Energy Intelligence: Recent Episodes
Energy Intelligence
WELCOME TO ENERGY INTELLIGENCE
As the leading energy information company, we understand what it takes to bring energy to the world, and we have delivered objective reporting and analysis on the sector for over 70 years. Our long history, combined with our team of experts and extensive connections, gives us an unparalleled view on what’s shaping the energy sector.
In this podcast series our senior analysts and editors discuss the latest key developments across the energy transition, oil markets, LNG, geopolitical risk and competitive intelligence.
In this podcast Energy Intelligence experts Ian Nathan and Michael Sultan explore the question of “What does a wartime energy policy look like?”
Hosted by: Michael Sultan, Editor, LNG Intelligence
Panelists: Ian Nathan, Director of LNG Research, Research & Advisory
Energy Intelligence’s Noah Brenner and Ronan Kavanagh preview the upcoming Energy Intelligence Forum and discuss some of the key topics that will be addressed there.
Hosted by: Ronan Kavanagh, Editor Conversation of the Century
Panelists: Noah Brenner, Executive Editor for Operations, Energy Intelligence
Amena Bakr, Chief Opec Correspondent at Energy Intelligence, discussing OPEC Plus decision to increase production of daily oil supply, in a bid to help ease high prices.
Rapid adoption of EVs is quickly becoming a reality. In this podcast Energy Intelligence experts discuss findings from our recent research on how fast this might happen, and the implications for oil demand.
Hosted by: Ronan Kavanagh, Editor World Energy Opinion
Panelists: Lauren Craft, Editor EI New Energy
Alex Martinos, Director of Energy Transition Research
In this podcast Energy Intelligence experts Ian Nathan and Michael Sultan explore the question of “What Does Europe Want?” as the continent wrestles with energy security and environmental concerns.
Hosted by: Michael Sultan, Editor, LNG Intelligence
Panelists: Ian Nathan, Director of LNG Research, Research & Advisory
For some time, the oil market has been focused on the supply side, including growing disruptions from the Russia-Ukraine war. However, Energy Intelligence is focused more on growing demand-side risks, including the very real possibility of a global recession. Please join our experts to explore our latest outlook.
Hosted by: Abhi Rajendran, Head of Oil/Downstream/North America Energy Research
Panelists: Julien Mathonniere, Senior Oil Markets Correspondent/Analyst
The latest climate science report from the Intergovernmental Panel on Climate Change issues a stark warning that the world will overshoot the Paris Agreement goal unless more urgent action is taken to cut emissions. But what does this mean for the energy sector?
Hosted by: Ronan Kavanagh, Editor World Energy Opinion
Panelists: Alex Martinos, Director of Energy Transition Research
Philippe Roos, Senior Reporter and Senior Analyst
As the war in Ukraine continues, Europe is scrambling to reduce the use of Russian gas. What can Europe do? What can’t Europe do? And what are the global implications of the conflict for LNG prices and projects? In this podcast Energy Intelligence experts Ian Nathan and Michael Sultan explore these questions.
Hosted by: Michael Sultan, Editor, LNG Intelligence
Panelist: Ian Nathan, Director of LNG Research, Research & Advisory
As it seeks to reduce its dependence on Russian gas imports and boost energy security, the EU is looking to diversify supplies and accelerate the energy transition.
Hosted by: Ronan Kavanagh, Editor Word Energy Opinion
Panelist: Philippe Roos, Senior Reporter,
Jaime Concha, Deputy Editor World Gas Intelligence,
Phil Chaffee, Deputy Editor Nuclear Intelligence Weekly
Oil markets have seen a hot start to the year, supported by both fundamentals and an escalation of geopolitical tensions. In this podcast, Energy Intelligence experts Abhi Rajendran, Amena Bakr and Colby Connelly explore the key drivers of today’s market, and what to expect from Russia/Ukraine, Iran, Opec-plus and other variables through 2022.
Hosted by: Abhi Rajendran, Head of Oil Markets Research
Panelists: Amena Bakr, Chief Opec Correspondent, Deputy Bureau Chief Dubai Colby Connelly, Senior Analyst, Research & Advisory
Exxon and Chevron are coming off their strongest year since the last oil boom, and with commodity prices again on the ascent the US giants are not shying away from growth. Energy Intelligence’s corporate strategy experts discuss what lies ahead for the two companies in the Permian Basin, and what impact a recent court ruling in the US might have for their activities in the Gulf of Mexico.
Hosted by: Luke Johnson, Senior Reporter
Panelist: Casey Merriman, Editorial Director, Western Hemisphere
Following a year of unprecedented LNG market instability, 2022 will retain elements of short-term volatility—but long-term assumptions are a different story. In this podcast, Energy Intelligence experts Ian Nathan and Michael Sultan tackle implications of market drivers for 2022 and beyond.
Hosted by: Michael Sultan, Editor, LNG Intelligence
Panelist: Ian Nathan, Director, Global LNG Research
Energy Intelligence experts Phillipe Roos and Ronan Kavanagh examine key findings from our 2021 Green Utilities Report.
