『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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  • Quagmire: Scenario planning a case for lasting oil markets disruption (Ep. 258)

    Quagmire: Scenario planning a case for lasting oil markets disruption (Ep. 258)
    2026/08/20

    Scenario planning allows investors and executives to prepare for situations outside of their base-case expectations. S&P Global Energy developed a new case called "Quagmire" that assumes conflict around the Strait of Hormuz becomes a permanent geopolitical feature and trade flows fragment in favor of regional energy security.

    Oil markets experts Louise Vertz and Sandra Abdallah join hosts Hill Vaden and Sam Humphreys to walk us through the assumptions in S&P Global Energy's "Quagmire" scenario and explain what lasting changes could be in store for oil markets if disruption turns from months into years.

    Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en
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    34 分
  • Reuniting Gondwana: Why Big Oil is returning to West Africa.

    Reuniting Gondwana: Why Big Oil is returning to West Africa.
    2026/09/10

    Why are the world's largest oil companies turning their attention back to West Africa? In this episode of EnergyCents, Sam Humphreys and Hill Vaden are joined by S&P Global's Justin Cochran and Roderick Bruce to explore the region's deepwater revival. From promising geology and the pursuit of "needle-moving" discoveries to improved fiscal terms and faster licensing, the conversation examines what is drawing exploration capital to Africa's Atlantic margin—and whether this renewed interest can translate into the next generation of major oil discoveries.

    Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en
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    33 分
  • Storms, Storage and Supply: Europe's winter energy outlook (Ep. 264)

    Storms, Storage and Supply: Europe's winter energy outlook (Ep. 264)
    2026/10/01
    The rules of Europe's gas market have changed. Russian pipeline gas is gone, LNG is king, and storage has become one of the continent's most important energy buffers. This week on EnergyCents, Alun Davies joins Hill Vaden and Sam Humphreys to explain why Europe is entering winter with lower-than-expected gas inventories, how global LNG competition is influencing prices, and what a warmer or colder winter could mean for consumers and industry alike. From the Strait of Hormuz to European storage caverns, this episode explores the forces shaping one of the world's most important energy markets. Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en
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    32 分
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