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...
Spotlight on Market Volatility, Digital Shifts & Emerging Frontiers
Oil and Gas Trends
11 minutes
3 months ago
Spotlight on Market Volatility, Digital Shifts & Emerging Frontiers
In this episode, we dive deep into the evolving upstream oil and gas landscape, unpacking the six most pivotal forces reshaping the industry as we head into the back half of 2025. From M&A slowdowns and gas rebounds to a surge in AI adoption and carbon-cutting strategies, this episode is your go-to breakdown of what matters most—now and next. Inside the Episode: EOR Gets a Second Wind: Operators revive Enhanced Oil Recovery as prime acreage runs low—especially in the Permian and Eagle For...
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...
