China’s reopened economy, sidelined shale, and Russian sanctions all add fresh uncertainties to the supply and demand balances shaping global oil-price expectations. Oil Markets expert Karim Fawaz joins EnergyCents with hosts Hill Vaden and Sam Humphreys to consider the important variables ahead of the recent OPEC+ meeting in June, and discuss the drivers behind our outlook for the second half of 2023. Join the conversation at energycents@spglobal.com

EnergyCents - Ep 109: Expectations management: Oil markets wrestle with fresh uncertainties

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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  Many governments are working to stimulate investments in clean hydrogen supply and/or demand, and trying to balance what can be competing priorities of support for climate and industrial lobbies. S&P; Commodity Insights hydrogen and low-carbon fuels expert Brian Murphy joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the implications of recent hydrogen-directed policy in the United States and Asia, and how business models are responding to the uncertainties of evolving subsidies.  Learn more about S&P; Global Commodity Insights energy coverage at:  https://www.spglobal.com/commodityinsights/en

EnergyCents- Ep 144:  Chickens and eggs: Hydrogen policy wrestles with demand, supply stimulus

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 109: Expectations management: Oil markets wrestle with fresh uncertainties

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