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Exclusive energy insights & analysis. Engage with our experts as we explore the complex environment that shapes global energy markets. Follow our two podcast series- Upstream in Perspective, which focuses on trends within the upstream industry- and EnergyCents, which features our experts discussing the intersection of the financial and energy industries.
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EnergyCents- Ep 61: High expectations: Can clean and traditional energy both outperform in 2022?
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There’s a degree of consensus from financial prognosticators that energy equities from both the low-carbon and traditional sectors will outperform in 2022. IHS Markit Experts in capital and energy markets Chris Fenske, Peter Gardett, and Karim Fawaz join EnergyCents this week to discuss the operating environments behind the equity enthusiasm, and w…
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EnergyCents- Ep 60: Scope creep: Upstream sector shifts attention to emissions
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Oil and gas producers made headlines in 2021 selling “net-zero oil” thanks to the purchase of carbon offset credits to mitigate Scope 1 and Scope 2 emissions associated with bringing that oil to market. IHS Markit Upstream emissions experts Kevin Birn and Raoul LeBlanc join EnergyCents to discuss the upstream sector’s emissions-management strategie…
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EnergyCents- Ep 59: Review and resolution: Shale sector activity in 2021 and 2022
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EnergyCents welcomes back IHS Markit shale sector experts Reed Olmstead and David Vaucher for our annual year-in-review episode. We check in to see how well we performed against personal resolutions in 2021, make new resolutions for 2022, and share predictions on how the shale sector will evolve in the coming year.…
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EnergyCents- Ep 58: Good COP, Bad COP: The Road from COP26
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After months of high expectations, the UN conference COP26 concluded in November and left many climate enthusiasts wishing there had been more substantial policy successes. There are reasons for optimism, however, including a surprise agreement on carbon offset trading provisions. EnergyCents welcomes IHS Markit climate and finance experts Peter Ga…
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EnergyCents- Ep 57: Supply anxiety – Physical tightening gives legs to recent oil price rally
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Oil markets find themselves at the intersection of fear and greed with supply concerns and fear-of-missing-out enthusiasm pushing prices into a higher band for 2021 and 2022. EnergyCents welcomes back oil markets expert Karim Fawaz to discuss reasons for the step change in oil price support, and where he sees markets trending over the coming months…
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EnergyCents- Ep 56: Autumn of discontent: Europe wrestles with spiking natural gas prices
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European natural gas prices have more than tripled in 2021 on the back of a post-Covid demand surge that has far outpaced supply – and all before the beginning of winter, when seasonal demand is highest. IHS Markit’s Laurent Ruseckas, an expert in European gas markets, returns to EnergyCents this week to assess the current European gas crunch, and …
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EnergyCents- Ep 55: Energy rations: China seeks balance ahead of seasonal spike in power demand
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The Chinese saying, 摸着石头过河, translates roughly in English to “touching the stones to cross the river” and describes the need to embrace an often-indirect path to reach a known destination. The saying is relevant this autumn as planners look to the other side of a power shortage affecting more than two-thirds of China’s provinces. IHS Markit’s Jenny…
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EnergyCents- Ep 54: New configurations: The practicalities of transitioning US gas and power markets
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Transitioning United States power and gas markets to a net-zero economy requires coordinate policy and infrastructure strategies that don’t neglect practicalities of implementation. IHS Markit power experts Xizhou Zhou and Wade Shafer join EnergyCents this week to discuss potential tightness in US gas and power markets as 2021 winter approaches, an…
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EnergyCents- Ep 53: Oil sands: Specialists seek opportunity within a more concentrated play
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Competition within the Canadian oil sands has concentrated among a few specialists as carbon-concerns contribute to divestments from more diversified players. IHS Markit’s Kevin Birn, an expert in emissions and Canadian oil markets, joins EnergyCents this week to share what is a stable outlook for oil sands production, and consider how we should vi…
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EnergyCents- Ep 52: Walking the walk: the diplomatic alliances that may chart success at COP26
