Arjun Murti

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.

In this insightful discussion, Arjun Murti, a veteran energy analyst and founder of Super-Spiked, teams up with Greg Ebel, CEO of Enbridge, to explore the complex landscape of global energy transitions. They delve into how geopolitical shifts like the Russia-Ukraine conflict shape energy strategies, emphasizing the balance between sustainability and reliability. The duo also reflects on U.S. and Canadian policies' influence on global energy dynamics and the resilience of North American energy trade amidst tariff challenges.

Arjun Murti, a partner at Veriten with over 30 years in the energy sector, shares his compelling insights on the energy transition. He discusses the dangers of the 'delayed transition' narrative and the essential role of emerging economies in shaping future energy demands. Murti emphasizes the need for oil and gas companies to take calculated risks and adapt their visions. He advocates for a humble, data-driven approach to leadership and the importance of navigating energy discussions with accuracy and pragmatism amidst a complex landscape.