EnergyCents
Episodes
EnergyCents- Ep 140: Emerging markets: Comparing China and India's energy-demand profiles
18 Apr 2024
Contributed by Lukas
China drove global energy markets throughout the early 2000s thanks to demand growth from its large population and manufacturing industries. Many are ...
EnergyCents- Ep 139: Rationalization and Reinvention: Refiners and the prospects of peak oil
11 Apr 2024
Contributed by Lukas
The global refining sector is approaching the end of its Golden Age as motor-fuel demand wanes in the developed world and large new-build projects in ...
EnergyCents- Ep 138: Truckin': The long, strange trip of electric pick-ups
04 Apr 2024
Contributed by Lukas
Americans love pick-up trucks, and the original equipment manufacturers (OEMs) that make them rely on their relatively high profit margins to fuel ear...
EnergyCents- Ep 137: Electron exports: Singapore looks to its neighbors for lower-carbon power
28 Mar 2024
Contributed by Lukas
Singapore, which relies on natural gas to fire nearly all of its power generation, has plans to increase to about 30% the share of renewables in its e...
EnergyCents- Ep 136: Clearing the air: examining emission-mitigation business models
21 Mar 2024
Contributed by Lukas
This week on EnergyCents, emissions expert Deb Ryan joins Hill Vaden and Sam Humphreys to talk about the implications of emissions mitigation acros...
EnergyCents- Ep 135: The Upstream Frontier (Pt 3): Suriname
14 Mar 2024
Contributed by Lukas
Geologic and political borders are not always the same. Can Guyana's success as an oil province extend to next-door Suriname? Siddhartha Sen and Isa...
EnergyCents- Ep 134: The Upstream Frontier (Pt 2): Latin America's Exploration Wells to Watch
07 Mar 2024
Contributed by Lukas
Led most recently by Guyana, and Brazil before it, Latin America has been a remarkable success story for global oil exploration over the last 25 years...
EnergyCents- Ep 133: The Upstream Frontier: Profiling Africa's High Impact Exploration Wells in 2023-2024
29 Feb 2024
Contributed by Lukas
As measured by discovered volumes, Africa finished one of its worst exploration years on record in 2023. However, two of the wells being drilled in De...
EnergyCents- Ep 132: Speed limit: EVs navigate bumps in the road to mass adoption in the US
22 Feb 2024
Contributed by Lukas
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. ...
EnergyCents- Ep 131: New crude on the block: OPEC+ reckons with non-OPEC growth
15 Feb 2024
Contributed by Lukas
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 Mid...
EnergyCents- Ep 130: Slow train coming: Nigeria's Dangote refinery nears commissioning
08 Feb 2024
Contributed by Lukas
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 ...
EnergyCents- Ep 129: Dirty Secret: Coal demand continues to grow
01 Feb 2024
Contributed by Lukas
Coal is widely considered a 'dirty' fossil fuel due to its high carbon intensity. The fuel is also relatively abundant and has enabled resilience with...
EnergyCents- Ep 128: Global LNG: A review of 2023 and outlook for 2024
25 Jan 2024
Contributed by Lukas
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 fac...
EnergyCents- Ep 127: Geothermal: Applying oilfield technology to advance emissions, resilience goals
18 Jan 2024
Contributed by Lukas
Geothermal energy uses heat from the earth to, among other things, generate electricity and heat or cool buildings. S&P Global Commodity Insights expe...
EnergyCents- Ep 126: Top 10 Trends in 2024: Clean Energy Technology
11 Jan 2024
Contributed by Lukas
Global Clean Energy Technology Investment is expected to reach US$750-800 billion in 2024, and continue to grow to nearly US$1 trillion by 2030. Sam W...
EnergyCents- Ep 125: Holiday Special: Annual year-in-review and resolutions
21 Dec 2023
Contributed by Lukas
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 reso...
EnergyCents- Ep 124: Oil Markets: Review of 2023 and thoughts on 2024
14 Dec 2023
Contributed by Lukas
Global oil traded within a price band in 2023 that largely supported both consumer mobility, and producer economics. Recent weeks have seen steady pri...
EnergyCents- Ep 123: North Sea Transition Series EP3: Carbon Capture and Storage
07 Dec 2023
Contributed by Lukas
The North Sea is one of the greatest tangible examples of a transitioning, or evolving, global energy sector. The offshore play is historically recogn...
