EnergyCents

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 c...

Phillips 66 is a US-based downstream energy company that operates through five core segments: Midstream, Chemicals, Refining, Marketing and Specialties (M&S), and Renewable Fuels.

Sean Maher, Phillips 66 chief economist and head of investor relations, joins hosts Hill Vaden and Sam Humphreys to discuss how Phillips 66 is navigating the current high-margin, high-uti...

What happens when plenty of capital enters the energy transition, but not enough of it reaches the companies best positioned to scale? In this episode of EnergyCents, Hill Vaden and Sam Humphreys speak with Francis O'Sullivan, Managing Director of Energy Investment at S2G, about "The Illusion of Crowds," a paper that challenges the idea that more investors automatically creat...

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 Sa...

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 t...