ELS IN MEDIA​

Our co-founder, Samuel Cizuk, appeared on SVT’s Morgonstudion to discuss the disruption in oil production and exports from the Gulf. He explained that energy markets had sharply retreated overnight following signals from President Trump that he may seek to scale back the conflict with Iran this week, alongside yesterday’s indication that the G7 countries see a need to draw from strategic reserves. At the same time, the disruption continues, with Iran demonstrating that ports, loading facilities, refineries, gas liquefaction plants, and oil and gas production across the Gulf remain highly vulnerable.

Click on the arrow for link to the broadcast (1h 17min).

On 9 March, our co-founder, Samuel Cizuk, appeared on SVT Aktuellt to discuss the record-breaking disruption in production and exports from the Gulf, caused by the conflict involving the United States and Israel with Iran.

In the interview, he noted that while the consequences are becoming increasingly tangible, markets were significantly calmed after the G7 nations signalled their intention to use strategic reserves to close the supply gap. Early indications that the US administration is responding to market reactions and may be moving towards de-escalation also contributed to easing tensions.

Click on the arrow for link to interview.

Our CEO, Elin Akinci, was recently featured in Dagens Industri discussing the EU’s efforts to fully phase out Russian gas imports, as colder winter conditions risk increasing short-term reliance on Russian supplies. In the article, Elin explains that replacing these volumes will require even larger purchases of American LNG, but cautions that they do not come without political risk, adding a new geopolitical dimension to Europe’s energy dependency.

Our CEO, Elin Akinci, was recently featured in Dagens Industri commenting on the latest movements in European gas markets.

In the article, she explains how expectations of mild winter weather and the United States’ intensified diplomatic push for a Ukraine peace plan contributed to bringing gas prices down to their lowest levels since May 2024.

Our CEO, Elin Akinci, was recently featured in EFN’s segment Efter Ørsted’s kollaps – vinden vänder till Europa. In the interview, she highlights how Sweden’s early appeal to international green investors has shifted as market uncertainty and uneven policy signals have slowed new wind investments. Elin notes that larger and state-backed energy companies are now stepping in where smaller, financially exposed players are exiting. Click the arrow to watch the full segment.

Our CEO, Elin Akinci, was recently featured in Montel News’ newsletter Montel Kraft-Affärer. In the article she addresses the structural and political barriers hindering green investments in Sweden, emphasising how the “wait-and-see” approach in the market is driven by inconsistent policy signals. Click the arrow to read the full article.

Montel News picked the brain of ELS Analysis’ market analyst Siddharth Iyer on the topic of politics and protectionism in the European energy market. Click on the arrow below to read the article.

ELS Analysis’ Elin Akinci featured in Dagens Nyheter, highlighting growing investor doubts about future offshore wind projects in Sweden. She emphasised how the government’s focus on nuclear power is dampening investments and straying from a technology-neutral approach crucial for a robust market. Click the arrow to access the article.