Oil Investment: Is the peak behind or ahead of us?
Investment in new oil supply hit a high of $700 billion in 2014. But spending has been well below that level since. On the downstream side, global refining capacity declined in 2020 and 2021. For both oil producers and refiners, net zero aspirations increase the uncertainty about the future of oil demand. Have we seen the peak in upstream and downstream investment—and will future spending pay off for investors? S&P Global Speakers: Jim Burkhard, Vice President & Head of research for oil markets, energy & mobility | Bhushan Bahree, Executive Director, Oil Markets, Downstream and Chemicals Team | Kurt Barrow, Vice President, Oil Markets, Midstream, and Downstream | Matthew J. Sagers, Vice President, Oil and Gas
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Play video Understanding the Quest for a Price Cap on Russian Oil
Understanding the Quest for a Price Cap on Russian Oil
(2022) On September 2, the G7 announced it would pursue a price cap on Russian oil. How would such a plan work? U.S. Treasury Department officials explore its complex dimensions and their impact for the international community.
Play video Energy Under Attack: Ukraine’s Resolve to Rebuild
Energy Under Attack: Ukraine’s Resolve to Rebuild
(2022) As of mid-October, Ukraine’s energy system has been under attack, denying power to more than 30% of the country. Energy Minister Herman Halushchenko makes real the impact –and how Ukraine seeks to rebuild and persevere.
Play video Leadership Dialogue: American Infrastructure and the New Energy Economy
Leadership Dialogue: American Infrastructure and the New Energy Economy
(2021) The largest federal investment in infrastructure in a generation can reshape the American energy landscape and advance pathways to net zero. Leading voices on U.S. energy discuss the interplay between enhanced infrastructure & American energy.
Play video Decarbonizing heavy-duty mobility worldwide: Hydrogen in action
Decarbonizing heavy-duty mobility worldwide: Hydrogen in action
(2021) Renewable hydrogen is a key element of the energy transition and the solution to decarbonize various uses, notably heavy-duty mobility. ENGIE, a leader in green hydrogen deployment, talk us through the developments of these solutions.
Play video Global Agribusiness in Transition: Climate, conflict & decarbonization
Global Agribusiness in Transition: Climate, conflict & decarbonization
(2022) S&P Global experts unpack issues of decarbonization, biofuels, regional conflicts, growing demand and future sources of supply and explore where we are headed with agricultural price, volatility and availability.
Play video The Future of Copper in the Energy Transition
The Future of Copper in the Energy Transition
(2022) Copper – the "metal of electrification" – is essential to the energy transition. Could a looming mismatch between available copper supply and future copper demand present challenges to the achievement of Net Zero Emissions by 2050 goals?