Market Intelligence
& Interviews
Informed articles from the go-to people in the oil and gas industry
Investor Insights Series Ep28: Victor Pascucci
Energy Capital Ventures on why backing innovation across the natural gas value chain is more critical than ever, how misconceptions around venture economics and industry complexity are holding entrepreneurs back, and why people, discipline, and long-term conviction ultimately determine success in a rapidly evolving energy landscape.
Executive Interview: Atsushi Taketani, JAPEX
JAPEX on the growing role of private equity in U.S. energy, balancing decarbonisation with global energy security, and the leadership lessons shaping his approach after three decades in government and the energy sector.
Executive Interview: Pei Hua Yeap, Executive Director, Aravest Sustainable Infrastructure
Aravest’s Pei Hua Yeap shares insights on APAC sustainable infrastructure, capital gaps, platform investing, and pragmatic ESG in the region’s energy transition
Energy Council 2026 Global Industry Survey Report
The Energy Council’s annual Global Industry Survey Report 2026 takes opinions from 200+ people from across our network, and from these responses, we have put together the macro picture of the industry today including oil price predictions, the energy trilemma, finance and investment plans and exploration updates.
Investor Insights Series Ep27: Yash Kaman
Kerogen-CX Capital Managing Director Yash Kaman on why the private equity model in energy has fundamentally changed, where the real capital opportunities lie as demand grows exponentially, and how risk discipline separated the investments that hold from the ones that don’t.
Emerging System Pressures: AI, Data Centres and New Demand Realities
AI and hyperscale data centres are emerging as major new drivers of energy demand, with the potential to reshape gas markets and absorb future LNG supply. As demand accelerates, grid limitations and infrastructure gaps—particularly in Europe—may determine which regions capture this growth.
Africa: Opportunities and Challenges Across a Shifting Energy Landscape
Africa is emerging as a key growth theatre, combining frontier potential with strategic diversification, though opportunities remain constrained by infrastructure gaps and regulatory complexity. Markets like Angola stand out for their balance of maturity and ongoing activity, highlighting the continent’s role in future upstream expansion.
Portfolio Evolution: Exploration Revival and New Growth Pathways
Exploration is returning as a strategic priority, driven by tightening supply rather than price, with operators expanding into frontier regions and new partnership models. At the same time, portfolios are shifting toward greater diversification and integration to withstand prolonged volatility.
Industry Report: The New Strategic Context: Geopolitics, Volatility and System Stress
Geopolitics is now the defining force in energy strategy, pushing the industry to prioritise security and stability amid rising volatility and system strain in Europe.
Energy Council Jakarta 2026: A Landmark Gathering for Indonesia’s Energy Future
Explore the highlights from Energy Council Jakarta 2026 as leaders shape Indonesia’s energy future.
Driving Energy Security for a Growing Region
Conrad Asia Energy’s CEO Miltos Xynogalas reveals the strategy for unlocking Indonesia’s gas potential, advancing the Mako field, and shaping Southeast Asia’s growing energy market.
Industry Report: Provincial Coordination and Capital Deployment in Canadian Energy
Political friction, inconsistent messaging, and constrained market access are shaping how global investors view Canada’s energy sector. Stronger federal-provincial coordination, clearer policy signals, and expanded export capacity will be critical to restoring confidence and unlocking capital deployment.