EnergyCents- Ep 122: North Sea Transition Series EP2: Offshore Wind
30 Nov 2023
Contributed by Lukas
The North Sea is one of the greatest tangible examples of a transitioning, or evolving, global energy sector. The offshore play is historically recogn...
EnergyCents- Ep 121: North Sea Transition Series: Offshore E&P
23 Nov 2023
Contributed by Lukas
The North Sea is one of the greatest tangible examples of a transitioning, or evolving, global energy sector. The offshore play is historically recogn...
EnergyCents- Ep 120: Gas play: European majors test boundaries of Eastern Med success
09 Nov 2023
Contributed by Lukas
After initial enthusiasm, Eni and TotalEnergies announced unsuccessful results in October from the Qana-1 prospect in offshore Lebanon. Attention in t...
EnergyCents- Ep 119: Consolidation: Pipeline deals reshape North America fossil-fuel infrastructure
26 Oct 2023
Contributed by Lukas
More than $40 billion of North America pipeline deals were announced earlier this year as infrastructure owners reposition themselves for success in a...
EnergyCents- Ep 118: Local expertise: Energy security steers regional explorers to AsiaPac's mature basins
12 Oct 2023
Contributed by Lukas
Oil and gas exploration activity in the Asia Pacific region is increasingly focused on mature basins as energy security concerns motivate regional ope...
EnergyCents- Ep 117: Power play: Vietnam looks to grow gas demand in electricity mix
28 Sep 2023
Contributed by Lukas
Vietnam released its long-awaited Power Development Plan VIII (PDP8) in May 2023 outlining power-sector priorities to 2030, which includes a transitio...
EnergyCents- Ep 116: Capital connections: Transmission investment on the Road to Net Zero
14 Sep 2023
Contributed by Lukas
Spending on US transmission projects is increasing quickly, but still represents the smallest allocation of capital investment within North America's ...
EnergyCents- Ep 115: Climate Conversations - Energy matters headline Climate Week and COP28
31 Aug 2023
Contributed by Lukas
Strategies to manage global climate and energy concerns are known to intersect, occasionally in conflict and often in alignment. Energy production wil...
EnergyCents- Ep 114: Down Under: Australia digs in with CO2 storage initiatives
17 Aug 2023
Contributed by Lukas
Australia has long relied on resource-extraction industries to grow its economy. Recent policies now look to leverage the country's geology to store C...
EnergyCents- Ep 113: New Dawn: Nuclear gets fresh look on back of renewables' intermittency
03 Aug 2023
Contributed by Lukas
Nuclear energy plants emit no carbon and can run twenty-four hours per day without relying on wind or sunlight. Recently big-name investors have put t...
EnergyCents- Ep 112: Hot Spot: Enthusiastic E&P industry watches Namibia after string of discoveries
20 Jul 2023
Contributed by Lukas
Shell (Graff-1) and TotalEnergies (Venus 1-X) in 2022 each announced successful offshore exploration wells in Namibia's Orange Sub-basin. Enthusiasm i...
EnergyCents- Ep 111: Drive on: The acceleration of EV adoption
07 Jul 2023
Contributed by Lukas
Government policy and, in many cases, consumer preferences are accelerating new sales of electric vehicles. Automotive expert Devin Lindsay joins Ener...
EnergyCents- Ep 110: Dr. Copper: I've got my own Energy podcast to do
22 Jun 2023
Contributed by Lukas
#Copper is often spoken of as having a phd because its price can be used to quickly diagnose global economic health. The #metal will also be key in re...
EnergyCents - Ep 109: Expectations management: Oil markets wrestle with fresh uncertainties
08 Jun 2023
Contributed by Lukas
China's reopened economy, sidelined shale, and Russian sanctions all add fresh uncertainties to the supply and demand balances shaping global oil-pric...
EnergyCents- Ep 108: Bridge fuel: LPG looks to Africa for market expansion opportunities
25 May 2023
Contributed by Lukas
Liquified Petroleum Gas (LPG), a byproduct of natural gas production and refined oil, is primarily used in cooking, transportation, and as a petrochem...
EnergyCents- Ep 107: Ghost fleet: Russian barrels find new paths to market
11 May 2023
Contributed by Lukas
Western sanctions have attempted to limit the market opportunity for Russian oil following the country's invasion of Ukraine more than a year ago. Bar...
