Episodes
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
Published 11/01/22
Published 11/01/22
Energy Intelligence’s Noah Brenner and Ronan Kavanagh preview the upcoming 2022 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
Published 08/31/22
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.
Published 08/04/22
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
Published 08/02/22
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
Published 06/07/22
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
Published 06/07/22
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 
Published 04/14/22
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
Published 03/30/22
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  
Published 03/09/22
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...
Published 02/14/22
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...
Published 02/02/22
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
Published 01/12/22
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 
Published 12/07/21
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  
Published 11/11/21
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
Published 11/10/21
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.
Published 10/29/21
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,...
Published 10/15/21
Noah Brenner, Executive Editor, Operations at Energy Intelligence, interviews Ben van Beurden, CEO at Shell during the 2021 Energy Intelligence Forum.
Published 10/14/21
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
Published 09/28/21
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...
Published 09/14/21
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...
Published 08/23/21
Carbon pricing is gaining momentum, with a patchwork of approaches prevailing. Energy Intelligence experts epxloain 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 
Published 07/30/21
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 
Published 07/09/21