Energy Intelligence

Oil Markets: Iran and Inventory Focus Heating Up

With summer winding down, we are shifting our focus on global oil markets to Iran/JCPOA discussions and whether ongoing inventory drawdowns will sustain through year end. In our latest Oil Markets podcast, Abhi Rajendran, Oliver Klaus and Julien Mathonniere discuss our latest views on key supply and demand drivers, and our latest outlook for oil prices.

Hosted by: Abhi Rajendran, Head of Global Oil Markets Research, Oliver Klaus, Dubai Bureau Chief, Julien Mathonniere, Senior Oil Markets Correspondent/Analyst

Competitive Intelligence: How To Operate Shale Efficiently

US shale companies have become some of the most efficient businesses in the market today, producing mountains of free cash flow and rewarding investors. Despite their unwavering commitments to capital discipline, some are even seeing their production volumes grow. Energy Intelligence experts dig in to how companies have accomplished this, what the next steps in their strategies are and how long the run of returns will last.

Hosted by: Casey Merriman, Editorial Director, Western Hemisphere and Luke Johnson, Deputy Editor, Energy Intelligence Finance

Carbon Pricing Special: Navigating Through the Fog

Carbon pricing is gaining momentum, with a patchwork of approaches prevailing. Energy Intelligence experts explain some of the key things to watch in this podcast.

Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and Lauren Craft, Editor EI New Energy 

Global LNG: The Drivers and Obstacles to new LNG capacity

The strength of this spring's LNG market and competition for available supply has raised questions about future supply. There is a lot of capacity under development, to say nothing of emerging provinces. What are the drivers and obstacles to new capacity, and what should we expect in terms of new projects? LNG experts, Ian Nathan and Michael Sultan share their insights in our latest podcast. 

Hosted by: Ian Nathan, Director of LNG Research and Michael Sultan, Editor, LNG Intelligence 

Oil Market Simmering in Summer

The oil market is heading into the summer with solid strong momentum. In this podcast, our experts discuss our expectations for macro, demand and supply as well as the price outlook ahead. 

Hosted by: Abhi Rajendran, Head of Oil Markets Research, Julien Mathonniere, Senior Oil Markets Correspondent and Colby Connelly, Analyst, Research & Advisory 

Competitive Intelligence: Energy Transition Gets Real For Exxon and Chevron

Exxon and Chevron held their most consequential AGMs in recent memory where each were taken to task by both activist and institutional investors dissatisfied with how the US majors have approached the energy transition. Members of Energy Intelligence’s corporate team discuss how the shareholder revolts will impact the strategies of the two oil giants individually and how the rapidly shifting tides will affect the broader sector.

Hosted by: Casey Merriman, Editorial Director, Western Hemisphere and Luke Johnson, Deputy Editor, Oil Daily

Energy Transition: Low-Carbon Investment Tracker

As low-carbon investment by world’s leading oil and gas companies continues to surge, clear strategic differences can be seen. Experts from our Energy Transition Service explore these diverging strategies and discuss the latest updates from our Low-Carbon Investment Tracker.

The Low-Carbon Investment Tracker draws on our dataset of low-carbon acquisitions, investments and M&A activity of top oil and gas firms to analyze key trends in companies’ low-carbon strategies. It is one of our three proprietary benchmarks which help companies understand the risks they face and their strategic responses in comparison with their peers. It is available through the Energy Transition Service.

Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and TJ Conway, Director, Research & Advisory, Energy Intelligence

Oil Markets: Focusing on Iran and the US

Energy Intelligence continues to view $70 as the key fulcrum price for the oil market, and while many are focused on ongoing demand issues we are more focused on key supply variables. In our latest Oil Markets Service podcast, our experts break down what is ahead on both US-Iran talks and the Biden administration’s view on domestic energy policy and the impacts of both on the market.

Hosted by: Abhi Rajendran, Head of Oil Markets Research, Emily Meredith, Deputy Washington Bureau Chief 

Global LNG: Qatar - Strategic Approach and Long-Term Risks

Energy Intelligence's team of LNG experts explore Qatari LNG strategy, advantages, pressures and implications for the industry.

Hosted by: Ian Nathan, Director, Global LNG Research, Michael Sultan, Editor, LNG Intelligence and Colby Connelly, Analyst

Competitive Intelligence: Exxon Mobil, Chevon and the ‘Big Oil’ Strategy Shift

The two largest US oil companies recently unveiled fresh strategic approaches to the next several years that include limiting spending, slowing production growth and curbing emissions. It marks a significant departure from where these companies were just a year ago and reflects broader shifts in the industry. Members of the Competitive Intelligence team break down the changes in strategy and try to chart a path for where ‘Big Oil’ goes from here.

Hosted by: Casey Merriman, Editorial Director, Western Hemisphere and Luke Johnson, Deputy Editor, Energy Intelligence Finance