EnergyCents- Ep 106: Long and winding road: India looks to net-zero by 2070
27 Apr 2023
Contributed by Lukas
Almost 20% of the world's population lives in India, which remains heavily reliant on higher emitting fuels for its energy supply. The potential oppor...
EnergyCents- Ep 105: Molecule Managers: CCUS as an Upstream core competency, if in reverse
13 Apr 2023
Contributed by Lukas
Carbon, Capture, Utilization and Storage (CCUS) is increasingly viewed as a key to the world meeting its climate goals. The multi-step technology, or ...
EnergyCents- Ep 104: #Goals: Europe reconsiders energy priorities after weathering 2022 gas crunch
30 Mar 2023
Contributed by Lukas
European energy markets largely dodged a crisis during the 2022-23 winter months thanks to the combination of functioning markets, policy influences, ...
EnergyCents- Ep 103: Offshore ambition: Brazil, Petrobras prepare for the energy transition
16 Mar 2023
Contributed by Lukas
Petrobras emerged a leader in offshore oil in gas on the back of exploration success throughout the early 2000s, which also coincided with the first p...
EnergyCents- Ep 102: Embarrassment of Riches: How the Upstream sector responds to an influx of cash
02 Mar 2023
Contributed by Lukas
Buoyed by high commodity prices in 2022, the global upstream sector enters 2023 with a high-class cash-flow problem: what to do with all this money. A...
EnergyCents - Ep 101: It just keeps going: The evolving business models of battery and auto makers
16 Feb 2023
Contributed by Lukas
Battery and automobile makers often look at the relationship between service stations and internal combustion engines as business-model analogues to s...
Energy Cents - Ep 100 : Alphabet Soup - ESG as Efficiency, Standardization, and Globalization
02 Feb 2023
Contributed by Lukas
Environmental, Social, Governance (ESG) investment themes fell out of favor in 2022 as concerns around things like energy security and Wall Street's m...
EnergyCents - Ep 99: Metals and Mining: Fulfilling the promises of cleantech
22 Dec 2022
Contributed by Lukas
The success of cleantech innovation is, in many ways, dependent on the world's mining sector delivering an adequate supply of one or more of the follo...
EnergyCents- Ep 98: A year in review: Energy markets, Taylor Swift, and ESG
15 Dec 2022
Contributed by Lukas
In what has become an annual EnergyCents tradition, we welcome back experts Reed Olmstead and David Vaucher for our annual year-in-review and resoluti...
EnergyCents- Ep 97: Reprioritized: The impact of a surge in European gas demand on Southeast Asia
08 Dec 2022
Contributed by Lukas
Russia's Ukraine invasion led to gas supply constraints to Europe that rerouted global gas flows throughout the summer and fall. Gas market expert Joh...
EnergyCents- Ep 96: Structural change: Oil markets brace for volatility heading into winter
01 Dec 2022
Contributed by Lukas
Global oil prices avoided hitting new highs over past months as policy choices from consuming countries helped balanced markets, and Russian supply fo...
Upstream in Perspective- Ep 46: Guyana Basin from mere frontier to production bonanza
23 Nov 2022
Contributed by Lukas
The world has seen an impressive emergence of the Guyana Basin through the discovery of more than 16 billion boe of recoverable resources in less than...
EnergyCents- Ep 95: Gas hub: Geopolitics push development pace of Eastern Mediterranean discoveries
10 Nov 2022
Contributed by Lukas
The Eastern Mediterranean's role as a global gas hub is technically advantaged by more than 10 years of exploration success, and strategically advanta...
EnergyCents- Ep 94: Cyclical strength: Revamped U.S. oilfield services prepares for 2023 tightness
03 Nov 2022
Contributed by Lukas
Five oilfield services firms control more than 65% of the hydraulic horsepower capacity available to US shale-focused operators interested in fracing ...
EnergyCents- Ep 93: Permanent Offer: New auction format to speed Brazil pre-salt development
20 Oct 2022
Contributed by Lukas
More than a dozen operators are preparing to bid in December on up to 12 pre-salt blocks in Brazil's Campos and Santos basins, including the promising...
EnergyCents- Ep 92: National ambition: Green Banks look beyond state and municipal levels
13 Oct 2022
Contributed by Lukas
There are more than 20 Green Banks operating in the US with a shared goal of accelerating cleantech investment in underserved communities and filling ...