Hosted by: Ronan Kavanagh, Editor World Energy Opinion
Panelist: Philippe Roos, Senior Reporter & Analyst
Increasingly strained oil markets have multiple factors to navigate heading into the winter, including a US-Opec-plus faceoff over prices, Iran negotiations and high gas/LNG/coal prices boosting demand. Our oil markets experts discuss these variables and our outlook ahead into 2022.
Hosted by: Ahbi Rajendran, Head of Global Oil/North America Research, Amena Bakr, Chief Opec Correspondent and Colby Connelly, Research Analyst
Energy Intelligence experts Ian Nathan and Michael Sultan explore the demand and supply implications of this year’s LNG market volatility.
Hosted by: Ian Nathan, Director, Global LNG Research and Michael Sultan, Editor, LNG Intelligence
Casey Merriman, Western Hemisphere Editorial Director and Head of the Competitive Intelligence Service, interviews Vicki Hollub, President & Chief Executive Officer of Occidental at the 2021 Energy Intelligence Forum.
Oil and gas prices are at heights not seen in years as pressure on companies to ramp up their energy transition plans intensifies. We take a look at how investor priorities may be shifting in the current environment and how much leeway major operators will have in forming and executing their energy transition goals, as we explore some of the insights from the recently completed Energy Intelligence Forum.
Hosted by: Casey Merriman, Editorial Director, Western Hemisphere and Luke Johnson, Deputy Editor, Oil Daily
Noah Brenner, Executive Editor, Operations at Energy Intelligence, interviews Ben van Beurden, CEO at Shell during the 2021 Energy Intelligence Forum.
In this podcast Energy Intelligence experts Noah Brenner and Ronan Kavanagh preview the upcoming Energy Intelligence Forum and explore some of the big themes that will be addressed there.
Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and Noah Brenner, Executive Editor for Operations, Energy Intelligence
With summer winding down, we are shifting our focus on global oil markets to Iran/JCPOA discussions and whether ongoing inventory drawdowns will sustain through year end. In our latest Oil Markets podcast, Abhi Rajendran, Oliver Klaus and Julien Mathonniere discuss our latest views on key supply and demand drivers, and our latest outlook for oil prices.
Hosted by: Abhi Rajendran, Head of Global Oil Markets Research, Oliver Klaus, Dubai Bureau Chief, Julien Mathonniere, Senior Oil Markets Correspondent/Analyst
US shale companies have become some of the most efficient businesses in the market today, producing mountains of free cash flow and rewarding investors. Despite their unwavering commitments to capital discipline, some are even seeing their production volumes grow. Energy Intelligence experts dig in to how companies have accomplished this, what the next steps in their strategies are and how long the run of returns will last.
Hosted by: Casey Merriman, Editorial Director, Western Hemisphere and Luke Johnson, Deputy Editor, Energy Intelligence Finance
Carbon pricing is gaining momentum, with a patchwork of approaches prevailing. Energy Intelligence experts explain some of the key things to watch in this podcast.
Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and Lauren Craft, Editor EI New Energy
The strength of this spring's LNG market and competition for available supply has raised questions about future supply. There is a lot of capacity under development, to say nothing of emerging provinces. What are the drivers and obstacles to new capacity, and what should we expect in terms of new projects? LNG experts, Ian Nathan and Michael Sultan share their insights in our latest podcast.
Hosted by: Ian Nathan, Director of LNG Research and Michael Sultan, Editor, LNG Intelligence
The oil market is heading into the summer with solid strong momentum. In this podcast, our experts discuss our expectations for macro, demand and supply as well as the price outlook ahead.
Hosted by: Abhi Rajendran, Head of Oil Markets Research, Julien Mathonniere, Senior Oil Markets Correspondent and Colby Connelly, Analyst, Research & Advisory
Exxon and Chevron held their most consequential AGMs in recent memory where each were taken to task by both activist and institutional investors dissatisfied with how the US majors have approached the energy transition. Members of Energy Intelligence’s corporate team discuss how the shareholder revolts will impact the strategies of the two oil giants individually and how the rapidly shifting tides will affect the broader sector.
Hosted by: Casey Merriman, Editorial Director, Western Hemisphere and Luke Johnson, Deputy Editor, Oil Daily
As low-carbon investment by world’s leading oil and gas companies continues to surge, clear strategic differences can be seen. Experts from our Energy Transition Service explore these diverging strategies and discuss the latest updates from our Low-Carbon Investment Tracker.
The Low-Carbon Investment Tracker draws on our dataset of low-carbon acquisitions, investments and M&A activity of top oil and gas firms to analyze key trends in companies’ low-carbon strategies. It is one of our three proprietary benchmarks which help companies understand the risks they face and their strategic responses in comparison with their peers. It is available through the Energy Transition Service.
Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and TJ Conway, Director, Research & Advisory, Energy Intelligence
Energy Intelligence continues to view $70 as the key fulcrum price for the oil market, and while many are focused on ongoing demand issues we are more focused on key supply variables. In our latest Oil Markets Service podcast, our experts break down what is ahead on both US-Iran talks and the Biden administration’s view on domestic energy policy and the impacts of both on the market.
Hosted by: Abhi Rajendran, Head of Oil Markets Research, Emily Meredith, Deputy Washington Bureau Chief
Energy Intelligence's team of LNG experts explore Qatari LNG strategy, advantages, pressures and implications for the industry.
