Chief economists & head analysts on the global oil market outlook post-pandemic

Chief economists & head analysts on the global oil market outlook post-pandemic

Global oil markets, already bracing for slower demand pre-COVID, have been rocked this year by the pandemic, price war, and other seismic shifts to business and industry. Now facing even more constrained demand, a new price environment, capital discipline pressures, revamped shale models, a growing EV movement, and more, what is the range of scenarios and uncertainties that producers must navigate in the global oil market over the next 10 years and beyond? Chief economists from BP and ConocoPhillips and the heads of oil market research at OPEC and IHS Markit discuss the trends and structural changes that are shaping global oil post-pandemic.

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Episoder(131)

David Rabley, Accenture, on Why AI Is a Business Strategy, Not an IT Project

David Rabley, Accenture, on Why AI Is a Business Strategy, Not an IT Project

Recorded live at CERAWeek 2026, this episode features David Rabley, Global Energy Strategy Lead at Accenture, in conversation with Atul on how energy companies are moving AI from experimentation to re...

8 Apr 19min

Morten Wierod, ABB, on the Shift from Energy Transition to Energy Expansion

Morten Wierod, ABB, on the Shift from Energy Transition to Energy Expansion

The energy transition is increasingly becoming an energy expansion, as electrification, industrial growth and AI-driven demand accelerate the need for reliable electricity. In this episode, Morten Wie...

19 Mar 24min

Marsh & Oliver Wyman on Why Energy Risk Is Now a Boardroom Issue

Marsh & Oliver Wyman on Why Energy Risk Is Now a Boardroom Issue

Energy demand continues to grow, but the defining feature of today's energy system is volatility. In this episode, Nick Studer, Incoming Chief Executive Officer of Marsh Risk, President and Chief Exec...

17 Mar 26min

Meg Gentle, HIF Global, on Scaling E-Fuels for Aviation and Heavy Transport

Meg Gentle, HIF Global, on Scaling E-Fuels for Aviation and Heavy Transport

Low-carbon fuels could work in today's engines, pipelines and refineries—without rebuilding the entire energy system. Meg Gentle, Executive Director of the Board at HIF Global, joins Atul Arya to disc...

12 Mar 23min

José Fonrouge, Ternium, on Decarbonizing Steel in a Two-billion-ton Industry

José Fonrouge, Ternium, on Decarbonizing Steel in a Two-billion-ton Industry

Steel accounts for 9% of global greenhouse gas emissions—making it one of the most challenging sectors to decarbonize. José Fonrouge, Global Environmental Director at Ternium, joins Atul to discuss th...

10 Mar 25min

Kim Hedegaard, Topsoe, on Moving Beyond the Hydrogen Hype

Kim Hedegaard, Topsoe, on Moving Beyond the Hydrogen Hype

Green hydrogen is entering a more disciplined phase—where project viability and secured offtake matter more than headline announcements. In this episode, Kim Hedegaard, CEO of Power-to-X at Topsoe, jo...

5 Mar 23min

Hanna Grene, Microsoft, on Matching 100% of Global Electricity Demand with Renewables

Hanna Grene, Microsoft, on Matching 100% of Global Electricity Demand with Renewables

Microsoft has matched 100% of its annual global electricity consumption with renewable energy—contracting 40 gigawatts across 26 countries.   Hanna Grene, Global Go-to-Market and Innovation Leader fo...

26 Feb 26min

Bill Newsom, Mitsubishi Power Americas, on the Race to Deliver Power at Scale

Bill Newsom, Mitsubishi Power Americas, on the Race to Deliver Power at Scale

Heavy-duty gas turbine demand in the Americas has grown more than six-fold in five years, a clear signal that the power sector is racing to deliver new generation capacity.   Bill Newsom, President a...

24 Feb 24min

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