natural gas remains the strongest medium- to long-term driver of Nordic power prices, ahead of EUA and coal. He tracks Europe's slow storage refill — Germany is on course to dip below the critical 20% threshold this winter — the shifting balance between Norwegian pipeline gas and LNG, and how the Strait of Hormuz conflict is pulling LNG cargoes toward Asia and tightening supply for Europe. His conclusion: no volume risk this winter, but real price risk, especially in March. Recorded at Montel Energy Deep Dives – Nordic, Oslo, 19 August 2026.&lt;/p&gt;&lt;p&gt;&lt;a href="http://video.montel.energy/reading-the-gas-market-signals-that"&gt;&lt;img src="http://video.montel.energy/64968568/130743672/9fe6029c99d14541d8eecdfdaf8b4964/standard/download-18-thumbnail.jpg" width="600" height="450"/&gt;&lt;/a&gt;&lt;/p&gt;</description>
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            <pubDate>Mon, 24 Aug 2026 08:39:08 GMT</pubDate>
            <media:title>Reading the Gas Market: Signals That Move Nordic Power Prices | Tobias...</media:title>
            <itunes:summary>Tobias Federico, Chief Analyst at Montel, sets out why natural gas remains the strongest medium- to long-term driver of Nordic power prices, ahead of EUA and coal. He tracks Europe's slow storage refill — Germany is on course to dip below the critical 20% threshold this winter — the shifting balance between Norwegian pipeline gas and LNG, and how the Strait of Hormuz conflict is pulling LNG cargoes toward Asia and tightening supply for Europe. His conclusion: no volume risk this winter, but real price risk, especially in March. Recorded at Montel Energy Deep Dives – Nordic, Oslo, 19 August 2026.</itunes:summary>
            <itunes:subtitle>Tobias Federico, Chief Analyst at Montel, sets out why natural gas remains the strongest medium- to long-term driver of Nordic power prices, ahead of EUA and coal. He tracks Europe's slow storage refill — Germany is on course to dip below the...</itunes:subtitle>
            <itunes:author>Montel</itunes:author>
            <itunes:duration>31:34</itunes:duration>
            <media:description type="html">&lt;p&gt;Tobias Federico, Chief Analyst at Montel, sets out why natural gas remains the strongest medium- to long-term driver of Nordic power prices, ahead of EUA and coal. He tracks Europe's slow storage refill — Germany is on course to dip below the critical 20% threshold this winter — the shifting balance between Norwegian pipeline gas and LNG, and how the Strait of Hormuz conflict is pulling LNG cargoes toward Asia and tightening supply for Europe. His conclusion: no volume risk this winter, but real price risk, especially in March. Recorded at Montel Energy Deep Dives – Nordic, Oslo, 19 August 2026.&lt;/p&gt;&lt;p&gt;&lt;a href="http://video.montel.energy/reading-the-gas-market-signals-that"&gt;&lt;img src="http://video.montel.energy/64968568/130743672/9fe6029c99d14541d8eecdfdaf8b4964/standard/download-18-thumbnail.jpg" width="600" height="450"/&gt;&lt;/a&gt;&lt;/p&gt;</media:description>
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            <title>Boxing Gloves On – The Future of EU ETS Is Decided Now | Ingvild Sørhus, Veyt</title>
            <link>http://video.montel.energy/boxing-gloves-on-the-future-of-eu</link>
            <description>&lt;p&gt;Ingvild Sørhus, Manager of EU Carbon Analysis at Veyt, breaks down the latest developments in the EU Emissions Trading System (ETS) and what upcoming decisions mean for carbon prices. From Session 1: Geopolitics and Price Drivers at Nordic Energy Day 2026.&lt;/p&gt;&lt;p&gt;&lt;a href="http://video.montel.energy/boxing-gloves-on-the-future-of-eu"&gt;&lt;img src="http://video.montel.energy/64968575/130723610/24a56326532d74a59752b9cb0c049ee1/standard/download-16-thumbnail.jpg" width="600" height="338"/&gt;&lt;/a&gt;&lt;/p&gt;</description>
