Unpack the next phase of transformation in global energy markets. From carbon-differentiated trade to emerging frontier investments, this week’s insights reveal how upstream operators are adapting to a volatile and rapidly fragmenting landscape. Episode Highlights: Down-Cycle Warning: Analysts flag early signs of oversupply and a potential “mini bust” in global oil markets.Carbon-Differentiated Trade: Energy fragmentation accelerates as regional markets price carbon intensity into trade and f...
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Unpack the next phase of transformation in global energy markets. From carbon-differentiated trade to emerging frontier investments, this week’s insights reveal how upstream operators are adapting to a volatile and rapidly fragmenting landscape. Episode Highlights: Down-Cycle Warning: Analysts flag early signs of oversupply and a potential “mini bust” in global oil markets.Carbon-Differentiated Trade: Energy fragmentation accelerates as regional markets price carbon intensity into trade and f...
Explore the shifting dynamics shaping the upstream energy sector as we enter Q4 2025. From billion-dollar deepwater approvals to policy reforms driving African output, our discussion highlights both opportunities and risks in a volatile market. Episode Highlights: BP’s $5B Tiber-Guadalupe Deepwater Project – Why the U.S. Gulf of Mexico remains resilient and what it signals about long-cycle oil demand.Nigeria’s Petroleum Industry Act Reforms – How policy changes are attracting investment and b...
Oil and Gas Trends
Unpack the next phase of transformation in global energy markets. From carbon-differentiated trade to emerging frontier investments, this week’s insights reveal how upstream operators are adapting to a volatile and rapidly fragmenting landscape. Episode Highlights: Down-Cycle Warning: Analysts flag early signs of oversupply and a potential “mini bust” in global oil markets.Carbon-Differentiated Trade: Energy fragmentation accelerates as regional markets price carbon intensity into trade and f...
