Energy Intelligence

Energy Transition: Renewable Energy: Always Clean – But Competing Handily Against Fossil Fuels

Renewable power has always been a weapon against climate change and air pollution, but renewables can also add “cost competitive” to their list of benefits. Solar photovoltaics and onshore wind are deepening their positions as the cheapest technologies for generating power across much of the globe, Energy Intelligence finds in its latest Energy Cost Report. 

Hosted by: Philippe Roos, Senior Reporter, Energy Intelligence and Lauren Craft, Editor, EI New Energy

Risk: Attack or Talk - What is Trump’s Real Plan for Iran?

The Trump administration has increased the pressure on Iran, but that has raised the prospect of a war in the Mideast Gulf, the world’s most important oil producing region. But is Trump, who campaigned against US involvement in costly Mideast conflicts, really willing to go to war with Iran? Energy Intelligence’s top US foreign policy reporter breaks down the administration’s thinking.

Hosted by: Alex Schindelar, President and  Emily Meredith, Washington DC Deputy Bureau Chief

Risk: Escalation in the Gulf - Will Iran crumble under the US maximum pressure campaign?

More than a year after US President Donald Trump withdrew from the multilateral Iran nuclear deal, the Opec member's oil exports have hit historic lows. Official crude sales have slumped below 200,000 barrels per day from above 2 million b/d in the first half of 2018, as the country's traditional customers have largely stopped lifting to abide with US sanctions, piling more pressure on Tehran at a time when tensions with Washington are escalating. The US has blamed tanker attacks near the Strait of Hormuz on the Islamic republic and is upping the ante after Iran downed a US spy drone that Tehran says entered its airspace, raising the prospect of direct military conflict. For now, Trump has said he prefers ratcheting up economic pressure on Tehran over a military strike, slapping new sanctions on the country, including on the supreme leader. With oil exports at historic lows and its economy reeling, Iran's back is against the wall. 

Hosted by: Amena Bakr, Senior Energy Correspondent and Oliver Klaus, Dubai Bureau Chief

Competitive Intelligence: Energy Companies of the Future – Debriefing CERAWeek 2019

We take the temperature of the global energy industry through the lens of IHS Markit’s annual CERAWeek conference, bringing together public and private discussions with executives, investors and other stakeholders who will shape the path of the industry in the years and decades to come. How are companies dealing with increasing calls to focus on the environmental and social impacts of their activities? What do investors want to see? Have we entered a new era of ‘Big Shale’? What role will technology play?

Hosted by: Noah Brenner, Senior Corporate Reporter and Assistant Houston Bureau Chief; Luke Johnson, Corporate Reporter

Oil Markets: Oil Production Outlook 2019

Luke Johnson and Noah Brenner discuss what lies ahead for the oil industry in 2019. 

Competitive Intelligence: Navigating Post - Downturn Strategic Challenges

Abhi Rajendran and Ian Nathan examine what the latest Energy Intelligence Top 100 results tell us about the future of oil industry growth as companies refine their long-term strategies.

Oil Markets: What does the future hold for the US Energy Renaissance?

Ian Nathan and Abhi Rajendran of the Research & Advisory group at Energy Intelligence discuss the US's path to becoming an energy superpower.

Gas Markets in 2018 - Grounds for Optimism?

Jim Washer, Energy Intelligence Executive Editor, is joined by Jane Collin, Editor of World Gas Intelligence, Clare Tan, Singapore Buerau Chief and Tom Haywood, Editor of Gas Market Reconnaissance.

The main issues we will cover in this month's Virtual Round Table are:

• What is the outlook for gas prices this year?
• Is the surplus getting worse or starting to ease?
• Will 2018 see more project go-aheads than the past two years?
• Which new countries could become LNG buyers?
• What does gas fit between coal and renewables?

Opec, Geopolitics, Shale - What's worrying Oil Markets?

• Where does the Opec/non-Opec extension leave oil markets heading into 2018?
• Can Opec output discipline hold? Will Russia remain committed?
• What’s expected from US shale in 2018?
• What geopolitical factors are having the biggest impact on oil prices?
• How is Saudi thinking on oil policy affected by domestic upheaval, Aramco IPO?
• Where is the biggest supply side risk – Iraq? Venezuela Can the market cope with a supply disruption in any of these countries?

Jim Washer, EI Executive Editor is joined by Amena Bakr, Senior Middle East Reporter, Jill Junnola, Editor of  Energy Compass and John van Schaik, Editor of Oil Market Intelligence.

M&A Outlook – Who’s Selling? Who’s Buying?

• Does the Total-Maersk deal signify new interest among the majors in buying upstream assets?
• Who needs to buy? What gaps and weaknesses do the majors have in their portfolios?
• Who can buy? Do the majors have sufficient financial slack to do deals? And if not, who else might enter the fray?
• What sort of assets are on offer? Where might we expect to see consolidation and asset churn?
• Where does US shale fit into all this? Are there opportunities here for the majors to expand their portfolios?

Jim Washer, EI Executive Editor is joined by Monica Enfield, Director, Energy Intelligence Research & Advisory and Noah Brenner, Senior Corporate Reporter.