Mar 2

Oil Market Impacts from Iran

Goldman Sachs Research’s Daan Struyven, co-head of Global Commodities Research and Head of Oil Research, discusses how the strikes in Iran could affect the oil market, commodities, and energy prices. This episode was recorded on March 2nd, 2026. The opinions and views expressed h ... Show More

13m 9s

Feb 24

Why Japanese Stocks Could Keep Rallying

Goldman Sachs Research’s Bruce Kirk discusses the implications of Japan’s recent snap election and the implications for the equity market and foreign investors. Date of recording: February 19, 2026. The opinions and views expressed herein are as of the date of publication, subjec ... Show More

18m 23s

Feb 17

The New AI Trades

Goldman Sachs Research’s Ryan Hammond explains how AI disruption is creating large sector rotations even as equities continue to move higher. This episode was recorded on February 11, 2026. The opinions and views expressed herein are as of the date of publication, subject to chan ... Show More

15m 32s

Feb 2024

Navigating the path to a just energy transition

Energy companies face a dual challenge – they must decarbonise whilst managing increased demand from emerging and developing economies. In this podcast, ACWA Power’s Marco Arcelli, Petronas’ Charlotte Wolff-Bye and Standard Chartered’s Wan Thonh Chow share insights into how th ... Show More

23m 28s

Dec 2021

Oil and gas industry strikes back against energy transition at the World Petroleum Congress

The World Petroleum Congress in Houston brought back a sense of normalcy to the energy sector as both the industry and the world continue to grapple with the coronavirus pandemic. But the other existential threat for fossil fuels is the burgeoning energy transition and switch to ... Show More

13m 12s

Mar 2022

Michael Zezas: A False Choice for Energy Policy

As oil prices rise across the globe, investors wonder if governments will continue to incentivize clean energy development or pivot to greater investment in traditional fossil fuels. -----Transcript----- Welcome to Thoughts on the Market. I'm ... Show More

2m 28s

Dec 2022

What Does a Split US Congress Mean for the Energy Transition?

The year is quickly coming to a close and there’s a lot going on in the world of energy. On this episode of the Energy Gang, host Ed Crooks is joined for the first time by Jackie Forrest of the ARC Energy Research Institute and returning guest Robbie Orvis of Energ ... Show More

1 h

Nov 2023

Part 3: Achieving Net Zero Across the Entire Energy Mix

In a panel hosted by Ed Golder, Head of European Utilities & Renewables at RBC Capital Markets, experts including Hanns Koenig, Managing Director of Aurora Energy Research; Marcel Münch, SVP Finance, M&A and Investor Relations at EnBW; Dr. Frank Reiners, Chief Financial Officer a ... Show More

26m 24s

Mar 2022

How climate action will dominate energy in 2022

As the consequences of the Covid-19 pandemic recede, the most critical issue faced by those leading the energy industry becomes the transition to a less carbon-intensive world after the commitments made at Cop 26 climate summit in Glasgow. How will this be managed amid ... Show More

26m 33s

May 2022

Goldman's Currie sees supply constraints extending oil price boom

High and volatile oil prices exacerbated by the Russia-Ukraine crisis is raising questions as to when and if it will lead to demand destruction and renewed investment in the energy sector. Jeff Currie, head of commodity research at Goldman Sachs talks to associate director Paul H ... Show More

16m 50s

How Companies are Navigating the Energy ...