EnergyCents

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

Traditional grids rely on the physical inertia of massive, spinning turbines to stabilize frequency during sudden power outages. This stability is being challenged by the growth of solar and wind power, which lack the physical spinning parts needed to buffer the grid. Grid-forming inverters create a 'digital inertia' that enables grid stability and are increasingly critical to ensuring reliability as grids transition.
Renewable electricity experts Cormac Gilligan and Tiffany Wang join hosts Hill Vaden and Sam Humphreys to discuss the vital contribution of grid-forming inverters to grid stability and consider the business models and regional constructs behind their wider spread adoption.
Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en

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

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

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