EnergyCents

Media and forecasters are increasingly making past-is-prologue comparisons between the 1970s and the coming 2020s, flagging potential parallels in pandemics, protests, and presidential campaigns. What can we learn from the 1970s as we consider energy markets in the coming decade?

IHS Markit's Financial and Capital Markets Energy Research team discusses whether the rapid oil-price increase on the back of COVID-19 economic shutdowns has gotten overheated, and what near-term response to expect from North American producers.

Our Asia-Pacific upstream research team explores the future of Chinese national oil companies. Balancing energy security priorities with the oil and gas declines during this downturn could mean different strategies and priorities for China's NOCs compared to the previous oil market crash. Learn more insights at www.ihsmarkit.com/energyblog.

The interconnectedness of the North America oil and gas industry means ripples are felt throughout the value chain. Our experts share the outlook for North America crude, financials and gas. Learn more about the North America outlook at https://ihsmarkit.com/research-analysis/the-north-america-oil-and-gas-industry-enters-survival-mode-.html

From a global perspective, conventional exploration and discoveries are at the lowest level in seven decades. In many ways, the rise of unconventional resources has diverted investment away from conventional E&P. But, the interplay of peak oil demand, operator specialization and the energy transition continue to factor into exploration. What does the exploration future look like? Our experts Jerry Kepes and Keith King discuss on the podcast.

After falling to its lowest weighting in the S&P 500 and facing climate change headwinds, the state of energy investment may have hit crisis-level. How will E&P companies deliver growth? And, how does the financial community see the energy segment? Our financial and capital markets experts join the podcast to discuss.

Our experts take a walk down memory lane with us as we explore their 2019 expectations for upstream oil and gas markets. Plus, we play a fun upstream energy version of "Would you rather" - focused on what's ahead in 2020.

Offshore wind is seen by many as an emerging low-carbon opportunity where certain oil and gas firms can leverage competitive advantages from their established expertise in offshore projects. Rapidly falling costs, new technology and policy support have helped firms create value in offshore wind projects. But, is it a sustainable opportunity for offshore oil and gas companies?

Amid concerns of credibility, cash flows and carbon, investors are shying away from the oil and gas industry. What's behind investor apathy? And, how are E&P strategies changing? IHS Markit experts from our financial services and energy businesses take a look from both the investor and operator viewpoints.

Electric fracking promises a number of advantages including some cost reductions, noise reductions, emission reductions and more. So, what's the downside? Why aren't more operators moving to electric fracking? Our cost & technology analyst, Jesus Ozuna, gives an overview.