In this episode, we break down the most important global developments influencing upstream strategy as 2025 draws to a close. From major offshore gas investments to shifting U.S. supply dynamics and a cooling M&A environment, this episode delivers the insights upstream leaders need to prepare for a fast-changing energy landscape. We cover how Egypt is positioning itself as a regional gas hub, why U.S. crude stockpiles are falling as exports surge, and what the latest slowdown in U.S. upst...
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In this episode, we break down the most important global developments influencing upstream strategy as 2025 draws to a close. From major offshore gas investments to shifting U.S. supply dynamics and a cooling M&A environment, this episode delivers the insights upstream leaders need to prepare for a fast-changing energy landscape. We cover how Egypt is positioning itself as a regional gas hub, why U.S. crude stockpiles are falling as exports surge, and what the latest slowdown in U.S. upst...
Market Resets, Frontier Growth & the Next Phase of Transformation
EAG Podcast
13 minutes
3 weeks ago
Market Resets, Frontier Growth & the Next Phase of Transformation
Unpack the next phase of transformation in global energy markets. From carbon-differentiated trade to emerging frontier investments, this week’s insights reveal how upstream operators are adapting to a volatile and rapidly fragmenting landscape. Episode Highlights: Down-Cycle Warning: Analysts flag early signs of oversupply and a potential “mini bust” in global oil markets.Carbon-Differentiated Trade: Energy fragmentation accelerates as regional markets price carbon intensity into trade and f...
EAG Podcast
In this episode, we break down the most important global developments influencing upstream strategy as 2025 draws to a close. From major offshore gas investments to shifting U.S. supply dynamics and a cooling M&A environment, this episode delivers the insights upstream leaders need to prepare for a fast-changing energy landscape. We cover how Egypt is positioning itself as a regional gas hub, why U.S. crude stockpiles are falling as exports surge, and what the latest slowdown in U.S. upst...
