Let's Talk Energy

Rystad Energy
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Let’s Talk Energy is a podcast from Rystad Energy that delivers timely, expert-led insights into the global energy landscape. Hosted by Noah Brenner, who has covered the evolution of energy for more than 20 years, each episode features in-depth conversations with Rystad Energy experts, as well as the occasional special guest.Together, we explore the most important developments shaping the energy world, from oil production and power demand to market-moving geopolitics. Whether you're an industry veteran or simply curious about energy and its impact to our world, you'll find clear and thoughtful discussions. Have a question, a topic suggestion, or want to chat with us?Email podcast@rystadenergy.com and visit our website www.rystadenergy.com Follow us onLinkedInYouTubeInstagramX

  1. 3일 전

    The Hormuz crisis and the real cost of a barrel of oil, with Paola Rodriguez-Masiu

    Let’s Talk Energy and dive into the details of the stressed physical oil market. According to the news, Brent oil is trading around $95 a barrel and West Texas Intermediate or WTI is around $88. But refiners will tell you that finding a barrel that can be delivered today at those prices is difficult, and they may need to pay as much as $15 or $20 more, challenging the economics of making gasoline, diesel and jet fuel. That difference between the financial – or paper markets – and the market for physical barrels has big implications for fuel supplies and how we think about the potential impacts of the war on the global economy.   How much does it really cost to buy a barrel of oil, and how has the gap between futures and physical markets trended since the start of the war?  What does this mean for the refining sector and the prices consumers will pay to fill up their tank or buy a plane ticket?   What options do governments have left to try to limit the economic damage from the energy crisis?  Related Analysis  Ceasefire pulls oil off war highs, but physical markets need time to rebalance (accessible for non-clients)  Demand destruction is here, but not where you may think (clients only)  Asia's Energy Buyers: Between a Rock and a Hard Place (accessible for non-clients)  The curve says ‘run’ to refiners, the physical market says ‘not so fast’ (clients only)  The oil market did not underreact. It just had buffers (accessible for non-clients)    Related Episodes  How the Middle East war is reshaping Asia’s upstream strategy, with Prateek Pandey  What China’s oil stockpiling means for OPEC+, prices and global trade, with Lin Ye  How will Middle East conflict impact energy and the economy? With Claudio Galimberti    Let’s Talk Energy is a Rystad Energy Production.    Produced by Elliot Busby & Både Og.    Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker & Erik Means.    Follow us on:   LinkedIn    YouTube    Instagram    X

    35분

  2. 4월 15일

    Energy insecurity is changing the case for renewables, with Vegard Vollset

    Let’s Talk Energy and examine how concerns about the security and affordability of fossil fuels due to the war in the Middle East are impacting the adoption of renewables. As we tape this on Monday, April 13, the world is in the middle of an energy crisis – at least for fossil fuels. Prices for oil have jumped 40% or more, while prices for LNG in Europe and Asia are up more than 50% from pre-war levels, often dragging up electricity prices as well. The situation has led many to argue that importing countries should build out domestic renewable energy capacity to insulate themselves from future oil and gas shocks. But in some places, secure and affordable energy could look like a chunk of coal from a domestic mine rather than an imported solar panel, and the same inflation and high interest rates that are already squeezing consumers can make renewables more expensive as well.   What does today’s fossil fuel crisis mean for the adoption of renewable energy and the pace of the energy transition?   Which countries should we look to as bellwethers of how the world might be responding, and why?   Do the pressures – and corresponding responses – that we are experiencing today change our longer-term thinking about the energy system of tomorrow?   Related Analysis  Gas spike after Middle East strikes lifts European power prices (available to non-clients)   Energy Storage Outlook: The expanding role of BESS in global energy systems​ (available to non-clients)   Gas spike after Middle East strikes lifts European power prices (clients only)  Commodities, curtailment and profitability the three key challenges for solar in 2026 (clients only)  Related Episodes  Middle East escalation and the scramble for LNG, with Sindre Knutsson  How will Middle East conflict impact energy and the economy? With Claudio Galimberti  Could Middle East conflict break energy supply chains? With Matthew Fitzsimmons  Who will make money in the energy industry in 2026?  Let’s Talk Energy is a Rystad Energy Production.    Produced by Elliot Busby & Både Og.    Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker & Erik Means.    Follow us on:   LinkedIn    YouTube    Instagram    X

    30분

  3. 4월 8일

    How the Middle East war is reshaping Asia’s upstream strategy, with Prateek Pandey

