Let's Talk Energy

Rystad Energy

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 on LinkedIn YouTube Instagram X

  1. 12/23/2025 · BONUS

    A quick holiday thank you; back 14 January 2026

    We launched Let’s Talk Energy in August with the simple – but often challenging – goal of telling the most important global energy stories in a way that is entertaining and easy to understand, without oversimplifying complex issues. Since our launch, you’ve watched more than 15,000 hours of Let’s Talk Energy on YouTube, and 1,300 of you subscribe to get our video episodes each week. Our episodes have been downloaded on Spotify and Apple Podcasts more than 9,000 times. We appreciate each and every listen, watch and download. In 2026, we’ll up our game with more special guests and in-person recordings as we try to keep pace with the rapidly evolving energy landscape. We’re taking a break over the holidays to recharge our collective batteries, so the next new episode will hit your feed on 14 January 2026. While we’re gone, have a look through our archive to catch up on any episodes you might have missed, and we’ll be back to talk energy with you in 2026! Related Analysis   Expectations and realities: 12 predictions for the year ahead in energy (accessible for non-clients) REview: Gas strength and oil weakness shape US onshore industry outlook heading into 2026 (accessible for non-clients)  Global Energy Scenarios 2025: The next energy era (accessible for non-clients)  Supply chain review 2025: Protectionism and market turmoil (clients only)   Oil, geopolitics and 2025: The ‘Bohemian Rhapsody’ Year (clients only)  Middle East: Supply reset, gas growth and geopolitics set stage for 2026 (clients only)  Related Episodes  A glimpse into energy in 2026, with Jarand Rystad  Shell’s Peter Wood on AI, future energy scenarios and trade turning points.  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

    2 min

  2. 12/17/2025

    A glimpse into energy in 2026, with Jarand Rystad

    Let’s Talk Energy, dust off our crystal ball and gaze ahead to the biggest energy stories of 2026. The year ahead is shaping up to be one of energy abundance. Ample global energy supplies could broadly lead to lower prices, but midstream and market bottlenecks, as well as broader shifts in the energy investment cycle, could open opportunities for companies to capture value. But geopolitics will once again be a wildcard, creating risks both to the upside and the downside for the energy industry.  How will companies and countries navigate oil, natural gas and power markets that are forecast to be significantly oversupplied through the year ahead? Could 2026 be a pivotal year for the energy transition, despite worries about waning climate ambition globally? Will geopolitics inject even more unpredictability into an already tumultuous energy landscape? Related Analysis: Expectations and realities: 12 predictions for the year ahead in energy (accessible for non-clients) US shale braces for next consolidation wave as smaller players seek scale (accessible for non-clients) Economic outlook for Europe’s battery storage improving under new pricing structure (accessible for non-clients) US shale braces for next consolidation wave as smaller players seek scale (accessible for non-clients) Oil, geopolitics and 2025: The ‘Bohemian Rhapsody’ Year (clients only) Europe R&P 2025: BESS additions surpass onshore wind, solar PV drops (clients only) How does Rystad Energy compare with the IEA World Energy Outlook 2025? (clients only) Related Episodes: Energy transition vs. energy addition with Jarand Rystad What China’s oil stockpiling means for OPEC+, prices and global trade, with Lin Ye Lessons from Australia's wildly volatile power market, with Gero Farruggio Who will make money in the energy industry in 2026? 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

    30 min

  3. 12/10/2025

    The next US shale hotspot: Western Haynesville, with Matthew Bernstein

    Let’s Talk Energy and dig into a hot new source of US natural gas production that could help meet the country’s rising domestic demand and fuel the growing LNG export business - the Western Haynesville.  While the Haynesville Shale will be familiar to many in the industry, having been among the top US gas-producing areas for more than a decade, the Western Haynesville is a new place geographically, and covers new ground geologically as well.  With a long queue of new LNG export facilities moving ahead in the US, there is a growing buzz that companies exploring the Western Haynesville could be in the right place at exactly the right time to capitalize on this additional demand.  But first they will have to push the boundaries of technology to cut costs and prove the performance of these expensive and technically challenging wells can be repeated hundreds or even thousands of times.  How has the Western Haynesville evolved, and which companies are actively exploring in the area?  What questions remain about the play, and how can it become a commercial success?  What do these developments tell us about the state of US onshore exploration today? Are continued shale production gains expected, and will they help meet domestic and global demand?    Related Analysis:   Unpacking the hype: Can the West Haynesville become the next booming gas play in the Lower 48? (accessible for non-clients)   Whitepaper: Shale strategic outlook for 2025 - Disciplined growth and macro uncertainty  (accessible for non-clients)   Eye-popping West Haynesville wells still need over $4 gas to break even (clients only)  Is there a new emerging gas play in Texas? (clients only)   Western Haynesville_Bossier Shale, US Supply Chain Factsheet (clients only)   North America Gas Market Report – November 2025 (clients only)   North American LNG: Contracting jumps but each FID makes the next tougher (clients only)     Related Episodes:   The looming oil supply challenge with Artem Abramov  Winners and losers in Trump’s energy agenda, with Mike McCormick  Who will make money in the energy industry in 2026? With Rystad Energy Deputy CEO Lars Eirik Nicolaisen    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

