Let's Talk Energy

Let’s talk energy to find out how the financial sector is looking at the energy transition and where bankers see the best transition bets. The whole idea of an energy transition has become a topic of debate, with some arguing that the world is simply adding more types of energy – and not moving away any from as concerns about affordability and security take priority.  But while governments ha...

Let’s talk energy and revisit the promise and peril of investing in Venezuela. Venezuela holds the largest hydrocarbon reserves in the world and was once a top global producer, but years of mismanagement left its oil and gas industry in disarray. Now, renewed international interest following geopolitical and regulatory changes has operators, service companies, and investors re-engaging at a pace n...

Let's talk energy and get an inside look at the ambitious plans by Abu Dhabi National Oil Company (ADNOC) to expand its natural gas business in the Americas. XRG, Adnoc’s foreign investment arm, has been taking stakes in high-profile gas developments globally as it seeks to create a global gas portfolio, Bill Lambert, Senior Director for Business Development in the Americas at XRG explains, includ...

Let’s Talk Energy and get an inside look at how US power producers are responding to surging electricity demand. US power demand had been growing slowly for the last few decades but now electrification, re-industrialization and large-load data centers is pushing demand growth up dramatically, straining markets, the grid and the pocket books of consumers and putting producers at the center of some...

Let’s Talk Energy and look at the growing stresses to power grids from the growing amount and severity of extreme weather and wildfires alongside rapidly rising demand from data centers.  Keeping the lights on during natural disasters has never been more important as lifesaving services – and life in general- require more power and computing capacity than ever before. And that task is getting...

Let’s Talk Energy and kick off our first episode back from our summer break with a look at the Permian Basin. The production trajectory in the Permian has been one of the single most important variables to understanding global oil supply – if not the entire oil industry – for much of the past decade.  Permian production more than tripled since the start of the US tight oil revolution around 2...

We're on summer break and back with new episodes in late August 2026. That’s a wrap on the first half of 2026 and our 44th episode. Over the past 10 months, Let’s Talk Energy has surpassed 1 million views on YouTube, tallied more than 70,000 hours of watch time and totaled over 25,000 downloads across Spotify and Apple Podcasts. Thank you for spending your time with us  We’re taking a summer...

[Summer break] Let's Talk Energy will return with new episodes in late August 2026. Let’s Talk Energy and try to understand how AI might be used to future proof the grid and what bumps we could encounter along the way. Regulators and utilities worldwide are sounding the alarm about the impact of data centers on the stability of the electricity grid. But the same compu...

Let’s Talk Energy and look at the growing resurgence in oil and gas exploration. Starting in the 20-teens, many oil companies began cutting exploration budgets and letting go or reassigning the people behind that work. The shift was driven by efficiency gains and the rise of vast US shale fields, but also pressure from investors and the u...

Join us for our annual Summits in Singapore, Houston and London:  https://rystad.info/4vj3TTe Let’s Talk Energy and examine how, despite being an intensely competitive business, oil and gas is also a team sport. Companies frequently partner with others to gain access to new resources, spread risk and add specialized experti...

Let’s Talk Energy and dig into the companies that are drilling, fracking and producing oil and gas in the US shale plays. Oil and gas companies working onshore US are cautiously increasing activity to bring on more production, incentivized by the currently high prices for oil. While the price outlook remains highly fluid, the continued conflict in the Middle...

Join us for our annual Summits in Singapore, Houston and London:  https://rystad.info/3SfZuBC     Let’s Talk Energy and assess the possible long-term impacts of the war in the Middle East. The conflict has brought the geopolitics of energy and near-term market disruptions into sharp focus, as the world struggles with higher...

Join us for our annual Summits in Singapore, Houston and London: https://rystad.info/3PEAT8X   Let’s Talk Energy and looks at the implications of the Middle East war on the region’s oil and gas industries. The disruptions from the war are being felt across the globe daily, but the longer-term impacts on the region could be even more significant. The disruptions from t...

Join us for our annual Summits in Singapore, Houston and London: https://rystad.info/49X79uF Let’s Talk Energy and dig into the increasingly contentious world of critical minerals. These materials, and particularly rare earth elements, have vaulted to the forefront of the growing intersection between energy and security, fo...

Join us for our annual Summits in Singapore, Houston and London: https://rystad.info/48VVL1M Let’s Talk Energy and take the pulse of the aviation industry as it struggles to source enough fuel as the Middle East war dries up global supplies.    Airlines are facing their biggest test since Covid. While Brent futures are up 7...

This episode was recorded on Thursday, 30 April 2026. Join us for our annual Summits in Singapore, Houston and London: https://rystad.info/4dgjr2q Let’s Talk Energy and look at how oil-importing countries in Asia are coping with the loss of vital Middle East supply as benchmark prices hit four-year highs above $120. Following the start of the war in the Middle East, many r...

Join us for our annual Summits in Singapore, Houston and London:  https://rystad.info/4eNpspm    Let’s Talk Energy with Datuk Bacho Pilong, Senior Vice President at Petronas and head of Malaysia Petroleum Management, the Southeast Asian nation’s upstream regulator. Malaysia is a long-time oil producer and is currently the world’s fifth-largest...

Let’s Talk Energy and dive into the details of the stressed physical oil market. According to the news, Brent oil is trading around $95 a barrel and West Texas Intermediate or WTI is around $88. But refiners will tell you that finding a barrel that can be delivered today at those prices is difficult, and they may need to pay as much as $15 or $20 more, challenging the...

Let’s Talk Energy and examine how concerns about the security and affordability of fossil fuels due to the war in the Middle East are impacting the adoption of renewables. As we tape this on Monday, April 13, the world is in the middle of an energy crisis – at least for fossil fuels. Prices for oil have jumped 40% or more, while prices for LNG in Europe...

This episode was recorded on Tuesday, 31 March. Let’s Talk Energy and try to understand how the war in the Middle East is changing how companies and countries think about producing energy in Asia. Nowhere – outside of the Middle East itself - has been impacted more by the ongoing conflict between the US and Israel and Iran and the de facto closure of the Strait of Hormuz than A...

Let’s Talk Energy and take a deep dive into data centers. Data centers have been around since the advent of the internet, but their buildout – and associated energy needs - have exploded over the past few years, driven by the race to develop ever-greater artificial intelligence (AI) capabilities. Governments are pushing AI progress and data sovereignty as a new front in the int...

Let’s Talk Energy and explore how the offshore wind industry might start to bounce back from a rough patch in 2025. In the US, the administration shut down projects and canceled plans for future auctions. Meanwhile, elsewhere around the globe, the industry saw bid rounds close with no bids, and developers began to rationalize a long queue of projects, some of which were no longer competi...

When this episode was recorded at 3:00 pm CET on Monday, 16 March, the conflict in the Middle East was now entering its third week. At Rystad Energy, our thoughts remain with our colleagues, clients and everyone in the region who is directly impacted by the conflict.     Let’s Talk Energy and t...

Let’s Talk Energy and discuss the impacts of the conflict in the Middle East on gas and LNG markets. At the time of recording (Tuesday, 10 March), about 20% of global LNG supply is cut off from the market due to the conflict and the effective closure of the Strait of Hormuz. Attacks by Iran on vessels transiting the Strait...

Everyone at Rystad Energy’s thoughts are with our many colleagues, clients and all the people who are impacted by the conflict in the Middle East.   Let’s Talk Energy and look at the impacts of the conflict in Iran. After years of threats, indirect attacks and even a short-lived direct conflict in 2025, on 28 February, the US and Israel launch...