Oil Markets Energy Asia to shine spotlight on transition, trade, and turbulence
Jun 12, 2025
Vartika Shukla, a leader at Engineers India Ltd, joins energy experts Atul Arya and Nick Sharma from S&P Global Commodity Insights for a deep dive into Asia's energy landscape. They tackle the push for net-zero emissions while juggling energy security and fossil fuel growth. The trio discusses how national oil companies can drive the transition amid geopolitical challenges. They also explore the role of technology, particularly AI, and the balancing act required for different Asian economies to achieve sustainable growth.
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Asia's Multi-Fuel Energy Strategy
- Asia needs a multi-fuel approach prioritizing affordability and energy security over pure sustainability.
- Regional collaboration, like creating a Southeast Asia grid, is key for energy market stability.
Petrochemical Shift and Tech Focus
- Refiners are shifting portfolios towards high-value petrochemicals increasing their petrochemical intensity.
- Emphasis on technology, green hydrogen, and recycling will drive low carbon petrochemical growth.
Oil & Gas: Value Over Volume
- Oil and gas companies focus on delivering shareholder returns over volume growth amid energy transition.
- Underinvestment risks exist for the 2030s despite ample reserves today.