Let's Talk Energy
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, each episode features in-depth conversations with Rystad Energy experts and occasional special guests. The show explores key developments shaping the energy world, from oil production and power demand to market-moving geopolitics. It offers clear and thoughtful discussions for industry veterans and curious listeners alike.
Episodes
How data center growth is slowing the US shale comeback, with Ryan Hassler and Marauder Capital's Roe Patterson
Let’s Talk Energy and dig into the companies that are drilling, fracking and producing oil and gas in the US shale plays. Oil and gas companies working onshore US are cautiously increasing activity to bring on more production, incentivized by the currently high prices for oil. While the price outlook remains highly fluid, the continued conflict in t
How the worst oil crisis ever recorded could end in energy abundance, with Claudio Galimberti
Join us for our annual Summits in Singapore, Houston and London: https://rystad.info/3SfZuBC Let’s Talk Energy and assess the possible long-term impacts of the war in the Middle East. The conflict has brought the geopolitics of energy and near-term market disruptions into sharp focus, as the world struggles with h
Why Iranian oil could be the biggest energy story of the decade, with Aditya Saraswat
Join us for our annual Summits in Singapore, Houston and London: https://rystad.info/3PEAT8X
Let’s Talk Energy and looks at the implications of the Middle East war on the region’s oil and gas industries. The disruptions from the war are being felt across the globe daily, but the longer-term impacts on the region could be even more significant. The disruption
The AI arms race has a critical minerals problem, with Michael Walshe and Jeff Dickerson
Join us for our annual Summits in Singapore, Houston and London: https://rystad.info/49X79uFLet’s Talk Energy and dig into the increasingly contentious world of critical minerals. These materials, and particularly rare earth elements, have vaulted to the forefront of the growing intersection between energy and secu
Running on empty: How the Middle East war is squeezing jet fuel markets, with Susan Bell
Join us for our annual Summits in Singapore, Houston and London: https://rystad.info/48VVL1MLet’s Talk Energy and take the pulse of the aviation industry as it struggles to source enough fuel as the Middle East war dries up global supplies. Airlines are facing their biggest test since Covid. While Brent futures a
Asia's oil scramble is reshaping crude markets, with Lin Ye and Priya Walia
This episode was recorded on Thursday, 30 April 2026.
Join us for our annual Summits in Singapore, Houston and London: https://rystad.info/4dgjr2qLet’s Talk Energy and look at how oil-importing countries in Asia are coping with the loss of vital Middle East supply as benchmark prices hit four-year highs above $120. Following the start of the war in the Middle East
How Malaysia is looking to seize its upstream opportunity, with Petronas SVP Datuk Bacho Pilong
Join us for our annual Summits in Singapore, Houston and London: https://rystad.info/4eNpspm Let’s Talk Energy with Datuk Bacho Pilong, Senior Vice President at Petronas and head of Malaysia Petroleum Management, the Southeast Asian nation’s upstream regulator. Malaysia is a long-time oil producer and is currently the world’s fifth-l
The Hormuz crisis and the real cost of a barrel of oil, with Paola Rodriguez-Masiu
Let’s Talk Energy and dive into the details of the stressed physical oil market. According to the news, Brent oil is trading around $95 a barrel and West Texas Intermediate or WTI is around $88. But refiners will tell you that finding a barrel that can be delivered today at those prices is difficult, and they may need to pay as much as $15 or $20 more, challe
Energy insecurity is changing the case for renewables, with Vegard Vollset
Let’s Talk Energy and examine how concerns about the security and affordability of fossil fuels due to the war in the Middle East are impacting the adoption of renewables. As we tape this on Monday, April 13, the world is in the middle of an energy crisis – at least for fossil fuels. Prices for oil have jumped 40% or more, while prices for LNG
How the Middle East war is reshaping Asia’s upstream strategy, with Prateek Pandey
This episode was recorded on Tuesday, 31 March.Let’s Talk Energy and try to understand how the war in the Middle East is changing how companies and countries think about producing energy in Asia. Nowhere – outside of the Middle East itself - has been impacted more by the ongoing conflict between the US and Israel and Iran and the de facto closure of the Strait of Hormu
