Explore every episode of the podcast Energy Intelligence

In this podcast Energy Intelligence experts Ian Nathan and Michael Sultan explore the question of “What does a wartime energy policy look like?”

Hosted by: Michael Sultan, Editor, LNG Intelligence

Panelists: Ian Nathan, Director of LNG Research, Research & Advisory

Energy Intelligence’s Noah Brenner and Ronan Kavanagh preview the upcoming 2022 Energy Intelligence Forum and discuss some of the key topics that will be addressed there.

Hosted by: Ronan Kavanagh, Editor Conversation of the Century

Panelists: Noah Brenner, Executive Editor for Operations, Energy Intelligence

Rapid adoption of EVs is quickly becoming a reality. In this podcast Energy Intelligence experts discuss findings from our recent research on how fast this might happen, and the implications for oil demand.

Hosted by: Ronan Kavanagh, Editor World Energy Opinion

Panelists: Lauren Craft, Editor EI New Energy

Alex Martinos, Director of Energy Transition Research

Ukraine Crisis, OPEC+ meeting and Biden’s visit to Saudi Arabia are at the top of the agenda. What happened during Biden's visit to Saudi Arabia and what has he achieved? What is Opec going to do next? What is the oil price outlook for the upcoming future? 

In this podcast Energy Intelligence experts Ian Nathan and Michael Sultan explore the question of “What Does Europe Want?” as the continent wrestles with energy security and environmental concerns.

Hosted by: Michael Sultan, Editor, LNG Intelligence

Panelists: Ian Nathan, Director of LNG Research, Research & Advisory

For some time, the oil market has been focused on the supply side, including growing disruptions from the Russia-Ukraine war. However, Energy Intelligence is focused more on growing demand-side risks, including the very real possibility of a global recession. Please join our experts to explore our latest outlook.

Hosted by: Abhi Rajendran, Head of Oil/Downstream/North America Energy Research 

Panelists: Julien Mathonniere, Senior Oil Markets Correspondent/Analyst

The latest climate science report from the Intergovernmental Panel on Climate Change issues a stark warning that the world will overshoot the Paris Agreement goal unless more urgent action is taken to cut emissions. But what does this mean for the energy sector?

Hosted by: Ronan Kavanagh, Editor World Energy Opinion

Panelists: Alex Martinos, Director of Energy Transition Research

Philippe Roos, Senior Reporter and Senior Analyst 

As the war in Ukraine continues, Europe is scrambling to reduce the use of Russian gas. What can Europe do? What can’t Europe do? And what are the global implications of the conflict for LNG prices and projects? In this podcast Energy Intelligence experts Ian Nathan and Michael Sultan explore these questions.

Hosted by: Michael Sultan, Editor, LNG Intelligence

Panelist: Ian Nathan, Director of LNG Research, Research & Advisory

As it seeks to reduce its dependence on Russian gas imports and boost energy security, the EU is looking to diversify supplies and accelerate the energy transition. 

Hosted by: Ronan Kavanagh, Editor Word Energy Opinion

Panelist: Philippe Roos, Senior Reporter,

Jaime Concha, Deputy Editor World Gas Intelligence,

Phil Chaffee, Deputy Editor Nuclear Intelligence Weekly

Oil markets have seen a hot start to the year, supported by both fundamentals and an escalation of geopolitical tensions. In this podcast,  Energy Intelligence experts Abhi Rajendran, Amena Bakr and Colby Connelly explore the key drivers of today’s market, and what to expect from Russia/Ukraine, Iran, Opec-plus and other variables through 2022.

Hosted by: Abhi Rajendran, Head of Oil Markets Research

Panelists: Amena Bakr, Chief Opec Correspondent, Deputy Bureau Chief Dubai Colby Connelly, Senior Analyst, Research & Advisory

Exxon and Chevron are coming off their strongest year since the last oil boom, and with commodity prices again on the ascent the US giants are not shying away from growth. Energy Intelligence’s corporate strategy experts discuss what lies ahead for the two companies in the Permian Basin, and what impact a recent court ruling in the US might have for their activities in the Gulf of Mexico.

Hosted by: Luke Johnson, Senior Reporter

Panelist: Casey Merriman, Editorial Director, Western Hemisphere

Following a year of unprecedented LNG market instability, 2022 will retain elements of short-term volatility—but long-term assumptions are a different story. In this podcast, Energy Intelligence experts Ian Nathan and Michael Sultan tackle implications of market drivers for 2022 and beyond.

Hosted by: Michael Sultan, Editor, LNG Intelligence

Panelist: Ian Nathan, Director, Global LNG Research

Energy Intelligence experts Phillipe Roos and Ronan Kavanagh examine key findings from our 2021 Green Utilities Report.

