Let's Talk Energy

• The North Sea is the key to European energy security, with Simon Sjøthun

  Let’s Talk Energy and dive into the North Sea, the epicenter of Europe’s energy industry. Since the first discovery of oil and gas at Ekofisk off Norway in 1969, the basin has provided Europe with its largest volumes of domestic hydrocarbons. Although fossil fuel production has peaked in the region, the North Sea has become a leading frontier for the development of offshore wind. Now, the strategic value of the basin's energy production has grown since Russia’s invasion of Ukraine and the ensuing price volatility from Europe’s push to kick its dependence on Russian oil and gas. What is the outlook for both fossil fuel and renewable energy production in the North Sea? What do companies need to do to ensure projects are globally competitive? How should we think about North Sea production for the countries that share it, and for the broader European continent in an age of growing worries about energy security? Related AnalysisShrinking waters: Labor and investment under pressure in the North Sea (clients only)  Passing the torch: As majors exit the UKCS, domestic players step up (clients only)  Divest, merge or decommission: The dilemma facing high-opex UK producers (clients only)  Related EpisodesWho will make money in the energy industry in 2026? With Rystad Energy Deputy CEO Lars Eirik NicolaisenShell’s Peter Wood on AI, future energy scenarios and trade turning points European power markets at a turning point, with Iben Frimann-Dahl and Francesca Bjørnflaten Let’s Talk Energy is a Rystad Energy Production. Produced by: Laura Rodriguez Skaug & Både Og. Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker & Erik Means. Follow us on: LinkedIn YouTube Instagram X

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• Non-OPEC+ oil growth finds its engine in South America, with Radhika Bansal

  Let’s Talk Energy and look closely at the oil supply picture in South America. The continent is poised to become one of the largest – if not the largest - source of new oil outside of the OPEC+ producers’ group as output growth from deepwater and shale developments will at least match – if not exceed - that of North America. That growth is being driven by a mix of favorable geology as well as effective policies that are keeping development costs highly competitive, even at oil prices below current levels. At the same time, South America remains an exploration destination as national and international oil companies alike look to boost reserves to meet a future where oil demand looks increasingly resilient. How much additional oil could South America add to global markets in the next five years, and which countries will drive that growth? Where are the exploration hotspots we are watching that could become the continent’s next giant fields? How will South American countries and the companies working there maintain their output gains and what are some wildcards that could push our forecasts up or down? Related Analysis South America to be key driver of non-OPEC+ supply through 2030 (accessible for non-clients) Vaca Muerta's oil and gas boom signals Argentina’s pivot towards LNG exports (accessible for non-clients) South America to be a key engine of non-Opec+ supply to 2030, with upside (clients only) Vaca Muerta's 2Q25 production growth underpinned by regional players (clients only) Deepwater, shale fuels Latin America crude growth but sanctioning plunges (clients only) Related Episodes COP30 and carbon markets in the age of climate pragmatism, with Jeffrey Dickerson and Petter Aspestrand The future of global energy demand, with Claudio Galimberti and Jorge Leon The looming oil supply challenge with Artem Abramov Let’s Talk Energy is a Rystad Energy Production.Produced by: Laura Rodriguez Skaug & Både Og.Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker & Erik Means.Follow us on: LinkedIn YouTube Instagram X

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• COP30 and carbon markets in the age of climate pragmatism, with Jeffrey Dickerson and Petter Aspestrand

