Shell’s Peter Wood on AI, future energy scenarios and trade turning points

Let’s Talk Energy and welcome our first special guest, Shell’s Chief Energy Advisor, Peter Wood. Peter joined us on the sidelines of the Rystad Energy 2025 EMEA Summit in London to discuss how AI is impacting the evolution of energy, the role of major oil companies in that evolution and the challenges of navigating a rapidly changing future. Is AI a solution or a hurdle in achieving climate targets? How are incumbent energy companies trying to balance the demands of investors today, while also developing expertise in tomorrow’s markets? How will more competitive economic and geopolitical landscape impact both energy and climate? Further analysis: Shell’s Energy Scenarios (non-clients)AI energy demands could bring benefits not just burdens (non-clients)Power-hungry data centers aim for net zero with flexible fuel cells (clients only)Can surging US power demand turn country into next 'Electrostate'? (clients only)Supermajor Corporate Strategy Report - Shell (clients only) Let’s Talk Energy is a Rystad Energy Production.Produced by: Laura Rodriguez Skaug & Både Og.Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker & Erik Means.Follow us on: LinkedIn YouTube Instagram X