Energy Intelligence

Competitive Intelligence: What We Learned at the Energy Intelligence Forum

The inaugural Energy Intelligence Forum is in the bag, and after days of conversation with some of the biggest names in energy we are left with plenty to chew on. In this episode, editorial directors Casey Merriman and Noah Brenner dive into some of the biggest issues facing the energy industry today, including the flight of capital from oil and gas, structural and strategic shifts at the corporate level, the growing role of renewable energy in the portfolios of oil majors and much more. Listen for a recap of some of the key themes from the conference and be sure to check out www.energyintelligenceforum.com for anything you may have missed. 

 

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

Energy Transition: A preview of the Energy Intelligence Forum

In this podcast Energy Intelligence experts Noah Brenner and Ronan Kavanagh set the scene for the forthcoming Energy Intelligence Forum, previewing some of the big questions that will be addressed.

 

Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and Noah Brenner, Executive Editor for Operations, Energy Intelligence

Competitive Intelligence: The LNG Conundrum

LNG has long been a strategic pillar for energy companies. But new economic realities have made it harder to justify the billions of dollars in capital required to bring new capacity on line. Large LNG commitments also complicate the emissions reductions many operators have pledged. Energy Intelligence Research & Advisory Director Ian Nathan and LNG Intelligence Editor Mike Sultan discuss how LNG strategies are evolving and what the outlook is for a sector that has shown so much promise but whose path is suddenly much less straightforward.  

Hosted by: Ian Nathan, Director, Research & Advisory, Mike Sultan, Editor, LNG Intelligence, and Luke Johnson, Deputy Editor, Energy Intelligence Finance

Energy Transition: Low Carbon Investment Tracker

Low-carbon investment by the world’s largest oil and gas companies has risen sharply in the past five years, but will it be sustained? In this podcast Energy Intelligence experts TJ Conway and Ronan Kavanagh explore this and other findings from the Low Carbon Investment Tracker.

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

Competitive Intelligence: Where Does Shale Go From Here?

US shale production is slowly coming back as upstream activity begins to pull off the bottom. But with demand still unsettled and crude stocks high, producers are not looking to grow. What does the US production picture look like through 2021 and when might we expect to see growth again? Energy Intelligence’s Research and Advisory director Abhi Rajendran discusses our latest outlook and the head of Competitive Intelligence Casey Merriman joins to discuss what comes next for the shale patch.

Hosted by: Casey Merriman, Head of Competitive Intelligence, Abhi Rajendran, Director, Research and Advisory and Luke Johnson, Deputy Editor, Energy Intelligence Finance

Energy Transition: BP’s Green Pivot

BP has grabbed headlines with bold energy transition strategy. What the implications of this? In this podcast Energy Intelligence experts Philippe Roos and Ronan Kavanagh discuss what that might entail and the wider consequences of this move.

Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and Philippe Roos, Senior Reporter and Analyst Energy Intelligence

Competitive Intelligence: What Does the Chevron-Noble Deal Tell Us About Future M&A?

Chevron’s $5 billion acquisition of Noble Energy got the oil and gas sector’s M&A juices flowing after one of the slowest periods for deals in recent memory. But it’s not likely to kick off a wave. On this week’s podcast, Energy Intelligence experts discuss how this deal fits in to Chevron’s broader strategy and what it might say about the industry’s current mindset when evaluating M&A today.

Hosted by: Noah Brenner, Executive Editor, Operations, Abhi Rajendran, Director, Research and Advisory and Luke Johnson, Deputy Editor, Energy Intelligence Finance

Energy Transition: The promise and practicalities of hydrogen

As policymakers and oil majors sharpen their focus on hydrogen, Energy Intelligence experts Lauren Craft and Ronan Kavanagh discuss its different varieties and the role it could play in the energy transition.

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

Competitive Intelligence: Corporate Strategies For the Energy Transition

European majors have announced plans for big shifts in corporate strategy as they prepare for the energy transition, which appears to be accelerating during the Covid-19 pandemic. Contributors to our recently launched Energy Transition Service discuss how companies like Total, Shell, Eni and others are reimagining their businesses through reorganizations and M&A as the industry starts to embrace a low-carbon future.

Hosted by: TJ Conway, Head of Energy Transition Research, Philippe Roos, Senior Reporter EI New Energy and Luke Johnson, Deputy Editor, Energy Intelligence Finance

 

Energy Transition: Energy Cost Report - Gas gains on low prices

Combined cycle gas turbines have reclaimed their role as the cheapest technology for new power generation. But for how long? In this podcast Energy Intelligence experts Philippe Roos and Ronan Kavanagh explore this and other findings from the latest Energy Cost Report.

Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and Philippe Roos, Senior Reporter and Analyst