EnergyCents

Coal is widely considered a 'dirty' fossil fuel due to its high carbon intensity. The fuel is also relatively abundant and has enabled resilience within in an expanding, and transforming, energy sector. Dan Klein joins EnergyCents with hosts Hill Vaden and Sam Humphreys to review coal's record-setting 2023, and consider outlooks for the fuel as energy planners embrace lower-carbon fuels and technologies. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en Join the conversation at energycents@spglobal.com

The United States emerged as the largest LNG exporter in the world in 2023, and begins 2024 with the White House delaying decision on a new export facility. This, and other uncertainties, promise an interesting year for global LNG trade. Michael Stoppard joins EnergyCents with hosts Hill Vaden and Sam Humphreys to review big events to hit the LNG market in 2023, and consider the biggest trends to watch in 2024. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en Join the conversation at energycents@spglobal.com

EnergyCents podcast features experts Travis Hagler and Matthew Turner discussing geothermal energy technology, including its low-carbon power potential and challenges. They explore regulatory hurdles, global leaders in the field, and the transition of talent from oil drilling to geothermal projects. The episode highlights the promising future of geothermal energy, with a focus on China's role in advancing this renewable energy source.

The podcast discusses the expected investment of $750-800 billion in clean energy technology in 2024. It explores falling costs in solar and batteries and the rise of solar energy. The hosts also cover the top 10 trends in clean energy technology for 2024, including hydrogen and carbon removal credits.

In what has become an annual EnergyCents tradition, we welcome back experts Reed Olmstead and David Vaucher for our 5th annual year-in-review and resolutions episode. Hosts Sam Humphreys and Hill Vaden check in to see how well we performed against 2023 expectations, consider some of the year's biggest surprises, and share market predictions and personal resolutions for the coming year. Access prior year-end conversations with Reed and David here: 2022: A year-in-review: Energy markets, Taylor Swift, and ESG 2021: Review and resolution: Shale sector activity in 2021 and 2022 2020: Mirror, mirror on the wall: Reflections on 2020 and predictions for 2021 2019: Would you rather: 2020 upstream predictions Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en Join the conversation at energycents@spglobal.com EnergyCents team and S&P Global Commodity Insights wish you all a Merry Christmas and Happy Holidays!

Global oil traded within a price band in 2023 that largely supported both consumer mobility, and producer economics. Recent weeks have seen steady price declines as market participants consider outlooks for activity in 2024. Karim Fawaz joins EnergyCents with hosts Hill Vaden and Sam Humphreys to recap 2023, and flag the events and trends that will shape oil markets in the year ahead as market participants question the sustainability of $80+/bbl oil amid resurgent supply growth and repeat OPEC+ cuts. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en Join the conversation at energycents@spglobal.com

Rebecca Vyse, North Sea expert, discusses the emergence of carbon capture investment in the North Sea, focusing on the Equinor-led Northern Lights project. They explore Norway's advantages for CCS, government support, storage sites, and future impact on the energy sector.

Offshore wind expert Andrei Utkin discusses the rise of offshore wind in the North Sea, challenges in the low-carbon technology sector, and the transition from oil and gas to renewable energy. Topics include the advantages of the North Sea for wind projects, evolving subsidies and costs, offshore wind projects in various countries, and the future of offshore wind energy in the North Sea.

The North Sea is one of the greatest tangible examples of a transitioning, or evolving, global energy sector. The offshore play is historically recognized for its prolific oil and gas production. Those projects continue today alongside large-scale investments in wind and carbon capture, each with varying levels of government support. Sam Humphries transitions from co-host to guest expert on this week's EnergyCents as she speaks with host Hill Vaden about recent E&P activity and the implications of related government policy on energy development in the North Sea. The episode is the first in a three-part series. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en Join the conversation at energycents@spglobal.com

Upstream expert Sarah Haggas joins to discuss E&P opportunities in gas-rich Eastern Mediterranean, focusing on failed drilling in Lebanon, ongoing appraisal in Cyprus, and the impact of geopolitics on exploration. The podcast delves into historical exploration, infrastructure challenges, and market dynamics of gas fields in the region.