Hosted by: Ronan Kavanagh, Editor World Energy Opinion

Panelist: Philippe Roos, Senior Reporter & Analyst 

Increasingly strained oil markets have multiple factors to navigate heading into the winter, including a US-Opec-plus faceoff over prices, Iran negotiations and high gas/LNG/coal prices boosting demand. Our oil markets experts discuss these variables and our outlook ahead into 2022.

Hosted by: Ahbi Rajendran, Head of Global Oil/North America Research, Amena Bakr, Chief Opec Correspondent and Colby Connelly, Research Analyst

Energy Intelligence experts Ian Nathan and Michael Sultan explore the demand and supply implications of this year’s LNG market volatility.

Hosted by: Ian Nathan, Director, Global LNG Research and Michael Sultan, Editor, LNG Intelligence

Oil and gas prices are at heights not seen in years as pressure on companies to ramp up their energy transition plans intensifies. We take a look at how investor priorities may be shifting in the current environment and how much leeway major operators will have in forming and executing their energy transition goals,  as we explore some of the insights from the recently completed Energy Intelligence Forum.

Hosted by: Casey Merriman, Editorial Director, Western Hemisphere and Luke Johnson, Deputy Editor, Oil Daily

Noah Brenner, Executive Editor, Operations at Energy Intelligence, interviews Ben van Beurden, CEO at Shell during the 2021 Energy Intelligence Forum.

In this podcast Energy Intelligence experts Noah Brenner and Ronan Kavanagh preview the upcoming Energy Intelligence Forum and explore some of the big themes that will be addressed there.

Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and Noah Brenner, Executive Editor for Operations, Energy Intelligence

With summer winding down, we are shifting our focus on global oil markets to Iran/JCPOA discussions and whether ongoing inventory drawdowns will sustain through year end. In our latest Oil Markets podcast, Abhi Rajendran, Oliver Klaus and Julien Mathonniere discuss our latest views on key supply and demand drivers, and our latest outlook for oil prices.

Hosted by: Abhi Rajendran, Head of Global Oil Markets Research, Oliver Klaus, Dubai Bureau Chief, Julien Mathonniere, Senior Oil Markets Correspondent/Analyst

US shale companies have become some of the most efficient businesses in the market today, producing mountains of free cash flow and rewarding investors. Despite their unwavering commitments to capital discipline, some are even seeing their production volumes grow. Energy Intelligence experts dig in to how companies have accomplished this, what the next steps in their strategies are and how long the run of returns will last.

Hosted by: Casey Merriman, Editorial Director, Western Hemisphere and Luke Johnson, Deputy Editor, Energy Intelligence Finance

Carbon pricing is gaining momentum, with a patchwork of approaches prevailing. Energy Intelligence experts explain some of the key things to watch in this podcast.

Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and Lauren Craft, Editor EI New Energy 

The strength of this spring's LNG market and competition for available supply has raised questions about future supply. There is a lot of capacity under development, to say nothing of emerging provinces. What are the drivers and obstacles to new capacity, and what should we expect in terms of new projects? LNG experts, Ian Nathan and Michael Sultan share their insights in our latest podcast. 

Hosted by: Ian Nathan, Director of LNG Research and Michael Sultan, Editor, LNG Intelligence 

The oil market is heading into the summer with solid strong momentum. In this podcast, our experts discuss our expectations for macro, demand and supply as well as the price outlook ahead. 

Hosted by: Abhi Rajendran, Head of Oil Markets Research, Julien Mathonniere, Senior Oil Markets Correspondent and Colby Connelly, Analyst, Research & Advisory 

Exxon and Chevron held their most consequential AGMs in recent memory where each were taken to task by both activist and institutional investors dissatisfied with how the US majors have approached the energy transition. Members of Energy Intelligence’s corporate team discuss how the shareholder revolts will impact the strategies of the two oil giants individually and how the rapidly shifting tides will affect the broader sector.

Hosted by: Casey Merriman, Editorial Director, Western Hemisphere and Luke Johnson, Deputy Editor, Oil Daily

As low-carbon investment by world’s leading oil and gas companies continues to surge, clear strategic differences can be seen. Experts from our Energy Transition Service explore these diverging strategies and discuss the latest updates from our Low-Carbon Investment Tracker.

The Low-Carbon Investment Tracker draws on our dataset of low-carbon acquisitions, investments and M&A activity of top oil and gas firms to analyze key trends in companies’ low-carbon strategies. It is one of our three proprietary benchmarks which help companies understand the risks they face and their strategic responses in comparison with their peers. It is available through the Energy Transition Service.

Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and TJ Conway, Director, Research & Advisory, Energy Intelligence

Energy Intelligence continues to view $70 as the key fulcrum price for the oil market, and while many are focused on ongoing demand issues we are more focused on key supply variables. In our latest Oil Markets Service podcast, our experts break down what is ahead on both US-Iran talks and the Biden administration’s view on domestic energy policy and the impacts of both on the market.