EnergyCents- Ep 91: Continental fatigue: Energy levels challenge European economies
06 Oct 2022
Contributed by Lukas
Europe's real GDP grew by about 5% during the first two quarters of 2022 on the back of post-pandemic strength from the service sector. Momentum, howe...
EnergyCents- Ep 90: Champagne problems: SAF poised to take off as airlines embark on net-zero trip
29 Sep 2022
Contributed by Lukas
Increasing the mix of Sustainable Aviation Fuels (SAFs) in airlines is a key ingredient in the aviation sector reaching its goal of carbon neutrality ...
EnergyCents- Ep 89: Theory of constraints: Service-sector capacity limits shale-sector reinvestment
22 Sep 2022
Contributed by Lukas
The US shale sector is awash in cash on the strength of commodity prices and prudence of operations. North America upstream experts Reed Olmstead and ...
EnergyCents- Ep 88: Getting it done: Climate Week NYC event seeks global action
15 Sep 2022
Contributed by Lukas
Climate Week NYC runs September 19-25 in Manhattan, during a week when the city will also be crowded with dignitaries attending the United Nations Gen...
EnergyCents- Ep 87: IRA: How the recently passed legislation affects North America Power markets
25 Aug 2022
Contributed by Lukas
The broad-reaching Inflation Reduction Act (IRA) includes a mix of federal incentives to motivate clean-energy investment that will mitigate emissions...
EnergyCents- Ep 86: Balancing act: COP27 and the influence of energy security on a climate agenda
18 Aug 2022
Contributed by Lukas
Egypt hosts the 2022 United Nations Climate Change Conference, also known as COP27, this November. The event takes place during a year when energy sec...
EnergyCents- Ep 85: Evolving models: Utilities and the rate-case conundrum of distributed generation
11 Aug 2022
Contributed by Lukas
Utilities and their commissions are watching customers embrace distributed generation and battery investments that could impact existing rate design a...
EnergyCents- Ep 84: Aligning Incentives: Africa balances oil discoveries with climate ambitions
04 Aug 2022
Contributed by Lukas
Governments of resource-rich countries in Africa find themselves at a crossroads as oil and gas operators weigh stranded-asset risk before committing ...
EnergyCents- Ep 83: Stopgap? European energy crisis drives renewed interest in nuclear power
28 Jul 2022
Contributed by Lukas
Policy makers are returning their attention to nuclear power as a potentially low-emission, reliable generator of electricity. Most recently, the Euro...
EnergyCents- Ep 82: Electric factory: building codes look to gas bans as decarbonization goals loom
14 Jul 2022
Contributed by Lukas
Washington state in April became the first state to adopt all-electric standards for new commercial and multi-family constructions. The move follows s...
EnergyCents - Ep 81: Throwback: coal markets boom after years of being unfashionable
30 Jun 2022
Contributed by Lukas
Global coal prices are at multi-decade highs as post-CoVid demand spikes in the face of underinvested supply. Coal Markets Expert Taylor Kuykendall, a...
EnergyCents- Ep 80: Sail Away: Demand for LNG floating regas units booms post Ukraine invasion
23 Jun 2022
Contributed by Lukas
The LNG industry counts 48 floating regasification and storage units (FSRU) in its global fleet, and demand has exploded as Europe seeks gas-supply op...
EnergyCents- Ep 79: Frenemies: The coexistence of electrons and molecules in meeting climate goals
16 Jun 2022
Contributed by Lukas
Energy-directed capital has long been biased to the molecule thanks to the global scale and operational efficiencies of fossil fuels. Focus has, in so...
EnergyCents- Ep 78: Incumbents' dilemma: oil majors and their low-carbon ventures
09 Jun 2022
Contributed by Lukas
The global energy sector, largely defined by the traditional businesses of oil and gas companies, is increasingly associated with cleantech investment...
EnergyCents- Ep 77: It's getting hot in here: US natural gas enters summer with unusual tightness
02 Jun 2022
Contributed by Lukas
The United States is entering summer with natural gas prices approaching $9/mcf and Lower 48 storage levels 15% below the five-year average, and North...
EnergyCents- Ep 76: Extraordinary times: oil markets adapt to Russian constraints
26 May 2022
Contributed by Lukas
Russian sanctions have fundamentally altered commodity market conditions, how oil is priced, and the framework used by market participants to form for...
