EnergyCents

Expert Justin Cochrane discusses high impact exploration wells in Africa for 2023-2024, highlighting successful wells in Namibia. The podcast explores key discoveries in African oil fields, expectations for upcoming wells, and trends in gas and liquid exploration in different regions. The episode also covers exploration wells in Egypt, Syria, Libya, Guyana, and Mortimer, emphasizing anticipation for significant discoveries in the energy sector.

Sales of electric vehicles continued to rise in the United States in 2023, though the rate of adoption has been slower than many planners envisioned. Devin Lindsay joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the status of EV adoption in the US after a bumpy 2023, and flag trends to watch in 2024 as automakers transition their fleets away from internal combustion engines.  Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Led by the Americas, supply growth from non-OPEC countries fully met the growth in global oil demand in 2023. This balance, along with wars in the Middle East and Ukraine, U.S. elections in November, and changing shipping patterns weigh on the minds of oil strategists in 2024. Aaron Brady and Ha Nguyen join EnergyCents with hosts Hill Vaden and Sam Humphreys to share their thoughts on the biggest events that will shape oil markets in 2024.  Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

At completion, Nigeria’s Dangote Petroleum Refinery will process 650,000 barrels per day and be the largest single-train facility in the world.  The much-delayed refinery began accepting test deliveries recently as it moves closer to commercialization. Dan Evans joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the uniqueness of the massive Dangote project, and consider the post-commercialization implications for the Atlantic Basin and downstream markets more broadly.   Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Coal is widely considered a ‘dirty’ fossil fuel due to its high carbon intensity. The fuel is also relatively abundant and has enabled resilience within in an expanding, and transforming, energy sector. Dan Klein joins EnergyCents with hosts Hill Vaden and Sam Humphreys to review coal’s record-setting 2023, and consider outlooks for the fuel as energy planners embrace lower-carbon fuels and technologies. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en Join the conversation at energycents@spglobal.com

The United States emerged as the largest LNG exporter in the world in 2023, and begins 2024 with the White House delaying decision on a new export facility. This, and other uncertainties, promise an interesting year for global LNG trade. Michael Stoppard joins EnergyCents with hosts Hill Vaden and Sam Humphreys to review big events to hit the LNG market in 2023, and consider the biggest trends to watch in 2024. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en Join the conversation at energycents@spglobal.com

EnergyCents podcast features experts Travis Hagler and Matthew Turner discussing geothermal energy technology, including its low-carbon power potential and challenges. They explore regulatory hurdles, global leaders in the field, and the transition of talent from oil drilling to geothermal projects. The episode highlights the promising future of geothermal energy, with a focus on China's role in advancing this renewable energy source.

The podcast discusses the expected investment of $750-800 billion in clean energy technology in 2024. It explores falling costs in solar and batteries and the rise of solar energy. The hosts also cover the top 10 trends in clean energy technology for 2024, including hydrogen and carbon removal credits.

In what has become an annual EnergyCents tradition, we welcome back experts Reed Olmstead and David Vaucher for our 5th annual year-in-review and resolutions episode. Hosts Sam Humphreys and Hill Vaden check in to see how well we performed against 2023 expectations, consider some of the year’s biggest surprises, and share market predictions and personal resolutions for the coming year.   Access prior year-end conversations with Reed and David here: 2022: A year-in-review: Energy markets, Taylor Swift, and ESG 2021: Review and resolution: Shale sector activity in 2021 and 2022 2020: Mirror, mirror on the wall: Reflections on 2020 and predictions for 2021 2019: Would you rather: 2020 upstream predictions   Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en   Join the conversation at energycents@spglobal.com   EnergyCents team and S&P Global Commodity Insights wish you all a Merry Christmas and Happy Holidays! 

Global oil traded within a price band in 2023 that largely supported both consumer mobility, and producer economics. Recent weeks have seen steady price declines as market participants consider outlooks for activity in 2024. Karim Fawaz joins EnergyCents with hosts Hill Vaden and Sam Humphreys to recap 2023, and flag the events and trends that will shape oil markets in the year ahead as market participants question the sustainability of $80+/bbl oil amid resurgent supply growth and repeat OPEC+ cuts.   Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en   Join the conversation at energycents@spglobal.com