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WELCOME TO ENERGY INTELLIGENCE As the leading energy information company, we understand what it takes to bring energy to the world, and we have delivered objective reporting and analysis on the sector for over 70 years. Our long history, combined with our team of experts and extensive connections, gives us an unparalleled view on what’s shaping the energy sector. In this podcast series our senior analysts and editors discuss the latest key developments across the energy transition, oil markets, LNG, geopolitical risk and competitive intelligence.
Episodes
Wednesday Jul 19, 2017
Wednesday Jul 19, 2017
- How is the blockade against Qatar affecting the Mideast oil and gas industry?
- How might oil and gas trade be affected if the crisis escalates?
- What risks does the stand-off pose for foreign oil and gas investors in the region?
- What is the significance of Qatar’s new plans for expanding LNG export capacity?
- What are the wider geopolitical implications for neighboring countries like Iran and Turkey?
Jim Washer, EI Executive Editor is joined by Oliver Klaus, Dubai Bureau Chief; Amena Bakr, Senior Middle East Reporter and Jane Collin, Editor of World Gas Intelligence.
Thursday Jun 29, 2017
Thursday Jun 29, 2017
Jim Washer, EI Executive Editor; David Knapp, Chief Energy Economist and Casey Sattler, Editor of Petroleum Intelligence Weekly discuss:
- How much further can the US shale rebound go?
- Which shale producers and basins have emerged strongest from the downturn?
- How have shale players been able to cut costs?
- Does shale’s price sensitivity make it more important for oil markets than Opec?
- How do shale prospects look in other countries like Argentina, China, the UK?
Monday May 22, 2017
Monday May 22, 2017
The main issues we will cover in this month's Virtual Round Table are:
- What does Opec need to do to support oil prices? Is extending its cut enough?
- Can Opec maintain output discipline or will internal tensions mount?
- What can Opec do to stem the surge from US shale?
- How much support can Opec expect from Russia and other non-Opec players?
- What other macro-economic and geo-political factors need to be considered?
Panel:
- Jim Washer, Executive Editor
- David Knapp, Chief Energy Economist
- Oliver Klaus, Bureau Chief, Dubai
- Nadezhda Sladkova, Deputy Bureau, Chief Moscow
Monday Apr 24, 2017
Monday Apr 24, 2017
Jim Washer, EI Executive Editor is joined by Lauren Craft, Editor of EI New Energy and Phillippe Roos, EI Senior Reporter, to discuss Big Oil's Climate Dilemma. Topics include:
- What key strategic decisions do oil companies face in the low-carbon transition?
- How are different oil companies preparing for climate risks?
- What policies could turn oil companies into climate leaders?
- Will electric vehicles take a significant bite out of oil demand?
- Will shifting to natural gas help oil companies survive?
- What does the Trump White House mean for climate risk?
Thursday Mar 16, 2017
Thursday Mar 16, 2017
How have the majors’ strategies have diverged since oil prices began falling?
Panel:
Jim Washer, Executive Editor
Paul Merolli, Senior Editor and Correspondent
Monica Enfield, Director, Research & Advisory
Jon Mainwaring, Senior Corporate Correspondent
Thursday Feb 16, 2017
Thursday Feb 16, 2017
Panel Experts
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Jim Washer, Executive Editor
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Emily Meredith, Deputy Bureau Chief, Washington
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Jill Junnola, Editor, Energy Compass
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Ben Cahill, Manager, Research & Advisory
Friday Jan 20, 2017
Friday Jan 20, 2017
Panel Experts
Jim Washer London Bureau Chief
Jane Collin, Editor, World Gas Intelligence
Tom Haywood Houston Bureau Chief
Clara Tan Sinagpore Bureau Chief
The main issues we will cover in this month's Virtual Round Table are:
- Another year of surplus looms, but when might rebalancing begin?
- How does demand look in Asia? Will growth in China and India continue?
- What prospects are there for further reform and innovation in pricing?
- What is the outlook for US LNG exports? Could Europe become a major market?
- What will a Trump presidency and other trends in global climate policy mean for gas demand?
Friday Dec 16, 2016
Friday Dec 16, 2016
The main issues we will cover in this month's Virtual Round Table are:
- How does Opec’s output deal change the outlook for oil markets in 2017?
- How effectively will Opec implement its cut? How much real support can it expect from non-Opec producers?
- What will be the impact on supply/demand balances and inventory levels?
- Can Opec unity hold? How could tensions between Saudi Arabia and Iran resurface?
- How will the deal impact on physical supply? Which grades will be cut? Which regional markets will tighten?
Panel of experts:
Jim Washer, Bureau chief London
David Knapp, Chief Economist, Washington
Rafiq Latta, Senior Middle East Correspondent
Tim France, Oil Markets Reporter, London
Thursday Nov 17, 2016
Thursday Nov 17, 2016
The main issues we will cover in this Virtual Round Table are:
- What are the key energy policy risks and challenges for President-Elect Trump?
- What can the oil and gas industry expect in terms of change from energy policy under Obama?
- Where will the new Trump administration stand on climate change, and on US backing for the UN’s Paris climate deal?
- How will a Trump White House respond to environmental opposition to fracking and new pipeline projects?
- How will the new president approach relations with oil and gas superpowers like Russia and Iran?
Panel:
- Jim Washer - Bureau Chief, London
- Emily Meredith - Deputy Bureau Chief, Washington
- Elizabeth McGowan - Domestic Policy Correspondent, Washington
Monday Sep 26, 2016
Monday Sep 26, 2016
The main issues we will cover are:
What are the prospects for an agreement at Algiers? How have positions changed in Opec and non-Opec since the Doha meeting in April? What kind of actions seem most likely?How will oil markets react?
Panel:
- Rafiq Latta, Senior Middle East Correspondent
- Amena Bakr, Reporter, Dubai
- John van Schaik, Bureau Chief, New York