『EnergyCents』のカバーアート

EnergyCents

EnergyCents

著者： S&P Global Energy
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IHS Markit is now part of S&P Global. Hear exclusive energy insights and analysis, and engage with our experts as we explore the complex environment that shapes global energy markets. Follow EnergyCents, featuring our experts discussing the intersection of the financial and energy industries.All rights reserved 451569 経済学
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  • Strait talk: Oil markets brace for new phase amid extended Hormuz tensions (Ep. 254)

    Strait talk: Oil markets brace for new phase amid extended Hormuz tensions (Ep. 254)
    2026/07/23

    Oil and product markets showed unexpected resilience in prior weeks thanks, in large part, to reduced crude demand from China. The system is now much tighter and its resilience could be tested, particularly when it comes to refined product markets, as we enter a new phase.

    Oil markets expert Karim Fawaz joins hosts Hill Vaden and Sam Humphreys to discuss the evolving balances of global crude and refined products as vessel traffic through the Strait of Hormuz continues to be limited.

    Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en
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    46 分
  • South America's Right Turn: The new political map of energy (Ep. 255)

    South America's Right Turn: The new political map of energy (Ep. 255)
    2026/07/30
    South America is undergoing a major political shift, with a wave of right-leaning governments reshaping the region's approach to energy and natural resources. In this episode, Upstream risk expert Ford Tanner joins hosts Hill Vaden and Sam Humphreys to explore what the rise of the "New Right" could mean for oil and gas investment, energy security, and the future of key markets including Argentina, Colombia, Brazil, and Venezuela. Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en
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    31 分
  • Marginal utility: Lack of new capacity leads to boom time for North America refining (Ep. 256)

    Marginal utility: Lack of new capacity leads to boom time for North America refining (Ep. 256)
    2026/08/06

    Fresh investment in North American refining infrastructure stalled in prior years as the sector braced for long-term demand destruction. However, capacity has fallen faster than demand and profit margins are now healthier than many expected.

    Refining expert Debnil Chowdhury joins hosts Hill Vaden and Sam Humphreys to discuss the North American refining landscape and how disruptions in the Strait of Hormuz and Russia are contributing to high utilization and profitability for the sector.

    Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en
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    33 分
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