Oil Majors in a Post-Covid World
Interchange Recharged26 Maalis 2021

Oil Majors in a Post-Covid World

The oil majors are slowly recognizing that in a decarbonized world their fundamental business is going to have to change.

So what are they thinking? Where are they deploying resources -- and not deploying resources?

Ed Crooks is the right person to ask. He’s our oil major whisperer. He Vice Chair for the Americas at Wood Mackenzie.

Last time we had him on the show was in May of 2020 when the pandemic-driven collapse of oil demand sent key oil prices negative.

Ed talks with our host Shayle Kann about the rebound since then and how oil and gas companies are using this new influx of cash.

They discuss the longstanding differences between American and European oil majors: The Europeans are more aggressive on new energy investments; the Americans are more conservative. Does this distinction still hold, even under the rising pressure of shareholders, employees and governments on these companies to take climate action?

And if they’re not going to invest directly in renewables and power, how will their business models change in a decarbonized world? Shayle and Ed talk about what it would mean to become a “carbon management company.”

They also talk about the differences between 1.5- and 2.0-degrees-celsius worlds and what each would mean for oil and gas companies.

Finally, they read the tea leaves on carbon pricing. Does the Biden administration’s aggressive stance on climate change the political chances of legislation in the U.S.?

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(358)

Re-release: Flexibility as a service: Can Octopus's acquisition of Uplight finally make US residential VPPs work?

Re-release: Flexibility as a service: Can Octopus's acquisition of Uplight finally make US residential VPPs work?

Millions of enrolled devices, 60 utilities, and the participation rate gap that's been embarrassing the US market for a decade. US residential virtual power plants have been a promising idea that's co...

3 Marras 45min

Re-release: Fuel cells are powering AI data center demand: they’ve moved from interesting clean tech to major player

Re-release: Fuel cells are powering AI data center demand: they’ve moved from interesting clean tech to major player

We're looking back at some of our most popular episodes of the year. Here is one from January this year.US data centre announcements are averaging 435MW a month, and there’s around 175GW of large-load...

20 Loka 43min

Re-release: Building the plane while it’s flying: data centers, utilities, and the new rules of power

Re-release: Building the plane while it’s flying: data centers, utilities, and the new rules of power

After more than a decade of flat demand, the US power sector is now facing explosive growth, arriving faster than grids, generation, and transmission can be built. In this episode, Interim host of Int...

6 Loka 44min

When hydro is no longer enough: Colombia’s race to diversify before the next El Niño

When hydro is no longer enough: Colombia’s race to diversify before the next El Niño

Colombia’s power system was built around a powerful advantage: abundant hydropower backed by domestic gas, delivering electricity that was relatively cheap, relatively clean, and largely local. But th...

22 Syys 42min

The fastest path to more power: How advanced conductors could unlock grid capacity without new transmission

The fastest path to more power: How advanced conductors could unlock grid capacity without new transmission

The pressure on the power system is no longer theoretical. AI, data centers, electrification, and new industrial load are arriving faster than utilities can build generation and transmission through c...

15 Syys 46min

 Speed to power: Why data-center load growth is creating a new opening for C&I solar, storage, and microgrids

Speed to power: Why data-center load growth is creating a new opening for C&I solar, storage, and microgrids

After a decade of flat demand, power markets are being forced to absorb a very different problem: rapid load growth arriving faster than transmission, large-scale generation, and utility interconnecti...

8 Syys 49min

Thorium’s nuclear pitch: Can molten salt reactors cut cost, use waste, and scale faster than conventional designs?

Thorium’s nuclear pitch: Can molten salt reactors cut cost, use waste, and scale faster than conventional designs?

Electricity demand is rising, capital is tightening, and nuclear is back in the conversation as utilities, governments, and large power users look for firm low-carbon supply. But the central question ...

25 Elo 39min

The inverter security turn: How Europe and the US are redrawing solar procurement around Chinese hardware

The inverter security turn: How Europe and the US are redrawing solar procurement around Chinese hardware

Solar demand remains strong, storage is scaling fast, and inverter technology is becoming more central to how modern power systems actually function. But the conversation around inverters is no longer...

11 Elo 38min

Suosittua kategoriassa Liike-elämä ja talous

vallattomat
sijotuskasti
mimmit-sijoittaa
rss-rahapodi
rss-oivalluksia-rahasta-elamasta
psykopodiaa-podcast
rss-inderes
ostan-asuntoja-podcast
rss-yritys-ja-erehdys
rss-hereilla
pomojen-suusta
rss-paasipodi
rss-pelastetaan-strategia
rahapuhetta
rss-sami-miettinen-neuvottelija
leadcast
yrittaja
rss-sahkaripodi
sijoituspodi
asuntoasiaa-paivakirjat