Will power-hungry data centers overwhelm the grid? With Fredrik Ellekjær and Victoria Fethke
Let’s Talk Energy and take a deep dive into data centers. Data centers have been around since the advent of the internet, but their buildout – and associated energy needs - have exploded over the past few years, driven by the race to develop ever-greater artificial intelligence (AI) capabilities. Governments are pushing AI progress and data sovereignty as a new front i
Can offshore wind bounce back after stormy 2025? With Alex Fløtre and Venterra CEO Ed Daniels
Let’s Talk Energy and explore how the offshore wind industry might start to bounce back from a rough patch in 2025. In the US, the administration shut down projects and canceled plans for future auctions. Meanwhile, elsewhere around the globe, the industry saw bid rounds close with no bids, and developers began to rationalize a long queue of projects, some of which were no longe
Could Middle East conflict break energy supply chains? With Matthew Fitzsimmons
When this episode was recorded at 3:00 pm CET on Monday, 16 March, the conflict in the Middle East was now entering its third week. At Rystad Energy, our thoughts remain with our colleagues, clients and everyone in the region who is directly impacted by the conflict. Let’s Talk Energ
Middle East escalation and the scramble for LNG, with Sindre Knutsson
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 th
How will Middle East conflict impact energy and the economy? With Rystad Energy Chief Economist Claudio Galimberti
Everyone at Rystad Energy’s thoughts are with our many colleagues, clients and all the people who are impacted by the conflict in the Middle East. Let’s Talk Energy and look at the impacts of the conflict in Iran. After years of threats, indirect attacks and even a short-lived direct conflict in 2025, on 28 February, the US and Israel
Cheap no more: How rising demand is reshaping US natural gas, with Artem Abramov and Jai Singh
Let’s Talk Energy and explore a US natural gas market at a turning point. For more than a decade, US consumers have enjoyed seemingly limitless volumes of low-cost gas from the country’s shale plays. But now, rising demand from a combination of LNG exports, data center buildout and general electrification is set to test the US shale sector's ability to r
Is trade key to cutting global emissions? With Jon Erik Remme and Patrick King
Let’s Talk Energy and tackle global emissions trends and what shifting attitudes could mean for trade and, ultimately, the climate. There may still be broad support for cutting emissions across companies and countries, both are increasingly prioritizing energy cost and security of supply over climate concerns. At t
Is China’s falling LNG demand a warning sign for global markets? With Wei Xiong
Let’s Talk Energy and dissect China’s natural gas sector and its impact on global liquefied natural gas (LNG) trade. China is the world’s largest importer of LNG, but lately the country’s demand for imported gas has cooled. A weakening economy, the country’s push to develop domestic gas production and growing capacity in renewabl
How new tech is moving geothermal from niche to mainstream, with Alexandra Gerken
Let’s Talk Energy and drill down into the latest developments in the red-hot geothermal sector. Geothermal power generation has existed for more than 100 years, and the first large plants were built in places like New Zealand, the US and Japan in the 1960s. But the potential has always been limited by the unique geology needed to support conventional geothermal facilities, which
Next-gen nuclear and the rise of SMRs, with Carlos Torres Diaz and Natura Resources' Douglass Robison
Let’s Talk Energy and explore the rapidly advancing efforts to develop small modular nuclear reactors, or SMRs. Nuclear has captured the imagination of the private sector and policymakers alike for its ability to generate firm power – unlike variable renewable sources – with no emissions – unlike natural gas or coal. SMRs are being pitched as a way to overcom
What’s next for Venezuela? Oil production, global markets and foreign investment, with Jorge León
Let’s Talk Energy and unpack a story that has been dominating the headlines – Venezuela. The US capture and extradition of Venezuelan President Nicolás Maduro is the biggest energy story of the year to date and has analysts scrambling to evaluate the short and long-term impacts on oil markets. Venezuela’s production peaked above 3 million
