Shell (Graff-1) and TotalEnergies (Venus 1-X) in 2022 each announced successful offshore exploration wells in Namibia’s Orange Sub-basin. Enthusiasm is high enough to warrant discussion that Venus has perhaps identified Africa’s 6th Super Giant oilfield.  Upstream expert Justin Cochrane joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss Namibia’s recent deepwater exploration success, and consider the timelines and hurdles that must be overcome in reaching commercial goals. 

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Government policy and, in many cases, consumer preferences are accelerating new sales of electric vehicles. Automotive expert Devin Lindsay joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the rise of electric vehicles, and consider how this shift in mobility may affect automotive and energy industries going forward. 

 

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#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 realizing ambitions of an electrified, low-carbon future. Metals and Mining experts Ronnie Cecil and Kevin Murphy join EnergyCents with host Hill Vaden to discuss the role of copper in #electrification, and consider some of the challenges and opportunities for industry as it seeks supply. 

 

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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 [email protected]

Liquified Petroleum Gas (LPG), a byproduct of natural gas production and refined oil, is primarily used in cooking, transportation, and as a petrochemical feedstock. It burns cleaner than diesel and gasoline in transportation, and still competes with firewood for market share in developing economies. Natural Gas Liquids (NGL) expert Fernando Covas joins EnergyCents with host Hill Vaden to consider the status and perception of LPG amid a global energy transition and discuss why investors are looking to Africa as a growth market for the fuel. Learn more about S&P Global Commodity Insights coverage of NGL markets: https://www.spglobal.com/commodityinsights/en/ci/products/natural-gas-liquids-market-forecast.html Join the conversation at [email protected]

Western sanctions have attempted to limit the market opportunity for Russian oil following the country’s invasion of Ukraine more than a year ago. Barrels continue to access markets in, perhaps, unexpected ways. Shipping expert Rahul Kapoor joins EnergyCents with host Hill Vaden to discuss how Russian oil continues to access markets post-sanctions, and consider the implications for shippers and consumers. Learn more about S&P Global Commodity Insights coverage of Commodities at Sea: https://www.spglobal.com/commodityinsights/en/ci/products/commodities-at-sea.html Join the conversation at [email protected]

Almost 20% of the world’s population lives in India, which remains heavily reliant on higher emitting fuels for its energy supply. The potential opportunity for cleantech and decarbonization technologies is huge as the country work towards a 2070 net-zero target. India energy expert Sahil Ali joins EnergyCents with host Hill Vaden to outline India’s current energy balances, and consider technologies that the country may embrace – and challenges that must be overcome – as it embarks on a path to net-zero. Learn more about S&P Global Commodity Insights coverage of Indian energy markets: https://www.spglobal.com/commodityinsights/en/ci/products/asia-pacific-regional-integrated.html Join the conversation at [email protected]

Carbon, Capture, Utilization and Storage (CCUS) is increasingly viewed as a key to the world meeting its climate goals. The multi-step technology, or technologies, somewhat uniquely leverages the upstream sector’s experience and expertise in geophysics, molecule management, and large-scale projects. CCUS expert Derek Gonsuron joins EnergyCents with host Hill Vaden to discuss recent advances in CCUS, and consider how traditional upstream companies may realize relative advantage in developing the projects and business models that puts carbon back in the ground. Learn more about S&P Global Commodity Insights work on CCUS here: https://view.highspot.com/viewer/6410e2efb37768b5626b2332 Join the conversation at [email protected]

European energy markets largely dodged a crisis during the 2022-23 winter months thanks to the combination of functioning markets, policy influences, and warm weather. Energy expert Laurent Ruseckas joins EnergyCents with host Hill Vaden to recount Europe’s successful gas-market balancing act in 2022, and consider how the continent is preparing for 2023 as conflict in Ukraine continues to disrupt traditional energy supplies. Learn more about S&P Global Commodity Insights’ European Gas, Power and Renewables coverage here: https://www.spglobal.com/commodityinsights/en/ci/products/eu-energy-forecasts-strategic-analysis-insights-by-fuel.html Join the conversation at [email protected]

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 presidency of Luiz Inácio Lula da Silva (2003-2010). Lula won re-election in 2022, and promises to prioritize the development of low-carbon energy through its state-owned oil company. Energy Supply Chain expert Carlos Rocha joins EnergyCents with host Hill Vaden to discuss the evolving role of Petrobras within the Brazilian energy sector, and what to watch for under the new Lula-led government. Learn more about S&P Global Commodity Insights’ Costs and Supply Chain coverage here: https://www.spglobal.com/commodityinsights/en/ci/products/cost-solution-oil-gas.html Join the conversation at [email protected]