Session Details

S&P Global | Oil Price Forecasting in the Era of Energy & Capital Transitions

Tuesday, 8 March

4:30 pm - 5:15 pm (CST) / 08/mar/2022 10:30 pm - 08/mar/2022 11:15 pm

In this session, we look under the hood of oil price forecasting and think through how the structural changes affecting oil markets can impact price formation including:

• Oil as an asset class: Financialization, anticipation and the turbo-charging of price cycles

• Short cycle barrels: How shale reactivity affects price formation in the post-growth era

• Moving target: The widening amplitude of long-term demand outcomes through the energy transition

• Beyond the cost curve: capital constraints on upstream investment

Session Speakers