Supply, demand and geopolitics: Oil markets in 2026 with Janiv Shah and General Index's Corey Stewart
Let’s Talk Energy and dive into the global oil market to understand how supply, demand and geopolitics could influence prices for the most important traded commodity in the world. Forecasters almost universally agree that crude markets are likely to face a significant oversupply in the months ahead as growth in oil production outpaces growth in demand. B
A quick holiday thank you; back 14 January 2026
We launched Let’s Talk Energy in August with the simple – but often challenging – goal of telling the most important global energy stories in a way that is entertaining and easy to understand, without oversimplifying complex issues. Since our launch, you’ve watched more than 15,000 hours of 
A glimpse into energy in 2026, with Jarand Rystad
Let’s Talk Energy, dust off our crystal ball and gaze ahead to the biggest energy stories of 2026. The year ahead is shaping up to be one of energy abundance. Ample global energy supplies could broadly lead to lower prices, but midstream and market bottlenecks, as well as broader shifts in the energy investment cycle, could open opportunities for companies to capture value. But geopolitic
The next US shale hotspot: Western Haynesville, with Matthew Bernstein
Let’s Talk Energy and dig into a hot new source of US natural gas production that could help meet the country’s rising domestic demand and fuel the growing LNG export business - the Western Haynesville. While the Haynesville Shale will be familiar to many in the industry, having been among the top US gas-producing areas for more than a decade, the Wester
The North Sea is the key to European energy security, with Simon Sjøthun
Let’s Talk Energy and dive into the North Sea, the epicenter of Europe’s energy industry. Since the first discovery of oil and gas at Ekofisk off Norway in 1969, the basin has provided Europe with its largest volumes of domestic hydrocarbons. Although fossil fuel production has peaked in the region, the North Sea has become a leading frontier for the dev
Non-OPEC+ oil growth finds its engine in South America, with Radhika Bansal
Let’s Talk Energy and look closely at the oil supply picture in South America. The continent is poised to become one of the largest – if not the largest - source of new oil outside of the OPEC+ producers’ group as output growth from deepwater and shale developments will at least match – if not exceed - that of North America. That growth i
COP30 and carbon markets in the age of climate pragmatism, with Jeffrey Dickerson and Petter Aspestrand
Let’s Talk Energy and explore what could be a historic COP climate gathering in Brazil through a closer look at one of the most interesting areas of the ongoing discussions – carbon markets. COP30 kicked off in Belém in Brazil on 10 November amidst a groundswell of so-called climate pragmatism that has seen business leaders and politicians shift their attention from aggre
Who will make money in the energy industry in 2026? With Rystad Energy Deputy CEO Lars Eirik Nicolaisen
Let’s Talk Energy and uncover how companies have created value in the energy industry in the past and how they can do it in the future. Energy has not been the most popular industry for investors over the past decade or more, as the share of energy companies in the broader stock market has declined relative to industries like technology or healthcare. Nevertheless, some energy companies h
Dawning of the next era of energy, with Jon Hansen and Lars Nitter Havro
Let’s Talk Energy and explore the fourth edition of Rystad Energy’s annual Global Energy Scenarios report. The report is a comprehensive look at the ways our energy and climate world could evolve through a set of potential pathways, ranging from a rapid and ambitious energy transition to a slower shift where reliance on fossil fuels is larger for longer. This year’s report, titled&nb
Six trends shaping Middle East energy ahead of ADIPEC, with Aditya Saraswat & Valerie Panopio
Let’s Talk Energy and take a deep dive into the epicenter of the global energy industry, the Middle East, ahead of the massive ADIPEC energy conference in Abu Dhabi, with Aditya Saraswat, Research Director for the Middle East & North Africa region, and Valerie Panopio, Commodities Markets VP. Energy strategies in the region have been rapidly evolving over the past five years. When muc
Lessons from Australia's wildly volatile power market, with Gero Farruggio