Hosted by: Abhi Rajendran, Head of Oil Markets Research, Emily Meredith, Deputy Washington Bureau Chief 

Energy Intelligence's team of LNG experts explore Qatari LNG strategy, advantages, pressures and implications for the industry.

Hosted by: Ian Nathan, Director, Global LNG Research, Michael Sultan, Editor, LNG Intelligence and Colby Connelly, Analyst

The two largest US oil companies recently unveiled fresh strategic approaches to the next several years that include limiting spending, slowing production growth and curbing emissions. It marks a significant departure from where these companies were just a year ago and reflects broader shifts in the industry. Members of the Competitive Intelligence team break down the changes in strategy and try to chart a path for where ‘Big Oil’ goes from here.

Hosted by: Casey Merriman, Editorial Director, Western Hemisphere and Luke Johnson, Deputy Editor, Energy Intelligence Finance

In the depths of last year's oil price downturn, Energy Intelligence predicted a rebound that would take oil prices to the $70-$80 range. The higher oil price has without a doubt been supported by Opec-plus and its commitment to safeguarding supply, something that was also evident in last week’s Opec meeting. In our latest Oil Markets Service podcast, our experts break down the latest Opec meeting and present our views on what lies ahead on both the supply and demand sides of the market.

Hosted by: Abhi Rajendran, Head of Oil Markets Research, Amena Bakr, Chief Opec Correspondent, Julien Mathonniere, Senior Oil Markets Correspondent

The recent extreme cold snap and power outages in Texas have put a spotlight on energy security. What consequence could it have for the energy transition in the US and beyond?

Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and Lauren Craft, Editor EI New Energy

With a challenging 2020 behind us and 2021 already off to a volatile start, the experts behind Energy Intelligence's Global LNG Service discuss the key trends to watch out for this year, in our inaugural Global LNG Service podcast. 

Hosted by: Ian Nathan, Director, Global LNG Research and Michael Sultan, Editor, LNG Intelligence

Few years have kicked off with more uncertainty in the energy sector. From growing political risk in the US to the profound changes under way across the industry, 2021 may be a year like none we’ve seen so far. Taking a page from the Energy Intelligence 2021 Outlook, we dig into the challenges and trends impacting corporate strategy, spending habits and the overall approach to this unique moment in the energy industry’s history.

Hosted by: Casey Merriman, Editorial Director, Western Hemisphere, Noah Brenner, Executive Editor, Operations and Luke Johnson, Deputy Editor, Energy Intelligence Finance

Opec-plus and Saudi Arabia have helped to pull forward a supportive environment for oil prices. In the first of our Oil Markets podcast series, experts Abhi Rajendran and Amena Bakr discuss how the start of the year is setting the tone for Energy Intelligence's outlook for 2021 and beyond. 

Hosted by: Abhi Rajendran, Head of Oil Markets Research and Amena Bakr, Chief Opec Correspondent

The power of politics to deliver genuine progress in global efforts to combat climate change is top priority this year. In Energy Intelligence's latest podcast, energy transition experts Ronan Kavanagh and Peter Kemp examine the significant energy transition trends and events to watch closely in 2021. 

Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy, Peter Kemp, Editorial Director 

One of the most challenging years for the world, and for the energy sector is nearly in the books and as we eagerly turn the page on 2020 a level of optimism seems to be returning to commodities and equities in the space. Can the positive momentum on oil prices and stocks continue into 2021 as investors start to imagine what a post-Covid world will look like? Our experts look ahead to the trends that will continue to drive corporate strategy amid the intensifying pressures of climate change and the energy transition.

Hosted by: Casey Merriman, Editorial Director, Western Hemisphere, Noah Brenner, Executive Editor, Operations and Luke Johnson, Deputy Editor, Energy Intelligence Finance

How are leading generators navigating the energy transition? Find out in this podcast as Energy Intelligence expert Phillipe Roos and Ronan Kavanagh discuss key findings from our 2020 Green Utilities Report, where we rank the world's top green power generators and analyse their recent decarbonization moves.

Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and Philippe Roos, Senior Reporter and Analyst

The wave of consolidation in the energy sector is finally here as companies mold their portfolios to fit changing realities and investor demands. In this installment of our Competitive Intelligence series, our corporate strategy experts discuss the factors currently affecting portfolio management amid tight capital markets and the challenges of emissions reductions, among other things. We also discuss how Energy Intelligence is making changes to its own products to better serve our clients.

