logo
episode-header-image
Jul 2022
32m 40s

How Companies are Navigating the Energy ...

GOLDMAN SACHS
About this episode
From geopolitical tensions, surging gas prices and energy shortages, how are major companies dealing with the energy transition? In the latest episode of Exchanges at Goldman Sachs, Giulia Chierchia, Executive Vice President of Strategy, Sustainability & Ventures at bp, and Michele Della Vigna, head of Natural Resources Research in EMEA for Goldman Sachs Res ... Show More
Up next
Jul 8
The Surprising Implications of an Aging Population
An aging global population has long been viewed as a demographic time bomb. Kevin Daly, co-head of the Central and Eastern Europe, Middle East, and Africa economics team at Goldman Sachs Research, explains why this concern may be overstated. This episode was recorded on May 29, 2 ... Show More
15m 49s
Jul 1
Commodities Outlook: What’s Driving Oil, Gold, and Base Metals
Goldman Sachs’ Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscape. This episode was recorded on June 30, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices 
19m 28s
Jun 23
Mid-year outlook: diversify and hedge
Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving ma ... Show More
24m 23s
Recommended Episodes
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 they ... 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 Michael Zezas, Head of Public Policy ... Show More
2m 28s
Sep 2023
Top of the Morning: US Energy Sector & Oil prices
Our conversation outlines CIO’s current thinking when it comes to the US energy sector, along with the current price outlook for both WTI crude oil and natural gas. We also spend some time discussing the risks to the sector, provide an update on the energy transition (a CIO longe ... Show More
17m 6s
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 Energy Innovation. T ... Show More
1 h
Jan 2024
Public Lands and the Energy Transition
The Department of the Interior is a key player in the energy transition in the U.S.. The federal government owns about 28% of the 2.3 billion acres of land in the country. The Department is responsible for permitting oil and gas drilling, renewable development, and mining on its ... Show More
52m 25s
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 an evolvin ... 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