EnergyCents

US project-specific corporate renewables demand is projected to more than double to $17 billion over the next decade from less than $8 billion in 2021. IHS Markit's Financial Advisory Lead Peter Gardett joins EnergyCents this week to discuss the trend, and consider the various financing structures that will enable a lower carbon future. Send us your comments or question: energycents@ihsmarkit.com

Nearly all forms of renewable energy continue to attract investment as myriad technologies fight for market share amid a rapidly changing energy landscape. IHS Markit's Head of Global Cleantech Research Eduard Sala de Vedruna joins EnergyCents this week to discuss the growth of global renewables, and consider differences in momentum by region and by technology. Send us your comments or questions:...

Economic activity is set to rebound after 2020s COVID-induced lockdowns, and oil prices are up more than 30% since January in response. The prudence of a reorganized shale sector will be tested, as operators are asked to temper any supply-growth ambition. IHS Markit shale experts Reed Olmstead and Prescott Roach join EnergyCents to discuss the resilience of the sector, and share views on how commi...

Barriers to entry rise for offshore wind projects as oil and gas majors and large-scale utilities partner and/or compete to win in one of renewable energy's more consolidated sectors. IHS Markit Global Cleantech Research Analyst Andrei Utkin shares his observations with EnergyCents on the competitive environment for offshore wind, and how big of a role we should expect the sector to play in the fu...

The shale and solar sectors have profoundly disrupted their respective markets over the past decade. But each is expected to follow very different paths in the future. IHS Markit's Raoul LeBlanc, an expert in shale, and Cormac Gilligan, an expert in solar, join EnergyCents to share their views on the two technologies' paths thus far, and expectations for the future. Send us your comments or questi...

Texas suffered through an arctic blast during the week of 15 February 2021 that left millions without power after the Electric Reliability Council of Texas (ERCOT) was faced with dual challenges of a demand surge and power-supply shortfall. IHS Markit North American Power Market Research Directors Doug Giuffre, Mike Pickens, and Wade Shafer join EnergyCents to discuss the events in Texas, contrast...

A dramatic recovery in price, over a relatively short amount of time, amidst a global-wide pandemic. The oil market is, once again, full of surprises. In this episode, Karim Fawaz quarterbacks a conversation about the strong conviction that has seemingly emerged in the market and how now it will be up to the fundamentals to prove the market right over the next few months. Send us your comments or...

Institutional investors are showing renewed interest in energy-sector equities in 2021 across both traditional and low-carbon themes. IHS Markit Research Directors Michael Schpero and Brian Manalastas return to EnergyCents to discuss the trend in more detail, and share expectations for the future. Send your comments and questions: energycents@ihsmarkit.com.

2020 served as a pivot point for the upstream industry; the Energy Transition has accelerated and operators and service companies will continue working towards decarbonizing their operations and supply chains. In this episode of Upstream In Perspective, Upstream Cost & Technology expert Prashanth Pillai discusses how the industry is doing in these efforts and how those results may be different for...

Asia has stolen the spotlight this winter with record-breaking spot LNG prices to kick off the New Year. Even general market observers were distracted by the upside volatility with LNG cargo prices at one point in mid-January rising faster than Bitcoin. In this episode of EnergyCents, James Taverner and Simon Wood deliver valuable insight into the recent LNG market mania and discuss the Asian LNG...

Substantial demand for liquid fuels—and therefore a refining industry—is probable for the foreseeable future. However, the structure of the refinery, its feedstock sources, and its success factors could be quite different as successful companies pivot to a low-carbon supply business. In this episode of EnergyCents we are joined by Kurt Barrow, Vice President of Oil Markets, Midstream & Downstream,...

Solar technologies, and renewable energy more broadly, have become mainstream as consumers seek low-carbon power supply. IHS Markit Research Director Sam Wilkinson joins EnergyCents to share his views on the trend, and expectations for the future. Send your comments or questions to our podcast team via email at energycents@ihsmarkit.com.

