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...
The oil & gas industry is entering Q4 2025 with shifting fundamentals, new regulatory challenges, and evolving corporate strategies. In this episode, we break down the latest upstream trends shaping the market and what they mean for operators, investors, and decision-makers. Industry Highlights: ExxonMobil greenlights $6.8B Hammerhead project in Guyana (150k bpd by 2029).U.S. oil & gas workforce shrinks, continuing a long-term labor decline.Accelerating decline rates drive capex press...
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...
