Dave Ernsberger

Dave Ernsberger, Co-President at S&P Global Commodity Insights, shares his expertise on energy markets, while Ranjit Rath, Chairman and Managing Director at Oil India Ltd, discusses India’s upstream oil strategies. They delve into India's surging energy demand and its increasing importance in the global oil market, forecasted to surpass China's oil demand growth. The conversation highlights India's pivot towards Russian oil amidst geopolitical shifts, along with significant government reforms aimed at enhancing the upstream sector and attracting global investment.

Dave Ernsberger and Mark Eramo, Co-Presidents of S&P Global Commodity Insights, share their insights on climate policy post-New York Climate Week. They discuss the shift towards a business-focused approach to climate action, emphasizing investment returns and capital discipline. Mark highlights the U.S. administration’s pragmatic stance on energy dominance, while Dave sheds light on global players like China and India in energy transitions. They explore how competition drives innovation and the ongoing commitment of companies to sustainability despite geopolitical shifts.

Dave Ernsberger, the head of market reporting and trading solutions at S&P Global, joins Asian Energy Editor Sambit Mohanty for a deep dive into Asia's energy future. They discuss emerging trends in oil consumption, energy security, and the ambitious decarbonization strategies being adopted. Key topics include China's peak gasoline demand amid rising electric vehicles, India's growing oil market, and the evolving dynamics of OPEC's supply strategy. The conversation also touches on the complex interplay of geopolitical factors affecting the region's energy landscape.