Let's Talk Energy

Rystad Energy
  • 5.0 (12)
  • BUSINESS
  • UPDATED WEEKLY

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. 6D AGO

    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

    33 min

  2. MAR 4

    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

    35 min

  3. FEB 25

    Cheap no more: How rising demand is reshaping US natural gas, with Artem Abramov and Jai Singh

    Let’s Talk Energy and explore a US natural gas market at a turning point. For more than a decade, US consumers have enjoyed seemingly limitless volumes of low-cost gas from the country’s shale plays. But now, rising demand from a combination of LNG exports, data center buildout and general electrification is set to test the US shale sector's ability to ramp up production cheaply.  What is the outlook for US natural gas supply, demand and prices and how are data centers and a wave of LNG export projects changing that view?  Can the US rely on its massive shale reserves to meet surging demand and keep prices in check?   What is at stake for the array of companies that are producing, shipping and eventually burning that LNG and for US consumers who expect energy dominance to lower their bills?  Related Analysis  Why US LNG won’t stop flowing (accessible for non-clients)  North America Gas Market Report – January 2026 (clients only)  Five years into development, Eagle Ford’s Dorado keeps delivering upside (clients only)  Mitsubishi acquires Haynesville-focused Aethon for $7.53 billion (clients only)  Related Episodes  The next US shale hotspot: Western Haynesville, with Matthew Bernstein  Is China’s falling LNG demand a warning sign for global markets? With Wei Xiong  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

    38 min

  4. FEB 18

    Is trade key to cutting global emissions? With Jon Erik Remme and Patrick King

    Let’s Talk Energy and tackle global emissions trends and what shifting attitudes could mean for trade and, ultimately, the climate. There may still be broad support for cutting emissions across companies and countries, both are increasingly prioritizing energy cost and security of supply over climate concerns. At the same time, we are seeing emissions assume a larger role in global trade, as countries use associated carbon or methane emissions as a factor in setting tariffs that also help protect domestic industries.    How is the volume of global emissions evolving and what are the factors behind these trends?  Are trade restrictions and tariffs tied to emissions sufficient to drive continued reductions, even if energy affordability and security eclipse climate concerns?   Is the entire emissions measurement system in need of change, and what could that mean for the future of decarbonization?    Related Analysis  Updated climate targets could deliver a 25% reduction in global CO2 emissions (accessible for non-clients)  Global Energy Scenarios 2025: The next energy era (accessible for non-clients)  Global onshore satellite-detected upstream methane emissions increase in 2025, bucking recent reduction trend (accessible for non-clients)  Flaring falls to three-year low so far in 2025, but progress remains spotty (clients only)  Upstream methane emissions see renewed rise in 2025 (clients only)  Carbon Market Report – 2025 Annual Review and 2026 Outlook (clients only)    Related Episodes  COP30 and carbon markets in the age of climate pragmatism, with Jeffrey Dickerson and Petter Aspestrand  Shell’s Peter Wood on AI, future energy scenarios and trade turning points.  A glimpse into energy in 2026, 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

    39 min

  5. FEB 11

    Is China’s falling LNG demand a warning sign for global markets? With Wei Xiong

    Let’s Talk Energy and dissect China’s natural gas sector and its impact on global liquefied natural gas (LNG) trade. China is the world’s largest importer of LNG, but lately the country’s demand for imported gas has cooled. A weakening economy, the country’s push to develop domestic gas production and growing capacity in renewables, coal and nuclear power are all pushing LNG demand down. All of these factors complicate the outlook for natural gas in China’s future energy mix at a time when global gas markets are projected to flip into a surplus over the next few years, potentially putting downward pressure on prices.      What is the 2026 outlook for China’s natural gas demand, and what impact will it have on global LNG markets?   Is China’s drive to increase domestic natural gas production paying off, and how much more can they realistically produce?  What is the long-term outlook for natural gas in China’s energy mix, including as a transport fuel? How is natural gas competing with other forms of energy, such as coal and renewables?    Related Analysis  Fueling a nation: China's 'Big Three' NOCs drive energy security and innovation (accessible for non-clients)  Six key facts: Demystifying China’s gas power sector (clients only)  US tariffs and LNG: Do Trump’s levies help or hinder US LNG export growth? (clients only)  China Gas Policy Report – 4Q 2025 (clients only)  Gas & LNG Market Yearly Report 2025 (clients only)    Related Episodes  A glimpse into energy in 2026, with Jarand Rystad   Winners and losers in Trump’s energy agenda  The future of global energy demand, with Claudio Galimberti and Jorge Leon  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

    31 min

  6. FEB 4

    How new tech is moving geothermal from niche to mainstream, with Alexandra Gerken