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The climate-policy arena shifts in November to COP26 in Glasgow, Scotland, after a closely watched UN General Assembly session in New York this September that included high-profile participation by government leaders, and even Korean pop sensation, BTS. IHS Markit experts in climate policy and finance Peter Gardett and Conway Irwin return to Energy…
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Upstream in Perspective- Ep 44: Exploring the prospects for Brazil’s presalt polygon
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Brazil’s presalt is a world-class resource play that is becoming a core region for several major operators. Nevertheless, challenges remain, namely Brazil’s political dynamics, recent exploratory results indicating more gas than oil, and the ongoing energy transition. We hope you enjoy this discussion with our experts Fernanda Machado and Tony Rein…
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EnergyCents- Ep 51: Electric Warriors: EVs, battery networks and the drive for differentiation
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Investors, disruptive start-ups and original equipment manufacturers (OEMs) are hunting for the points of competitive differentiation that will drive the future of automotive mobility. The result is a tangled web of battery innovation, retooled-automotive manufacturing, charging-network footprints, and brand-equity promotions. IHS Markit Automotive…
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IHS Markit Energy
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EnergyCents- Ep 50: Talent whispers: The quiet potential of natural gas in meeting climate goals
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Not all fossil fuels are created equal, and natural gas holds some advantage relative to its carbon-moleculed peers as climate ambition influences global energy policy. IHS Markit Vice Presidents of Climate and Sustainability Michael Stoppard and Shankari Srinivasan join EnergyCents this week to discuss how gas can contribute to a net-zero transiti…
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Upstream in Perspective- Ep 43: Upstream capital costs are on the rise
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Upstream Capital Cost Service (UCCS) Discussions is a new addition to the Upstream in Perspective podcast. In these conversations, analysts from the UCCS will discuss some highlights from their latest research. The September 2021 podcast centers around the large price gain that we have seen in the Upstream Capital Cost index. The markets driving th…
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EnergyCents- Ep 49: A delicate balance: Oil giants weigh returns profile of greener portfolios
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Low-carbon investment by oil majors has historically generated lower volatility and lower returns relative to capital directed at oil and gas projects. How will further decarbonization pressures influence the portfolio choices and returns expectations of the world’s largest traditional energy companies? EnergyCents welcomes back IHS Markit Research…
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EnergyCents- Ep 48: Release and catch: CCUS initiatives seek scale as net-zero pledges accelerate
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Carbon, Capture, Utilization, and Sequestration projects, or CCUS, involve well-established technologies that have yet to reach the commercial scale to adequately mitigate global emissions. And the sector is now undergoing a period of innovation and investment amid recognition that a viable CCUS business model will be key to firms and governments r…
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EnergyCents- Ep 47: Rationalize or reinvent: The future of fuel retail stations in downstream
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Global majors began expanding the footprint of their fuel retail stations in 2017 after more than a decade of site reductions. What explains this renewed enthusiasm for branded retail? IHS Markit Director Rob Smith, an expert in global fuel retail, joins EnergyCents this week to describe the changing role of fuel retail in a major’s downstream port…
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EnergyCents- Ep 46: New ventures: The business of upstream exploration in a decarbonizing world
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The role of upstream exploration is changing as oil and gas companies prepare for growth in a lower-carbon business environment. IHS Markit Chief Upstream Strategist Bob Fryklund joins EnergyCents this week to discuss recent exploration success and trends, and consider the changing role of the business in energy-company portfolios.Ask Bob a questio…
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EnergyCents- Ep 45: Live wire: Extreme weather challenges a reliable, clean, and affordable grid
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Californians approach the anniversary of 2020’s unexpected blackouts during a year that has already seen extreme-weather events impact residents of Texas (winter cold) and the Pacific Northwest (summer heat). What should we expect as we enter August, often the hottest month of a U.S. summer? IHS Markit North American power experts Chad Singleton an…
