Led by the Americas, supply growth from non-OPEC countries fully met the growth in global oil demand in 2023. This balance, along with wars in the Middle East and Ukraine, U.S. elections in November, and changing shipping patterns weigh on the minds of oil strategists in 2024. Aaron Brady and Ha Nguyen join EnergyCents with hosts Hill Vaden and Sam Humphreys to share their thoughts on the biggest events that will shape oil markets in 2024.

Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

At completion, Nigeria's Dangote Petroleum Refinery will process 650,000 barrels per day and be the largest single-train facility in the world. The much-delayed refinery began accepting test deliveries recently as it moves closer to commercialization. Dan Evans joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the uniqueness of the massive Dangote project, and consider the post-commercialization implications for the Atlantic Basin and downstream markets more broadly.

Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Coal is widely considered a 'dirty' fossil fuel due to its high carbon intensity. The fuel is also relatively abundant and has enabled resilience within in an expanding, and transforming, energy sector. Dan Klein joins EnergyCents with hosts Hill Vaden and Sam Humphreys to review coal's record-setting 2023, and consider outlooks for the fuel as energy planners embrace lower-carbon fuels and technologies.

Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

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The United States emerged as the largest LNG exporter in the world in 2023, and begins 2024 with the White House delaying decision on a new export facility. This, and other uncertainties, promise an interesting year for global LNG trade. Michael Stoppard joins EnergyCents with hosts Hill Vaden and Sam Humphreys to review big events to hit the LNG market in 2023, and consider the biggest trends to watch in 2024.

Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

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Geothermal energy uses heat from the earth to, among other things, generate electricity and heat or cool buildings. S&P Global Commodity Insights experts Travis Hagler and Matthew Turner join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the opportunity for geothermal technology to generate continuous, low-carbon power, and outline some of the challenges that need to be overcome before the technology reaches commercial scale.

Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

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Global Clean Energy Technology Investment is expected to reach US$750-800 billion in 2024, and continue to grow to nearly US$1 trillion by 2030. Sam Wilkinson and Francesco d'Avack join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss this prediction on spend, and nine other Clean Energy trends to watch in 2024.

Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

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In what has become an annual EnergyCents tradition, we welcome back experts Reed Olmstead and David Vaucher for our 5th annual year-in-review and resolutions episode.

Hosts Sam Humphreys and Hill Vaden check in to see how well we performed against 2023 expectations, consider some of the year's biggest surprises, and share market predictions and personal resolutions for the coming year.

Access prior year-end conversations with Reed and David here:

2022: A year-in-review: Energy markets, Taylor Swift, and ESG

2021: Review and resolution: Shale sector activity in 2021 and 2022

2020: Mirror, mirror on the wall: Reflections on 2020 and predictions for 2021

2019: Would you rather: 2020 upstream predictions

Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

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EnergyCents team and S&P Global Commodity Insights wish you all a Merry Christmas and Happy Holidays!

Global oil traded within a price band in 2023 that largely supported both consumer mobility, and producer economics. Recent weeks have seen steady price declines as market participants consider outlooks for activity in 2024. Karim Fawaz joins EnergyCents with hosts Hill Vaden and Sam Humphreys to recap 2023, and flag the events and trends that will shape oil markets in the year ahead as market participants question the sustainability of $80+/bbl oil amid resurgent supply growth and repeat OPEC+ cuts.

Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

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The North Sea is one of the greatest tangible examples of a transitioning, or evolving, global energy sector. The offshore play is historically recognized for its prolific oil and gas production. Those projects continue today alongside large-scale investments in wind and carbon capture, each with varying levels of government support. North Sea expert Rebecca Vyse joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the emergence of carbon capture investment in the North Sea, with particular focus on the Equinor-led Northern Lights project in Norway. The episode is the third in a three-part series.

Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Join the conversation at [email protected]

The North Sea is one of the greatest tangible examples of a transitioning, or evolving, global energy sector. The offshore play is historically recognized for its prolific oil and gas production. Those projects continue today alongside large-scale investments in wind and carbon capture, each with varying levels of government support. Offshore wind expert Andrei Utkin joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the rise of offshore wind in the North Sea, and some of the challenges emerging for the low-carbon technology. The episode is the second in a three-part series.

Episode 1 can be accessed here: Ep 121: North Sea Transition Series: Offshore E&P (Episode 1)

Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en