Aaron Brady

IHS Markit

Senior Director, Energy

Aaron F. Brady, Senior Director, Energy, IHSMarkit, is an expert on the global oil market, including downstream price dynamics, political and regulatory influences, and economic trends. Mr. Brady’s analyses focus on the fundamentals of the North American refined product markets and on energy/environmental legislation and regulatory issues, including the role of alternative fuels. Mr. Brady is a regular contributor to the IHS Markit Oil Markets service, for which he provides market analysis on supply and demand fundamentals and key trends in the global oil industry for the IHS <em>World Oil Watch</em> and monthly Market Briefings. He is the author of several IHS Markit Private Reports, including an investigation of peak gasoline demand in the United States and the potential for plug-in hybrid electric vehicles. He was also a key contributor to the IHS Multiclient Studies <em>Growth in the Canadian Oil Sands: Finding the new balance and Crossing the Divide: The future of clean energy</em>. Before joining IHS Markit and its predecessors IHS Energy and Cambridge Energy Research Associates, Mr. Brady was a consultant in the oil industry, focusing on downstream regulatory issues, including the transition to ethanol in the California gasoline market. Mr. Brady holds a BA from Amherst College and an MA from the Johns Hopkins School of Advanced International Studies.

Sessions With Aaron Brady

Tuesday, 2 March

  • 01:15pm - 01:45pm (CST) / 02/mar/2021 07:15 pm - 02/mar/2021 07:45 pm


    Global Outlook: Oil markets--turmoil & transition

    Panel Markets/Economics/Strategy Upstream Oil & Gas
    Among far-reaching changes triggered by the pandemic of 2020 are these two: a shift in the balance of oil supply and pricing power away from the United States to Russia and Saudi Arabia; and recognition that the energy transition is quickening, a phenomenon with broad, long-term consequences for the industry. The first is the consequence of a collapse in oil demand that was as dramatically sudden as it was astonishingly large. As such, it could be temporary but for the second, which could pinch investment in oil production capacity as the world transitions away from fossil fuels. The IHS Markit team will discuss views—and recognize the uncertainties—about the future of world oil demand, production, and refining.