    This episode was recorded on Tuesday, 31 March. Let’s Talk Energy and try to understand how the war in the Middle East is changing how companies and countries think about producing energy in Asia. Nowhere – outside of the Middle East itself - has been impacted more by the ongoing conflict between the US and Israel and Iran and the de facto closure of the Strait of Hormuz than Asia, which receives the lion’s share of the region’s oil and LNG exports. The loss of that crucial supply has led countries to declare energy emergencies, tapping reserves, rationing supplies and trying to find ways to reduce demand such as shortening in-office work weeks. For private companies and national champions alike, the war has reinforced the imperative to find diverse sources of supply that don’t have to travel through increasingly fragile chokepoints in global trade.   How might companies adjust their future strategies in response to the immediate supply shock created by the war?   What is the potential of the region to meet its own growing demand for oil and natural gas?    Will more secure, regional supplies come at a higher cost for consumers?  Related Analysis  Strait of Hormuz crisis: How far is the world from a fuel shortage? (clients only)  Special report 3 - Middle East conflict implications (accessible to non-clients)  China’s resilient power system limits fallout from Middle East war (clients only)  Chief Economist Desk: Strait of Hormuz, energy supply disruptions and long-term scenarios (accessible to non-clients)  Indonesia exploration round points to a strategic blend of oil and LNG plays (clients only)  The oil market did not underreact. It just had buffers (accessible to non-clients)  Asian refiners face a rare crossroads of high margins, tight supply (clients only)    Related Episodes  Middle East escalation and the scramble for LNG, with Sindre Knutsson  How will Middle East conflict impact energy and the economy? With Claudio Galimberti  Is China’s falling LNG demand a warning sign for global markets? With Wei Xiong  Could Middle East conflict break energy supply chains? With Matthew Fitzsimmons  Let’s Talk Energy is a Rystad Energy Production.    Produced by Både Og.    Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker & Erik Means.    Follow us on:   LinkedIn    YouTube    Instagram    X

    30분

  4. 4월 1일

    Will power-hungry data centers overwhelm the grid? With Fredrik Ellekjær and Victoria Fethke

    Let’s Talk Energy and take a deep dive into data centers. Data centers have been around since the advent of the internet, but their buildout – and associated energy needs - have exploded over the past few years, driven by the race to develop ever-greater artificial intelligence (AI) capabilities. Governments are pushing AI progress and data sovereignty as a new front in the intensifying global industrial competition, and so-called hyperscalers are pouring hundreds of billions of dollars into data center development, particularly in the US. However, fears of astronomical power demand swamping legacy grids and pushing up consumer prices, as well as general uncertainty over the pace and scope of the AI revolution, are complicating the outlook for the data center build-out.  How much power will data centers really consume over the next five or ten years and where is that power most likely to come from?   How much could data centers developers spend, relative to oil and gas or power companies in the years ahead and how might that spending impact consumer prices?   Can data centers co-exist with the grid or are we more likely to see them put in their own dedicated power sources and associate infrastructure?   Related Analysis  Putting things in perspective: Data center investments now on par with renewables, oil and gas (accessible to non-clients)  US power demand rises as data centers spread but prices won’t peak until 2030 (accessible to non-clients)  Rising data demand puts pressure on US energy grid, boosts gas projects (accessible to non-clients)  Hyperscale data center boom is electrifying global UPS market (clients only)   Grid interconnection delays push European data centers to new power sources (clients only)   What do oilfield service suppliers bring to data center sector? (clients only)   Can nuclear and geothermal supply clean, firm power for data center demand boom? (clients only)   Can the energy industry step in to fix datacenters’ three key challenges? (clients only)   Data centers are driving demand, but are they moving power prices? (clients only)   Related Episodes  Cheap no more: How rising demand is reshaping US natural gas, with Artem Abramov and Jai Singh  How new tech is moving geothermal from niche to mainstream, with Alexandra Gerken  Next-gen nuclear and the rise of SMRs, with Carlos Torres Diaz and Natura Resources' Douglass Robison  Winners and losers in Trump’s energy agenda, with Mike McCormick  Let’s Talk Energy is a Rystad Energy Production.    Produced by Laura Rodriguez Skaug &  Både Og.    Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker & Erik Means.    Follow us on:   LinkedIn    YouTube    Instagram    X

    38분

  5. 3월 25일

    Can offshore wind bounce back after stormy 2025? With Alex Fløtre and Venterra CEO Ed Daniels