Hosted by: Casey Merriman, Editorial Director, Western Hemisphere, Monica Enfield, Managing Director, Research and Advisory, Luke Johnson, Deputy Editor, Energy Intelligence Finance

Covid-19 is accelerating the energy transition, bringing forward key inflection points in the market, policy, technology and competitive dimensions. In this podcast, experts Ronan Kavanagh and TJ Conway discuss Energy Intelligence’s medium-term scenarios for the energy transition, their implications for the oil and gas industry and how the US Presidential election result could impact the energy transition.

Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and TJ Conway, Research & Advisory Director, Energy Intelligence

The inaugural Energy Intelligence Forum is in the bag, and after days of conversation with some of the biggest names in energy we are left with plenty to chew on. In this episode, editorial directors Casey Merriman and Noah Brenner dive into some of the biggest issues facing the energy industry today, including the flight of capital from oil and gas, structural and strategic shifts at the corporate level, the growing role of renewable energy in the portfolios of oil majors and much more. Listen for a recap of some of the key themes from the conference and be sure to check out www.energyintelligenceforum.com for anything you may have missed. 

Hosted by: Casey Merriman, Editorial Director, Western Hemisphere, Noah Brenner, Editorial Director, Eastern Hemisphere and Luke Johnson, Deputy Editor, Energy Intelligence Finance

In this podcast Energy Intelligence experts Noah Brenner and Ronan Kavanagh set the scene for the forthcoming Energy Intelligence Forum, previewing some of the big questions that will be addressed.

Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and Noah Brenner, Executive Editor for Operations, Energy Intelligence

LNG has long been a strategic pillar for energy companies. But new economic realities have made it harder to justify the billions of dollars in capital required to bring new capacity on line. Large LNG commitments also complicate the emissions reductions many operators have pledged. Energy Intelligence Research & Advisory Director Ian Nathan and LNG Intelligence Editor Mike Sultan discuss how LNG strategies are evolving and what the outlook is for a sector that has shown so much promise but whose path is suddenly much less straightforward.  

Hosted by: Ian Nathan, Director, Research & Advisory, Mike Sultan, Editor, LNG Intelligence, and Luke Johnson, Deputy Editor, Energy Intelligence Finance

Low-carbon investment by the world’s largest oil and gas companies has risen sharply in the past five years, but will it be sustained? In this podcast Energy Intelligence experts TJ Conway and Ronan Kavanagh explore this and other findings from the Low Carbon Investment Tracker.

Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and TJ Conway, Director, Research & Advisory, Energy Intelligence

US shale production is slowly coming back as upstream activity begins to pull off the bottom. But with demand still unsettled and crude stocks high, producers are not looking to grow. What does the US production picture look like through 2021 and when might we expect to see growth again? Energy Intelligence’s Research and Advisory director Abhi Rajendran discusses our latest outlook and the head of Competitive Intelligence Casey Merriman joins to discuss what comes next for the shale patch.

Hosted by: Casey Merriman, Head of Competitive Intelligence, Abhi Rajendran, Director, Research and Advisory and Luke Johnson, Deputy Editor, Energy Intelligence Finance

BP has grabbed headlines with bold energy transition strategy. What the implications of this? In this podcast Energy Intelligence experts Philippe Roos and Ronan Kavanagh discuss what that might entail and the wider consequences of this move.

Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and Philippe Roos, Senior Reporter and Analyst Energy Intelligence

Chevron’s $5 billion acquisition of Noble Energy got the oil and gas sector’s M&A juices flowing after one of the slowest periods for deals in recent memory. But it’s not likely to kick off a wave. On this week’s podcast, Energy Intelligence experts discuss how this deal fits in to Chevron’s broader strategy and what it might say about the industry’s current mindset when evaluating M&A today.

Hosted by: Noah Brenner, Executive Editor, Operations, Abhi Rajendran, Director, Research and Advisory and Luke Johnson, Deputy Editor, Energy Intelligence Finance

As policymakers and oil majors sharpen their focus on hydrogen, Energy Intelligence experts Lauren Craft and Ronan Kavanagh discuss its different varieties and the role it could play in the energy transition.

Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and Lauren Craft, Editor EI New Energy  

European majors have announced plans for big shifts in corporate strategy as they prepare for the energy transition, which appears to be accelerating during the Covid-19 pandemic. Contributors to our recently launched Energy Transition Service discuss how companies like Total, Shell, Eni and others are reimagining their businesses through reorganizations and M&A as the industry starts to embrace a low-carbon future.

Hosted by: TJ Conway, Head of Energy Transition Research, Philippe Roos, Senior Reporter EI New Energy and Luke Johnson, Deputy Editor, Energy Intelligence Finance

Combined cycle gas turbines have reclaimed their role as the cheapest technology for new power generation. But for how long? In this podcast Energy Intelligence experts Philippe Roos and Ronan Kavanagh explore this and other findings from the latest Energy Cost Report.

Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and Philippe Roos, Senior Reporter and Analyst