EnergyCents

Structural declines in fuel demand will lead to reduction in global refining capacity over the coming years and decades. Where then might lie opportunities for growth-directed investment? IHS Markit’s Head of Americas Refining Debnil Chowdhury joins EnergyCents this week to consider the changing incentives of Downstream executives, the opportunity for biofuels with aircraft, and the prospects for traditional fuel demand in emerging markets.

Global Engineering, Procurement, Construction (EPC) firms have long embraced project-management opportunities with partners in oil and gas, particularly when it comes to complex offshore projects. However, the pipeline of opportunities is changing as the energy sector prioritizes low-carbon initiatives. Offshore Supply Chain Expert Ding Li Ang join to EnergyCents this week to discuss how EPC firms are evolving as the definition of energy changes, and where lie some of the biggest challenges and opportunities for established firms.

Before the pandemic, more than 25% of vehicle miles traveled in the United States came from commuting. Professionals are now working from home some, or all, of every week. Should we expect proportionate declines in fuel demand, and extensions of automobile lifespans? Mobility Experts Fellipe Balieiro and Todd Campau join to EnergyCents this week to discuss how social-distancing protocol led to structural change in American transportation, and whether the loss of commutes and rise of EVs is actually reducing fuel use.

Battery and hydrogen technologies have emerged as two of the highest profile ideas to lower the world’s carbon emissions. Battery technology is further along in many ways, though hydrogen has momentum thanks to enthusiastic support from governments, investors, and even traditional energy providers. Cleantech Experts Sam Wilkinson and Alex Klaessig return to EnergyCents this week to discuss the potential applications of each technology, and whether we should consider them rivals or collaborators in the race for cleantech capital.

Asian countries will generate about 70% of the world’s electricity demand growth between 2021 and 2025. And most of these markets are on track to fall short of stated net-zero targets due to lack of investment in renewables. IHS Markit Power Experts Chad Singleton and Vince Heo join EnergyCents this week to discuss the gap between certain countries’ net-zero ambition and net-zero funding, and what catalysts could unlock additional investment.

There’s a degree of consensus from financial prognosticators that energy equities from both the low-carbon and traditional sectors will outperform in 2022. IHS Markit Experts in capital and energy markets Chris Fenske, Peter Gardett, and Karim Fawaz join EnergyCents this week to discuss the operating environments behind the equity enthusiasm, and whether the start-of-year set up can meet investor expectations.

Oil and gas producers made headlines in 2021 selling “net-zero oil” thanks to the purchase of carbon offset credits to mitigate Scope 1 and Scope 2 emissions associated with bringing that oil to market. IHS Markit Upstream emissions experts Kevin Birn and Raoul LeBlanc join EnergyCents to discuss the upstream sector’s emissions-management strategies, and how we should expect the trend to evolve.

EnergyCents welcomes back IHS Markit shale sector experts Reed Olmstead and David Vaucher for our annual year-in-review episode. We check in to see how well we performed against personal resolutions in 2021, make new resolutions for 2022, and share predictions on how the shale sector will evolve in the coming year.

After months of high expectations, the UN conference COP26 concluded in November and left many climate enthusiasts wishing there had been more substantial policy successes. There are reasons for optimism, however, including a surprise agreement on carbon offset trading provisions. EnergyCents welcomes IHS Markit climate and finance experts Peter Gardett, Paul McConnell, and Roger Diwan in this special edition episode that opens our listeners to an “Investing in Energy” client webinar where the speakers share their immediate reactions to the event, and highlight the most significant implications that bear watching over the coming months and years.

Oil markets find themselves at the intersection of fear and greed with supply concerns and fear-of-missing-out enthusiasm pushing prices into a higher band for 2021 and 2022. EnergyCents welcomes back oil markets expert Karim Fawaz to discuss reasons for the step change in oil price support, and where he sees markets trending over the coming months.