Risky Business (Episode 3): One Planet, Many Markets: A Global Energy Roundtable

Welcome to Risky Business, a Trio broadcast that cuts through the noise of global energy markets. Go behind the scenes with our experts and find out what market trading and risk management really look like. 

Hosted by:

Sanjin Lucic, Director of Risk Management and Trading, Trio 

Episode 3: One Planet, Many Markets: A Global Energy Roundtable

In the latest episode of Risky Business – One Planet, Many Markets: A Global Energy Roundtable – Trio’s global market experts and partners unpack the structural forces shaping power and gas markets in 2026, from AI-driven demand and coal extensions to battery economics and LNG arbitrage. 

Episode topics include:

• How AI and hyperscale data centers are reshaping global load forecasts 
• Why coal retirements are slowing amid reliability concerns 
• How falling battery costs are widening intraday price spreads 
• The growing role of LNG arbitrage between the U.S., Europe, and Asia 
• Why key demand and infrastructure risks remain underpriced 
• How cross-border grid integration is evolving in Asia-Pacific 
• Why weather and storage still dictate short-term price moves 

This episode’s guests: 

• Jeff Bolyard, Principal Energy Supply Advisory, Trio 
• Derek Myers, CEO, Energy Action (Australia) 
• Jeremy Wilcox, Managing Director, Commodity Management Services (APAC) 

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