    Let’s Talk Energy and explore how the offshore wind industry might start to bounce back from a rough patch in 2025. In the US, the administration shut down projects and canceled plans for future auctions. Meanwhile, elsewhere around the globe, the industry saw bid rounds close with no bids, and developers began to rationalize a long queue of projects, some of which were no longer competitive as they struggled with rising supply chain costs.  While these headwinds have diminished the outlook for new offshore wind capacity in the years ahead, there is still a massive amount of growth on the horizon and signs that 2025’s hiccups are beginning to be resolved. At the same time, the offshore wind supply chain is a growing battleground for industrial competition, as it is one clean energy industry not yet dominated by Chinese companies – though they are advancing quickly.   How much could offshore wind contribute to the future energy mix and what factors might influence that outlook?   How have regulators, developers and suppliers successfully resolved some of the pinch points that are holding back capacity? Where could we see further improvements?   How will governments – particularly those in Europe – balance the need to lower development costs with the protection of their domestic offshore wind industry?  Related Analysis   Five things to watch in the global power sector in 2026 (accessible to non-clients)   Rystad’s Take: In conversation with our CEO, February (accessible to non-clients)   Offshore Wind Report – 4Q 2025 (clients only)   Wind ‘theft’ disputes on the rise as developers jockey for space offshore (clients only)   Oil majors scale back offshore wind investments (clients only)   Related Episodes  The North Sea is the key to European energy security, with Simon Sjøthun European power markets at a turning point, with Iben Frimann-Dahl and Francesca Bjørnflaten Winners and losers in Trump’s energy agenda, with Mike McCormick Let’s Talk Energy is a Rystad Energy Production.    Produced by: Laura Rodriguez Skaug &  Både Og.    Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker & Erik Means.    Follow us on:   LinkedIn    YouTube    Instagram    X

    32분

  6. 3월 18일

    Could Middle East conflict break energy supply chains? With Matthew Fitzsimmons

    When this episode was recorded at 3:00 pm CET on Monday, 16 March, the conflict in the Middle East was now entering its third week. At Rystad Energy, our thoughts remain with our colleagues, clients and everyone in the region who is directly impacted by the conflict.    Let’s Talk Energy and try to understand how the oilfield services and equipment sector is coping with the conflict. Ongoing military strikes and the de facto closure of the Strait of Hormuz have not only cut supplies of oil and natural gas but also disrupted the flow of goods and services needed to keep the oil and gas industry working. At the same time, energy infrastructure, which had been spared from major damage in the early days of the conflict is increasingly being hit by airstrikes by both sides. The situation only threatens current and future projects in the region but is also pushing up prices in the Middle East and around the world.  What is the current status of key energy infrastructure in the region and what is the outlook for bringing idled or damaged facilities back online?  Where do we see the biggest pinch points in the supply chain and where will those shortages create the most acute impacts?   What does all this mean for the amount of time and the cost needed to maintain global supplies of oil, natural gas and other fuels?   Related Analysis  Gulf shut-ins could reduce regional crude output by 70% if US-Iran war drags on (accessible to non-clients)  Special report #2- Middle East conflict implications (accessible to non-clients)  Special report - Middle East conflict implications (accessible to non-clients)  Gulf conflict puts upstream capex – and contractor performance – at risk (clients only)  Qatar offshore rig suspensions signal growing Iranian strike threat in Gulf (clients only)  Middle East conflict could lift offshore spending and cost pressures (clients only)  Oilfield service stocks fall as markets price in geopolitical risk (clients only)  Middle East war to push OCTG & linepipe prices higher (clients only)  Labor availability constrained following Middle East attacks (clients only)  Related Episodes   Middle East escalation and the scramble for LNG, with Sindre Knutsson  How will Middle East conflict impact energy and the economy? With Rystad Energy Chief Economist Claudio Galimberti

    42분

  7. 3월 11일

    Middle East escalation and the scramble for LNG, with Sindre Knutsson

    Let’s Talk Energy and discuss the impacts of the conflict in the Middle East on gas and LNG markets. At the time of recording (Tuesday, 10 March), about 20% of global LNG supply is cut off from the market due to the conflict and the effective closure of the Strait of Hormuz. Attacks by Iran on vessels transiting the Strait and the reaction of insurance companies to cancel coverage for ships carrying oil and gas through that area have cut off some 77 million tonnes per annum of LNG capacity in Qatar and another roughly 10 mtpa from the UAE. Most of that gas was destined for countries in Asia but the supply shortage has spooked markets globally as countries scramble to secure the supplies they need to keep the lights on and their economies running.   How has the market reacted and how does it compare to the shock from Russia’s invasion of Ukraine in 2022?  How could the market normalize and how long could that take?  What are some of the longer-term impacts on how people think about the energy security of their gas supplies?   Related Analysis  Special report - Middle East conflict implications (accessible to non-clients)  On demand webinar| Middle East conflict: Oil and gas market implications (accessible to non-clients)  Middle East escalation disrupts global gas supply – yet this is not 2022 (accessible to non-clients)  Iran conflict delivers biggest energy shock since Ukraine (clients only)  Majors’ LNG growth aspirations hang in the balance as Hormuz crisis deepens (clients only)  On demand | APAC Regional Webinar | Middle East conflict: Can regional LNG stabilize Asia during a Gulf supply shock? (clients only)  Loose US gas market expected to remain shielded from global turmoil (clients only)  Middle East escalation disrupts global gas supply – yet this is not 2022 (clients only)  Gas spike after Middle East strikes lifts European power prices (clients only)    Related Episodes  How will Middle East conflict impact energy and the economy?  Cheap no more: How rising demand is reshaping US natural gas, with Artem Abramov and Jai Singh  Is China’s falling LNG demand a warning sign for global markets? With Wei Xiong  Let’s Talk Energy is a Rystad Energy Production.   Produced by: Laura Rodriguez Skaug &  Både Og.   Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker & Erik Means.   Follow us on:  LinkedIn   YouTube   Instagram   X