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EnergyCents- Ep 44: A sense of urgency: Why COP26 matters to energy investors
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A sense of urgency will define the proceedings at the United Nations’ 26th Conference of the Parties (COP26) this coming November. Policy makers and private-sector participants will look to take action in addressing, what are increasingly viewed as serious, threats from climate change. IHS Markit energy-capital transition experts Conway Irwin and P…
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EnergyCents- Ep 43: Beyond oil: The growing role of biofuels in a decarbonizing refining sector
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Global investment in biofuels continues to ramp up as the refining sector optimizes its portfolio beyond traditional fossil fuels. IHS Markit biofuels experts Christoph Berg, Jordan Godwin, and Kevin Lindemer join EnergyCents this week to discuss the rise in biofuels investment, and share their thoughts on the geographies and policies that are driv…
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EnergyCents- Ep 42: Texas Forever: Why Houston will maintain its role as the world’s energy capital
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More than 20% of Houston GDP relates to activities in the traditional energy industry – a sector that is being disrupted by innovation in low-carbon energies. How will the effects of this disruption compare to the economic decline observed in 1990s Detroit, whose GDP was heavily reliant on an evolving automobile industry? IHS Markit Regional Econom…
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Upstream in Perspective- Ep 42: Oil and gas labor market challenges and outlook
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Upstream Capital Cost Service (UCCS) Discussions is a new addition to the Upstream Perspective podcast. In these conversations, analysts from the UCCS will discuss some highlights from their latest research. This month’s conversation centers around the oil and gas labor market. In this episode, Upstream Cost & Technology experts Sheila Moore and Je…
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EnergyCents- Ep 41: It’s complicated: An economy’s messy relationship with gas on a path to net zero
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Natural gas has historically reduced CO2 emissions when displacing coal in power generation and remains a significant player in the global energy mix in 2050 in almost long-term planning scenario. However, the lower carbon fossil fuel isn’t wholly embraced by societies on a path to net zero. IHS Markit global gas expert Ed Kelly joins EnergyCents t…
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EnergyCents- Ep 40: Entrance fees: EU set to consider levy on border-crossing carbon
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High-carbon imports into the European Union pose challenges to the EU reaching its net-zero ambition by 2050. A proposed Carbon Border Adjustment Mechanism, or CBAM, seeks to balance high-emitting industries’ cost competitiveness with carbon consciousness, and may provide a template for managing the cost of emissions in international trade. EnergyC…
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EnergyCents- Ep 39: Dear Prudence: Shale sector fortifies balance sheets as cash reinvestment falls
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The median first-quarter 2021 cash flow reinvestment rate for the oil-focused US E&Ps came in at an austere 43%, exceeding the expectations of many analysts. While one quarter does not make a trend, fiscal discipline is clearly a key focus of shale-sector executives to begin the year. EnergyCents welcomes IHS Markit shale-sector experts Andrew Byrn…
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IHS Markit Energy
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EnergyCents- Ep 38: Growing pains: Adolescent solar industry challenged by supply-chain tightness
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Cleantech investors find themselves on a ‘Solar Coaster’ as equity volatility reflects the industry’s challenge of meeting fast-growing demand through disrupted supply chains. IHS Markit solar veterans Edurne Zoco and Cormac Gilligan join EnergyCents to discuss the confidence in PV demand despite current challenges, and when to expect relief from c…
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EnergyCents- Ep 37: Demand drivers: The promise of hydrogen and the call on capital
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IHS Markit expects annual spending on low-carbon Hydrogen production could increase to $50 billion (with a “b”) by 2030, from around $50 million (with an “m”) in 2020. Risks to realizing such growth include uncertainties around business models, industrial-sector commitments, and policy support. IHS Markit hydrogen experts Alex Klaessig and Julia Wa…
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IHS Markit Energy
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EnergyCents- Ep 36: Mo money mo problems: Can oil producers hold the line amid rising cash flows?
