Let's Talk Energy

Let’s Talk Energy and explore a US natural gas market at a turning point. For more than a decade, US consumers have enjoyed seemingly limitless volumes of low-cost gas from the country’s shale plays. But now, rising demand from a combination of LNG exports, data center buildout and general electrification is set to test the US shale sector's ability to ramp up pr...

Let’s Talk Energy and tackle global emissions trends and what shifting attitudes could mean for trade and, ultimately, the climate. There may still be broad support for cutting emissions across companies and countries, both are increasingly prioritizing energy cost and security of supply over climate concerns. At the same t...

Let’s Talk Energy and dissect China’s natural gas sector and its impact on global liquefied natural gas (LNG) trade. China is the world’s largest importer of LNG, but lately the country’s demand for imported gas has cooled. A weakening economy, the country’s push to develop domestic gas production and growing capacity in renewables, ...

Let’s Talk Energy and drill down into the latest developments in the red-hot geothermal sector. Geothermal power generation has existed for more than 100 years, and the first large plants were built in places like New Zealand, the US and Japan in the 1960s. But the potential has always been limited by the unique geology needed to support conventional geothermal facilities, which rely on...

Let’s Talk Energy and explore the rapidly advancing efforts to develop small modular nuclear reactors, or SMRs. Nuclear has captured the imagination of the private sector and policymakers alike for its ability to generate firm power – unlike variable renewable sources – with no emissions – unlike natural gas or coal. SMRs are being pitched as a way to overcome the cos...

Let’s Talk Energy and unpack a story that has been dominating the headlines – Venezuela. The US capture and extradition of Venezuelan President Nicolás Maduro is the biggest energy story of the year to date and has analysts scrambling to evaluate the short and long-term impacts on oil markets. Venezuela’s production peaked above 3 million barrels p...

Let’s Talk Energy and dive into the global oil market to understand how supply, demand and geopolitics could influence prices for the most important traded commodity in the world. Forecasters almost universally agree that crude markets are likely to face a significant oversupply in the months ahead as growth in oil production outpaces growth in demand. But, while...

We launched Let’s Talk Energy in August with the simple – but often challenging – goal of telling the most important global energy stories in a way that is entertaining and easy to understand, without oversimplifying complex issues. Since our launch, you’ve watched more than 15,000 hours of Let’s&nb...

Let’s Talk Energy, dust off our crystal ball and gaze ahead to the biggest energy stories of 2026. The year ahead is shaping up to be one of energy abundance. Ample global energy supplies could broadly lead to lower prices, but midstream and market bottlenecks, as well as broader shifts in the energy investment cycle, could open opportunities for companies to capture value. But geopolitics will on...

Let’s Talk Energy and dig into a hot new source of US natural gas production that could help meet the country’s rising domestic demand and fuel the growing LNG export business - the Western Haynesville.  While the Haynesville Shale will be familiar to many in the industry, having been among the top US gas-producing areas for more than a decade, the Western H...

Let’s Talk Energy and dive into the North Sea, the epicenter of Europe’s energy industry. Since the first discovery of oil and gas at Ekofisk off Norway in 1969, the basin has provided Europe with its largest volumes of domestic hydrocarbons. Although fossil fuel production has peaked in the region, the North Sea has become a leading frontier for the development...

Let’s Talk Energy and look closely at the oil supply picture in South America. The continent is poised to become one of the largest – if not the largest - source of new oil outside of the OPEC+ producers’ group as output growth from deepwater and shale developments will at least match – if not exceed - that of North America.   That growth is being...

Let’s Talk Energy and explore what could be a historic COP climate gathering in Brazil through a closer look at one of the most interesting areas of the ongoing discussions – carbon markets.     COP30 kicked off in Belém in Brazil on 10 November amidst a groundswell of so-called climate pragmatism that has seen business leaders and politicians shift their attention from aggressive e...

Let’s Talk Energy and uncover how companies have created value in the energy industry in the past and how they can do it in the future. Energy has not been the most popular industry for investors over the past decade or more, as the share of energy companies in the broader stock market has declined relative to industries like technology or healthcare. Nevertheless, some energy companies have perfo...

Let’s Talk Energy and explore the fourth edition of Rystad Energy’s annual  Global Energy Scenarios report. The report is a comprehensive look at the ways our energy and climate world could evolve through a set of potential pathways, ranging from a rapid and ambitious energy transition to a slower shift where reliance on fossil fuels is larger for longer. This year’s report, titled  The...

Let’s Talk Energy and take a deep dive into the epicenter of the global energy industry, the Middle East, ahead of the massive ADIPEC energy conference in Abu Dhabi, with Aditya Saraswat, Research Director for the Middle East & North Africa region, and Valerie Panopio, Commodities Markets VP. Energy strategies in the region have been rapidly evolving over the past five years. When much of the...

Let’s Talk Energy as we take a closer look at Australia’s power markets, which have become the most volatile in the world, with the Head of Rystad Energy’s business in Australia, Gero Farruggio.    Australia has large domestic reserves of coal and natural gas and some of the best wind and solar resources in the world. However, the country still faces wild swings in power prices and poten...

Let’s Talk Energy and welcome our first special guest, Shell’s Chief Energy Advisor, Peter Wood. Peter joined us on the sidelines of the Rystad Energy 2025 EMEA Summit in London to discuss how AI is impacting the evolution of energy, the role of major oil companies in that evolution and the challenges of navigating a rapidly changing future. Is AI a solution or a hurdle in achieving climate target...

Let’s Talk Energy and unpack the curious trend of China stockpiling crude oil, with commodities market expert Lin Ye. This year, China has consistently bought more crude than it needs, socking away the extra into storage. In some months, the country has added more than a million barrels per day. This unexpected source of global demand has helped keep crude prices buoyant despite OPEC+ rapidly unwi...

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,...

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...

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 coun...

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 consum...

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...

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 shareho...