Episodios

  • US SPR should work in tandem with OPEC+, says oil expert Johnston

    US SPR should work in tandem with OPEC+, says oil expert Johnston
    Jun 25 2024
    The oil market is waiting for clarity on oil demand given a lack of consensus over the outlooks outside the big consumers and is asking questions over oil balances mainly with gasoline and diesel given the arrival of big refiners like Dangote and the impact on the rest of the downstream industry, says Commodity Context founder Rory Johnston in an interview with Petroleum Economist editor-in-chief Paul Hickin. He also highlights the market’s nagging doubts as to what price point OPEC+ is looking to defend at the end of Q3 when some of the cuts may be unwound and suggests it would be better for the oil market if the US worked in sync with OPEC+ to help provide stability via its limited but useful SPR tool.
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    37 m
  • Energy Oracles: Namibia has potential to match Guyana, says AEC’s NJ Ayuk

    Energy Oracles: Namibia has potential to match Guyana, says AEC’s NJ Ayuk
    May 9 2024
    Namibia’s oil output may reach the same scale as Guyana and could demonstrate to both Africa and the world the transformative power of oil, says African Energy Chamber’s executive chairman NJ Ayuk. In a conversation with Petroleum Economist’s editor-in-chief, Paul Hickin, Ayuk points out the crucial and growing role gas will play in meeting the continent’s energy security, affordability and sustainability needs, the importance of a sound fiscal and regulatory framework and the need to lure international investors rather than get trapped by resource nationalism. The African energy specialist also highlights the abundance of smaller yet significant hydrocarbon stories beyond the headline-grabbing Namibia across the region and the wealth of opportunities still to be explored.
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    27 m
  • Energy Oracles: Navigating uncertainty in global oil markets with S&P Global's Jim Burkhard

    Energy Oracles: Navigating uncertainty in global oil markets with S&P Global's Jim Burkhard
    Apr 24 2024
    In this episode of Energy Oracles, Simon Ferrie discusses the intricacies of the global oil market with Jim Burkhard, vice president of oil markets at S&P Global. Broadcasting from CERAWeek 2024, they analyse the diverging demand outlooks of OPEC and the IEA, the effects of OPEC+ supply constraints and the shifting dynamics of non-OPEC production. Insights into Russian oil flows, the impact of geopolitical events and the future of oil supply restraint are also covered, providing a comprehensive analysis of current trends and future projections in oil markets. Join us for a deep dive into these pressing issues affecting global energy policies and market dynamics.
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    17 m
  • Energy Oracles: Jeroen Van Hoof on the challenges of Europe's green transformation

    Energy Oracles: Jeroen Van Hoof on the challenges of Europe's green transformation
    Apr 18 2024
    In this episode of Energy Oracles, Stuart Penson, editor of Carbon Economist and Hydrogen Economist, is joined by Jeroen Van Hoof, Chair of the World Energy Council, Netherlands, and Chair of the 2024 World Energy Congress Organising Committee. They delve into the multifaceted challenges and opportunities of the energy transition in Europe, focusing on the pathways to achieving net zero. Jeroen shares insights from his extensive experience in the energy sector, discussing the current state of renewable energy projects, the role of policy and investment in accelerating change and the crucial need for infrastructural transformation to support new energy solutions like hydrogen. As Europe navigates its transition, the conversation highlights the intricate balance between technological advancements, policy frameworks and financial strategies essential for a sustainable energy future.
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    19 m
  • Energy Oracles: Redesigning energy futures with Dr. Angela Wilkinson

    Energy Oracles: Redesigning energy futures with Dr. Angela Wilkinson
    Apr 11 2024
    In this episode of "Energy Oracles," Stuart Penson converses with Dr. Angela Wilkinson, Secretary General & CEO of the World Energy Council, about the nuances of the energy transition. Dr. Wilkinson shares insights from her journey towards advocating for sustainable energy practices, covering the importance of addressing energy transitions with a holistic approach, focusing on decarbonisation, diversity and digitalisation. Highlighting the upcoming World Energy Congress in Rotterdam, Dr. Wilkinson stresses collaboration and human-centric stories as essential for achieving equitable energy systems globally. Tune in for a compelling dialogue on shaping a sustainable energy future.
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    24 m
  • Energy Oracles: Forecasting the unsteady future of global oil demand

    Energy Oracles: Forecasting the unsteady future of global oil demand
    Apr 4 2024
    In this episode, Simon Ferrie engages with David Fyfe, chief economist at Argus Media, in a deep dive into the current state and future outlook of the global oil markets amidst ongoing conflicts, economic sanctions and the unpredictable dynamics of supply and demand. They explore the significant divergences in OPEC and IEA demand outlooks, dissect the reasons behind slow demand growth and forecast the future of oil production cuts. Additionally, they delve into the ramifications of sanctions on Russia, Iran and Venezuela and the emerging significance of India in the global energy demand landscape.
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    22 m
  • Energy Oracles: Insights from London International Energy Week

    Energy Oracles: Insights from London International Energy Week
    Mar 14 2024
    Join Paul Hickin, Stuart Penson, and Simon Ferrie in this episode of Energy Oracles, as they dissect their findings from London International Energy Week. They discuss the complex world where oil, gas, and green energy intersect, highlighting the massive challenge and rapid expansion of renewables, despite rising emissions and energy demand. The conversation also covers the pivotal role of non-OPEC production growth, the reality check on hydrogen, and the intricacies of carbon pricing in driving the energy transition. Amidst the backdrop of geopolitical shifts and economic uncertainties, this episode offers a concise exploration of the key themes shaping the global energy agenda.
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    32 m
  • Energy Oracles: US LNG export freeze draws energy battle lines

    Energy Oracles: US LNG export freeze draws energy battle lines
    Feb 14 2024
    A pause on US LNG export approvals suggests gas will be ultimate political football ahead of the US elections. Petroleum Economist’s Editor-in-chief Paul Hickin and Seth Haskell a research analyst at Global Energy Infrastructure discuss the significant projects at risk from the move, how LNG fits into the energy trilemma debate for the US and who could be potential winners and losers.
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    23 m