Five oilfield services firms control more than 65% of the hydraulic horsepower capacity available to US shale-focused operators interested in fracing wells. Nearly 80% of that capacity is in use, and overall horsepower is not expected to expand anytime soon. North America oilfield services experts Chris Alexander and Prashanth Pillai join EnergyCents this week to consider what the capacity limitations mean for the sector’s near-term prospects, and how higher spending by operators in 2023 may not proportionately translate to production growth. Hear referenced shale-sector conversation with Reed Olmstead and Imre Kugler in September’s episode: EnergyCents- Ep 89: Theory of constraints: Service-sector capacity limits shale-sector reinvestment Learn more about S&P Global Commodity Insights’ Oilfield Services coverage at: https://ihsmarkit.com/products/oilfield-equipment-services.html Join the conversation at energycents@ihsmarkit.com.

EnergyCents- Ep 94: Cyclical strength: Revamped U.S. oilfield services prepares for 2023 tightness

IHS Markit is now part of S&P Global-  Hear exclusive energy insights & analysis. Engage with our experts as we explore the complex environment that shapes global energy markets. Follow our two podcast series- Upstream in Perspective, which focuses on trends within the upstream industry- and EnergyCents, which features our experts discussing the intersection of the financial and energy industries.

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Artificial intelligence (AI) is most commonly associated with the Silicon Valley and tech-sector giants. However, the energy sector is actively investing in and pioneering its own applications of AI to projects and processes. Dan Bennett, S&P; Global Commodity Insights' head of technology and data, and Judson Jacobs, CI's executive director of energy technology and innovation, join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the opportunities to apply artificial intelligence to a transforming energy sector and identify the types of companies leading investment in the area. Learn more about S&P; Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

EnergyCents- Ep 144:  eRobot: Energy sector embraces AI in race to innovate and transform

Global LNG consumption is set to grow by about 2.5% per year from now until 2050.  This growth occurs as global gas demand, inclusive of LNG, stays more or less flat. Madeline Jowdy joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss LNG’s continued global growth prospects and consider the geographies and projects within the value chain to watch most closely. Learn more about S&P; Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

EnergyCents- Ep 143:  Ship shape: LNG poised for growth in a flat gas-demand world

Electricity consumption in the world’s developing economies is generally less than about 2,500 kwh per capita, compared to about 10,000 kwh per capita in the more developed world. Consumption, as well as expectations of reliability, will increase as these economies grow. Silvia Macri and Allen Wang join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the competing priorities that influence electricity investment in emerging markets and draw specific attention to economies in Africa and Southeast Asia.   Learn more about S&P; Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

EnergyCents- Ep 142:  Power Per Capita: The electrification of developing economies

Power-hungry datacenters require access to reliable electricity to meet the increasingly digital needs of modern society.  As society processes more data, more datacenters are being built, and more electricity is needed. Dan Thompson and Adam Wilson join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the impact of datacenters on the US power market, and how grid operators are responding to calls for load growth after more than a decade of flat demand.   Learn more about S&P; Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

EnergyCents- Ep 141:  Data demand: US power sector responds to AI-driven growth

China drove global energy markets throughout the early 2000s thanks to demand growth from its large population and manufacturing industries. Many are watching to see if India will have a similar impact on energy markets in the coming years. Rashika Gupta and Karim Fawaz join EnergyCents with hosts Hill Vaden and Sam Humphreys to compare China and India’s energy-demand profiles and explain why we should not expect India to impact global energy markets in the coming decades the same way China did in the past. Learn more about S&P; Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

EnergyCents- Ep 94: Cyclical strength: Revamped U.S. oilfield services prepares for 2023 tightness

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