Nearly 18 months out from the onset of the COVID-19 pandemic in March 2020, various firms were calling $100 oil on the tails of a swift recovery in oil demand fueled by economies sputtering back to life. But not all recoveries are made equal and certain headwinds should be paid particular attention when it comes to forecasting global oil demand and prices. Bill and Morgan chat with Al Salazar, Enverus's global oil and energy demand analyst about the factors and greatest risks to rebounding oil and energy demand in a post COVID world.
Our guest in this episode has nearly seen it all when it comes to the oil and gas industry. With over 30 years of experience in the energy sector, Judith Dwarkin was Enverus' Chief Economist since 2002, focusing on energy market operations and regulation, transportation and policy. Oma and Morgan chat with Judith ahead of her retirement, looking back on her illustrious career in the energy sector and which global trends will have the biggest impact on the world’s energy demands in the next ten years
In this inaugural episode Morgan and Oma discuss the energy transition, moving from the old energy economy to the new, with Andrew Gillick, Enverus' sector strategist and voice behind Morning Energy. What does the new energy company look like? Should M&A deals be valued on an ESG accretive/dilutive metrics? Should executives be compensated based on ESG targets? What strategies are working well or what could an E&P do today to position itself well in the new energy economy?