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.

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The New World Energy Order

This episode is an audio version of my speech to the World Energies Summit 2026 in London.

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New world energy order speech
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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.