Shows / EnergyCents
EnergyCents
IHS Markit is now part of S&P Global. Hear exclusive energy insights and analysis, and engage with our experts as we explore the complex environment that shapes global energy markets. Follow EnergyCents, featuring our experts discussing the intersection of the financial and energy industries.
Episodes
EnergyCentsEnergyCents- Ep 89: Theory of constraints: Service-sector capacity limits shale-sector reinvestment
The US shale sector is awash in cash on the strength of commodity prices and prudence of operations. North America upstream experts Reed Olmstead and Imre…
EnergyCentsEnergyCents- Ep 88: Getting it done: Climate Week NYC event seeks global action
Climate Week NYC runs September 19-25 in Manhattan, during a week when the city will also be crowded with dignitaries attending the United Nations General…
EnergyCentsEnergyCents- Ep 87: IRA: How the recently passed legislation affects North America Power markets
The broad-reaching Inflation Reduction Act (IRA) includes a mix of federal incentives to motivate clean-energy investment that will mitigate emissions-related…
EnergyCentsEnergyCents- Ep 86: Balancing act: COP27 and the influence of energy security on a climate agenda
Egypt hosts the 2022 United Nations Climate Change Conference, also known as COP27, this November. The event takes place during a year when energy security has…
EnergyCentsEnergyCents- Ep 85: Evolving models: Utilities and the rate-case conundrum of distributed generation
Utilities and their commissions are watching customers embrace distributed generation and battery investments that could impact existing rate design and…
EnergyCentsEnergyCents- Ep 84: Aligning Incentives: Africa balances oil discoveries with climate ambitions
Governments of resource-rich countries in Africa find themselves at a crossroads as oil and gas operators weigh stranded-asset risk before committing to…
EnergyCentsEnergyCents- Ep 83: Stopgap? European energy crisis drives renewed interest in nuclear power
Policy makers are returning their attention to nuclear power as a potentially low-emission, reliable generator of electricity. Most recently, the European…
EnergyCentsEnergyCents- Ep 82: Electric factory: building codes look to gas bans as decarbonization goals loom
Washington state in April became the first state to adopt all-electric standards for new commercial and multi-family constructions. The move follows similar…
EnergyCentsEnergyCents - Ep 81: Throwback: coal markets boom after years of being unfashionable
Global coal prices are at multi-decade highs as post-CoVid demand spikes in the face of underinvested supply. Coal Markets Expert Taylor Kuykendall, a…
EnergyCentsEnergyCents- Ep 80: Sail Away: Demand for LNG floating regas units booms post Ukraine invasion
The LNG industry counts 48 floating regasification and storage units (FSRU) in its global fleet, and demand has exploded as Europe seeks gas-supply optionality…
EnergyCentsEnergyCents- Ep 79: Frenemies: The coexistence of electrons and molecules in meeting climate goals
Energy-directed capital has long been biased to the molecule thanks to the global scale and operational efficiencies of fossil fuels. Focus has, in some ways…
EnergyCentsEnergyCents- Ep 78: Incumbents' dilemma: oil majors and their low-carbon ventures
The global energy sector, largely defined by the traditional businesses of oil and gas companies, is increasingly associated with cleantech investment and…
EnergyCentsEnergyCents- Ep 77: It's getting hot in here: US natural gas enters summer with unusual tightness
The United States is entering summer with natural gas prices approaching $9/mcf and Lower 48 storage levels 15% below the five-year average, and North America…
EnergyCentsEnergyCents- Ep 76: Extraordinary times: oil markets adapt to Russian constraints
Russian sanctions have fundamentally altered commodity market conditions, how oil is priced, and the framework used by market participants to form forward…
EnergyCentsEnergyCents- Ep 75: Bottlenecks: Mainland China constraints pressure booming solar sector
Global solar installations were expected to grow more than 30% in 2022 before COVID restrictions in mainland China impacted operations of the world's largest…
EnergyCentsEnergyCents- Ep 74: Leadership Spotlight: Andy Marsh, Plug Power CEO
Plug Power Inc., headquartered in Latham, N.Y. is working to build an "end-to-end green hydrogen ecosystem" with support from large customers and joint-venture…
EnergyCentsEnergyCents- Ep 73: Drilling on Wall Street: Global upstream M&A bounces from pandemic lows
Global Upstream merger and acquisition activity increased in 2021 after pandemic-led uncertainty and a reset in the shale sector forced moderation in 2020…
EnergyCentsEnergyCents- Ep 72: Hope floats: Offshore wind industry looks beyond bottom-fixed installations
Nearly 80% of the world's potential offshore wind resources are in waters deeper than 60 meters or in waters with poor seabed conditions. These winds cannot be…
EnergyCentsEnergyCents- Ep 71: Ship shape: Waterborne tanker movements reveal commodity-trade clues
COVID restrictions and Russia sanctions upended seaborne trade patterns over the past several years and are now contributing to levels of consumer price…
