Let’s Talk Energy and navigate the contentious plan to decarbonize the shipping industry with Rystad Energy clean shipping experts Jo Friedmann and Junlin Yu. Shipping is a vital part of the global economy, with 80-90% of trade traveling by sea. It is also a material source of carbon emissions – 2-3% of the global total – and one of the hardest sectors to electrify. Shipping’s governing body, the International Maritime Organization (IMO) has an ambitious plan to incentivize shipowners to hit net zero by 2050, but – as with all such proposals - the details matter. The IMO will meet from 14 October to vote on the plan, but it’s under increasing pressure from the Trump administration, which has threatened an array of tariffs, port duties and even visa restrictions on countries that support it. Will the IMO’s plan, as it’s laid out today, push the shipping industry into a greener future without adding too much cost for owners or consumers? Which fuels could be the winners in the race to provide low-carbon alternatives, and how could shipowners’ choices influence the broader market? Can the proposal overcome US opposition and what happens if it doesn’t? 

Further Analysis:

Navigating net-zero: Biofuels promise cleaner shipping, but supply is limited  (accessible for non-clients)

IMO Net-Zero Framework Condensed Report (accessible for non-clients)

IMO Net-Zero Framework Report (clients only)

Clean Shipping Report – 2Q 2025 (clients only)

Biofuels make for cost-effective options under IMO’s Net-Zero Framework  (clients only)

IMO versus FuelEU Maritime: How do the two frameworks compare? (clients only)

How will the latest IMO policy impact low carbon fuels? (clients only)

Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker & Erik Means.

Let’s Talk Energy and focus on carbon capture, utilization and storage with Yvonne Lam, Rystad Energy’s Head of CCUS Research. The industry has gained traction in recent years as one option for reducing carbon emissions, and it could get a further boost after COP30 in Brazil. But can the CCUS industry scale quickly and efficiently and become a profitable business? Can it really help countries meet their climate goals? Project delays are rising and announcements of new developments are down, but Rystad Energy data shows plenty of momentum in some specific industries. 

Further Analysis:

CCUS Market Update Whitepaper (accessible for non-clients)

Whitepaper: Are oil and gas players on track to deliver on their 2025 emissions targets? (accessible for non-clients)

Carbon capture capacity in cement industry must double to meet 2 degree target  (clients only)

CCUS Alert: Eni-GIP deal talks signal green investment shift from US to Europe (clients only)

Too late to lead? France’s CCUS wake-up call in a fast-moving Europe (clients only)

Bioenergy with CCS projects lead race in Denmark’s $4.2 billion funding round (clients only)

Energy Macro Report – CCUS Market Update 2025 (clients only)

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Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker & Erik Means.

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Let’s Talk Energy and unpack the European power sector with Iben Frimann-Dahl, Rystad Energy Advisory Partner, and Francesca Bjørnflaten, Vice President of Renewables & Power Research. European power was once a fairly mundane topic, but not anymore. Today, it’s one of the most interesting and perhaps contentious topics in energy. The continent’s electricity markets are at a pivot point as countries integrate an ever-rising share of renewables while ending their dependence on Russian natural gas. Such a significant evolution is rarely smooth or linear. European wholesale power prices have risen by 30% in the past year and rising energy costs have become a major headache for companies, consumers and governments.

Can Europe control consumer energy costs while it continues to build out a power system that is cleaner and less reliant on imported fuel?

How can companies navigate this evolution profitably and are the current business models fit for purpose?

What can other regions learn from Europe as they continue to grow, modernize and decarbonize their own power sectors?

Additional reading:

House View Report (accessible for non-clients)

Rapid renewables buildout helps Greece reach net power exporter status (clients only)

Vestas and SGRE ramp up 15 MW turbine production in Europe, Asia (clients only)

Southeast Europe to double installed wind capacity by 2034 (clients only)

Spain’s solar, onshore wind capacity surge in 1H25 despite revenue pressures (clients only)

Poland sets bold national energy and climate goals – can they deliver? (clients only)

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Produced by: Laura Rodriguez Skaug & Både Og .

Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker & Erik Means.

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Let’s Talk Energy and dive into global energy demand -- one of the trickiest parts of the energy system to forecast – with Claudio Galimberti, Chief Economist, and Jorge Leon, Head of Geopolitical Analysis, at Rystad Energy. Supply is easy to follow as projects are years in the making and companies openly communicate developments. Demand is a different story. The usage habits of millions of consumers globally impact overall demand, and forecasting these habits can be a tricky calculation. So, where do we predict global energy demand in 2040? What sources can deliver the type of energy the world wants and needs? When will oil and gas demand peak, and how fast could they decline? And what are some of the wildcards that could push our demand forecasts in very different directions?  

Join us next week for another episode of Let’s Talk Energy, and remember to subscribe, rate, and review to help us provide you with more valuable insights in the future.

REview: Adjusting to a new normal amid trade wars, tariffs and tensions (accessible for non-clients)

Whitepaper: Top Geopolitical Risks for Energy Markets in 2025 (accessible for non-clients)

House View Report – First Edition  (clients only)

Navigator: Power play (clients only)

OPEC+ decisively turns the tap while geopolitical risk increases (clients only) 

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Produced by: Laura Rodriguez Skaug & Både Og .

Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker & Erik Means.

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Let’s Talk Energy and discuss the impact of US President Donald Trump’s policies on the global energy industry. Noah is joined by Mike McCormick, Partner in Rystad Energy’s Advisory practice and lead author of our Trump & Energy report series. Energy has been at the center of Trump’s economic and trade policies since taking office for a second time. Clear winners and losers are emerging. Trump’s cuts to clean tech subsidies may slow some industries like offshore wind, but in other green energy sectors like solar, advances in technology and cost decreases may outweigh a lack of government support. US LNG exports have taken center stage in trade negotiations, but tariffs could increase costs for new projects. Can Trump unleash American energy without increasing domestic energy prices?

NOTE: At 28:08, Mike McCormick refers to the construction of the Mountain Valley Pipeline; this should be the Coastal GasLink Pipeline. 

Join us next week for another episode of Let’s Talk Energy, and remember to subscribe, rate, and review to help us provide you with more valuable insights in the future.

Additional reading:

Trump and Energy - Third Edition  (clients only)

Deep Dive Report: Tariff impact on supply chains  (clients only)

OBBBA to reduce shale breakevens, but paradigm shift for Lower 48 unlikely  (clients only)

North American LNG: Contracting jumps but each FID makes the next tougher (clients only)

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Let’s Talk Energy is a Rystad Energy Production.

Produced by: Laura Rodriguez Skaug & Både Og .

Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker & Erik Means.

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Let’s Talk Energy and examine the strategic changes of the largest western oil and gas companies with Olga Savenkova, Head of Rystad Energy’s Oil and Gas Corporate Strategy Research. Western oil firms have transformed their portfolios to navigate the pressures of lower commodity prices, evolving investor preferences and climate risk. Some of these changes are easy to track, such as growing shareholder returns, while others, such as their aggressive cost reductions, are more subtle. But lower commodity prices and rising costs will challenge these companies to maintain their hard-won gains. Can they strike the right balance between reinvestment and returns in an uncertain future?

Join us next week for another episode of Let’s Talk Energy, and don’t forget to subscribe, rate and review to help bring more listeners to the show.

Additional reading:

Lower profitability puts pressure on E&P investments and buyback programs (accessible for non-clients)

Supermajors post weakest earnings in years amidst a challenging quarter (clients only)

Sign up for our upcoming Rystad Energy Summits in Houston, London and Singapore.

Let’s Talk Energy is a Rystad Energy Production.

Produced by: Laura Rodriguez Skaug & Både Og.

Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker & Erik Means.

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Let’s Talk Energy and figure out how today’s news will influence tomorrow’s energy system. Jarand Rystad, founder and CEO of Rystad Energy, tackles the question of whether we are seeing a real energy transition or simply an energy addition. He touches on the impact of cycles of energy abundance and scarcity in the short-term and how a long-term shift will be driven by technology. One key factor is advancements in energy storage, particularly batteries. As the energy landscape evolves, consumers will reap the greatest benefit through lower prices but energy companies can still create value for their shareholders with innovative technology and business models.

Join us next week for the next edition of Let’s Talk Energy, and don’t forget to subscribe, rate and review to help bring more listeners to the show.

Additional reading:

Trump and Energy – Third Edition (condensed version for non-clients)

Trump and Energy - Third Edition (clients only)

Global temperature spotlight: Is 2.0°C the new 1.5°C? (clients only)

Energy Macro Report – Renewables and Power Outlook 2025 (clients only)

Sign up for our upcoming Rystad Energy Summits in Houston, London and Singapore.

Let’s Talk Energy is a Rystad Energy Production.

Produced by: Laura Rodriguez Skaug & Både Og.

Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker & Erik Means.

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Let's Talk Energy and explore the future of oil supplies with Artem Abramov, Deputy Head of Analysis at Rystad Energy. In this inaugural episode, the challenges of reserve replacement and the potential for another oil and gas development supercycle are discussed. Artem shares his views on how technology can improve exploration and production efficiency. He emphasizes the influence of corporate strategy on reserve replacement trends and the importance of sustained high oil prices to encourage additional production.

Join us next week for the next edition of Let’s Talk Energy, and don’t forget to subscribe, rate and review to help bring more listeners to the show.

For detailed information on the topic, click on the report available to Rystad Energy clients. This press release is available to all readers.

Let’s Talk Energy is a Rystad Energy Production.

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Let’s Talk Energy is a podcast from Rystad Energy that delivers timely, expert-led insights into the global energy landscape. Hosted by Noah Brenner, who has covered the evolution of energy for more than 20 years, each episode features in-depth conversations with Rystad Energy experts, as well as the occasional special guest.

Together, we explore the most important developments shaping the energy world, from oil production and power demand to market-moving geopolitics. Whether you're an industry veteran or simply curious about energy, you'll find clear and thoughtful discussions.

Have a question, a topic suggestion, or want to chat with us?

Email: [email protected] and visit our website: www.rystadenergy.com

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