Hosted by: Ian Nathan, Director, Global LNG Research, Michael Sultan, Editor, LNG Intelligence and Colby Connelly, Analyst
The two largest US oil companies recently unveiled fresh strategic approaches to the next several years that include limiting spending, slowing production growth and curbing emissions. It marks a significant departure from where these companies were just a year ago and reflects broader shifts in the industry. Members of the Competitive Intelligence team break down the changes in strategy and try to chart a path for where ‘Big Oil’ goes from here.
Hosted by: Casey Merriman, Editorial Director, Western Hemisphere and Luke Johnson, Deputy Editor, Energy Intelligence Finance
In the depths of last year's oil price downturn, Energy Intelligence predicted a rebound that would take oil prices to the $70-$80 range. The higher oil price has without a doubt been supported by Opec-plus and its commitment to safeguarding supply, something that was also evident in last week’s Opec meeting. In our latest Oil Markets Service podcast, our experts break down the latest Opec meeting and present our views on what lies ahead on both the supply and demand sides of the market.
Hosted by: Abhi Rajendran, Head of Oil Markets Research, Amena Bakr, Chief Opec Correspondent, Julien Mathonniere, Senior Oil Markets Correspondent
The recent extreme cold snap and power outages in Texas have put a spotlight on energy security. What consequence could it have for the energy transition in the US and beyond?
Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and Lauren Craft, Editor EI New Energy
With a challenging 2020 behind us and 2021 already off to a volatile start, the experts behind Energy Intelligence's Global LNG Service discuss the key trends to watch out for this year, in our inaugural Global LNG Service podcast.
Hosted by: Ian Nathan, Director, Global LNG Research and Michael Sultan, Editor, LNG Intelligence
Few years have kicked off with more uncertainty in the energy sector. From growing political risk in the US to the profound changes under way across the industry, 2021 may be a year like none we’ve seen so far. Taking a page from the Energy Intelligence 2021 Outlook, we dig into the challenges and trends impacting corporate strategy, spending habits and the overall approach to this unique moment in the energy industry’s history.
Hosted by: Casey Merriman, Editorial Director, Western Hemisphere, Noah Brenner, Executive Editor, Operations and Luke Johnson, Deputy Editor, Energy Intelligence Finance
Opec-plus and Saudi Arabia have helped to pull forward a supportive environment for oil prices. In the first of our Oil Markets podcast series, experts Abhi Rajendran and Amena Bakr discuss how the start of the year is setting the tone for Energy Intelligence's outlook for 2021 and beyond.
Hosted by: Abhi Rajendran, Head of Oil Markets Research and Amena Bakr, Chief Opec Correspondent
The power of politics to deliver genuine progress in global efforts to combat climate change is top priority this year. In Energy Intelligence's latest podcast, energy transition experts Ronan Kavanagh and Peter Kemp examine the significant energy transition trends and events to watch closely in 2021.
Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy, Peter Kemp, Editorial Director
One of the most challenging years for the world, and for the energy sector is nearly in the books and as we eagerly turn the page on 2020 a level of optimism seems to be returning to commodities and equities in the space. Can the positive momentum on oil prices and stocks continue into 2021 as investors start to imagine what a post-Covid world will look like? Our experts look ahead to the trends that will continue to drive corporate strategy amid the intensifying pressures of climate change and the energy transition.
Hosted by: Casey Merriman, Editorial Director, Western Hemisphere, Noah Brenner, Executive Editor, Operations and Luke Johnson, Deputy Editor, Energy Intelligence Finance
How are leading generators navigating the energy transition? Find out in this podcast as Energy Intelligence expert Phillipe Roos and Ronan Kavanagh discuss key findings from our 2020 Green Utilities Report, where we rank the world's top green power generators and analyse their recent decarbonization moves.
Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and Philippe Roos, Senior Reporter and Analyst
The wave of consolidation in the energy sector is finally here as companies mold their portfolios to fit changing realities and investor demands. In this installment of our Competitive Intelligence series, our corporate strategy experts discuss the factors currently affecting portfolio management amid tight capital markets and the challenges of emissions reductions, among other things. We also discuss how Energy Intelligence is making changes to its own products to better serve our clients.
Hosted by: Casey Merriman, Editorial Director, Western Hemisphere, Monica Enfield, Managing Director, Research and Advisory, Luke Johnson, Deputy Editor, Energy Intelligence Finance
Covid-19 is accelerating the energy transition, bringing forward key inflection points in the market, policy, technology and competitive dimensions. In this podcast, experts Ronan Kavanagh and TJ Conway discuss Energy Intelligence’s medium-term scenarios for the energy transition, their implications for the oil and gas industry and how the US Presidential election result could impact the energy transition.
Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and TJ Conway, Research & Advisory Director, Energy Intelligence
The inaugural Energy Intelligence Forum is in the bag, and after days of conversation with some of the biggest names in energy we are left with plenty to chew on. In this episode, editorial directors Casey Merriman and Noah Brenner dive into some of the biggest issues facing the energy industry today, including the flight of capital from oil and gas, structural and strategic shifts at the corporate level, the growing role of renewable energy in the portfolios of oil majors and much more. Listen for a recap of some of the key themes from the conference and be sure to check out www.energyintelligenceforum.com for anything you may have missed.
