• CERAWEEK 2025 | March 10-14, 2025
  • CERAWEEK
  • March 10 - 14, 2025

Brian Singer

Goldman Sachs

Global Head of GS SUSTAIN in Global Investment Research

Brian is a managing director and global head of GS SUSTAIN for Global Investment Research. GS SUSTAIN provides research and data tools that explore how innovation, regulation and implementation of environmental, social and governance topics will impact sustainable investing and broader capital flows. He joined the team after more than 22 years in Energy equity research, and was previously business unit leader for Americas Energy and Utilities equity research and senior equity research analyst covering the Oil and Gas Exploration and Production sector. Since joining Goldman Sachs as an analyst in 1998, Brian has covered Energy companies based in Argentina, Brazil, Canada, Russia, South Africa and the United States. He was named managing director in 2013. Brian earned a BA in Economics and International Relations from Stanford University. He holds the Chartered Financial Analyst designation.

Sessions With Brian Singer

Wednesday, 11 March

  • 11:30am - 12:30pm (CST) / -

    Future of North American Shale: After the slowdown
    Upstream Oil & Gas

    For the past seven years, US shale has been on a relentless quest for growth. Despite price gyrations, US producers have seen themselves as a “disruptive” force seeking to expand volumes. In 2019 and 2020, however, this business model has come under pressure, and producers have dramatically changed their value proposition. What is happening and what are its implications for both players and global markets? What is driving the changing business model? Have convictions changed, or are producers changing their behavior under duress? How durable is this change? Is there a price threshold that would lead to a return to the growth model? Will US unconventional producers succeed in making the transition and will investors care and reward their behavior? How does the lack of US hypergrowth affect the global supply situation? Are we underinvesting? How does this new business model affect longer-term structural changes that may be associated with decarbonization?