The New World Energy Order
An audio version of my World Energies Summit 2026 speech on the new global energy order: stronger oil & gas demand, renewed exploration, higher costs of capital, and what the next upstream growth cycle means for companies and investors.
This episode is an audio version of my speech to the World Energies Summit 2026 in London.
It looks at the emergence of a new global energy order, the return of stronger oil & gas demand, the changing economics of upstream investment, and what the next growth cycle could mean for companies, investors and capital markets.