logo
episode-header-image
Yesterday
21m 36s

The roadmap for the energy sector as it ...

S&P Global Commodity Insights
About this episode

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. 

Up next
Nov 20
Crude markets react to firm freight rates and Atlantic oversupply
<p class="MsoNormal"><span lang="EN-GB" style= "mso-ansi-language: EN-GB;" xml:lang="EN-GB">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 ... Show More
13m 29s
Nov 13
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? ... Show More
19m 34s
Nov 6
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 ... Show More
18m 51s
Recommended Episodes
Oct 15
PODCAST: Daily Energy Markets - Oct 15th
Today’s podcast featured Mike McGlone of Bloomberg Intelligence, Jamie Ingram of MEES, and Daniel Richards of Emirates NBD. McGlone warned of continued weakness in crude and broad commodities as gold surges. Ingram highlighted the Gaza ceasefire’s limited market impact but Red Se ... Show More
30m 8s
Jul 2024
The Crude Report: The TMX series - As volumes hit the water, markets and prices emerge
<p>The start of waterborne loadings from the 590,000 b/d Trans Mountain Expansion (TMX) pipeline is already providing a glimpse of how markets and prices will evolve around this new development. While still in its early stages, the new flows of heavy Canadian crude are having som ... Show More
11m 48s
Mar 2025
CBS Evening News, 03/10/25
Wall Street tumbled Monday, with the Dow plunging 890 points to close at 41,912. The drop-off deepened after President Trump declined to rule out a potential recession, adding to concerns over the economic impact of his trade policies. A U.S.-flagged tanker carrying jet fuel coll ... Show More
23m 56s
Jun 2025
Oil Drops As Iran Responds… Plus Novo Nordisk Cuts Ties With Hims & Hers 6/23/25
<p>Crude oil sliding after Iran’s strike on a U.S. base in Qatar. The energy impact, and how the broader markets are reacting. Plus The next move for Novo Nordisk, as the pharma company cuts ties with Hims & Hers. What it means for the weight loss drug space, and how their latest ... Show More
43m 39s
May 2024
How shale rewrote the global oil order
<p>For decades, countries in the Middle East have dominated the oil market, pumping large quantities of the world’s supply. Along with that has come a pattern: when there’s conflict in the region, oil prices rise. The pattern seems to be breaking though, mainly because of one thi ... Show More
17m 41s
Jul 2024
How do you clean up an oil spill?
The Philippines is racing to contain the oil from a tanker that sank on Thursday in the midst of heavy rains from Typhoon Gaemi. It was carrying 1.5 million litres of oil, and the spread of it could cause an environmental catastrophe. We hear the latest on the coast guard operati ... Show More
13m 54s
May 2024
Driving Discussions: How is US refined oil products export market affected by USGC medium range tanker rates bouncing back?
<p>Get a look at what’s happening now in the US refined oil products export market as medium range (MR) tanker rates in the US Gulf coast rebound from 2024 lows, in this podcast. US Products Associate Editor Jason Metko sits down with Americas Freight Deputy Editor Ross Griffith, ... Show More
17m 52s