Episodes

While oil demand is weakening and OPEC+ is bringing back barrels, a lack of non-OPEC supply—especially as US shale sputters—will likely see an oil market revival in 2026, says EnergyRogue.com’s Brian Pieri. Petroleum Economist’s chief economist, Paul Hickin, and Brian also explain why betting against OPEC is a fool’s errand.

Petroleum Economist explored the nexus of supply and demand fundamentals and the power of sentiment with Tamas Varga, a top oil analyst at PVM Oil Associates. With the IEA and OPEC unable to find a consensus on the oil outlook and many moving parts to tariffs, geopolitical risk, OPEC+ barrels and US production, a more nuanced approach to market direction may be required.

Petroleum Economist talked to Dr Ian Palmer, solar space scientist turned oilfield engineer, about his book How Oil and Gas Companies are Pivoting Toward Climate Change, covering carbon capture, net-zero targets, batteries and the future of fossil fuels.

Petroleum Economist sat down with Neil Quilliam to explore how Saudi Arabia is balancing oil market management, growing its gas and LNG sector and developing its renewables strategy. Neil is involved with SRMG Think, Azure Strategy Consulting and Chatham House and explains how the Kingdom’s near and long term energy vision fits with its plans to diversify its economy.

Part 2 of Petroleum Economist’s global refining analysis focuses on the Asia-Pacific region. This episode details major initiatives that are leading to additional capital expenditures for refining capacity additions, including the ability to satisfy domestic fuel demand, higher biofeedstock blending, increasing SAF production, the inclusion of petrochemical units in existing refining infrastructure and the grassroots construction of mega-integrated complexes, and much more.

In this latest series, Petroleum Economist will analyze the global refining industry. This first episode provides a breakdown of active projects globally, current capital spending on refining projects, and future distillation and secondary unit capacity additions.

Petroleum Economist sat down with Neil Crosby, AVP Oil Analytics at Sparta Commodities to discuss how the recent US move on tariffs and the decision by OPEC+ to bring back extra barrels is creating a disconnect between sentiment and physical market reality that at some point will surely meet in the middle?

Artificial intelligence (AI) is redefining the role of digital twins in the oil and gas industry, enhancing their ability to optimize operations, improve safety and reduce costs. Digital twins—virtual replicas of physical assets and processes—are already transforming maintenance strategies, streamlining production and ensuring asset reliability. However, AI takes this further by enabling real-time predictive insights, automating decision-making and ensuring a continuous “golden thread” of truste...

Petroleum Economist continues its global analysis into the global hydrogen value chain. This episode provides a detailed analysis of capital spending, regulations, partnerships and the potential Africa has to boost low-carbon/zero-carbon hydrogen production.

In this mini-series, Petroleum Economist takes a deep dive into the global hydrogen value chain. Part 1 provides a forecast of global hydrogen demand, as well as capital spending and active project developments.

Continuing with Gulf Energy Information's Women in Leadership series, we welcome Carol Lloyd, Vice President, Planning and Stewardship, ExxonMobil. In this episode, Ms. Lloyd discusses various aspects of her respected career, including mentorship, building a professional network, increasing credibility and influence within an organization, and other aspects of being a leader in the energy industry.

This episode dives into the outlook for the LNG market in 2025 and beyond, including how LNG will be traded and supply and demand fundamentals moving forward.

In this episode, adapted from the Gulf Energy Information webcast, the editors of World Oil, Petroleum Economist, Pipeline & Gas Journal, Hydrogen Economist and Hydrocarbon Processing discuss how Trump's incoming administration will shape global energy markets and the effects of future policy and regulations. Key topics include regulatory changes, adjustments in subsidies and taxes, and potential impacts on the oil, gas, and renewable energy sectors worldwide.

Digital twins are now widely accepted as a mainstream technology, transforming industrial facilities worldwide. A recent survey of 660 senior executives across 11 industries demonstrated clear operational benefits, with average cost savings and revenue gains of 19%. The next generation of digital twins, however, will play an even more strategic role by addressing critical challenges faced by asset-intensive industries: Workforce challenges: Addressing issues such as the ongoing decrease in the a...

In this episode, Petroleum Economist speaks with Amanda Martin, Global Communications Lead, Global Impact Coalition, to discuss how her organization is working with some of the largest petrochemical/chemical producers to reduce carbon emissions and facilitate circularity in the global petrochemicals sector.

Leading up to the Women's Global Leadership Conference in Energy, Gulf Energy Information sat down with Caroline Alting, Senior Vice President, Operational Excellence, Noble Corporation. In this episode, Ms. Alting discusses her career progression and the role of women in the oil and gas industry, including major inflection points of her career, advice for attracting and retaining female talent, advice for young women starting their career and much more.

Petroleum Economist sat down with Neil Atkinson, Independent Energy Analyst and former head of the Oil & Industry Markets Division of the IEA, to discuss the intertwined histories of the IEA and OPEC.

This episode of the Carbon Economist Podcast focuses on the current landscape and advancements in Carbon Capture and Storage (CCS) in Europe. Hosted by Paul Hickin, editor in chief at Carbon Economist, the episode features Caterina de Matteis, senior policy manager for IOGP Europe. Discussed topics include the challenges, advancements, and partnerships in CCS, cost and regulatory issues, commercial risks, and stakeholder cooperation. Emphasis is placed on the evolving policies supporting CCS ini...

The oil market is waiting for clarity on oil demand given a lack of consensus over the outlooks outside the big consumers and is asking questions over oil balances mainly with gasoline and diesel given the arrival of big refiners like Dangote and the impact on the rest of the downstream industry, says Commodity Context founder Rory Johnston in an interview with Petroleum Economist editor-in-chief Paul Hickin. He also highlights the market’s nagging doubts as to what price point OPEC+ is looking ...

Namibia’s oil output may reach the same scale as Guyana and could demonstrate to both Africa and the world the transformative power of oil, says African Energy Chamber’s executive chairman NJ Ayuk. In a conversation with Petroleum Economist’s editor-in-chief, Paul Hickin, Ayuk points out the crucial and growing role gas will play in meeting the continent’s energy security, affordability and sustainability needs, the importance of a sound fiscal and regulatory framework and the need to lure inter...

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 ...

In this episode of Energy Oracles, Stuart Penson, editor of Carbon Economist and Hydrogen Economist, is joined by Jeroen Van Hoof, Chair of the World Energy Council, Netherlands, and Chair of the 2024 World Energy Congress Organising Committee. They delve into the multifaceted challenges and opportunities of the energy transition in Europe, focusing on the pathways to achieving net zero. Jeroen shares insights from his extensive experience in the energy sector, discussing the current state of re...

In this episode of "Energy Oracles," Stuart Penson converses with Dr. Angela Wilkinson, Secretary General & CEO of the World Energy Council, about the nuances of the energy transition. Dr. Wilkinson shares insights from her journey towards advocating for sustainable energy practices, covering the importance of addressing energy transitions with a holistic approach, focusing on decarbonisation, diversity and digitalisation. Highlighting the upcoming World Energy Congress in Rotterdam, Dr. Wilkins...

In this episode, Simon Ferrie engages with David Fyfe, chief economist at Argus Media, in a deep dive into the current state and future outlook of the global oil markets amidst ongoing conflicts, economic sanctions and the unpredictable dynamics of supply and demand. They explore the significant divergences in OPEC and IEA demand outlooks, dissect the reasons behind slow demand growth and forecast the future of oil production cuts. Additionally, they delve into the ramifications of sanctions on ...