Hosted by: Casey Merriman, Editorial Director, Western Hemisphere, Noah Brenner, Editorial Director, Eastern Hemisphere and Luke Johnson, Deputy Editor, Energy Intelligence Finance
In this podcast Energy Intelligence experts Noah Brenner and Ronan Kavanagh set the scene for the forthcoming Energy Intelligence Forum, previewing some of the big questions that will be addressed.
Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and Noah Brenner, Executive Editor for Operations, Energy Intelligence
LNG has long been a strategic pillar for energy companies. But new economic realities have made it harder to justify the billions of dollars in capital required to bring new capacity on line. Large LNG commitments also complicate the emissions reductions many operators have pledged. Energy Intelligence Research & Advisory Director Ian Nathan and LNG Intelligence Editor Mike Sultan discuss how LNG strategies are evolving and what the outlook is for a sector that has shown so much promise but whose path is suddenly much less straightforward.
Hosted by: Ian Nathan, Director, Research & Advisory, Mike Sultan, Editor, LNG Intelligence, and Luke Johnson, Deputy Editor, Energy Intelligence Finance
Low-carbon investment by the world’s largest oil and gas companies has risen sharply in the past five years, but will it be sustained? In this podcast Energy Intelligence experts TJ Conway and Ronan Kavanagh explore this and other findings from the Low Carbon Investment Tracker.
Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and TJ Conway, Director, Research & Advisory, Energy Intelligence
US shale production is slowly coming back as upstream activity begins to pull off the bottom. But with demand still unsettled and crude stocks high, producers are not looking to grow. What does the US production picture look like through 2021 and when might we expect to see growth again? Energy Intelligence’s Research and Advisory director Abhi Rajendran discusses our latest outlook and the head of Competitive Intelligence Casey Merriman joins to discuss what comes next for the shale patch.
Hosted by: Casey Merriman, Head of Competitive Intelligence, Abhi Rajendran, Director, Research and Advisory and Luke Johnson, Deputy Editor, Energy Intelligence Finance
BP has grabbed headlines with bold energy transition strategy. What the implications of this? In this podcast Energy Intelligence experts Philippe Roos and Ronan Kavanagh discuss what that might entail and the wider consequences of this move.
Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and Philippe Roos, Senior Reporter and Analyst Energy Intelligence
Chevron’s $5 billion acquisition of Noble Energy got the oil and gas sector’s M&A juices flowing after one of the slowest periods for deals in recent memory. But it’s not likely to kick off a wave. On this week’s podcast, Energy Intelligence experts discuss how this deal fits in to Chevron’s broader strategy and what it might say about the industry’s current mindset when evaluating M&A today.
Hosted by: Noah Brenner, Executive Editor, Operations, Abhi Rajendran, Director, Research and Advisory and Luke Johnson, Deputy Editor, Energy Intelligence Finance
As policymakers and oil majors sharpen their focus on hydrogen, Energy Intelligence experts Lauren Craft and Ronan Kavanagh discuss its different varieties and the role it could play in the energy transition.
Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and Lauren Craft, Editor EI New Energy
European majors have announced plans for big shifts in corporate strategy as they prepare for the energy transition, which appears to be accelerating during the Covid-19 pandemic. Contributors to our recently launched Energy Transition Service discuss how companies like Total, Shell, Eni and others are reimagining their businesses through reorganizations and M&A as the industry starts to embrace a low-carbon future.
Hosted by: TJ Conway, Head of Energy Transition Research, Philippe Roos, Senior Reporter EI New Energy and Luke Johnson, Deputy Editor, Energy Intelligence Finance
Combined cycle gas turbines have reclaimed their role as the cheapest technology for new power generation. But for how long? In this podcast Energy Intelligence experts Philippe Roos and Ronan Kavanagh explore this and other findings from the latest Energy Cost Report.
Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and Philippe Roos, Senior Reporter and Analyst
Shale producers are starting to turn the taps back on as oil prices tick up but are wary of throwing the still delicate market out of balance. Will shale ‘leakage’ lead to a gusher of fresh supply? The corporate team looks at how companies are managing their short-cycle assets and their commitments to capital discipline, and whether we have already seen peak shale.
Hosted by: Noah Brenner, Houston Bureau Chief, Casey Merriman, Head of Competitor Intelligence and Luke Johnson, Corporate Reporter
The energy transition poses an existential threat to the oil and gas industry. Rising climate risks, falling renewable energy costs, and mounting pressures — from investors, policymakers and society at large — to decarbonize the global energy system, are disrupting the industry. To endure and thrive, oil and gas firms must take bold steps to reduce their vulnerabilities and transform their strategies. In our latest podcast, our energy transition experts discuss Energy Intelligence's newly-launched Energy Transition Service and how it helps the industry navigate the major risks tied to the rapidly changing energy landscape.
Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and TJ Conway, Director Research and Advisory
The crisis in the US oil industry is only deepening and state and federal governments are discussing ways to aid the struggling sector in ways that respect the nation’s free-market principles. But what can these governments legally do and would it even make a difference as companies already begin shutting in given the market turmoil? Members of our corporate and politics teams discuss the latest proposals and what impact they may have.