    33분

  8. 3월 4일

    How will Middle East conflict impact energy and the economy? With Rystad Energy Chief Economist Claudio Galimberti

    Everyone at Rystad Energy’s thoughts are with our many colleagues, clients and all the people who are impacted by the conflict in the Middle East.  Let’s Talk Energy and look at the impacts of the conflict in Iran. After years of threats, indirect attacks and even a short-lived direct conflict in 2025, on 28 February, the US and Israel launched massive strikes on Iran, killing its Supreme Leader and others in its political and military organizations. Iran’s oil production capacity is around 3.75 million barrels per day (bpd) and was exporting a little more than 1 million bpd – mostly to China – at the end of 2025. It also produces more than 250 billion cubic meters (Bcm) of natural gas annually for its own consumption and some regional exports and sits on one side of the critical chokepoint at the Strait of Hormuz. As of our taping at 10am US eastern time on Tuesday 3 March, retaliation by Iran and its proxies has almost completely halted traffic through the Strait of Hormuz, locking about 15 million barrels of oil per day and more than 77 million tonnes of LNG out of global markets, and attacked the Ras Tanura refinery in Saudi Arabia and the Ras Laffan LNG plant in Qatar, causing both to close as a precaution.    What has been the immediate impact on global oil, natural gas and product markets?   How long could the price spikes we are seeing last and what should we be watching to understand where markets are going next?  What are some potential scenarios for Iran’s future and what do they mean for its energy industry?  Related Analysis  On demand webinar| Middle East conflict: Oil and gas market implications (accessible to non-clients)  Middle East escalation disrupts global gas supply – yet this is not 2022 (accessible to non-clients)  Alert: Edition 2 – Iran conflict, Hormuz closure rock commodity markets (clients only)  Asia’s oil sector to take the biggest hit from tension escalations in Iran (clients only)  Thought experiment: $100 oil and a search for supply outside the Middle East (clients only)  Nearly 10% of mainstream VLCCs trapped to the west of Strait of Hormuz (clients only)  Maximum pressure, minimum options: Strategic dead end behind Iran strikes (clients only)  Middle East escalation disrupts global gas supply – yet this is not 2022 (clients only)  Gas spike after Middle East strikes lifts European power prices (clients only)  Related Episodes  What’s next for Venezuela? Oil production, global markets and foreign investment, with Jorge León  Supply, demand and geopolitics: Oil markets in 2026 with Janiv Shah and General Index's Corey Stewart  What China’s oil stockpiling means for OPEC+, prices and global trade, with Lin Ye Let’s Talk Energy is a Rystad Energy Production.  Produced by: Laura Rodriguez Skaug &  Både Og.  Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker & Erik Means.  Follow us on:  LinkedIn  YouTube  Instagram  X

    35분
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소개

Let’s Talk Energy is a podcast from Rystad Energy that delivers timely, expert-led insights into the global energy landscape. Hosted by Noah Brenner, who has covered the evolution of energy for more than 20 years, each episode features in-depth conversations with Rystad Energy experts, as well as the occasional special guest.Together, we explore the most important developments shaping the energy world, from oil production and power demand to market-moving geopolitics. Whether you're an industry veteran or simply curious about energy and its impact to our world, you'll find clear and thoughtful discussions. Have a question, a topic suggestion, or want to chat with us?Email podcast@rystadenergy.com and visit our website www.rystadenergy.com Follow us onLinkedInYouTubeInstagramX

정보

  • 제작진
    Rystad Energy
  • 방송 연도
    2025년 - 2026년
  • 에피소드
    36
  • 등급
    전체 연령 사용가
  • 저작권
    © Rystad Energy & Både Og
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    Let's Talk Energy

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