EnergyCents- Ep 75: Bottlenecks: Mainland China constraints pressure booming solar sector
19 May 2022
Contributed by Lukas
Global solar installations were expected to grow more than 30% in 2022 before COVID restrictions in mainland China impacted operations of the world's ...
EnergyCents- Ep 74: Leadership Spotlight: Andy Marsh, Plug Power CEO
05 May 2022
Contributed by Lukas
Plug Power Inc., headquartered in Latham, N.Y. is working to build an "end-to-end green hydrogen ecosystem" with support from large customers and join...
EnergyCents- Ep 73: Drilling on Wall Street: Global upstream M&A bounces from pandemic lows
28 Apr 2022
Contributed by Lukas
Global Upstream merger and acquisition activity increased in 2021 after pandemic-led uncertainty and a reset in the shale sector forced moderation in ...
EnergyCents- Ep 72: Hope floats: Offshore wind industry looks beyond bottom-fixed installations
14 Apr 2022
Contributed by Lukas
Nearly 80% of the world's potential offshore wind resources are in waters deeper than 60 meters or in waters with poor seabed conditions. These winds ...
EnergyCents- Ep 71: Ship shape: Waterborne tanker movements reveal commodity-trade clues
07 Apr 2022
Contributed by Lukas
COVID restrictions and Russia sanctions upended seaborne trade patterns over the past several years and are now contributing to levels of consumer pri...
EnergyCents- Ep 70: Sparks fly: The opportunities and challenges in electrifying Africa
31 Mar 2022
Contributed by Lukas
Many of the more than 1 billion people living in 49 sub-Saharan Africa countries are underserved by reliable electricity generation, leaving a massive...
EnergyCents- Ep 69: A change is gonna come: Digesting oil majors' fourth quarter earnings
16 Mar 2022
Contributed by Lukas
What a difference a year makes: energy equities are outperforming the broader stock market, and oil majors are well positioned in 2022 to return cash ...
Upstream in Perspective- Ep 45: Insights on the Vaca Muerta
10 Mar 2022
Contributed by Lukas
Vaca Muerta Shale play is the most important unconventional resource play outside North America. Over the last decade, it has seen significant improve...
EnergyCents- Ep 68: Ukraine: War, sanctions, and implications for European gas markets
08 Mar 2022
Contributed by Lukas
Western governments quickly responded to Russia's late February invasion of Ukraine with economic sanctions to discourage further escalation of confli...
EnergyCents- Ep 67: Top 10: The biggest cleantech trends to watch in 2022
03 Mar 2022
Contributed by Lukas
IHS Markit's cleantech team released its "Top 10 clean technology trends in 2022" earlier this year, placing bets on the biggest expected movements ac...
EnergyCents- Ep 66: Fuel switching: Refineries consider growth options as traditional demand wanes
25 Feb 2022
Contributed by Lukas
Structural declines in fuel demand will lead to reduction in global refining capacity over the coming years and decades. Where then might lie opportun...
EnergyCents- Ep 65: Crew change: EPCs look to apply expertise to large-scale low-carbon projects
17 Feb 2022
Contributed by Lukas
Global Engineering, Procurement, Construction (EPC) firms have long embraced project-management opportunities with partners in oil and gas, particular...
EnergyCents- Ep 64: WFH: How the loss of commutes has changed mobility and fuel expectations
10 Feb 2022
Contributed by Lukas
Before the pandemic, more than 25% of vehicle miles traveled in the United States came from commuting. Professionals are now working from home some, o...
EnergyCents- Ep 63: Popularity contest: Batteries, hydrogen, and the race for cleantech capital
03 Feb 2022
Contributed by Lukas
Battery and hydrogen technologies have emerged as two of the highest profile ideas to lower the world's carbon emissions. Battery technology is furthe...
EnergyCents- Ep 62: Mind the gap: Asia struggles to attract net-zero investment as targets near
27 Jan 2022
Contributed by Lukas
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...
EnergyCents- Ep 61: High expectations: Can clean and traditional energy both outperform in 2022?
20 Jan 2022
Contributed by Lukas
There's a degree of consensus from financial prognosticators that energy equities from both the low-carbon and traditional sectors will outperform in ...
EnergyCents- Ep 60: Scope creep: Upstream sector shifts attention to emissions
05 Jan 2022
Contributed by Lukas
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 em...