  Let’s Talk Energy and explore what could be a historic COP climate gathering in Brazil through a closer look at one of the most interesting areas of the ongoing discussions – carbon markets. COP30 kicked off in Belém in Brazil on 10 November amidst a groundswell of so-called climate pragmatism that has seen business leaders and politicians shift their attention from aggressive emissions reduction to goals like energy security, affordability and community development. President Donald Trump has again pulled the US out of the Paris Agreement, meaning there is no official delegation from the US attending the conference, though many American politicians and executives will attend. One important area in the discussions will be how to develop markets for nature-based solutions – including preserving existing forests or mangrove swamps, as well as planting new ones – which proponents say can limit emissions more quickly and at lower cost. Will the absence of an official US delegation impact the COP30 proceedings? Will the rise in climate pragmatism lead to more measured rhetoric and pledges in Belem? How has a COP29 breakthrough on regulating carbon credits impacted the market for offsets over the past year and what further refinements could be in store? Further Analysis AI's energy appetite takes center stage ahead of COP30 (accessible for non-clients) Updated climate targets could deliver a 25% reduction in global CO2 emissions (accessible for non-clients)   Nationally Determined Contributions – COP30 Special Report (clients only) Brazil's energy horizon - COP30 special report (clients only) Insights Summary: Global Energy Scenarios 2025 (clients only) Carbon market update: Credit activity accelerates towards end of year (clients only) EU’s 5% allowance in climate deal signals step-change in future credit needs (clients only) Voluntary carbon market changing as developers drive new multipolar era (clients only) Related Episodes Dawning of the next era of energy Shell’s Peter Wood on AI, future energy scenarios and trade turning points. Shipping has a plan to go green, but will it work? Let’s Talk Energy is a Rystad Energy Production.Produced by: Laura Rodriguez Skaug & Både Og.Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker & Erik Means.Follow us on: LinkedIn YouTube Instagram X

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• Who will make money in the energy industry in 2026? With Rystad Energy Deputy CEO Lars Eirik Nicolaisen

  Let’s Talk Energy and uncover how companies have created value in the energy industry in the past and how they can do it in the future. Energy has not been the most popular industry for investors over the past decade or more, as the share of energy companies in the broader stock market has declined relative to industries like technology or healthcare. Nevertheless, some energy companies have performed exceedingly well, both in traditional and transition sectors. With power demand set to surge and forecasts showing oil and gas will likely remain relatively resilient through the transition, key areas of the energy industry are set for lasting success. What is value creation in the first place and what separates a successful company from one that may be struggling? Which parts of the energy industry have outperformed so far this year and which ones might thrive in the year ahead? What are some structural and strategic trends we’re watching that could set up companies for success over the next five years? Further Analysis: Lower profitability puts pressure on E&P investments and buyback program (accessible for non-clients)   Global PPA Price Outlook: Key trends shaping the market (accessible for non-clients)     Rystad Talks Energy | Capital Power: Data centers, electrification and the future of energy investments  (accessible for non-clients)   What will define the energy supply chain success in years to come? (clients only) EMEA Summit 2025: Three final ideas (clients only) Related Episodes Energy transition vs. energy addition with Jarand Rystad (Let’s Talk Energy Podcast)The Energy Transition: Where’s the Money? ( The Next Five FT) Let’s Talk Energy is a Rystad Energy Production.Produced by: Laura Rodriguez Skaug & Både Og.Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker & Erik Means.Follow us on: LinkedIn YouTube Instagram X

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• Dawning of the next era of energy, with Jon Hansen and Lars Nitter Havro

  Let’s Talk Energy and explore the fourth edition of Rystad Energy’s annual Global Energy Scenarios report. The report is a comprehensive look at the ways our energy and climate world could evolve through a set of potential pathways, ranging from a rapid and ambitious energy transition to a slower shift where reliance on fossil fuels is larger for longer. This year’s report, titled The Next Era of Energy, highlights some of the consequential shifts we are already seeing in the energy system and which countries are moving more quickly – or more slowly – than their neighbors. It comes just ahead of the much-anticipated COP30 conference in Brazil, where nations will present their more ambitious climate targets against a backdrop of increasing opposition to transition policies, particularly in the US. What can these scenarios tell us about what our energy future might look like and the signposts we should be focusing on to recognize the direction of travel? What trends are most important in shaping the global energy sector and which countries are leading those trends? How long could the evolution toward this new era take and what does it mean for the energy mix during that process? Further Analysis Insights Summary: Global Energy Scenarios 2025 (accessible for non-clients)  The future for energy markets (accessible for non-clients)  Global Energy Scenarios 2025 (clients only)  House View Briefing Report – First Edition (clients only)  Energy Macro Report – Renewables and Power Outlook 2025 (clients only)  Related Podcasts Shell’s Peter Wood on AI, future energy scenarios and trade turning points The future of global energy demand, with Claudio Galimberti and Jorge Leon Energy transition vs. energy addition with Jarand Rystad Let’s Talk Energy is a Rystad Energy Production.Produced by: Laura Rodriguez Skaug & Både Og.Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker & Erik Means.Follow us on: LinkedIn YouTube Instagram X

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