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

Roger Diwan

S&P Global

Vice President, Financial Services

Mr. Roger Diwan is a Vice President for S&P Global and heads a dedicated research team that provides integrated energy advisory to the financial sector. He has over 25 years of experience in advising financial institutions on strategies in the oil and gas markets, energy trends and companies’ strategy, with a renewed focus on the capital dimension of the energy transition. Mr. Diwan leads a team of analysts and strategists to advise over 150 Asset Managers, Hedge Funds and Private Equity firms by providing customized analysis on market developments for oil, gas, power, and renewables, with a focus on spending, company strategies and capital markets developments. He leads a multi-disciplinary research team dedicated to deliver energy insights and fundamental analysis to the financial community. Recently, his work has focused on the risks of under-investment for oil during the energy transition, the capital transition challenges that energy systems face in the next 10 years, but also all current energy geopolitical questions facing oil, gas and the manufacturing of renewables. Mr. Diwan holds a Bachelor of Arts from the Sorbonne University and master’s degrees from the Institut d’Etudes Politiques of Paris and the Johns Hopkins University School of Advanced International Studies in Washington, D.C.

Sessions With Roger Diwan

Monday, 9 March

  • 02:30pm - 03:15pm (CST) / -

    Plenary - Investing in Energy in a World of Transition
    Investment & Trading Climate & Sustainability

    The energy sector is under strain in capital markets, posing strategic challenges for investors and energy companies. Investors are dealing with two forces transforming the energy sector’s investment landscape: The sector is in a cyclical downturn because of recent poor returns and a weak commodity price outlook. That cyclical downturn is compounded by longer-term structural challenges posed by the rise of climate risk and ESG investing. How are these forces shaping energy investing? What are the opportunities in this new landscape? How can companies effectively respond to these dual challenges and win back investors? What are investors looking for?     

Tuesday, 10 March

  • 11:30am - 12:30pm (CST) / -

    Energy Investment: Where's the money flowing?
    Markets Investment & Trading

    In the past two years, decapitalization of the oil and gas industry has accelerated, creating new challenges for investors: stranded assets, relative value of assets, and most importantly, energy transition investment opportunities. With the shale business model pivoting to returns rather than growth, can new private and public energy investments provide the type of growth that shales promised? What strategies are investors implementing to capture value in the energy sector? What are the implications of oil and gas sector decapitalization and energy transition capitalization? How should investors compare investments in different energy sectors, such as higher, more volatile oil and gas investments versus lower, guaranteed returns on renewable/utility investments? Is there enough capital and returns available for the decarbonization agenda? Which emerging energy technologies have the most promise and appeal to investors? Where is the money flowing? Is the current trend inevitable or cyclical? What could catalyze acceleration, deceleration, or reversals? How will private markets and capital respond to what is happening in the public investing world?

Wednesday, 11 March