EnergyCents- Ep 59: Review and resolution: Shale sector activity in 2021 and 2022
21 Dec 2021
Contributed by Lukas
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 ho...
EnergyCents- Ep 58: Good COP, Bad COP: The Road from COP26
08 Dec 2021
Contributed by Lukas
After months of high expectations, the UN conference COP26 concluded in November and left many climate enthusiasts wishing there had been more substan...
EnergyCents- Ep 57: Supply anxiety – Physical tightening gives legs to recent oil price rally
17 Nov 2021
Contributed by Lukas
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...
EnergyCents- Ep 56: Autumn of discontent: Europe wrestles with spiking natural gas prices
04 Nov 2021
Contributed by Lukas
European natural gas prices have more than tripled in 2021 on the back of a post-Covid demand surge that has far outpaced supply – and all before th...
EnergyCents- Ep 55: Energy rations: China seeks balance ahead of seasonal spike in power demand
29 Oct 2021
Contributed by Lukas
The Chinese saying, 摸着石头过河, translates roughly in English to "touching the stones to cross the river" and describes the need to embrace an...
EnergyCents- Ep 54: New configurations: The practicalities of transitioning US gas and power markets
14 Oct 2021
Contributed by Lukas
Transitioning United States power and gas markets to a net-zero economy requires coordinate policy and infrastructure strategies that don't neglect pr...
EnergyCents- Ep 53: Oil sands: Specialists seek opportunity within a more concentrated play
07 Oct 2021
Contributed by Lukas
Competition within the Canadian oil sands has concentrated among a few specialists as carbon-concerns contribute to divestments from more diversified ...
EnergyCents- Ep 52: Walking the walk: the diplomatic alliances that may chart success at COP26
30 Sep 2021
Contributed by Lukas
The climate-policy arena shifts in November to COP26 in Glasgow, Scotland, after a closely watched UN General Assembly session in New York this Septem...
Upstream in Perspective- Ep 44: Exploring the prospects for Brazil's presalt polygon
29 Sep 2021
Contributed by Lukas
Brazil's presalt is a world-class resource play that is becoming a core region for several major operators. Nevertheless, challenges remain, namely Br...
EnergyCents- Ep 51: Electric Warriors: EVs, battery networks and the drive for differentiation
23 Sep 2021
Contributed by Lukas
Investors, disruptive start-ups and original equipment manufacturers (OEMs) are hunting for the points of competitive differentiation that will drive ...
EnergyCents- Ep 50: Talent whispers: The quiet potential of natural gas in meeting climate goals
16 Sep 2021
Contributed by Lukas
Not all fossil fuels are created equal, and natural gas holds some advantage relative to its carbon-moleculed peers as climate ambition influences glo...
Upstream in Perspective- Ep 43: Upstream capital costs are on the rise
15 Sep 2021
Contributed by Lukas
Upstream Capital Cost Service (UCCS) Discussions is a new addition to the Upstream in Perspective podcast. In these conversations, analysts from the U...
EnergyCents- Ep 49: A delicate balance: Oil giants weigh returns profile of greener portfolios
08 Sep 2021
Contributed by Lukas
Low-carbon investment by oil majors has historically generated lower volatility and lower returns relative to capital directed at oil and gas projects...
EnergyCents- Ep 48: Release and catch: CCUS initiatives seek scale as net-zero pledges accelerate
31 Aug 2021
Contributed by Lukas
Carbon, Capture, Utilization, and Sequestration projects, or CCUS, involve well-established technologies that have yet to reach the commercial scale t...
EnergyCents- Ep 47: Rationalize or reinvent: The future of fuel retail stations in downstream
17 Aug 2021
Contributed by Lukas
Global majors began expanding the footprint of their fuel retail stations in 2017 after more than a decade of site reductions. What explains this rene...
EnergyCents- Ep 46: New ventures: The business of upstream exploration in a decarbonizing world
10 Aug 2021
Contributed by Lukas
The role of upstream exploration is changing as oil and gas companies prepare for growth in a lower-carbon business environment. IHS Markit Chief Upst...
EnergyCents- Ep 45: Live wire: Extreme weather challenges a reliable, clean, and affordable grid
27 Jul 2021
Contributed by Lukas
Californians approach the anniversary of 2020's unexpected blackouts during a year that has already seen extreme-weather events impact residents of Te...