Market Intelligence
& Interviews
Informed articles from the go-to people in the oil and gas industry
Energy Outlook: Predictions Shaping the Energy Industry in 2024
In this article, we delve into the top predictions for energy in 2024, as voiced by prominent figures within our network. These predictions not only reflect the current state of the industry but also anticipate its future direction.
Pivoting Policy: The Strategic Implications of the U.S. LNG Export Pause
The Biden Administration has temporarily halted approvals for new liquefied natural gas (LNG) export projects, aiming to align U.S. energy exports with environmental goals and reassess global energy dynamics. This decision, affecting projects awaiting non-FTA approval, could delay new LNG developments and influence global energy markets, especially in Europe’s quest for diversified energy sources. While posing challenges for project developers, this move signals a commitment to sustainable energy practices and a strategic pivot in U.S. energy policy amidst international energy relations.
Podcast: Erik Belz, Head of Private Equity at Engine No.1
Erik Belz, Head of Private Equity at Engine No.1 joins us to talk about the need to reshape the industry’s narrative for attracting vital energy transition investments and more. Listen here.
From Local Giant to Global Pioneer: Chesapeake Energy’s LNG Export Odyssey
Chesapeake Energy’s new deal with Delfin LNG and Gunvor Group marks a significant step in U.S. LNG exports, following its acquisition of Southwestern Energy. This move not only boosts Chesapeake’s market position but also aligns with global energy sustainability goals. Key points include Chesapeake’s strategic growth, the impact of this long-term LNG export agreement, and the influence of global and domestic factors on the LNG landscape. Justin Brady, Chesapeake’s Director – Commercial, LNG & Low-Carbon, will offer further insights at the European Gas Conference in March.
Executive Interview: Pier Lorenzo Dell’Orco, Italgas Reti
The Energy Council caught up with ItalGas Reti’s CEO, Pier Lorenzo Dell’Orco on the state of the market, energy transition and decarbonisation and more ahead of their involvement at EGC 2024. Find out more.
New York Energy Capital Assembly: 2024 Advisory Board Key Takeaways
Download the key takeaways from the 2024 advisory board discussions for the New York Energy Capital Assembly, featuring insights from the likes of BlackRock, Chevron, ConocoPhillips, Kimmeridge Energy, Morgan Stanley Energy Partners, and more.
Investor Insight Series Ep20: Tom Field
Tom Field from Quantum Energy Partners, joins investor insights to elaborates on the firm’s domestic and international investment approach.
New Year, New Themes
Explore 2024’s gas market: elections, decarbonisation, and the looming risk of oversupply. Navigate uncertainties and seise opportunities with the European Gas Conference.
Decarbonizing the Oil and Gas Industry: Navigating Sustainability Through Collaboration
Discover how the oil and gas industry is navigating environmental challenges and embracing sustainability to shape its future.
Investor Insight Series Ep19: Jacques Tohme
Jacques Tohme, Chair of Samos Energy, discusses the market opportunities that drove the development of their recently established upstream strategy on Investor Insights.
The Evolving Landscape of the US Oil and Gas Industry in the Era of Methane Emission Regulations
In a notable move towards environmental accountability, US oil and gas companies are under heightened scrutiny for their substantial role in contributing to the nation’s methane emissions—making up nearly one-third of the total. The Inflation Reduction Act (IRA) introduces the Methane Emissions Reduction Program under Section 136 of the Clean Air Act, marking a pivotal transformation in the regulatory framework for the petroleum and natural gas sector.
Investor Insight Series Ep18: Michael Bertuccio & Shalin Shah
Michael Bertuccio, Founding & Managing Partner & Shalin Shah, Founding Partner at Wincoram Asset Management joined us to discuss how investment strategies vary in the O&G industry.