Let's Talk Energy
Episodes
Asia's oil scramble is reshaping crude markets, with Lin Ye and Priya Walia
06 May 2026
Contributed by Lukas
This episode was recorded on Thursday, 30 April 2026. Join us for our annual Summits in Singapore, Houston and London: https://rystad.info/4...
How Malaysia is looking to seize its upstream opportunity, with Petronas SVP Datuk Bacho Pilong
29 Apr 2026
Contributed by Lukas
Join us for our annual Summits in Singapore, Houston and London: https://rystad.info/4eNpspm Let’s Talk Ene...
The Hormuz crisis and the real cost of a barrel of oil, with Paola Rodriguez-Masiu
22 Apr 2026
Contributed by Lukas
Let’s Talk Energy and dive into the details of the stressed physical oil market. According to the news, Brent oil is trading around $95 a&...
Energy insecurity is changing the case for renewables, with Vegard Vollset
15 Apr 2026
Contributed by Lukas
Let’s Talk Energy and examine how concerns about the security and affordability of fossil fuels due to the war in the Middl...
How the Middle East war is reshaping Asia’s upstream strategy, with Prateek Pandey
08 Apr 2026
Contributed by Lukas
This episode was recorded on Tuesday, 31 March.Let’s Talk Energy and try to understand how the war in the Middle East is changing how companies...
Will power-hungry data centers overwhelm the grid? With Fredrik Ellekjær and Victoria Fethke
01 Apr 2026
Contributed by Lukas
Let’s Talk Energy and take a deep dive into data centers. Data centers have been around since the advent of the internet, but their buildo...
Can offshore wind bounce back after stormy 2025? With Alex Fløtre and Venterra CEO Ed Daniels
25 Mar 2026
Contributed by Lukas
Let’s Talk Energy and explore how the offshore wind industry might start to bounce back from a rough patch in 2025. In the US, the administrati...
Could Middle East conflict break energy supply chains? With Matthew Fitzsimmons
18 Mar 2026
Contributed by Lukas
When this episode was recorded at 3:00 pm CET on Monday, 16 March, the conflict in the Middle East was no...
Middle East escalation and the scramble for LNG, with Sindre Knutsson
11 Mar 2026
Contributed by Lukas
Let’s Talk Energy and discuss the impacts of the conflict in the Middle East on gas and LNG markets. At the time of recording (Tuesda...
How will Middle East conflict impact energy and the economy? With Rystad Energy Chief Economist Claudio Galimberti
04 Mar 2026
Contributed by Lukas
Everyone at Rystad Energy’s thoughts are with our many colleagues, clients and all the people who are impacted by ...
Cheap no more: How rising demand is reshaping US natural gas, with Artem Abramov and Jai Singh
25 Feb 2026
Contributed by Lukas
Let’s Talk Energy and explore a US natural gas market at a turning point. For more than a decade, US consumers have enjoyed seemingly...
Is trade key to cutting global emissions? With Jon Erik Remme and Patrick King
18 Feb 2026
Contributed by Lukas
Let’s Talk Energy and tackle global emissions trends and what shifting attitudes could mean for trade and, ultimately,...
Is China’s falling LNG demand a warning sign for global markets? With Wei Xiong
11 Feb 2026
Contributed by Lukas
Let’s Talk Energy and dissect China’s natural gas sector and its impact on global liquefied natural gas (LNG) trade. China is ...
How new tech is moving geothermal from niche to mainstream, with Alexandra Gerken
04 Feb 2026
Contributed by Lukas
Let’s Talk Energy and drill down into the latest developments in the red-hot geothermal sector. Geothermal power generation has existed for mor...
Next-gen nuclear and the rise of SMRs, with Carlos Torres Diaz and Natura Resources' Douglass Robison
28 Jan 2026
Contributed by Lukas
Let’s Talk Energy and explore the rapidly advancing efforts to develop small modular nuclear reactors, or SMRs. Nuclear has captured the i...
What’s next for Venezuela? Oil production, global markets and foreign investment, with Jorge León
21 Jan 2026
Contributed by Lukas
Let’s Talk Energy and unpack a story that has been dominating the headlines – Venezuela. The US capture and extradition of Ven...
Supply, demand and geopolitics: Oil markets in 2026 with Janiv Shah and General Index's Corey Stewart
14 Jan 2026
Contributed by Lukas
Let’s Talk Energy and dive into the global oil market to understand how supply, demand and geopolitics could influence prices fo...
A quick holiday thank you; back 14 January 2026
23 Dec 2025
Contributed by Lukas
We launched Let’s Talk Energy in August with the simple – but often challenging – goal of telling the most importa...
A glimpse into energy in 2026, with Jarand Rystad
17 Dec 2025
Contributed by Lukas
Let’s Talk Energy, dust off our crystal ball and gaze ahead to the biggest energy stories of 2026. The year ahead is shaping up to be one of energy ...