EnergyCentsEnergyCents- Ep 70: Sparks fly: The opportunities and challenges in electrifying Africa
Many of the more than 1 billion people living in 49 sub-Saharan Africa countries are underserved by reliable electricity generation, leaving a massive…
EnergyCentsEnergyCents- Ep 69: A change is gonna come: Digesting oil majors' fourth quarter earnings
What a difference a year makes: energy equities are outperforming the broader stock market, and oil majors are well positioned in 2022 to return cash to…
EnergyCentsUpstream in Perspective- Ep 45: Insights on the Vaca Muerta
Vaca Muerta Shale play is the most important unconventional resource play outside North America. Over the last decade, it has seen significant improvements in…
EnergyCentsEnergyCents- Ep 68: Ukraine: War, sanctions, and implications for European gas markets
Western governments quickly responded to Russia's late February invasion of Ukraine with economic sanctions to discourage further escalation of conflict and…
EnergyCentsEnergyCents- Ep 67: Top 10: The biggest cleantech trends to watch in 2022
IHS Markit's cleantech team released its "Top 10 clean technology trends in 2022" earlier this year, placing bets on the biggest expected movements across…
EnergyCentsEnergyCents- Ep 66: Fuel switching: Refineries consider growth options as traditional demand wanes
Structural declines in fuel demand will lead to reduction in global refining capacity over the coming years and decades. Where then might lie opportunities for…
EnergyCentsEnergyCents- Ep 65: Crew change: EPCs look to apply expertise to large-scale low-carbon projects
Global Engineering, Procurement, Construction (EPC) firms have long embraced project-management opportunities with partners in oil and gas, particularly when…
EnergyCentsEnergyCents- Ep 64: WFH: How the loss of commutes has changed mobility and fuel expectations
Before the pandemic, more than 25% of vehicle miles traveled in the United States came from commuting. Professionals are now working from home some, or all, of…
EnergyCentsEnergyCents- Ep 63: Popularity contest: Batteries, hydrogen, and the race for cleantech capital
Battery and hydrogen technologies have emerged as two of the highest profile ideas to lower the world's carbon emissions. Battery technology is further along…
EnergyCentsEnergyCents- Ep 62: Mind the gap: Asia struggles to attract net-zero investment as targets near
Asian countries will generate about 70% of the world's electricity demand growth between 2021 and 2025. And most of these markets are on track to fall short of…
EnergyCentsEnergyCents- Ep 61: High expectations: Can clean and traditional energy both outperform in 2022?
There's a degree of consensus from financial prognosticators that energy equities from both the low-carbon and traditional sectors will outperform in 2022. IHS…
EnergyCentsEnergyCents- Ep 60: Scope creep: Upstream sector shifts attention to emissions
Oil and gas producers made headlines in 2021 selling "net-zero oil" thanks to the purchase of carbon offset credits to mitigate Scope 1 and Scope 2 emissions…
EnergyCentsEnergyCents- Ep 59: Review and resolution: Shale sector activity in 2021 and 2022
EnergyCents welcomes back IHS Markit shale sector experts Reed Olmstead and David Vaucher for our annual year-in-review episode. We check in to see how well we…
EnergyCentsEnergyCents- Ep 58: Good COP, Bad COP: The Road from COP26
After months of high expectations, the UN conference COP26 concluded in November and left many climate enthusiasts wishing there had been more substantial…
EnergyCentsEnergyCents- Ep 57: Supply anxiety – Physical tightening gives legs to recent oil price rally
Oil markets find themselves at the intersection of fear and greed with supply concerns and fear-of-missing-out enthusiasm pushing prices into a higher band for…
EnergyCentsEnergyCents- Ep 56: Autumn of discontent: Europe wrestles with spiking natural gas prices
European natural gas prices have more than tripled in 2021 on the back of a post-Covid demand surge that has far outpaced supply – and all before the beginning…
EnergyCentsEnergyCents- Ep 55: Energy rations: China seeks balance ahead of seasonal spike in power demand
The Chinese saying, 摸着石头过河, translates roughly in English to "touching the stones to cross the river" and describes the need to embrace an often-indirect path…
EnergyCentsEnergyCents- Ep 54: New configurations: The practicalities of transitioning US gas and power markets
Transitioning United States power and gas markets to a net-zero economy requires coordinate policy and infrastructure strategies that don't neglect…
EnergyCentsEnergyCents- Ep 53: Oil sands: Specialists seek opportunity within a more concentrated play
Competition within the Canadian oil sands has concentrated among a few specialists as carbon-concerns contribute to divestments from more diversified players…
EnergyCentsEnergyCents- Ep 52: Walking the walk: the diplomatic alliances that may chart success at COP26
The climate-policy arena shifts in November to COP26 in Glasgow, Scotland, after a closely watched UN General Assembly session in New York this September that…
EnergyCentsUpstream in Perspective- Ep 44: Exploring the prospects for Brazil's presalt polygon