Hosted by: Bridget DiCosmo, Politics Reporter, Washington DC, Deon Daugherty, Corporate Reporter, Houston, Luke Johnson, Corporate Reporter, Houston
How will the global coronavirus crisis affect the low carbon energy transition and climate policy? Will Big Oil's recent green resolve survive the oil price collapse? In this podcast, Energy Intelligence's experts explore these and other deeper issues raised by the crisis.
Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and Philippe Roos, Senior Reporter and Analyst
US onshore producers are likely to be among the hardest hit as the Saudi-Russia price war drags on and are already increasing their response to what has become a dire situation for the energy industry. Energy Intelligence’s US corporate team discusses what’s been done so far and what additional action could be taken, including potential production curtailments in Texas and the possibility of an Opec that includes North America.
Hosted by: Noah Brenner, Executive Editor, Houston, Deon Daugherty, Corporate Reporter, Houston and Luke Johnson, Corporate Reporter, Houston
Things have gone from bad to worse for an oil market already ravaged by the spread of the coronavirus and its impact on demand as Saudi Arabia launches a price war against Russia following the collapse of talks between the Opec-plus alliance. Our experts discuss how bad the situation could get for the US and global oil sectors and how long the pain could last.
Hosted by: Abhi Rajendran, Director of Research & Advisory, New York, John Van Schaik, Markets Team Leader, New York and Luke Johnson, Corporate Reporter, Houston
London’s big annual oil and gas industry gathering, IP Week, saw a strong focus on the energy transition with more and more companies facing pressure to show how they can survive and thrive in a low carbon future.
Hosted by: Peter Kemp, Editorial Director and Ronan Kavanagh, Deputy Editor EI New Energy
This was always going to be a challenging year for crude and products markets with questions over peaking demand and an ongoing supply glut raising uncertainty even before the Covid-19 virus began its global march. Ahead of a scheduled Opec meeting, Energy Intelligence's experts discuss the recent changes to our 2020 crude outlook, as well as the short- and long-term implications of the spreading virus.
Hosted by: Abhi Rajendran, Director of Research & Advisory, New York, Frans Koster, Market Reporter, New York and Luke Johnson, Corporate Reporter, Houston
Energy Intelligence’s levelized cost of energy (LCOE) calculations show renewables costs becoming more competitive even though gas has temporarily reclaimed its position as the world’s cheapest power source.
Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and Philippe Roos, Senior Reporter and Analyst
Henry Hub natural gas prices have fallen below $2/Mcf for the first time since 2016 in the middle of winter, usually one of the strongest times of the year for gas prices. Members of our markets and corporate intelligence teams discuss what’s pushing down prices today, what that means for the supply outlook for the rest of the year, and what producers are doing to prepare themselves for more potential pain ahead.
Hosted by: Abhi Rajendran, Director of Research & Advisory, New York, Tom Haywood, Senior Markets Reporter, Houston and Luke Johnson, Corporate Reporter, Houston
This year bring a number of milestones, wildcards and important trends in the low carbon energy transition. Here the EI New Energy team examines the significant trends and events to watch closely.
Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and Lauren Craft, Editor EI New Energy
If 2019 was a year of rightsizing expectations for US oil and gas production growth, 2020 is looking like a year of digesting the slowdown in activity across the North American value chain. Our experts discuss the macro and corporate implications of the changing behaviour of US producers and how it might affect growth strategies as we enter a new decade.
Hosted by: Abhi Rajendran, Energy Intelligence Director of Research & Advisory, Noah Brenner, Houston Bureau Chief and Luke Johnson, Corporate Reporter, Houston
As pressure rises for countries and companies to meet climate goals, leading power generators are under pressure to respond to the energy transition. In this podcast, we take a closer look at Energy Intelligence’s latest Green Utilities report, where we rank the world's top green power generators and analyze their recent decarbonization moves. To download the complimentary Green Utilities report, click here: http://www2.energyintel.com/GreenUtilities2019P
Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and Philippe Roos, Senior Reporter and Analyst
With the launch of what is expected to be the largest initial public offering in history, our experts in Dubai discuss what the listing means for Saudi Aramco itself and for Saudi Arabia more broadly. After pricing well below the $2 trillion valuation targeted by the kingdom and cancelling a roadshow for international investors, will the IPO live up to the hype for the world’s biggest oil producer?
Hosted by: Amena Bakr, Deputy Bureau Chief, Dubai, Oliver Klaus, Bureau Chief, Dubai and Luke Johnson, Corporate Reporter, Houston
We look back on the main themes and issues that emerged out of the 40th annual Oil & Money conference held this month in London with a focus on how the oil and gas industry’s messaging has changed around the energy transition and what they are and aren’t doing about it.
Hosted by: Noah Brenner, Houston Bureau Chief, Casey Merriman, Editor, Energy Intelligence Premium, and Luke Johnson, Corporate Reporter
Energy Intelligence hosted its annual Oil & Money conference in London last week, where the industry showed much greater acceptance of the low-carbon transition. While global players have different options for action, the challenges are greater for the US energy industry including growing social demands and potentially more political/regulatory risk.
