
Energy Oracles: Navigating uncertainty in global oil markets with S&P Global's Jim Burkhard
Petroleum Economist PodcastShow Notes
In this episode of Energy Oracles, Simon Ferrie discusses the intricacies of the global oil market with Jim Burkhard, vice president of oil markets at S&P Global. Broadcasting from CERAWeek 2024, they analyse the diverging demand outlooks of OPEC and the IEA, the effects of OPEC+ supply constraints and the shifting dynamics of non-OPEC production. Insights into Russian oil flows, the impact of geopolitical events and the future of oil supply restraint are also covered, providing a comprehensive analysis of current trends and future projections in oil markets. Join us for a deep dive into these pressing issues affecting global energy policies and market dynamics.
More from Petroleum Economist Podcast
In this episode, we look at how the EU's incoming methane regulation is taking shape and how it will impact suppliers and the global market.
AI is rapidly becoming a key differentiator for companies in the Energy Sector, but its impact depends on more than the technology itself. In this podcast, Paul Haggerty from Capgemini and Hans Kouwer from Octave discuss how organizations can prepare for the next wave of digital transformation and AI by building the right information foundation. The conversation explores why trusted, controlled and contextualized information is essential for AI to support business processes effectively, especially across the asset lifecycle. With many organizations still operating in silos between design, build, operate and protect, the discussion highlights the need to connect lifecycle information and preserve context so that AI can deliver meaningful, scalable business value. As the next industrial revolution driven by AI unfolds, it will fundamentally reshape and reinvent the way businesses operate. Organizations must start thinking differently about the opportunities and changes that this technological transformation will bring.
The European gas story has shifted from bad to worse, with prices sky high and storage remaining stubbornly low. Beyond the expected risks this winter, market watchers should fear the unexpected as well.
Oil prices seem to be stuck between crude and products, the physical and financial market, between twin challenges of Russia and Iran and a seemingly endless supply that continues to defy the ‘running out’ mantra. Brian Pieri of Energy Rogue joins Ehsan Ul-Haq and Paul Hickin to discuss this many-headed hydra.
Welcome to the latest podcast series launched by Petroleum Economist: 'What’s up with oil?'