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Oil markets find themselves in a good place as North America shale producers show continued restraint, and OPEC+ manages its response to post-COVID demand to support prices in a $60-$75/bbl range. IHS Markit oil experts Karim Fawaz and Reed Olmstead return to EnergyCents to discuss updates to their most recent supply forecasts, and what to be watch…
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EnergyCents- Ep. 35: Guess who’s back (back again)? US grabs the mic in global climate discussions
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President Joseph Biden’s proactive commitment to low-carbon energy policy returns the United States to a leadership position within the international dialogue on climate. EnergyCents welcomes back IHS Markit Executive Director Peter Gardett to share his views on a Biden energy policy that prioritizes climate (or is it a climate policy that prioriti…
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IHS Markit Energy
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EnergyCents- Ep 34: Charged up: Solid-state batteries seek next-generation market share
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Specialized start-ups and diversified incumbents are in a race to develop next generation technology that will improve safety and performance of batteries used in electric vehicles. IHS Markit Batteries Expert Chloe Holzinger joins EnergyCents this week to provide an overview of the competitive landscape, and consider the evolving partnerships and …
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EnergyCents– Ep. 33: The shape of gas to come: Pipes, politics, and the pursuit of European markets
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The fate of Nord Stream 2 remains an open question as strategic interests from the EU, US, and Russia influence the gas pipeline’s construction and potential in-service date: less than 200 km of pipelay remains to be completed. IHS Markit European Gas Market expert Laurent Ruseckas joins EnergyCents this week to discuss the current status of the Ru…
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EnergyCents- Ep 32: Green deals: Financial sector increases commitments to corporate renewables
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US project-specific corporate renewables demand is projected to more than double to $17 billion over the next decade from less than $8 billion in 2021. IHS Markit’s Financial Advisory Lead Peter Gardett joins EnergyCents this week to discuss the trend, and consider the various financing structures that will enable a lower carbon future.Send us your…
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EnergyCents- Ep 31: New entrants: The ‘prosumer’ as potential force in evolving renewables landscape
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Nearly all forms of renewable energy continue to attract investment as myriad technologies fight for market share amid a rapidly changing energy landscape. IHS Markit’s Head of Global Cleantech Research Eduard Sala de Vedruna joins EnergyCents this week to discuss the growth of global renewables, and consider differences in momentum by region and b…
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EnergyCents- Ep 30: Identity crisis: Shale sector seeks modesty amid expectations of cashflows
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Economic activity is set to rebound after 2020s COVID-induced lockdowns, and oil prices are up more than 30% since January in response. The prudence of a reorganized shale sector will be tested, as operators are asked to temper any supply-growth ambition. IHS Markit shale experts Reed Olmstead and Prescott Roach join EnergyCents to discuss the resi…
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EnergyCents- Ep 29: Offshore wind: So fresh and so clean, clean
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Barriers to entry rise for offshore wind projects as oil and gas majors and large-scale utilities partner and/or compete to win in one of renewable energy’s more consolidated sectors. IHS Markit Global Cleantech Research Analyst Andrei Utkin shares his observations with EnergyCents on the competitive environment for offshore wind, and how big of a …
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EnergyCents- Ep. 28: Disruption junction: Shale and solar at a crossroads
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The shale and solar sectors have profoundly disrupted their respective markets over the past decade. But each is expected to follow very different paths in the future. IHS Markit’s Raoul LeBlanc, an expert in shale, and Cormac Gilligan, an expert in solar, join EnergyCents to share their views on the two technologies’ paths thus far, and expectatio…
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IHS Markit Energy
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EnergyCents- Ep 27: Electric mayhem: Power-market lessons from Texas & California
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Texas suffered through an arctic blast during the week of 15 February 2021 that left millions without power after the Electric Reliability Council of Texas (ERCOT) was faced with dual challenges of a demand surge and power-supply shortfall. IHS Markit North American Power Market Research Directors Doug Giuffre, Mike Pickens, and Wade Shafer join En…
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IHS Markit Energy
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EnergyCents- Ep 26: Cart before the horse: An oil market ahead of its fundamentals
