Energy Oracles: Navigating uncertainty in global oil markets with S&P Global's Jim Burkhard

Energy Oracles: Navigating uncertainty in global oil markets with S&P Global's Jim Burkhard

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.

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Episoder(49)

What's up with oil? The many-headed hydra

What's up with oil? The many-headed hydra

Oil prices seem to be stuck between crude and products, the physical and financial market, between twin challenges of Russia and Iran and a seemingly endless supply that continues to defy the ‘running...

19 Aug 28min

What’s up with oil? The riddle of the unbalanced oil market

What’s up with oil? The riddle of the unbalanced oil market

Welcome to the latest podcast series launched by Petroleum Economist: 'What’s up with oil?' How can oil prices get back to where they were before the Middle East crisis with all those barrels lost? An...

2 Jul 26min

What’s up with gas? A long-term geopolitical premium for Middle Eastern LNG

What’s up with gas? A long-term geopolitical premium for Middle Eastern LNG

Welcome to another episode of a new podcast series launched by Petroleum Economist: 'What’s up with gas?' We are not out of the woods yet with regards to the US-Iran conflict, with resolution still no...

29 Jun 21min

What’s up with gas? Importers struggle as crisis drags on

What’s up with gas? Importers struggle as crisis drags on

Welcome to another episode of ‘What’s up with gas?’, a podcast series by Petroleum Economist covering key developments happening in the natural gas space.The global energy crisis is deepening, with n...

26 Mai 46min

Decarbonizing industry: Strategies and technologies discussion with the former U.S. Assistant Secretary of Energy

Decarbonizing industry: Strategies and technologies discussion with the former U.S. Assistant Secretary of Energy

In this episode, Charles McConnell, former U.S. Assistant Secretary of Energy, discusses the evolution of carbon capture, utilization,and storage (CCUS), its market dynamics in the U.S. and Europe, an...

13 Mai 21min

What’s up with gas? Europe faces gas crisis 2.0

What’s up with gas? Europe faces gas crisis 2.0

In this episode, we discuss the implications of the Hormuz blockade on the European gas market and beyond. Europe was already facing supply insecurity after a cold winter, and the blockade and a thinl...

11 Mar 41min

Energy dominance as diplomatic leverage

Energy dominance as diplomatic leverage

In this podcast, Petroleum Economist is joined by Matthew McManus to discuss how energy sanctions have become one of Washington’s most powerful diplomatic tools. Matthew is a visiting fellow at the Na...

4 Mar 30min

AI, twins and tough choices: Navigating oil and gas in 2026

AI, twins and tough choices: Navigating oil and gas in 2026

In 2026, what will define success in the oil and gas industry? In this podcast, industry experts Jorge Herrera and Aneel Bhandari examine the need to master cost control, risk visibility and operation...

28 Nov 202521min

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