Brazil's presalt is a world-class resource play that is becoming a core region for several major operators. Nevertheless, challenges remain, namely Brazil's…
EnergyCentsEnergyCents- Ep 51: Electric Warriors: EVs, battery networks and the drive for differentiation
Investors, disruptive start-ups and original equipment manufacturers (OEMs) are hunting for the points of competitive differentiation that will drive the…
EnergyCentsEnergyCents- Ep 50: Talent whispers: The quiet potential of natural gas in meeting climate goals
Not all fossil fuels are created equal, and natural gas holds some advantage relative to its carbon-moleculed peers as climate ambition influences global…
EnergyCentsUpstream in Perspective- Ep 43: Upstream capital costs are on the rise
Upstream Capital Cost Service (UCCS) Discussions is a new addition to the Upstream in Perspective podcast. In these conversations, analysts from the UCCS will…
EnergyCentsEnergyCents- Ep 49: A delicate balance: Oil giants weigh returns profile of greener portfolios
Low-carbon investment by oil majors has historically generated lower volatility and lower returns relative to capital directed at oil and gas projects. How…
EnergyCentsEnergyCents- Ep 48: Release and catch: CCUS initiatives seek scale as net-zero pledges accelerate
Carbon, Capture, Utilization, and Sequestration projects, or CCUS, involve well-established technologies that have yet to reach the commercial scale to…
EnergyCentsEnergyCents- Ep 47: Rationalize or reinvent: The future of fuel retail stations in downstream
Global majors began expanding the footprint of their fuel retail stations in 2017 after more than a decade of site reductions. What explains this renewed…
EnergyCentsEnergyCents- Ep 46: New ventures: The business of upstream exploration in a decarbonizing world
The role of upstream exploration is changing as oil and gas companies prepare for growth in a lower-carbon business environment. IHS Markit Chief Upstream…
EnergyCentsEnergyCents- Ep 45: Live wire: Extreme weather challenges a reliable, clean, and affordable grid
Californians approach the anniversary of 2020's unexpected blackouts during a year that has already seen extreme-weather events impact residents of Texas…
EnergyCentsEnergyCents- Ep 44: A sense of urgency: Why COP26 matters to energy investors
A sense of urgency will define the proceedings at the United Nations' 26th Conference of the Parties (COP26) this coming November. Policy makers and…
EnergyCentsEnergyCents- Ep 43: Beyond oil: The growing role of biofuels in a decarbonizing refining sector
Global investment in biofuels continues to ramp up as the refining sector optimizes its portfolio beyond traditional fossil fuels. IHS Markit biofuels experts…
EnergyCentsEnergyCents- Ep 42: Texas Forever: Why Houston will maintain its role as the world's energy capital
More than 20% of Houston GDP relates to activities in the traditional energy industry – a sector that is being disrupted by innovation in low-carbon energies…
EnergyCentsUpstream in Perspective- Ep 42: Oil and gas labor market challenges and outlook
Upstream Capital Cost Service (UCCS) Discussions is a new addition to the Upstream Perspective podcast. In these conversations, analysts from the UCCS will…
EnergyCentsEnergyCents- Ep 41: It's complicated: An economy's messy relationship with gas on a path to net zero
Natural gas has historically reduced CO2 emissions when displacing coal in power generation and remains a significant player in the global energy mix in 2050…
EnergyCentsEnergyCents- Ep 40: Entrance fees: EU set to consider levy on border-crossing carbon
High-carbon imports into the European Union pose challenges to the EU reaching its net-zero ambition by 2050. A proposed Carbon Border Adjustment Mechanism, or…
EnergyCentsEnergyCents- Ep 39: Dear Prudence: Shale sector fortifies balance sheets as cash reinvestment falls
The median first-quarter 2021 cash flow reinvestment rate for the oil-focused US E&Ps came in at an austere 43%, exceeding the expectations of many analysts…
EnergyCentsEnergyCents- Ep 38: Growing pains: Adolescent solar industry challenged by supply-chain tightness
Cleantech investors find themselves on a 'Solar Coaster' as equity volatility reflects the industry's challenge of meeting fast-growing demand through…
EnergyCentsEnergyCents- Ep 37: Demand drivers: The promise of hydrogen and the call on capital
IHS Markit expects annual spending on low-carbon Hydrogen production could increase to $50 billion (with a "b") by 2030, from around $50 million (with an "m")…
EnergyCentsEnergyCents- Ep 36: Mo money mo problems: Can oil producers hold the line amid rising cash flows?
Oil markets find themselves in a good place as North America shale producers show continued restraint, and OPEC+ manages its response to post-COVID demand to…
EnergyCentsEnergyCents- Ep. 35: Guess who's back (back again)? US grabs the mic in global climate discussions
President Joseph Biden's proactive commitment to low-carbon energy policy returns the United States to a leadership position within the international dialogue…
EnergyCentsEnergyCents- Ep 34: Charged up: Solid-state batteries seek next-generation market share
Specialized start-ups and diversified incumbents are in a race to develop next generation technology that will improve safety and performance of batteries used…