Let's Talk Energy
by Rystad Energy
Latest episode
Inside HSBC’s bet on the “mega transition”, with Natalie Blyth, HSBC
Inside HSBC’s bet on the “mega transition”, with Natalie Blyth, HSBC
About this podcast
Let’s Talk Energy is a podcast from Rystad Energy that delivers timely, expert-led insights into the global energy landscape. Hosted by Noah Brenner, who has covered the evolution of energy for more than 20 years, each episode features in-depth conversations with Rystad Energy experts, as well as the occasional special guest.
Together, we explore the most important developments shaping the energy world, from oil production and power demand to market-moving geopolitics. Whether you're an industry veteran or simply curious about energy and its impact to our world, you'll find clear and thoughtful discussions.
Have a question, a topic suggestion, or want to chat with us?
Email [email protected] and visit our website www.rystadenergy.com
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Episodes
The newest 20 of 53 episodes
- Inside HSBC’s bet on the “mega transition”, with Natalie Blyth, HSBC · 34 minLet’s talk energy to find out how the financial sector is looking at the energy transition and where bankers see the best transition bets. The whole idea of an energy transition…
- Venezuela’s oil and gas recovery: How far can it go? With Radhika Bansal and Rob Cordray · 37 minLet’s talk energy and revisit the promise and peril of investing in Venezuela. Venezuela holds the largest hydrocarbon reserves in the world and was once a top global producer…
- Inside Abu Dhabi's multi-billion dollar bet on gas in the Americas, with XRG’s Bill Lambert · 15 minLet's talk energy and get an inside look at the ambitious plans by Abu Dhabi National Oil Company (ADNOC) to expand its natural gas business in the Americas. XRG, Adnoc’s foreign…
- The data center power crunch: “Physics is going to win” — Robert Gaudette, CEO, NRG · 32 minLet’s Talk Energy and get an inside look at how US power producers are responding to surging electricity demand. US power demand had been growing slowly for the last few decades…
- How data centers and natural disasters are pushing the grid to its limits · 38 minLet’s Talk Energy and look at the growing stresses to power grids from the growing amount and severity of extreme weather and wildfires alongside rapidly rising demand from data…
- Why the Permian Basin won’t replace lost Middle East oil, with Jai Singh and Matthew Bernstein · 40 minLet’s Talk Energy and kick off our first episode back from our summer break with a look at the Permian Basin. The production trajectory in the Permian has been one of the single…
- Host note: Back in August and future plans · 2 minWe're on summer break and back with new episodes in late August 2026. That’s a wrap on the first half of 2026 and our 44th episode. Over the past 10 months, Let’s Talk Energy has…
- How AI is reshaping the way we build, run and secure the grid, with Microsoft's Per Christian Honningsvaag · 42 min[Summer break] Let's Talk Energy will return with new episodes in late August 2026. Let’s Talk Energy and try to understand how AI might be used to future proof the grid and what…
- How a decade of underinvestment is reshaping the global hunt for oil, with APA Corporation's Tracey Henderson · 37 minLet’s Talk Energy and look at the growing resurgence in oil and gas exploration. Starting in the 20-teens, many oil companies began cutting exploration budgets and letting go or…
- Why the world's cheapest oil is now its riskiest investment, with Olga Savenkova and Schreiner Parker · 44 minJoin us for our annual Summits in Singapore, Houston and London: https://rystad.info/4vj3TTe Let’s Talk Energy and examine how, despite being an intensely competitive business…
- How data center growth is slowing the US shale comeback, with Ryan Hassler and Marauder Capital's Roe Patterson · 43 minLet’s Talk Energy and dig into the companies that are drilling, fracking and producing oil and gas in the US shale plays. Oil and gas companies working onshore US are cautiously…
- How the worst oil crisis ever recorded could end in energy abundance, with Claudio Galimberti · 35 minJoin us for our annual Summits in Singapore, Houston and London: https://rystad.info/3SfZuBC Let’s Talk Energy and assess the possible long-term impacts of the war in the Middle…
- Why Iranian oil could be the biggest energy story of the decade, with Aditya Saraswat · 33 minJoin us for our annual Summits in Singapore, Houston and London: https://rystad.info/3PEAT8X Let’s Talk Energy and looks at the implications of the Middle East war on the…
- The AI arms race has a critical minerals problem, with Michael Walshe and Jeff Dickerson · 43 minJoin us for our annual Summits in Singapore, Houston and London: https://rystad.info/49X79uF Let’s Talk Energy and dig into the increasingly contentious world of critical…
- Running on empty: How the Middle East war is squeezing jet fuel markets, with Susan Bell · 35 minJoin us for our annual Summits in Singapore, Houston and London: https://rystad.info/48VVL1M Let’s Talk Energy and take the pulse of the aviation industry as it struggles to…
- Asia's oil scramble is reshaping crude markets, with Lin Ye and Priya Walia · 40 minThis episode was recorded on Thursday, 30 April 2026. Join us for our annual Summits in Singapore, Houston and London: https://rystad.info/4dgjr2q Let’s Talk Energy and look at…
- How Malaysia is looking to seize its upstream opportunity, with Petronas SVP Datuk Bacho Pilong · 40 minJoin us for our annual Summits in Singapore, Houston and London: https://rystad.info/4eNpspm Let’s Talk Energy with Datuk Bacho Pilong, Senior Vice President at Petronas and head…
- The Hormuz crisis and the real cost of a barrel of oil, with Paola Rodriguez-Masiu · 35 minLet’s Talk Energy and dive into the details of the stressed physical oil market. According to the news, Brent oil is trading around $95 a barrel and West Texas Intermediate or…
- Energy insecurity is changing the case for renewables, with Vegard Vollset · 30 minLet’s Talk Energy and examine how concerns about the security and affordability of fossil fuels due to the war in the Middle East are impacting the adoption of renewables. As we…
- How the Middle East war is reshaping Asia’s upstream strategy, with Prateek Pandey · 30 minThis episode was recorded on Tuesday, 31 March. Let’s Talk Energy and try to understand how the war in the Middle East is changing how companies and countries think about…