Hosted by: Abhi Rajendran, Director, Research & Advisory and Noah Brenner, Houston Bureau Chief
For decades, the oil industry worried that unrest in the Mideast could spread to Saudi Arabia, the world’s largest and most irreplaceable oil exporter. Over the weekend, the nightmare scenario happened: an attack knocked out nearly 6 million b/d of Saudi production – sending oil prices soaring. Our Mideast reporters explain what they know about the extent of the damage and how long production will be down.
Hosted by: Oliver Klaus, Dubai Bureau Chief, and Amena Bakr, Deputy Bureau Chief
Saudi Arabia has recently made a number of major changes in its energy sector — but the biggest move to date was the dismissal of Khalid al-Falih as energy minister over the weekend. With King Salman's son, Prince Abdulaziz, becoming the first Saudi royal to hold the oil portfolio, what will it mean for Saudi oil policy, Opec and Saudi Aramco?
Hosted by: Oliver Klaus, Dubai Bureau Chief, and Amena Bakr, Deputy Bureau Chief
Energy Intelligence brings you the findings from a months-long investigation into how Texas does – but mostly does not – regulate flaring and how the production of natural gas in the Permian Basin could impact oil activity.
Hosted by: Deon Daugherty, Corporate Reporter, Energy Intelligence, Noah Brenner, Houston Bureau Chief and Luke Johnson, Corporate Reporter, Energy Intelligence
Despite oil prices holding above $50-55 so far this year (WTI), US producers have come under pressure from growing investor apathy as well as sharp weakness in gas/NGL pricing. Looking ahead, is US energy in trouble entering the 2020s? Hear from our experts Abhi Rajendran, Noah Brenner and Ian Nathan as they provide insights on key developments and implications across the value chain.
Hosted by: Abhi Rajendran, Director, Research & Advisory, Ian Nathan, Manager, Research & Advisory, Noah Brenner, Houston Bureau Chief and Luke Johnson, Corporate Reporter
Renewable power has always been a weapon against climate change and air pollution, but renewables can also add “cost competitive” to their list of benefits. Solar photovoltaics and onshore wind are deepening their positions as the cheapest technologies for generating power across much of the globe, Energy Intelligence finds in its latest Energy Cost Report.
Hosted by: Philippe Roos, Senior Reporter, Energy Intelligence and Lauren Craft, Editor, EI New Energy
The Trump administration has increased the pressure on Iran, but that has raised the prospect of a war in the Mideast Gulf, the world’s most important oil producing region. But is Trump, who campaigned against US involvement in costly Mideast conflicts, really willing to go to war with Iran? Energy Intelligence’s top US foreign policy reporter breaks down the administration’s thinking.
Hosted by: Alex Schindelar, President and Emily Meredith, Washington DC Deputy Bureau Chief
More than a year after US President Donald Trump withdrew from the multilateral Iran nuclear deal, the Opec member's oil exports have hit historic lows. Official crude sales have slumped below 200,000 barrels per day from above 2 million b/d in the first half of 2018, as the country's traditional customers have largely stopped lifting to abide with US sanctions, piling more pressure on Tehran at a time when tensions with Washington are escalating. The US has blamed tanker attacks near the Strait of Hormuz on the Islamic republic and is upping the ante after Iran downed a US spy drone that Tehran says entered its airspace, raising the prospect of direct military conflict. For now, Trump has said he prefers ratcheting up economic pressure on Tehran over a military strike, slapping new sanctions on the country, including on the supreme leader. With oil exports at historic lows and its economy reeling, Iran's back is against the wall.
Hosted by: Amena Bakr, Senior Energy Correspondent and Oliver Klaus, Dubai Bureau Chief
We take the temperature of the global energy industry through the lens of IHS Markit’s annual CERAWeek conference, bringing together public and private discussions with executives, investors and other stakeholders who will shape the path of the industry in the years and decades to come. How are companies dealing with increasing calls to focus on the environmental and social impacts of their activities? What do investors want to see? Have we entered a new era of ‘Big Shale’? What role will technology play?
Hosted by: Noah Brenner, Senior Corporate Reporter and Assistant Houston Bureau Chief; Luke Johnson, Corporate Reporter
Abhi Rajendran and Ian Nathan examine what the latest Energy Intelligence Top 100 results tell us about the future of oil industry growth as companies refine their long-term strategies.
Ian Nathan and Abhi Rajendran of the Research & Advisory group at Energy Intelligence discuss the US's path to becoming an energy superpower.
Jim Washer, Energy Intelligence Executive Editor, is joined by Jane Collin, Editor of World Gas Intelligence, Clare Tan, Singapore Buerau Chief and Tom Haywood, Editor of Gas Market Reconnaissance.
The main issues we will cover in this month's Virtual Round Table are:
- What is the outlook for gas prices this year?
- Is the surplus getting worse or starting to ease?
- Will 2018 see more project go-aheads than the past two years?
- Which new countries could become LNG buyers?
- What does gas fit between coal and renewables?
- Where does the Opec/non-Opec extension leave oil markets heading into 2018?
- Can Opec output discipline hold? Will Russia remain committed?
- What’s expected from US shale in 2018?
- What geopolitical factors are having the biggest impact on oil prices?