The next US shale hotspot: Western Haynesville, with Matthew Bernstein
10 Dec 2025
Contributed by Lukas
Let’s Talk Energy and dig into a hot new source of US natural gas production that could help meet the country’s rising domestic dem...
The North Sea is the key to European energy security, with Simon Sjøthun
03 Dec 2025
Contributed by Lukas
Let’s Talk Energy and dive into the North Sea, the epicenter of Europe’s energy industry. Since the first discovery of oil and gas at Ek...
Non-OPEC+ oil growth finds its engine in South America, with Radhika Bansal
26 Nov 2025
Contributed by Lukas
Let’s Talk Energy and look closely at the oil supply picture in South America. The continent is poised to become one o...
COP30 and carbon markets in the age of climate pragmatism, with Jeffrey Dickerson and Petter Aspestrand
19 Nov 2025
Contributed by Lukas
Let’s Talk Energy and explore what could be a historic COP climate gathering in Brazil through a closer look at one of the most interesting areas of...
Who will make money in the energy industry in 2026? With Rystad Energy Deputy CEO Lars Eirik Nicolaisen
12 Nov 2025
Contributed by Lukas
Let’s Talk Energy and uncover how companies have created value in the energy industry in the past and how they can do it in the future. Energy has n...
Dawning of the next era of energy, with Jon Hansen and Lars Nitter Havro
05 Nov 2025
Contributed by Lukas
Let’s Talk Energy and explore the fourth edition of Rystad Energy’s annual Global Energy Scenarios report. The report is a comprehensive look...
Six trends shaping Middle East energy ahead of ADIPEC, with Aditya Saraswat & Valerie Panopio
29 Oct 2025
Contributed by Lukas
Let’s Talk Energy and take a deep dive into the epicenter of the global energy industry, the Middle East, ahead of the massive ADIPEC energy confere...
Lessons from Australia's wildly volatile power market, with Gero Farruggio
22 Oct 2025
Contributed by Lukas
Let’s Talk Energy as we take a closer look at Australia’s power markets, which have become the most volatile in the world, with the Head of Rystad...
Shell’s Peter Wood on AI, future energy scenarios and trade turning points
15 Oct 2025
Contributed by Lukas
Let’s Talk Energy and welcome our first special guest, Shell’s Chief Energy Advisor, Peter Wood. Peter joined us on the sidelines of the Rystad En...
What China’s oil stockpiling means for OPEC+, prices and global trade, with Lin Ye
08 Oct 2025
Contributed by Lukas
Let’s Talk Energy and unpack the curious trend of China stockpiling crude oil, with commodities market expert Lin Ye. This year, China has consisten...
Shipping has a plan to go green, but will it work? With Jo Friedmann and Junlin Yu
01 Oct 2025
Contributed by Lukas
Let’s Talk Energy and navigate the contentious plan to decarbonize the shipping industry with Rystad Energy clean shipping experts Jo Friedmann and ...
Clearing the air on carbon capture, with Yvonne Lam
24 Sep 2025
Contributed by Lukas
Let’s Talk Energy and focus on carbon capture, utilization and storage with Yvonne Lam, Rystad Energy’s Head of CCUS Research. The industry has ga...
European power markets at a turning point, with Iben Frimann-Dahl and Francesca Bjørnflaten
17 Sep 2025
Contributed by Lukas
Let’s Talk Energy and unpack the European power sector with Iben Frimann-Dahl, Rystad Energy Advisory Partner, and Francesca Bjørnflaten, Vice Pres...
The future of global energy demand, with Claudio Galimberti and Jorge León
10 Sep 2025
Contributed by Lukas
Let’s Talk Energy and dive into global energy demand -- one of the trickiest parts of the energy system to forecast – with Claudio Galimberti, Chi...
Winners and losers in Trump’s energy agenda, with Mike McCormick
03 Sep 2025
Contributed by Lukas
Let’s Talk Energy and discuss the impact of US President Donald Trump’s policies on the global energy industry. Noah is joined by Mike McCormick, ...
How oil majors are attracting investors, with Olga Savenkova
27 Aug 2025
Contributed by Lukas
Let’s Talk Energy and examine the strategic changes of the largest western oil and gas companies with Olga Savenkova, Head of Rystad Energy’s Oil ...
Energy transition vs. energy addition, with Jarand Rystad
20 Aug 2025
Contributed by Lukas
Let’s Talk Energy and figure out how today’s news will influence tomorrow’s energy system. Jarand Rystad, founder and CEO of Rystad Energy, tack...
The looming oil supply challenge, with Artem Abramov
13 Aug 2025
Contributed by Lukas
Let's Talk Energy and explore the future of oil supplies with Artem Abramov, Deputy Head of Analysis at Rystad Energy. In this inaugural episode, the ...
Let's Talk Energy - Launching 13 August
06 Aug 2025
Contributed by Lukas
Let’s Talk Energy is a podcast from Rystad Energy that delivers timely, expert-led insights into the global energy landscape. Hosted by Noah Brenner...