    36 min

  4. 12/03/2025

    The North Sea is the key to European energy security, with Simon Sjøthun

    Let’s Talk Energy and dive into the North Sea, the epicenter of Europe’s energy industry. Since the first discovery of oil and gas at Ekofisk off Norway in 1969, the basin has provided Europe with its largest volumes of domestic hydrocarbons. Although fossil fuel production has peaked in the region, the North Sea has become a leading frontier for the development of offshore wind. Now, the strategic value of the basin's energy production has grown since Russia’s invasion of Ukraine and the ensuing price volatility from Europe’s push to kick its dependence on Russian oil and gas.   What is the outlook for both fossil fuel and renewable energy production in the North Sea?   What do companies need to do to ensure projects are globally competitive?   How should we think about North Sea production for the countries that share it, and for the broader European continent in an age of growing worries about energy security?     Related Analysis Shrinking waters: Labor and investment under pressure in the North Sea (clients only)   Passing the torch: As majors exit the UKCS, domestic players step up  (clients only)   Divest, merge or decommission: The dilemma facing high-opex UK producers (clients only)     Related Episodes Who will make money in the energy industry in 2026? With Rystad Energy Deputy CEO Lars Eirik Nicolaisen Shell’s Peter Wood on AI, future energy scenarios and trade turning points  European power markets at a turning point, with Iben Frimann-Dahl and Francesca Bjørnflaten  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

    39 min

  5. 11/26/2025

    Non-OPEC+ oil growth finds its engine in South America, with Radhika Bansal

    Let’s Talk Energy and look closely at the oil supply picture in South America. The continent is poised to become one of the largest – if not the largest - source of new oil outside of the OPEC+ producers’ group as output growth from deepwater and shale developments will at least match – if not exceed - that of North America.   That growth is being driven by a mix of favorable geology as well as effective policies that are keeping development costs highly competitive, even at oil prices below current levels.    At the same time, South America remains an exploration destination as national and international oil companies alike look to boost reserves to meet a future where oil demand looks increasingly resilient.     How much additional oil could South America add to global markets in the next five years, and which countries will drive that growth?  Where are the exploration hotspots we are watching that could become the continent’s next giant fields?  How will South American countries and the companies working there maintain their output gains and what are some wildcards that could push our forecasts up or down?     Related Analysis  South America to be key driver of non-OPEC+ supply through 2030  (accessible for non-clients)  Vaca Muerta's oil and gas boom signals Argentina’s pivot towards LNG exports (accessible for non-clients)  South America to be a key engine of non-Opec+ supply to 2030, with upside (clients only)   Vaca Muerta's 2Q25 production growth underpinned by regional players (clients only)   Deepwater, shale fuels Latin America crude growth but sanctioning plunges (clients only)     Related Episodes  COP30 and carbon markets in the age of climate pragmatism, with Jeffrey Dickerson and Petter Aspestrand  The future of global energy demand, with Claudio Galimberti and Jorge Leon  The looming oil supply challenge with Artem Abramov 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

    35 min

  6. 11/19/2025

    COP30 and carbon markets in the age of climate pragmatism, with Jeffrey Dickerson and Petter Aspestrand

