Energy Gang

Energy addition, not energy transition? What does it mean for the future of our energy system, and the climate? | Special episode recorded at ADIPEC, the world’s largest energy event

Nov 8, 2025
Dr. Carole Nakhle, founder and CEO of Crystol Energy, discusses the idea of energy addition—new low-carbon sources complementing fossil fuels instead of replacing them. John Gilley, CEO of Kent, highlights the challenges and strategies for balancing affordability with climate goals. Clay Siegel from CSIS emphasizes the lasting demand for oil and gas and the implications for global energy security. They explore AI's role in optimizing energy operations and discuss how industry shifts align with geopolitical trends, all while addressing the reality of ongoing emissions.
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INSIGHT

Addition Over Substitution

  • Energy addition describes new low‑carbon supplies stacking on top of hydrocarbons rather than replacing them.
  • This reframes the energy system as growth plus decarbonisation, not simple substitution.
ANECDOTE

AI Hype Versus Historical Disruption

  • Carole Nakhle described ADIPEC's AI focus and questioned how it will affect workforce dynamics.
  • She contrasted AI's impact with past tech shifts like shale and fracking, which were far more disruptive.
INSIGHT

Complementarity Beats Substitution

  • Carole Nakhle argues the transition needs complementarity across fuels and tech, not immediate substitution.
  • She expects oil and gas producers to recalibrate portfolios but keep net‑zero ambitions.
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