Let's Talk Energy
Podcast Description
Let’s Talk Energy is a podcast from Rystad Energy that delivers timely, expert-led insights into the global energy landscape. Hosted by Noah Brenner, who has covered the evolution of energy for more than 20 years, each episode features in-depth conversations with Rystad Energy experts, as well as the occasional special guest.
Together, we explore the most important developments shaping the energy world, from oil production and power demand to market-moving geopolitics. Whether you're an industry veteran or simply curious about energy and its impact to our world, you'll find clear and thoughtful discussions.
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Podcast Insights
Content Themes
The podcast focuses on key developments in the energy sector such as oil production, power demand, and market-driven geopolitics. Episodes explore pressing issues like oil supply challenges, the impact of technology on exploration efficiency, and reserve replacement strategies.
Let’s Talk Energy is a podcast from Rystad Energy that delivers timely, expert-led insights into the global energy landscape. Hosted by Noah Brenner, who has covered the evolution of energy for more than 20 years, each episode features in-depth conversations with Rystad Energy experts, as well as the occasional special guest.Together, we explore the most important developments shaping the energy world, from oil production and power demand to market-moving geopolitics. Whether you’re an industry veteran or simply curious about energy and its impact to our world, you’ll find clear and thoughtful discussions. Have a question, a topic suggestion, or want to chat with us?Email [email protected] and visit our website www.rystadenergy.com Follow us onLinkedInYouTubeInstagramX
Let’s Talk Energy and discuss the impacts of the conflict in the Middle East on gas and LNG markets. At the time of recording (Tuesday, 10 March), about 20% of global LNG supply is cut off from the market due to the conflict and the effective closure of the Strait of Hormuz. Attacks by Iran on vessels transiting the Strait and the reaction of insurance companies to cancel coverage for ships carrying oil and gas through that area have cut off some 77 million tonnes per annum of LNG capacity in Qatar and another roughly 10 mtpa from the UAE. Most of that gas was destined for countries in Asia but the supply shortage has spooked markets globally as countries scramble to secure the supplies they need to keep the lights on and their economies running.
How has the market reacted and how does it compare to the shock from Russia’s invasion of Ukraine in 2022?
How could the market normalize and how long could that take?
What are some of the longer-term impacts on how people think about the energy security of their gas supplies?
Related Analysis
Special report – Middle East conflict implications (accessible to non-clients)
On demand webinar| Middle East conflict: Oil and gas market implications (accessible to non-clients)
Middle East escalation disrupts global gas supply – yet this is not 2022 (accessible to non-clients)
Iran conflict delivers biggest energy shock since Ukraine (clients only)
Majors’ LNG growth aspirations hang in the balance as Hormuz crisis deepens (clients only)
On demand | APAC Regional Webinar | Middle East conflict: Can regional LNG stabilize Asia during a Gulf supply shock? (clients only)
Loose US gas market expected to remain shielded from global turmoil (clients only)
Middle East escalation disrupts global gas supply – yet this is not 2022 (clients only)
Gas spike after Middle East strikes lifts European power prices (clients only)
Related Episodes
How will Middle East conflict impact energy and the economy?
Cheap no more: How rising demand is reshaping US natural gas, with Artem Abramov and Jai Singh
Is China’s falling LNG demand a warning sign for global markets? With Wei Xiong
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.
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