EnergyCents

Rebecca Vyse, North Sea expert, discusses the emergence of carbon capture investment in the North Sea, focusing on the Equinor-led Northern Lights project. They explore Norway's advantages for CCS, government support, storage sites, and future impact on the energy sector.

Offshore wind expert Andrei Utkin discusses the rise of offshore wind in the North Sea, challenges in the low-carbon technology sector, and the transition from oil and gas to renewable energy. Topics include the advantages of the North Sea for wind projects, evolving subsidies and costs, offshore wind projects in various countries, and the future of offshore wind energy in the North Sea.

The North Sea is one of the greatest tangible examples of a transitioning, or evolving, global energy sector. The offshore play is historically recognized for its prolific oil and gas production.  Those projects continue today alongside large-scale investments in wind and carbon capture, each with varying levels of government support. Sam Humphries transitions from co-host to guest expert on this week’s EnergyCents as she speaks with host Hill Vaden about recent E&P activity and the implications of related government policy on energy development in the North Sea. The episode is the first in a three-part series. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en   Join the conversation at energycents@spglobal.com

Upstream expert Sarah Haggas joins to discuss E&P opportunities in gas-rich Eastern Mediterranean, focusing on failed drilling in Lebanon, ongoing appraisal in Cyprus, and the impact of geopolitics on exploration. The podcast delves into historical exploration, infrastructure challenges, and market dynamics of gas fields in the region.

More than $40 billion of North America pipeline deals were announced earlier this year as infrastructure owners reposition themselves for success in an evolving energy landscape. Infrastructure investment expert Greg Garneau joins EnergyCents with hosts Hill Vaden and Sam Humphreys to describe the evolution of North America infrastructure since 2016, and consider some of the drivers behind recent deal flow.    Learn more about S&P Global Market Intelligence Issuer Solutions coverage at: https://www.spglobal.com/marketintelligence/en/campaigns/issuer-solutions   Join the conversation at energycents@spglobal.com

Oil and gas exploration activity in the Asia Pacific region is increasingly focused on mature basins as energy security concerns motivate regional operators. Upstream expert Tony Dimabuyu joins EnergyCents with hosts Hill Vaden and Sam Humphreys the provide an overview of recent E&P activity in the Asia Pacific region, and identify some of the more compelling projects to watch.    Learn more about S&P Global Commodity Insights coverage at: https://www.spglobal.com/commodityinsights/en/ci/products/upstream-intelligence.html   Join the conversation at energycents@spglobal.com

Vietnam released its long-awaited Power Development Plan VIII (PDP8) in May 2023 outlining power-sector priorities to 2030, which includes a transition away from coal-fired generation. Vietnam energy expert Zhi Xin Chong joins EnergyCents with hosts Hill Vaden and Sam Humphreys the discuss what PDP8 means to the country’s natural gas sector, and implications for the development of domestic resources as well as LNG imports.  Learn more about S&P Global Commodity Insights coverage at: https://www.spglobal.com/commodityinsights/en/ci/products/asia-pacific-regional-integrated.html Join the conversation at energycents@spglobal.com

The podcast discusses trends in transmission investment in the North American power sector as it transitions to low-carbon. It explores challenges and priorities of transmission maintenance and new build, capital spending and outlook for electric utilities, growth rates in the energy industry, and increasing emphasis on regulated parts of the business. It also addresses the shortfall in investment needed for a net-zero transmission network and the shift towards smaller local projects and resilience-focused investments.

Strategies to manage global climate and energy concerns are known to intersect, occasionally in conflict and often in alignment. Energy production will again be a focus of the upcoming climate-change conferences: Climate Week in New York City (17-24 Sept 2023) and COP28 in Dubai (30 Nov 2023-12 Dec 2023). Peter Gardett joins EnergyCents with hosts Hill Vaden and Sam Humphreys ahead of his upcoming participation in Climate Week to discuss the conferences’ respective places in influencing global energy and climate initiatives, and why hydrogen will be a major focus at Climate Week. Learn more about S&P Global Commodity Insights Upstream coverage at: www.spglobal.com/commodityinsight…g-in-energy.html Join the conversation at energycents@spglobal.com

Australia's focus on Carbon Capture and Storage (CCS) initiatives and its potential to become a regional hub for emissions mitigation discussed. Exploration and business models for CO2 storage, hydrogen projects, and the impact of COVID on investment in Australia highlighted. Costs and work programs associated with bid rounds for new oil or gas projects and potential release of another round focused on CCS mentioned.