Session Details

Global Oil & Gas Production: A new geography?

Tuesday, 8 March

11:40 am - 12:30 pm (CST) / 08/mar/2022 05:40 pm - 08/mar/2022 06:30 pm
Within the accelerating energy transition, an aspiration of many nations is that their economies can continue to grow, while simultaneously undergoing decarbonization. As a result, an ever-increasing level of scrutiny is being placed by both buyers and sellers on the precise nature of oil and gas supplies sourced from around the globe; the focus falling not just on the cost of production, but also on factors relating to the carbon intensity, carbon footprint, and emissions profile of these supplies. Are perceptions now changing as to which global hydrocarbon suppliers produce the most “advantaged” barrels and molecules? In a highly uncertain outlook for oil and gas demand, can we predict whether and how the sources of future supply will shift in geographical terms over time? And, if an accelerated move to a low-carbon world eventuates, will the geography of the upstream production world change more rapidly as a result?
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