Columbia Energy Exchange

Peaks and Valleys in the Energy Transition

5 snips
Jul 1, 2025
In this enlightening discussion, Arjun Murti, an oil and gas analyst with Veriten and a former Goldman Sachs strategist, unpacks the complexities of the current energy landscape. He addresses the impact of geopolitical tensions on oil prices, questions the feasibility of corporate net-zero targets, and explores the balance between energy security and climate goals. With a focus on emerging economies, Murti highlights the need for pragmatic policies and diverse energy solutions, making a compelling case for a nuanced approach to the ongoing energy transition.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

Investor Skepticism on Oil Growth

  • Oil market investors are skeptical due to past losses, not necessarily ideological reasons.
  • Uncertainty about peak demand and carbon priorities challenges long-term investment.
INSIGHT

Oil Price Impact of Middle East Tensions

  • Recent Middle East tensions raised oil prices by $15-20 temporarily.
  • Supply concerns eased quickly as non-OPEC and OPEC supplies remained resilient.
INSIGHT

Oil Fundamentals Trump Geopolitics

  • Historical oil disruptions show fundamentals outweigh short-term geopolitical events.
  • Demand and supply dynamics dictate long-term oil price trends, not headline risks alone.
Get the Snipd Podcast app to discover more snips from this episode
Get the app