Raoul LeBlanc

S&P Global

Vice President, North American Unconventionals

Raoul LeBlanc, Vice President for North American Unconventionals, S&P Global, focuses on evaluating the dynamic onshore arena. He has been with S&P Global for five years. Mr. LeBlanc’s passion lies in the intersection of oil and gas expertise and leading-edge data analytics. He currently leads the development and commercialization of data products that leverage knowledge to make S&P Global’s well and production database insightful for commercial decision makers. At the same time, he plays a key role in directing research and forecasting of onshore North America and then delivering an integrated, substantive story to executives and investors. As a veteran of the industry and a former partner at PFC Energy, Mr. LeBlanc brings 25 years of experience in strategic and industry analysis. Familiar with a wide range of corporate and market issues, he has extensive experience on issues related to North American independents, upstream assets, and natural gas markets. From 1997 to 2006, Mr. LeBlanc worked at Anadarko Petroleum. During his tenure there, he directed the company's Strategic Planning effort, which assumed responsibility for strategy formulation, portfolio optimization, scenario planning, and competitor analysis. He has worked and studied in Japan, the Western Pacific, and Britain. Mr. LeBlanc holds an undergraduate degree from Georgetown University and an MA from the School of Advanced International Studies, The Johns Hopkins University.

Sessions With Raoul LeBlanc

Tuesday, 8 March

  • 11:40am - 12:30pm (CST) / 08/mar/2022 05:40 pm - 08/mar/2022 06:30 pm

    Future of North American Oil & Gas Supply: Returns, growth, or both?

    Finance & Investment/Trading & Risk Management/ESG

    The intense economic distress of the COVID pandemic created a near-death experience for North American oil and gas companies. Yet it also accelerated a change in the shale business model—a change that produced dramatic returns as prices rose in 2021. Can the shale business model really deliver through the entire cycle—what are the biggest risks for failure? Are current valuations fair and how will the North American system react to rising prices? How should companies think about the tradeoff between reinvestment and returning cash to shareholders? What is the "right" way to return cash to the "right" shareholders? What role will private capital play in future energy investment? How do companies and financiers square the ambition, policies, and investor demand for new energies with the current reality of the hydrocarbon world?

  • 02:30pm - 03:10pm (CST) / 08/mar/2022 08:30 pm - 08/mar/2022 09:10 pm

    Energy Perspectives with Jason Kenney

    One-on-one candid conversations from the foremost and sometimes controversial thought leaders.

Wednesday, 9 March

  • 12:00pm - 12:50pm (CST) / 09/mar/2022 06:00 pm - 09/mar/2022 06:50 pm

    Funding Future Oil & Gas Supply: Preemptive underinvestment?
    Panel Finance & Investment/Trading & Risk Management/ESG
    Oil & gas’ decades-long easy access to willing capital has been tightening over the past five years, constricting dramatically in 2021. Given this strong narrative and increasing pressures, what is the outlook for financing oil and gas investments? Will there be a supply shortfall, leading to an extended super-cycle? What does that future look like and who are winners and losers? What is the relative role of the COVID price whipsaw? What future demand concerns may arise? Are higher capital costs expected? How will diversion of capital to clean tech affect shareholder returns? Do high prices play into the willingness of financiers to invest? What regions and assets are competitively advantaged? Will low-cost exploitation and private capital fill any emerging gaps?
  • 01:00pm - 01:30pm (CST) / 09/mar/2022 07:00 pm - 09/mar/2022 07:30 pm

    New Generation Data Analytics Tools for Emission Reduction

    A key finding from emissions reduction projects in oil & gas to date has been that a major step-up in analytics capability is required to make sense of copious and diverse types of data from various sensors. There are multiple levels of integration—from basic time matching of inputs to the interface with operational and safety systems, ERP systems, and with decision-support systems to address remedial actions. What does this mean for the design of analytical tools to be deployed as part of an emissions management system?

  • 03:55pm - 04:35pm (CST) / 09/mar/2022 09:55 pm - 09/mar/2022 10:35 pm

    North America Shale: Balancing growth & investor returns
    Panel Upstream Oil & Gas
    After years of disappointing investor returns, in 2021 shale companies rocketed to the top spot across all economic sectors. That momentum has continued into 2022, but strategic challenges are mounting for executives as they contemplate the medium and longer term. Can the shale business deliver sustained value to its shareholders and to society at large? How does it compete with tech companies, financials, and other sectors? How should companies balance volume growth versus shareholder returns? Would sustained higher prices impact current fiscal discipline? Would delivering both high prices and rapid growth satisfy investors? Will consolidation continue and will it lower investment overall? On what future vision should companies base their investments? How do the costs of measuring and reducing GHG emissions factor into investment plans? How should successful shale producers engage with "new" energy businesses?
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