    Let’s Talk Energy and drill down into the latest developments in the red-hot geothermal sector. Geothermal power generation has existed for more than 100 years, and the first large plants were built in places like New Zealand, the US and Japan in the 1960s. But the potential has always been limited by the unique geology needed to support conventional geothermal facilities, which rely on having both hot rocks and water in relatively close proximity to the surface. Now a new generation of geothermal developers is trying to expand the scope – and lower the costs – of generating power or heat from the Earth with a variety of novel approaches, including drilling and hydraulic fracturing techniques developed by the US shale industry.     How has technology expanded the geography of geothermal energy, and what does that mean for its potential as a source of clean, firm power?   Can geothermal developers lower project costs enough to compete with other energy sources like a natural gas power plant or rapidly advancing small modular nuclear reactors?   What needs to happen for these new geothermal plants to move beyond being just a darling of datacenter developers to materially contributing to the global energy mix?     Related Analysis   Whitepaper: Enhanced Geothermal Systems – the new hot topic in an emerging market (accessible for non-clients)  Heating up: Geothermal investment set for 20% annual rise through 2030 (accessible for non-clients)  AI’s energy appetite takes center stage ahead of COP30 (accessible for non-clients)  Geothermal energy in 2025: From niche to national strategic asset (clients only)  Fervo’s Cape Station shows how shale practices can unlock faster EGS wells (clients only)  Geothermal Trends Report – 4Q 2025 (clients only)    Related Episodes  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  Shell’s Peter Wood on AI, future energy scenarios and trade turning points.    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

  7. JAN 28

    Next-gen nuclear and the rise of SMRs, with Carlos Torres Diaz and Natura Resources' Douglass Robison

    Let’s Talk Energy and explore the rapidly advancing efforts to develop small modular nuclear reactors, or SMRs. Nuclear has captured the imagination of the private sector and policymakers alike for its ability to generate firm power – unlike variable renewable sources – with no emissions – unlike natural gas or coal. SMRs are being pitched as a way to overcome the cost and schedule overruns seen in conventional nuclear development in the West and help meet the growing needs of power grids and behind-the-grid users such as data centers. But – to date – SMRs have generated a lot of high hopes and hot air, with only a small handful of experimental facilities currently online anywhere in the world. Can SMRs really compete with renewables and fossil fuels to meet growing global power demand?                 Will SMR developers solve the cost overruns and project delays that plague conventional nuclear projects in the West and deliver low-cost electrons on time and on budget?  Which countries are poised to win the SMR race and develop this new source of power as global competition for energy and digital dominance grows?      Related Analysis:  Expectations and realities: 12 predictions for the year ahead in energy (accessible for non-clients)  Small-reactor technology helps kindle Nordic interest in new nuclear generation (clients only)  Maturing technologies boost interest in small modular reactors (clients only)  Can nuclear and geothermal supply clean, firm power for data center demand boom? (clients only)  Ready, set, wait: US nuclear power's revival lags energy demand boom (clients only)  Costs at the core: Technology is key for nuclear power capex efficiency (clients only)    Related Episodes: A glimpse into energy in 2026, with Jarand Rystad  Dawning of the next era of energy  Shell’s Peter Wood on AI, future energy scenarios and trade turning points    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

    32 min

  8. JAN 21

    What’s next for Venezuela? Oil production, global markets and foreign investment, with Jorge León 

    Let’s Talk Energy and unpack a story that has been dominating the headlines – Venezuela. The US capture and extradition of Venezuelan President Nicolás Maduro is the biggest energy story of the year to date and has analysts scrambling to evaluate the short and long-term impacts on oil markets. Venezuela’s production peaked above 3 million barrels per day in the late 1990s but fell steeply in the ensuing years as corruption and neglect pushed production to around a million barrels per day. A US naval blockade in recent weeks further cut the country’s crude exports. Venezuela claims the world’s largest oil reserves, but much of it is locked up in heavy crude that is difficult to get to market, making revitalization of the country’s oil industry a time-consuming and expensive proposition.  Why does Venezuela have outsized importance in the global oil markets, and how could potential long-term US involvement in the country’s oil industry impact markets?  How much money would it take for Venezuela to return to its lofty historical production, and who might be willing to invest?  What are the geopolitical ramifications of the US reasserting its control over the Western Hemisphere for both China and OPEC+?    Related Analysis:  Venezuela’s long road back: Trump and Energy Report Flash Edition (accessible for non-clients)  Trump and Energy Report – Flash Edition Venezuela (clients only)  US-Venezuela crude deal conjures up long-term challenges for China (clients only)  What it will take to bring Venezuela’s oil output back to 3 million bpd (clients only)  Record high Venezuelan barrels on water set stage for trade realignment (clients only)  How ‘uninvestable’ Is Venezuela, really? (clients only)    Related Episodes:  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  The looming oil supply challenge with Artem Abramov    Let’s Talk Energy is a Rystad Energy Production.  Produced by: Laura Rodríguez Skaug & Både Og.  Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker & Erik Means.  Follow us on:  LinkedIn  YouTube  Instagram  X

    30 min
See All (30)

Trailer

5
out of 5
12 Ratings

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 onLinkedInYouTubeInstagramX

Information

  • Creator
    Rystad Energy
  • Years Active
    2025 - 2026
  • Episodes
    30
  • Rating
    Clean
  • Copyright
    © Rystad Energy & Både Og
  • Show Website
    Let's Talk Energy

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