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All Episodes

Let's Talk Energy — 49 episodes

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Title
1

How data centers and natural disasters are pushing the grid to its limits

2

Why the Permian Basin won’t replace lost Middle East oil, with Jai Singh and Matthew Bernstein

3

Host note: Back in August and future plans

4

How AI is reshaping the way we build, run and secure the grid, with Microsoft's Per Christian Honningsvaag

5

How a decade of underinvestment is reshaping the global hunt for oil, with APA Corporation's Tracey Henderson

6

Why the world's cheapest oil is now its riskiest investment, with Olga Savenkova and Schreiner Parker

7

How data center growth is slowing the US shale comeback, with Ryan Hassler and Marauder Capital's Roe Patterson

8

How the worst oil crisis ever recorded could end in energy abundance, with Claudio Galimberti

9

Why Iranian oil could be the biggest energy story of the decade, with Aditya Saraswat

10

The AI arms race has a critical minerals problem, with Michael Walshe and Jeff Dickerson

11

Running on empty: How the Middle East war is squeezing jet fuel markets, with Susan Bell

12

Asia's oil scramble is reshaping crude markets, with Lin Ye and Priya Walia

13

How Malaysia is looking to seize its upstream opportunity, with Petronas SVP Datuk Bacho Pilong

14

The Hormuz crisis and the real cost of a barrel of oil, with Paola Rodriguez-Masiu

15

Energy insecurity is changing the case for renewables, with Vegard Vollset

16

How the Middle East war is reshaping Asia’s upstream strategy, with Prateek Pandey

17

Will power-hungry data centers overwhelm the grid? With Fredrik Ellekjær and Victoria Fethke

18

Can offshore wind bounce back after stormy 2025? With Alex Fløtre and Venterra CEO Ed Daniels

19

Could Middle East conflict break energy supply chains? With Matthew Fitzsimmons

20

Middle East escalation and the scramble for LNG, with Sindre Knutsson

21

How will Middle East conflict impact energy and the economy? With Rystad Energy Chief Economist Claudio Galimberti

22

Cheap no more: How rising demand is reshaping US natural gas, with Artem Abramov and Jai Singh

23

Is trade key to cutting global emissions? With Jon Erik Remme and Patrick King

24

Is China’s falling LNG demand a warning sign for global markets? With Wei Xiong

25

How new tech is moving geothermal from niche to mainstream, with Alexandra Gerken

26

Next-gen nuclear and the rise of SMRs, with Carlos Torres Diaz and Natura Resources' Douglass Robison

27

What’s next for Venezuela? Oil production, global markets and foreign investment, with Jorge León

28

Supply, demand and geopolitics: Oil markets in 2026 with Janiv Shah and General Index's Corey Stewart

29

A quick holiday thank you; back 14 January 2026

30

A glimpse into energy in 2026, with Jarand Rystad

31

The next US shale hotspot: Western Haynesville, with Matthew Bernstein

32

The North Sea is the key to European energy security, with Simon Sjøthun

33

Non-OPEC+ oil growth finds its engine in South America, with Radhika Bansal

34

COP30 and carbon markets in the age of climate pragmatism, with Jeffrey Dickerson and Petter Aspestrand

35

Who will make money in the energy industry in 2026? With Rystad Energy Deputy CEO Lars Eirik Nicolaisen

36

Dawning of the next era of energy, with Jon Hansen and Lars Nitter Havro

37

Six trends shaping Middle East energy ahead of ADIPEC, with Aditya Saraswat & Valerie Panopio

38

Lessons from Australia's wildly volatile power market, with Gero Farruggio

39

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

40

What China’s oil stockpiling means for OPEC+, prices and global trade, with Lin Ye

41

Shipping has a plan to go green, but will it work? With Jo Friedmann and Junlin Yu

42

Clearing the air on carbon capture, with Yvonne Lam

43

European power markets at a turning point, with Iben Frimann-Dahl and Francesca Bjørnflaten

44

The future of global energy demand, with Claudio Galimberti and Jorge León

45

Winners and losers in Trump’s energy agenda, with Mike McCormick

46

How oil majors are attracting investors, with Olga Savenkova

47

Energy transition vs. energy addition, with Jarand Rystad

48

The looming oil supply challenge, with Artem Abramov

49

Let's Talk Energy - Launching 13 August