David Doherty

David Doherty, the Head of Oil and Renewable Fuels Research at BloombergNEF, shares insights on the shifting landscape of oil asset divestment. He highlights the surprising $290 billion divestment by major oil companies since 2015, yet notes a recent slowdown. The discussion delves into how rising energy prices and public pressure for decarbonization are reshaping strategies. Doherty emphasizes that mere asset divestment won't ensure a greener future, urging a deeper look into investment practices and the importance of balancing financial returns with environmental accountability.

David Doherty, Head of Natural Resources Research at BloombergNEF, and Enrique Gonzalez, Head of US Gas at BloombergNEF, dive into the shifting landscape of commodity markets. They discuss looming oil surpluses, emerging petrochemical dynamics, and concerns around Venezuela's heavy oil production. Enrique highlights the rapid expansion in U.S. LNG capacity and the potential for prolonged low prices due to oversupply. Meanwhile, David warns of a critical copper shortage driven by the electric vehicle boom, emphasizing the complex interplay of market forces.

In this captivating discussion, David Doherty, head of natural resources research at BloombergNEF, unpacks the complexities of Venezuela's oil market. He examines the challenges of higher production costs and political risks that could hinder the country's oil output. While there’s potential for increased global supply, he highlights the heavy crude demand from refineries. Additionally, David speculates on how shifting trade flows might impact pipelines and the US oil market, revealing the intricate dance between geopolitics and commodity economics.

Justin Teresi, an Antitrust Litigation Analyst, dives into the DOJ's antitrust lawsuit against Visa, exploring its implications for competition and payment systems. Francesca Maglione reveals how colleges like Northeastern University are navigating declining enrollments and tuition challenges. David Doherty discusses the balance between oil, gas, and renewable energy in the evolving energy landscape, along with the critical role private capital plays in climate solutions, emphasizing the pressing need for sustainability in today's economy.

David Doherty, a senior analyst at BNEF specializing in oil demand analysis, shares intriguing insights into the future of transportation. He argues that despite the rise of electric vehicles, oil demand and CO2 emissions will remain stable by 2040, driven by transport needs in developing nations. The discussion highlights the complexities of transitioning to cleaner alternatives in light and heavy-duty vehicles, as well as innovations in hybrid technologies for trucking. Additionally, Doherty examines the shifting dynamics of oil markets and the growing role of biofuels.