EA Podcast

In episode eight of Back to Fundamentals ,  Energy Aspects’ Head of Oil Products Rob Campbell is joined by Assistant Vice President of Oil Products Sandra Octavia and Oil Products Analyst Koen Wessels to discuss key recent developments in global oil products markets as well as our latest views across the barrel for the coming months.  Freeze-offs in Texas have removed 3.24 mb/d of US refinery runs...

In this episode of our Long-term podcast series Energy Aspects’ Chris Rivinus is joined by Head of Upstream, Virendra Chauhan, and Head of Geopolitics, Richard Bronze, to discuss the outlook for oil and gas supplies over the next two decades. International oil companies are pursuing strategies to diversify away from oil and gas production, driven by investor pressure and the rise of the ESG agenda...

In this episode of our Long-term podcast series, EA Founder and Director of Research Amrita Sen is joined by Head of Long-term Matthew Parry, Head of Natural Gas Trevor Sikorski, and Head of Oil Products Rob Campbell to discuss our long-term view of energy markets. Energy markets are transitioning to cleaner fuels. The main changes in energy demand will come from greater electrification and the ra...

In this episode of our Long-Term podcast series, Liz Russel, Head of Americas Sales, is joined by Head of Natural Gas Trevor Sikorski to talk about carbon. Decarbonisation is all the rage in the global economy, and in more places across more sectors, policymakers are turning to carbon pricing as a tool to help meet their net-zero emissions goals. However, the fragmented nature of these markets and...

 In episode seven of Back to Fundamentals , Energy Aspects’ Head of Power Peter Rosenthal is joined by North American Natural Gas Analysts David Seduski and Ashwin Ravichandran to discuss the recent freeze-offs and their impact on the US power and gas markets.  Heating degree days throughout the US Midcontinent were significantly above normal levels during the week beginning 15 February, leading t...

In this episode of our Long-term podcast series, Trevor Sikorski, our Head of Natural Gas and Carbon, is joined by Long-term analysts Stefan Ulrich and Caroline Still to discuss the role played by natural gas and power in the energy transition over the next twenty years. We expect global electricity demand to grow by an average of 2.6% annually over the next 20 years as electrification takes on th...

In episode six of Back to Fundamentals ,  Energy Aspects’ Head of Natural Gas and Carbon, Trevor Sikorski, and analyst Ben Lee discuss our outlook for European carbon markets in 2021 and beyond. The EUA market has been volatile so far in 2021 and prices have hit record highs. We discuss our view that this speculator-driven rally in February will likely end with a retracement in prices in the short...

In episode five of Back to Fundamentals, Energy Aspects’ Head of Research, Amrita Sen, is joined by Head of Oil Products, Robert Campbell, and Head of Geopolitics, Richard Bronze, to discuss what lies ahead for oil markets in 2021. While demand may rise materially only by H2 21, the market will likely price in this development long before then. The first signs of this occurring are already visible...

In episode four of Back to Fundamentals , Energy Aspects’ Head of Natural Gas, Trevor Sikorski, is joined by senior analysts, James Waddell and David Seduski. We look at how the summer LNG market balance will evolve and what it means for Europe’s balances, as well as how Gazprom might flow over the summer given its low winter delivery. We also discuss what has lowered the Henry Hub curve and if it...

In episode three of Back to Fundamentals, Energy Aspects’ Head of NGLs, Samantha Hartke, is joined by oil products analyst, Ciaran Tyler, to discuss the feverish near-term dynamics that kicked off 2021’s LPG markets with a bang. As the market undergoes some price corrections, we look at what awaits the March restocking period and discuss the risks to feedstocks and downstream petrochemical markets...

In episode two of Back to Fundamentals, Energy Aspects’ Founder and Director of Research, Amrita Sen, is joined by Head of Refining, Raul Alcamo, to discuss what awaits refiners in 2021. Refining margins have picked up in the new year but remain below breakeven levels in most parts of the world, particularly Europe. We see the need for greater rationalisation in Europe, especially as new Middle Ea...

In episode one, Founder and Director of Research, Amrita Sen, is joined by Yasser Elguindi and Daniel Sternoff from our Macro Energy team to discuss what the macro backdrop means for energy markets, whether the recent jump in oil prices is justified, what a weaker dollar and easy monetary policy means for risk assets and what awaits us in terms of the COVID-19 vaccine distribution. Additionally, D...

In the forth episode of season two of Back to Fundamentals , we are pleased to have B Anand, CEO of Nayara Energy, join Robert Campbell (Head of Oil Products) and Raul Alcamo (Head of Refining) from Energy Aspects to discuss the challenges currently faced by complex refiners. Mr Anand discusses the Indian oil market, how to manage a growth-oriented business amid the pandemic, and the way to plan f...

In the latest episode of Back to Fundamentals , we welcome Vicki Hollub, President and CEO of Occidental . Vicki is joined by Energy Aspects’ Amrita Sen, Founder and Director of Research, and Ram Parikh, Senior Crude Analyst, to talk about the future of the US shale industry and how it’s adapting to this new, green world. Vicki shares her views on long-term oil demand and how she believes US shale...

In the latest episode of Back to Fundamentals , we are pleased to have Mr Chen, Deputy General Manager at Rongsheng Singapore, share his views. Mr Chen is joined by Energy Aspects’ Amrita Sen, Founder and Director of Research, and Raul Alcamo, Head of Refining, to discuss the need for rationalisation in the Chinese refining sector, the country’s recovery from COVID-19, the future of petrochemicals...

We are pleased to launch the second season of our Back to Fundamentals podcast series. This season will each week feature a senior energy executive discussing markets and the energy transition. In the first episode of the season, we welcome Lorenzo Simonelli, Chairman and CEO at Baker Hughes . Lorenzo is joined by Amrita Sen (Founder and Director of Research) and Virendra Chauhan (Head of Upstream...

In the final episode of season one of Back to Fundamentals , Energy Aspects' Global Gas Analyst James Waddell discusses our outlook for the North American natural gas and power markets this summer and into 2021 with Nina Fahy, our Head of North America Natural Gas, and Head of North American Power Peter Rosenthal. There are a lot of moving parts in this summer’s gas balances, from LNG export...

In this episode, Energy Aspects' oil analyst Christopher Haines discusses our outlook for NGLs and naphtha markets with Head of NGLs Samantha Hartke and oil products analyst Ciaran Tyler. The outlook for LPG and naphtha demand looks bullish. Feedstock demand is recovering from its April trough, and new petrochemical capacity and a lighter maintenance season y/y are set to feature in H2 20. Ti...

In this episode, Energy Aspects' Chief Oil Analyst Amrita Sen discusses our outlook for oil supply with Head of Geopolitics Richard Bronze and Head of Upstream Virendra Chauhan. The market is focussing on the demand fallout from COVID-19 but it is supplies that have entered a new paradigm. Not only are both OPEC and non-OPEC supplies falling at a record pace, the return of some of these suppl...