Let’s Talk Energy as we take a closer look at Australia’s power markets, which have become the most volatile in the world, with the Head of Rystad Energy’s business in Australia, Gero Farruggio. Australia has large domestic reserves of coal and natural gas and some of the best wind and solar resources in the world. However, the country still faces wild swings in power prices an
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 clima
What China’s oil stockpiling means for OPEC+, prices and global trade, with Lin Ye
Let’s Talk Energy and unpack the curious trend of China stockpiling crude oil, with commodities market expert Lin Ye. This year, China has consistently bought more crude than it needs, socking away the extra into storage. In some months, the country has added more than a million barrels per day. This unexpected source of global demand has helped keep crude prices buoyant despite OPEC+ rap
Shipping has a plan to go green, but will it work? With Jo Friedmann and Junlin Yu
Let’s Talk Energy and navigate the contentious plan to decarbonize the shipping industry with Rystad Energy clean shipping experts Jo Friedmann and Junlin Yu. Shipping is a vital part of the global economy, with 80-90% of trade traveling by sea. It is also a material source of carbon emissions – 2-3% of the global total – and one of the hardest sectors to electrify. Shipping’s govern
Clearing the air on carbon capture, with Yvonne Lam
Let’s Talk Energy and focus on carbon capture, utilization and storage with Yvonne Lam, Rystad Energy’s Head of CCUS Research. The industry has gained traction in recent years as one option for reducing carbon emissions, and it could get a further boost after COP30 in Brazil. But can the CCUS industry scale quickly and efficiently and become a profitable business? Can it really help count
European power markets at a turning point, with Iben Frimann-Dahl and Francesca Bjørnflaten
Let’s Talk Energy and unpack the European power sector with Iben Frimann-Dahl, Rystad Energy Advisory Partner, and Francesca Bjørnflaten, Vice President of Renewables & Power Research. European power was once a fairly mundane topic, but not anymore. Today, it’s one of the most interesting and perhaps contentious topics in energy. The continent’s electricity markets are at a pivot poin
The future of global energy demand, with Claudio Galimberti and Jorge León
Let’s Talk Energy and dive into global energy demand -- one of the trickiest parts of the energy system to forecast – with Claudio Galimberti, Chief Economist, and Jorge Leon, Head of Geopolitical Analysis, at Rystad Energy. Supply is easy to follow as projects are years in the making and companies openly communicate developments. Demand is a different story. The usage habits of millions
Winners and losers in Trump’s energy agenda, with Mike McCormick
Let’s Talk Energy and discuss the impact of US President Donald Trump’s policies on the global energy industry. Noah is joined by Mike McCormick, Partner in Rystad Energy’s Advisory practice and lead author of our Trump & Energy report series. Energy has been at the center of Trump’s economic and trade policies since taking office for a second time. Clear winners and losers are emergi
How oil majors are attracting investors, with Olga Savenkova
Let’s Talk Energy and examine the strategic changes of the largest western oil and gas companies with Olga Savenkova, Head of Rystad Energy’s Oil and Gas Corporate Strategy Research. Western oil firms have transformed their portfolios to navigate the pressures of lower commodity prices, evolving investor preferences and climate risk. Some of these changes are easy to track, such as growin
Energy transition vs. energy addition, with Jarand Rystad
Let’s Talk Energy and figure out how today’s news will influence tomorrow’s energy system. Jarand Rystad, founder and CEO of Rystad Energy, tackles the question of whether we are seeing a real energy transition or simply an energy addition. He touches on the impact of cycles of energy abundance and scarcity in the short-term and how a long-term shift will be driven by technology. One key
The looming oil supply challenge, with Artem Abramov
Let's Talk Energy and explore the future of oil supplies with Artem Abramov, Deputy Head of Analysis at Rystad Energy. In this inaugural episode, the challenges of reserve replacement and the potential for another oil and gas development supercycle are discussed. Artem shares his views on how technology can improve exploration and production efficiency. He emphasizes the influence of corp
Let's Talk Energy - Launching 13 August
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
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