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...
Navigating Upstream’s New Era: Policy, Supply, and Partnerships in Focus
Oil and Gas Trends
14 minutes
4 months ago
Navigating Upstream’s New Era: Policy, Supply, and Partnerships in Focus
In this episode, we break down the transformational forces shaping upstream oil and gas in 2025. From sweeping policy reforms to shifting supply strategies and groundbreaking technology integration, upstream operators are navigating a market defined by disruption and opportunity. Inside the episode: Why 2025 marks a turning point for upstream strategy, investment, and operational resilienceIndia’s regulatory reset and how it could set a global benchmark for upstream modernizationOPEC+ supply ...
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...