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            <pubDate>Mon, 24 Aug 2026 08:38:44 GMT</pubDate>
            <media:title>Boxing Gloves On – The Future of EU ETS Is Decided Now | Ingvild Sørhus, Veyt</media:title>
            <itunes:summary>Ingvild Sørhus, Manager of EU Carbon Analysis at Veyt, breaks down the latest developments in the EU Emissions Trading System (ETS) and what upcoming decisions mean for carbon prices. From Session 1: Geopolitics and Price Drivers at Nordic Energy Day 2026.</itunes:summary>
            <itunes:subtitle>Ingvild Sørhus, Manager of EU Carbon Analysis at Veyt, breaks down the latest developments in the EU Emissions Trading System (ETS) and what upcoming decisions mean for carbon prices. From Session 1: Geopolitics and Price Drivers at Nordic Energy...</itunes:subtitle>
            <itunes:author>Montel</itunes:author>
            <itunes:duration>24:48</itunes:duration>
            <media:description type="html">&lt;p&gt;Ingvild Sørhus, Manager of EU Carbon Analysis at Veyt, breaks down the latest developments in the EU Emissions Trading System (ETS) and what upcoming decisions mean for carbon prices. From Session 1: Geopolitics and Price Drivers at Nordic Energy Day 2026.&lt;/p&gt;&lt;p&gt;&lt;a href="http://video.montel.energy/boxing-gloves-on-the-future-of-eu"&gt;&lt;img src="http://video.montel.energy/64968575/130723610/24a56326532d74a59752b9cb0c049ee1/standard/download-16-thumbnail.jpg" width="600" height="338"/&gt;&lt;/a&gt;&lt;/p&gt;</media:description>
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            <title>The Middle East War and Its Effects on the Energy Industry | Bjarne...</title>
            <link>http://video.montel.energy/the-middle-east-war-and-its-effects</link>
            <description>&lt;p&gt;Bjarne Schieldrop, Chief Analyst for Commodities at SEB, examines how the Middle East war is reshaping global energy markets and what it means for Nordic power and commodity prices. Recorded at Nordic Energy Day 2026 in Oslo, Session 1: Geopolitics and Price Drivers.&lt;/p&gt;&lt;p&gt;&lt;a href="http://video.montel.energy/the-middle-east-war-and-its-effects"&gt;&lt;img src="http://video.montel.energy/64968576/130723750/dec74dc2d337ff5e49d0d38d9671a16b/standard/download-19-thumbnail.jpg" width="600" height="338"/&gt;&lt;/a&gt;&lt;/p&gt;</description>
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            <pubDate>Mon, 24 Aug 2026 08:38:42 GMT</pubDate>
            <media:title>The Middle East War and Its Effects on the Energy Industry | Bjarne...</media:title>
            <itunes:summary>Bjarne Schieldrop, Chief Analyst for Commodities at SEB, examines how the Middle East war is reshaping global energy markets and what it means for Nordic power and commodity prices. Recorded at Nordic Energy Day 2026 in Oslo, Session 1: Geopolitics and Price Drivers.</itunes:summary>
            <itunes:subtitle>Bjarne Schieldrop, Chief Analyst for Commodities at SEB, examines how the Middle East war is reshaping global energy markets and what it means for Nordic power and commodity prices. Recorded at Nordic Energy Day 2026 in Oslo, Session 1:...</itunes:subtitle>
            <itunes:author>Montel</itunes:author>
            <itunes:duration>25:40</itunes:duration>
            <media:description type="html">&lt;p&gt;Bjarne Schieldrop, Chief Analyst for Commodities at SEB, examines how the Middle East war is reshaping global energy markets and what it means for Nordic power and commodity prices. Recorded at Nordic Energy Day 2026 in Oslo, Session 1: Geopolitics and Price Drivers.&lt;/p&gt;&lt;p&gt;&lt;a href="http://video.montel.energy/the-middle-east-war-and-its-effects"&gt;&lt;img src="http://video.montel.energy/64968576/130723750/dec74dc2d337ff5e49d0d38d9671a16b/standard/download-19-thumbnail.jpg" width="600" height="338"/&gt;&lt;/a&gt;&lt;/p&gt;</media:description>
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