The roadmap for the energy sector as it embraces AI
The adoption of AI among energy and shipping companies is growing steadily. While it's helping to cut operational costs, boost productivity, and reduce emissions, a shortage of skills, data integration complexity, and trust are posing some challenges. In exploration, AI is helping to analyze complex sub-surface data and improve success rates. In midstream logistics, it is helping to optimize complex route planning and lastly; by deploying AI across refinery operations, oil companies are achieving higher yields in high-value fuels while cutting energy use. In this episode, Asia Energy Editor Sambit Mohanty discusses with Dave Ernsberger, president of S&P Global Energy, and Arun Biswas, strategic engagements leader at IBM Consulting for Asia-Pacific, some of the themes around AI's ability to influence how energy is produced, traded, and distributed in the years ahead.
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Crude markets react to firm freight rates and Atlantic oversupply
Physical differentials in the North Sea crude market and wider Atlantic basin have reached multiyear lows amid high freight rates and market length in the region. While high freight rates are often expected in the last quarter of the year, oversupply and market structure have also come into play. In this podcast, Emma Kettley, S&P Global Energy's associate director, price reporting, is joined by senior crude oil reporters Natasha Tan and George Delaney to dig into how these fundamentals are impacting the North Sea and West African crude markets.
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Fleet constraints, rising rates
Global tanker markets are riding high as shipowners post strong third-quarter earnings amid bullish forecasts. What's driving the surge in day rates? Why are newbuilds still lagging even as fleet capacity tightens? How have sanctions reshaped both dirty and clean tanker markets? And could US shipyards stage a comeback in the global shipbuilding race? Join host Jeff Mower as he discusses these and other related issues with Catherine Kellogg and Binish Azhar.
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The final countdown: Europe readies for full Russian LPG ban
Europe's 19th sanctions package has promised to shut the door on the last remaining flows of Russian energy still trading into the region, including butane and isobutane that was previously exempted from import bans. From Jan 2026, the new LPG embargo will force lead buyer Poland to find alternatives to Russian supplies, adding support to an already tight European market. Associate Director, Pricing, for EMEA Clean Refined Products Gary Clark joins LPG Pricing Specialist Barbara Fernandez-Pita and London Oil News Reporter Kelly Norways to discuss Polish preparations for the move, alternative supply routes and potential LPG outlets for an increasingly distressed Russian energy sector.
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Low prices, high stakes in the Caribbean
The US has ramped up its naval presence in the Caribbean, following several strikes against suspected drug smuggling vessels off the coast of major oil producer Venezuela. Yet oil prices have barely budged as Latin American production continues to ramp up. What is the role of Guyana and Argentina's emerging crudes, and how do flows to destinations like India fit into Trump's strategy? How are Permian operators responding to sustained low prices? Jeff Mower unpacks how low oil prices play into the Trump administration's military push in the Caribbean, along with Latin America oil markets reporter Jada Johnson and senior news reporters Ashok Dutta and Eamonn Brennan. Links: Vasconia FOB Colombia PCAGI00 Castilla Blend FOB Colombia AAVEQ00 Golden Arrowhead FOB Guyana GOLAH00 Liza FOB Guyana ALIZA00
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