- How is Saudi thinking on oil policy affected by domestic upheaval, Aramco IPO?
- Where is the biggest supply side risk – Iraq? Venezuela Can the market cope with a supply disruption in any of these countries?
Jim Washer, EI Executive Editor is joined by Amena Bakr, Senior Middle East Reporter, Jill Junnola, Editor of Energy Compass and John van Schaik, Editor of Oil Market Intelligence.
- Does the Total-Maersk deal signify new interest among the majors in buying upstream assets?
- Who needs to buy? What gaps and weaknesses do the majors have in their portfolios?
- Who can buy? Do the majors have sufficient financial slack to do deals? And if not, who else might enter the fray?
- What sort of assets are on offer? Where might we expect to see consolidation and asset churn?
- Where does US shale fit into all this? Are there opportunities here for the majors to expand their portfolios?
Jim Washer, EI Executive Editor is joined by Monica Enfield, Director, Energy Intelligence Research & Advisory and Noah Brenner, Senior Corporate Reporter.
- How is the blockade against Qatar affecting the Mideast oil and gas industry?
- How might oil and gas trade be affected if the crisis escalates?
- What risks does the stand-off pose for foreign oil and gas investors in the region?
- What is the significance of Qatar’s new plans for expanding LNG export capacity?
- What are the wider geopolitical implications for neighboring countries like Iran and Turkey?
Jim Washer, EI Executive Editor is joined by Oliver Klaus, Dubai Bureau Chief; Amena Bakr, Senior Middle East Reporter and Jane Collin, Editor of World Gas Intelligence.
Jim Washer, EI Executive Editor; David Knapp, Chief Energy Economist and Casey Sattler, Editor of Petroleum Intelligence Weekly discuss:
- How much further can the US shale rebound go?
- Which shale producers and basins have emerged strongest from the downturn?
- How have shale players been able to cut costs?
- Does shale’s price sensitivity make it more important for oil markets than Opec?
- How do shale prospects look in other countries like Argentina, China, the UK?
The main issues we will cover in this month's Virtual Round Table are:
- What does Opec need to do to support oil prices? Is extending its cut enough?
- Can Opec maintain output discipline or will internal tensions mount?
- What can Opec do to stem the surge from US shale?
- How much support can Opec expect from Russia and other non-Opec players?
- What other macro-economic and geo-political factors need to be considered?
Panel:
- Jim Washer, Executive Editor
- David Knapp, Chief Energy Economist
- Oliver Klaus, Bureau Chief, Dubai
- Nadezhda Sladkova, Deputy Bureau, Chief Moscow
Jim Washer, EI Executive Editor is joined by Lauren Craft, Editor of EI New Energy and Phillippe Roos, EI Senior Reporter, to discuss Big Oil's Climate Dilemma. Topics include:
- What key strategic decisions do oil companies face in the low-carbon transition?
- How are different oil companies preparing for climate risks?
- What policies could turn oil companies into climate leaders?
- Will electric vehicles take a significant bite out of oil demand?
- Will shifting to natural gas help oil companies survive?
- What does the Trump White House mean for climate risk?
How have the majors’ strategies have diverged since oil prices began falling?
Panel:
Jim Washer, Executive Editor
Paul Merolli, Senior Editor and Correspondent
Monica Enfield, Director, Research & Advisory
Jon Mainwaring, Senior Corporate Correspondent
Panel Experts
- Jim Washer, Executive Editor
- Emily Meredith, Deputy Bureau Chief, Washington
- Jill Junnola, Editor, Energy Compass
- Ben Cahill, Manager, Research & Advisory
Panel Experts
Jim Washer London Bureau Chief Jane Collin, Editor, World Gas Intelligence Tom Haywood Houston Bureau Chief Clara Tan Sinagpore Bureau Chief The main issues we will cover in this month's Virtual Round Table are:
- Another year of surplus looms, but when might rebalancing begin?
- How does demand look in Asia? Will growth in China and India continue?
- What prospects are there for further reform and innovation in pricing?
- What is the outlook for US LNG exports? Could Europe become a major market?
- What will a Trump presidency and other trends in global climate policy mean for gas demand?
The main issues we will cover in this month's Virtual Round Table are:
- How does Opec’s output deal change the outlook for oil markets in 2017?
- How effectively will Opec implement its cut? How much real support can it expect from non-Opec producers?
- What will be the impact on supply/demand balances and inventory levels?
- Can Opec unity hold? How could tensions between Saudi Arabia and Iran resurface?
- How will the deal impact on physical supply? Which grades will be cut? Which regional markets will tighten?
Panel of experts:
Jim Washer, Bureau chief London
David Knapp, Chief Economist, Washington
Rafiq Latta, Senior Middle East Correspondent
Tim France, Oil Markets Reporter, London
The main issues we will cover in this Virtual Round Table are:
- What are the key energy policy risks and challenges for President-Elect Trump?
- What can the oil and gas industry expect in terms of change from energy policy under Obama?
- Where will the new Trump administration stand on climate change, and on US backing for the UN’s Paris climate deal?
- How will a Trump White House respond to environmental opposition to fracking and new pipeline projects?