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A dramatic recovery in price, over a relatively short amount of time, amidst a global-wide pandemic. The oil market is, once again, full of surprises. In this episode, Karim Fawaz quarterbacks a conversation about the strong conviction that has seemingly emerged in the market and how now it will be up to the fundamentals to prove the market right o…
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EnergyCents- Ep 25: Trading places II: Energy comes back
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Institutional investors are showing renewed interest in energy-sector equities in 2021 across both traditional and low-carbon themes. IHS Markit Research Directors Michael Schpero and Brian Manalastas return to EnergyCents to discuss the trend in more detail, and share expectations for the future.Send your comments and questions: energycents@ihsmar…
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Upstream in Perspective- Ep 41: Decarbonizing the upstream supply chain
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2020 served as a pivot point for the upstream industry; the Energy Transition has accelerated and operators and service companies will continue working towards decarbonizing their operations and supply chains. In this episode of Upstream In Perspective, Upstream Cost & Technology expert Prashanth Pillai discusses how the industry is doing in these …
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EnergyCents- Ep 24: Gas pain: Asian LNG market seeks relief
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Asia has stolen the spotlight this winter with record-breaking spot LNG prices to kick off the New Year. Even general market observers were distracted by the upside volatility with LNG cargo prices at one point in mid-January rising faster than Bitcoin. In this episode of EnergyCents, James Taverner and Simon Wood deliver valuable insight into the …
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EnergyCents- Ep 23: Refining the refining industry
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Substantial demand for liquid fuels—and therefore a refining industry—is probable for the foreseeable future. However, the structure of the refinery, its feedstock sources, and its success factors could be quite different as successful companies pivot to a low-carbon supply business. In this episode of EnergyCents we are joined by Kurt Barrow, Vice…
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EnergyCents- Ep. 22: Starman: The rise of solar in the labyrinth of energy supply
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Solar technologies, and renewable energy more broadly, have become mainstream as consumers seek low-carbon power supply. IHS Markit Research Director Sam Wilkinson joins EnergyCents to share his views on the trend, and expectations for the future.Send your comments or questions to our podcast team via email at energycents@ihsmarkit.com.…
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EnergyCents- Ep. 21: Behind the scenes and ahead of the crowd
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EnergyCents Hosts Breanne Dougherty and Hill Vaden are joined by Producer Jessica Nelson on this year-end episode to consider lessons learned from podcasting in 2020, and share the three energy topics about which they are most excited to watch develop in 2021.Have a topic you'd like us to cover in 2021? Submit it to our team at energycents@ihsmarki…
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EnergyCents- Ep. 20: 3 wise men: power market predictions for 2021
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Following a year of surprises, IHS Markit Research Directors Doug Giuffre, Wade Shafer, and Patrick Luckow, discuss the learnings to be gained from 2020 power markets and disclose their 2021 things to watch, or not, list.By IHS Markit
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EnergyCents- Ep 19: Mirror, mrror on the wall: Reflections on 2020 and predictions for 2021
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IHS Markit Upstream Research Directors Reed Olmstead and David Vaucher return to review the accuracy of their 2020 predictions for the Upstream sector, and share new predictions for the coming new year. We also quiz Reed and David on their favorite pop-culture hits of 2020 in this year-end episode.Send your questions and comments to us via email to…
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Upstream in Perspective- Ep 40: DX Talks- The role of DX in the energy transition
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Upstream oil & gas companies face increasingly complex strategic decisions as they seek to meet growing energy demand while at the same time maintaining capital discipline, reducing emissions and meeting investor expectations amid the energy transition. How are upstream companies responding to this challenge? Portfolio investments, adoption of new …
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EnergyCents- Ep. 18: The unsung heroes of upstream portfolio consolidation
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ExxonMobil announced plans in November to focus its upstream attention on three core growth positions in the US Permian Basin, Guyana, and Brazil. Tony Reinsch, IHS Markit senior advisor, shares his views on the announcement and what a concentration of growth from select basins and dominant operators means for the future of the Upstream sector.Send…
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EnergyCents- Ep. 17: Hydrogen: the great disruptor?
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With a rapid acceleration of countries around the world announcing net-zero targets, the conversation livens around which technologies will support these ambitions. Governments, utilities, and traditional energy players are all seemingly potential players in the rise of hydrogen, which provides a good foundation for the commodity becoming a great d…
