EnergyCents

Upstream oil & gas companies face increasingly complex strategic decisions as they seek to meet growing energy demand while at the same time maintaining capital discipline, reducing emissions and meeting investor expectations amid the energy transition. How are upstream companies responding to this challenge? Portfolio investments, adoption of new innovations and the digital transformation are all crucial factors in this ecosystem of changing energy demands and sources. Hear more about the digital transformation within upstream energy at www.ihsmarkit.com/dx.

ExxonMobil announced plans in November to focus its upstream attention on three core growth positions in the US Permian Basin, Guyana, and Brazil. Tony Reinsch, IHS Markit senior advisor, shares his views on the announcement and what a concentration of growth from select basins and dominant operators means for the future of the Upstream sector. Send your comments or questions to our podcast team at energycents@ihsmarkit.com.

With a rapid acceleration of countries around the world announcing net-zero targets, the conversation livens around which technologies will support these ambitions. Governments, utilities, and traditional energy players are all seemingly potential players in the rise of hydrogen, which provides a good foundation for the commodity becoming a great disruptor. Please listen to Catherine Robinson, IHS Markit’s Head of low-carbon gas research, give her take on how hydrogen fits into the energy future. Send your comments or questions to our team at energycents@ihsmarkit.com.

The past two US presidencies have overseen surges in domestic oil production, market-share declines for coal, and exponential leaps in renewable technologies. How might the domestic energy landscape change under a Biden administration? IHS Markit Principal Analyst Justin Jacobs rejoins EnergyCents this week to share his views on the incoming administration’s energy priorities, the realities of those priorities, and how they may shape, or reshape, energy-investor portfolios. Send your comments or feedback to our team: energycents@ihsmarkit.com.

Electric vehicles are emerging as an increasingly pivotal part of a more carbon conscious future. Fellipe Balieiro, who leads our Mobility and Energy Future service, joins EnergyCents this week to discuss how surging investment in EV technologies and expanded government policies are driving the industry’s evolution globally. Send your comments and questions to us via email at energycents@ihsmarkit.com.

LNG markets are at a crossroads as oil producers remain under pressure, and political and financial support shifts toward lowest carbon alternative energies. IHS Markit Vice Presidents Michael Stoppard and Roger Diwan join EnergyCents this week to consider the players driving both markets, and the significance of recent events to the future of each market. Send us your comments or questions by emailing energycents@ihsmarkit.com.

Upstream digitalization continues to make progress and accelerate but companies are struggling to deliver their goals of data democracy which is crucial to getting value from all available content and driving new workflows. In this installment, we explore the essential steps of ultimate data discoverability and accessibility and think about when the upstream industry might achieve these key stages of digital transformation. Send us your comments or questions at www.ihsmarkit.com/upstreampodcast.

Many of the Oil and Gas industry’s largest companies are charting very different futures dependent on how each prioritizes low-carbon projects within their respective portfolios. Chris DeLucia, of IHS Markit’s Companies & Transactions research team, joins EnergyCents this week to share his views on the strategic imperatives shaping these companies, and what it means for a transitioning sector going forward. Have a question or topic idea? Submit it to our team at energycents@ihsmarkit.com.

Chinese President Xi Jinping announced in September 2020 that China will strive to achieve net carbon neutrality by 2060. China is the world’s largest emitter of carbon globally, making the implications huge for the world’s environment, the economy, and the energy sector. Xizhou Zhou, IHS Markit Vice President of Power and Renewables, joins the podcast this week to share his views on the announcement and outlook for its implementation. Send your comments, feedback or questions to our team at energycents@ihsmarkit.com.

Oil prices have hovered around $40/bbl for several weeks after extreme volatility led to negative prices in April 2020. Investors are watching OPEC+, the potential resiliency of North America shale, and a US presidential election for signs of what to expect from oil markets in 2021. Karim Fawaz and Raoul Leblanc return to EnergyCents this week to share their views on what to watch for.