James Thomson
speaker
2,279 appearances
7 recordings
2 series
first heard Apr 2026
last heard 12 Jun
James Thomson’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 7 in all, peaking in May 2026 with 4.
Appearances
So I think it probably gets through.
Definitely lots more bleeding.
But I think you picked this up too, Alan.
Santos had a big investor day yesterday, and the main purpose of that was to basically tell everybody that,
Santos is going to be a brilliant cash machine because they've got their costs down to basically $50 a barrel, and every $10 above that, they're going to throw off $600 million in cash.
So that's their pitch to investors.
But I think you saw this too.
They had some great charts about the long-term demand for oil and gas.
And basically, they see shortages in LNG starting to appear in the next decade.
And oil demand staying basically high and flat until 2050, right?
So it just says to me that, you know, okay, we get through this Strata for Moose bit.
We should expect pressure from energy, you know, inflationary pressure from higher energy prices.
That's going to be a persistent theme for the next, you know, 30 years, I reckon.
Yeah, and even with oil, like, their point was, okay, you know, the world's most electric cars, everyone gets that.
But oil for, you know, petrochemicals, which are such a part of everyday life, we haven't really come up with a substitution plan there.
Oil for jet fuel, there is no viable alternative at the moment there.
Oil in developing countries is still going to, you know, be really important and widely used.
So, yeah, the energy transition is happening.
And we saw that in Australia this week with the decision on the default energy prices coming down because of take-up in solar and batteries.
But it's a transition.
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