EnergyCents Hosts Breanne Dougherty and Hill Vaden are joined by Producer Jessica Nelson on this year-end episode to consider lessons learned from podcasting in 2020, and share the three energy topics about which they are most excited to watch develop in 2021. Have a topic you'd like us to cover in 2021? Submit it to our team at energycents@ihsmarkit.com

Following a year of surprises, IHS Markit Research Directors Doug Giuffre, Wade Shafer, and Patrick Luckow, discuss the learnings to be gained from 2020 power markets and disclose their 2021 things to watch, or not, list.

IHS Markit Upstream Research Directors Reed Olmstead and David Vaucher return to review the accuracy of their 2020 predictions for the Upstream sector, and share new predictions for the coming new year. We also quiz Reed and David on their favorite pop-culture hits of 2020 in this year-end episode. Send your questions and comments to us via email to energycents@ihsmarkit.com.

Upstream oil & gas companies face increasingly complex strategic decisions as they seek to meet growing energy demand while at the same time maintaining capital discipline, reducing emissions and meeting investor expectations amid the energy transition. How are upstream companies responding to this challenge? Portfolio investments, adoption of new innovations and the digital transformation are all...

ExxonMobil announced plans in November to focus its upstream attention on three core growth positions in the US Permian Basin, Guyana, and Brazil. Tony Reinsch, IHS Markit senior advisor, shares his views on the announcement and what a concentration of growth from select basins and dominant operators means for the future of the Upstream sector. Send your comments or questions to our podcast team a...

With a rapid acceleration of countries around the world announcing net-zero targets, the conversation livens around which technologies will support these ambitions. Governments, utilities, and traditional energy players are all seemingly potential players in the rise of hydrogen, which provides a good foundation for the commodity becoming a great disruptor. Please listen to Catherine Robinson, IHS...

The past two US presidencies have overseen surges in domestic oil production, market-share declines for coal, and exponential leaps in renewable technologies. How might the domestic energy landscape change under a Biden administration? IHS Markit Principal Analyst Justin Jacobs rejoins EnergyCents this week to share his views on the incoming administration's energy priorities, the realities of tho...

Electric vehicles are emerging as an increasingly pivotal part of a more carbon conscious future. Fellipe Balieiro, who leads our Mobility and Energy Future service, joins EnergyCents this week to discuss how surging investment in EV technologies and expanded government policies are driving the industry's evolution globally. Send your comments and questions to us via email at energycents@ihsmarkit...

LNG markets are at a crossroads as oil producers remain under pressure, and political and financial support shifts toward lowest carbon alternative energies. IHS Markit Vice Presidents Michael Stoppard and Roger Diwan join EnergyCents this week to consider the players driving both markets, and the significance of recent events to the future of each market. Send us your comments or questions by ema...

Upstream digitalization continues to make progress and accelerate but companies are struggling to deliver their goals of data democracy which is crucial to getting value from all available content and driving new workflows. In this installment, we explore the essential steps of ultimate data discoverability and accessibility and think about when the upstream industry might achieve these key stages...

Many of the Oil and Gas industry's largest companies are charting very different futures dependent on how each prioritizes low-carbon projects within their respective portfolios. Chris DeLucia, of IHS Markit's Companies & Transactions research team, joins EnergyCents this week to share his views on the strategic imperatives shaping these companies, and what it means for a transitioning sector goin...

Chinese President Xi Jinping announced in September 2020 that China will strive to achieve net carbon neutrality by 2060. China is the world's largest emitter of carbon globally, making the implications huge for the world's environment, the economy, and the energy sector. Xizhou Zhou, IHS Markit Vice President of Power and Renewables, joins the podcast this week to share his views on the announcem...

Oil prices have hovered around $40/bbl for several weeks after extreme volatility led to negative prices in April 2020. Investors are watching OPEC+, the potential resiliency of North America shale, and a US presidential election for signs of what to expect from oil markets in 2021. Karim Fawaz and Raoul Leblanc return to EnergyCents this week to share their views on what to watch for.