Petroleum Economist Podcast Petroleum Economist

Namibia’s oil output may reach the same scale as Guyana and could demonstrate to both Africa and the world the transformative power of oil, says African Energy Chamber’s executive chairman NJ Ayuk. In a conversation with Petroleum Economist’s editor-in-chief, Paul Hickin, Ayuk points out the crucial and growing role gas will play in meeting the continent’s energy security, affordability and sustainability needs, the importance of a sound fiscal and regulatory framework and the need to lure international investors rather than get trapped by resource nationalism. The African energy specialist also highlights the abundance of smaller yet significant hydrocarbon stories beyond the headline-grabbing Namibia across the region and the wealth of opportunities still to be explored.

In this episode of Energy Oracles, Simon Ferrie discusses the intricacies of the global oil market with Jim Burkhard, vice president of oil markets at S&P Global. Broadcasting from CERAWeek 2024, they analyse the diverging demand outlooks of OPEC and the IEA, the effects of OPEC+ supply constraints and the shifting dynamics of non-OPEC production. Insights into Russian oil flows, the impact of geopolitical events and the future of oil supply restraint are also covered, providing a comprehensive analysis of current trends and future projections in oil markets. Join us for a deep dive into these pressing issues affecting global energy policies and market dynamics.

In this episode of Energy Oracles, Stuart Penson, editor of Carbon Economist and Hydrogen Economist, is joined by Jeroen Van Hoof, Chair of the World Energy Council, Netherlands, and Chair of the 2024 World Energy Congress Organising Committee. They delve into the multifaceted challenges and opportunities of the energy transition in Europe, focusing on the pathways to achieving net zero. Jeroen shares insights from his extensive experience in the energy sector, discussing the current state of renewable energy projects, the role of policy and investment in accelerating change and the crucial need for infrastructural transformation to support new energy solutions like hydrogen. As Europe navigates its transition, the conversation highlights the intricate balance between technological advancements, policy frameworks and financial strategies essential for a sustainable energy future.

In this episode of "Energy Oracles," Stuart Penson converses with Dr. Angela Wilkinson, Secretary General & CEO of the World Energy Council, about the nuances of the energy transition. Dr. Wilkinson shares insights from her journey towards advocating for sustainable energy practices, covering the importance of addressing energy transitions with a holistic approach, focusing on decarbonisation, diversity and digitalisation. Highlighting the upcoming World Energy Congress in Rotterdam, Dr. Wilkinson stresses collaboration and human-centric stories as essential for achieving equitable energy systems globally. Tune in for a compelling dialogue on shaping a sustainable energy future.

In this episode, Simon Ferrie engages with David Fyfe, chief economist at Argus Media, in a deep dive into the current state and future outlook of the global oil markets amidst ongoing conflicts, economic sanctions and the unpredictable dynamics of supply and demand. They explore the significant divergences in OPEC and IEA demand outlooks, dissect the reasons behind slow demand growth and forecast the future of oil production cuts. Additionally, they delve into the ramifications of sanctions on Russia, Iran and Venezuela and the emerging significance of India in the global energy demand landscape.

Join Paul Hickin, Stuart Penson, and Simon Ferrie in this episode of Energy Oracles, as they dissect their findings from London International Energy Week. They discuss the complex world where oil, gas, and green energy intersect, highlighting the massive challenge and rapid expansion of renewables, despite rising emissions and energy demand. The conversation also covers the pivotal role of non-OPEC production growth, the reality check on hydrogen, and the intricacies of carbon pricing in driving the energy transition. Amidst the backdrop of geopolitical shifts and economic uncertainties, this episode offers a concise exploration of the key themes shaping the global energy agenda.