    Let’s Talk Energy and explore what could be a historic COP climate gathering in Brazil through a closer look at one of the most interesting areas of the ongoing discussions – carbon markets.     COP30 kicked off in Belém in Brazil on 10 November amidst a groundswell of so-called climate pragmatism that has seen business leaders and politicians shift their attention from aggressive emissions reduction to goals like energy security, affordability and community development. President Donald Trump has again pulled the US out of the Paris Agreement, meaning there is no official delegation from the US attending the conference, though many American politicians and executives will attend. One important area in the discussions will be how to develop markets for nature-based solutions – including preserving existing forests or mangrove swamps, as well as planting new ones – which proponents say can limit emissions more quickly and at lower cost.    Will the absence of an official US delegation impact the COP30 proceedings?  Will the rise in climate pragmatism lead to more measured rhetoric and pledges in Belem?     How has a COP29 breakthrough on regulating carbon credits impacted the market for offsets over the past year and what further refinements could be in store?    Further Analysis  AI's energy appetite takes center stage ahead of COP30 (accessible for non-clients)  Updated climate targets could deliver a 25% reduction in global CO2 emissions (accessible for non-clients)      Nationally Determined Contributions – COP30 Special Report (clients only)  Brazil's energy horizon - COP30 special report (clients only)     Insights Summary: Global Energy Scenarios 2025 (clients only)     Carbon market update: Credit activity accelerates towards end of year (clients only)     EU’s 5% allowance in climate deal signals step-change in future credit needs (clients only)     Voluntary carbon market changing as developers drive new multipolar era (clients only)       Related Episodes  Dawning of the next era of energy  Shell’s Peter Wood on AI, future energy scenarios and trade turning points.  Shipping has a plan to go green, but will it work? 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

    36 min

  7. 11/12/2025

    Who will make money in the energy industry in 2026? With Rystad Energy Deputy CEO Lars Eirik Nicolaisen 

    Let’s Talk Energy and uncover how companies have created value in the energy industry in the past and how they can do it in the future. Energy has not been the most popular industry for investors over the past decade or more, as the share of energy companies in the broader stock market has declined relative to industries like technology or healthcare. Nevertheless, some energy companies have performed exceedingly well, both in traditional and transition sectors. With power demand set to surge and forecasts showing oil and gas will likely remain relatively resilient through the transition, key areas of the energy industry are set for lasting success.     What is value creation in the first place and what separates a successful company from one that may be struggling?  Which parts of the energy industry have outperformed so far this year and which ones might thrive in the year ahead?   What are some structural and strategic trends we’re watching that could set up companies for success over the next five years?     Further Analysis:   Lower profitability puts pressure on E&P investments and buyback program (accessible for non-clients)    Global PPA Price Outlook: Key trends shaping the market (accessible for non-clients)      Rystad Talks Energy | Capital Power: Data centers, electrification and the future of energy investments  (accessible for non-clients)    What will define the energy supply chain success in years to come? (clients only)    EMEA Summit 2025: Three final ideas (clients only)     Related Episodes  Energy transition vs. energy addition with Jarand Rystad  (Let’s Talk Energy Podcast) The Energy Transition: Where’s the Money? ( The Next Five FT) 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

    40 min

  8. 11/05/2025

    Dawning of the next era of energy, with Jon Hansen and Lars Nitter Havro

    Let’s Talk Energy and explore the fourth edition of Rystad Energy’s annual Global Energy Scenarios report. The report is a comprehensive look at the ways our energy and climate world could evolve through a set of potential pathways, ranging from a rapid and ambitious energy transition to a slower shift where reliance on fossil fuels is larger for longer. This year’s report, titled The Next Era of Energy, highlights some of the consequential shifts we are already seeing in the energy system and which countries are moving more quickly – or more slowly – than their neighbors. It comes just ahead of the much-anticipated COP30 conference in Brazil, where nations will present their more ambitious climate targets against a backdrop of increasing opposition to transition policies, particularly in the US.   What can these scenarios tell us about what our energy future might look like and the signposts we should be focusing on to recognize the direction of travel?   What trends are most important in shaping the global energy sector and which countries are leading those trends?  How long could the evolution toward this new era take and what does it mean for the energy mix during that process?     Further Analysis  Insights Summary: Global Energy Scenarios 2025 (accessible for non-clients)   The future for energy markets (accessible for non-clients)   Global Energy Scenarios 2025 (clients only)   House View Briefing Report – First Edition (clients only)   Energy Macro Report – Renewables and Power Outlook 2025 (clients only)     Related Podcasts  Shell’s Peter Wood on AI, future energy scenarios and trade turning points  The future of global energy demand, with Claudio Galimberti and Jorge Leon  Energy transition vs. energy addition with Jarand Rystad  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

    35 min
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About

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 on LinkedIn YouTube Instagram X

Information

  • Creator
    Rystad Energy
  • Years Active
    2K
  • Episodes
    21
  • Rating
    Clean
  • Copyright
    © Rystad Energy & Både Og

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