In this episode of the CERAWeek Podcast, Atul Arya hosts James R. Burkhard and Shin Kim from S&P Global, diving deep into the current state and outlook of oil markets. They explore the unexpected calmness amidst physical and geopolitical disruptions, examining factors influencing prices and the effectiveness of price caps. The conversation also delves into developments in Russian oil production and exports, alongside the growing share of non-OPEC production globally. With insights into the enduring US production boom and evolving oil demand dynamics, including the impact of electric vehicles (EVs), they speculate on future demand drivers and potential peaks. Looking ahead to CERAWeek, they highlight key focus areas for the energy industry amid shifting market dynamics.

In the upcoming episode of the CERAWeek Podcast, host Atul Arya is joined by Shankari Srinivasan and Catherine Robinson from S&P Global Commodity Insights to discuss the current state of the global gas market. They analyze the impact of recent US government decisions on LNG export permits and explore the ongoing debate surrounding natural gas as a transition fuel. The conversation delves into definitions of low carbon gases, including hydrogen, and examines critical factors for scaling green hydrogen, such as technology, finance, and business models. Additionally, they explore the potential competitive advantage for the US in creating a green hydrogen industry under the International Renewable Energy Agency (IRA) and highlight the importance of low carbon gases in the energy transition. The episode concludes with insights into what attendees can expect at CERAWeek regarding natural gas, LNG, hydrogen, and low carbon gases.

In this episode of the CERAWeek Podcast, Atul Arya, Chief Energy Strategist, S&P Global is joined by Carlos Pascual, SVP, Geopolitics and International Affairs, S&P Global, to dissect the aftermath of COP28, scrutinizing its outcomes and the energy sector's contributions. They explore achievements in methane emissions reduction and evaluate the impact of the Inflation Reduction Act (IRA) on a global scale.

Shifting focus to geopolitical landscapes, Arya and Pascual analyze current global dynamics, including surprising stability in oil markets amidst broader turbulence. They delve into the pivotal US-China relationship concerning energy and climate and examine the volatile European energy markets. Looking ahead to CERAWeek 2024, they provide insights into themes and discussions at the intersection of geopolitics and climate change, offering a glimpse into critical dialogues to come.