- How will the new president approach relations with oil and gas superpowers like Russia and Iran?
Panel:
- Jim Washer - Bureau Chief, London
- Emily Meredith - Deputy Bureau Chief, Washington
- Elizabeth McGowan - Domestic Policy Correspondent, Washington
The main issues we will cover are:
What are the prospects for an agreement at Algiers? How have positions changed in Opec and non-Opec since the Doha meeting in April? What kind of actions seem most likely?How will oil markets react?
Panel:
- Rafiq Latta, Senior Middle East Correspondent
- Amena Bakr, Reporter, Dubai
- John van Schaik, Bureau Chief, New York
Panel:
- Alex Schindelar, News Editor, London, Energy Intelligence
- Alex Martinos, Senior Analyst, Research & Advisory, Energy Intelligence
- Jaime Concha, Senior European Natural Gas Reporter, Energy Intelligence
- John van Schaik, Bureau Chief, New York, Energy Intelligence
What is the outlook for oil demand in the face of global economic headwinds?
Panel:
- Tom Wallin, Editor-in-chief, Energy Intelligence
- John van Schaik, Bureau Chief New York, Energy Intelligence
- David Knapp, Editor, Oil Market Intelligence, Energy Intelligence
What are the possible implications for US production and demand?
Panel Experts:
- Tom Wallin, Editor-in-chief
- Emily Meredith, Deputy Bureau Chief
- Elizabeth McGowan, Reporter
- An evaluation of the success of the Doha meeting and the key points of negotiation
- Near-term oil market and oil price implications
- Longer term impact on cooperation among oil producers and market management
- Positions taken by top producers and the scope for more active collaboration
Panel Experts
- Tom Wallin, Editor-in-chief, New York
- Alex Schindelar, News Editor, Eastern Hemisphere
- Amena Bakr, Reporter, Dubai
A discussion on how quickly will US LNG exports ramp up and what is the longer term potential and the overall impact of US LNG Exports on Global Gas Markets?
Panel:
Tom Wallin, Editor-in-Chief
Mark Davidson, Washington Bureau Chief
Jane Collin, Editor, World Gas Intelligence
Tom Haywood, Houston Bureau Chief
What is Russia’s view on output cuts and cooperationwith Opec?
PanelExperts:
· Tom Wallin,Editor-in-Chief, Executive Vice President
· Alex Schindelar, NewsEditor – Eastern Hemisphere
· Nelli Sharushkina, MoscowBureau Chief
Panel: Tom Wallin, Editor-in-chief, Energy IntelligenceJim Washer, Editor, Petroleum Intelligence Weekly and London Bureau ChiefDavid Kirsch, Managing Director, Research & Advisory
A discussion to see if the debt bomb is about to blow up US Shale.
Panel:
Tom Wallin, Editor-in-Chief
Casey Sattler, Editor of Energy Intelligence Finance and Western Hemisphere News Editor
David Knapp, Editor of Oil Market Intelligence and Chief Energy Economist
A discussion on how successful Opec's market share policy has been so far.
Panel:
· Tom Wallin, Editor-in-chief, Energy Intelligence
· John van Schaik, Team Leader, Oil Markets
· Alex Schindelar, Dubai Bureau Chief, Energy Intelligence
A discussion examining the likely implications for the oil industry of the Paris Climate Talks which start next month. Panel:
- Tom Wallin, Editor-in-Chief and Executive Vice President
- Ronan Kavanagh, Deputy Editor of EI New Energy
- Philippe Roos, Senior Correspondent
A discussion examining why there is so much oil price volatility and the impact this will have on companies.
Jim Washer, Editor - Petroleum Intelligence Weekly and London Bureau Chief
Casey Sattler, News Editor – Western Hemisphere
David Knapp, Editor – Oil Market Intelligence and Chief Energy Economist
A discussion of the outcome of the historic Iranian nuclear agreement
· Tom Wallin, Editor-in-chief, Energy Intelligence
Stephanie Cooke, Editor, Nuclear Intelligence Weekly
Jill Junnola, Editor, Energy Compass
A discussion examining the many facets affecting the oil market outlook
· Tom Wallin, Editor-in-chief, Energy Intelligence
John van Schaik, Team Leader, Oil Markets
· Alex Schindelar, Dubai Bureau Chief, Energy Intelligence
Energy Intelligence hosts a Virtual Round Table on the key issues affecting the Mergers and Acquisitions in the oil and gas industry and who the likely winners and losers are.
Panel:
- Jim Washer, Editor of Petroleum Intelligence Weekly
- Casey Sattler, Editor of Energy Intelligence Finance
- Monica Enfield, Director of Research & Advisory
A discussion and assessment of the agreement and its chances of reaching a final conclusion; the complexities of unwinding the sanctions regime; prospects for upstream investment.
Energy Intelligence hosts an exclusive conference call on Middle East Oil Policy and Investment
Energy Intelligence hosts a virtual round table discussion with our industry experts exploring the industry's dilemma over the impact of low oil prices on high-cost production. Panel Experts: Tom Wallin, Editor-in-chief, Energy Intelligence David Knapp, Chief Energy Economist, Energy Intelligence Casey Sattler, Energy Intelligence Finance Editor, Energy Intelligence