Let's Talk Energy

Rystad Energy

50 episodes listed below

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Energy markets, explained through the constraints.

The gist

Let's Talk Energy turns energy headlines into structured market analysis. Episodes move from the immediate shock, such as LNG disruption or data-center demand, into capacity, geography, pricing, infrastructure, and the policies that may reshape the next phase.

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About Let's Talk Energy

Let's Talk Energy is a compact, expert-led briefing on the global energy system. It is less interested in hot takes than in cause and effect. Episodes usually start with a market shock, a policy strain, or a capacity problem, then trace the practical consequences across regions and fuel types. Recent conversations have centered on Middle East conflict, LNG disruption, the Strait of Hormuz, energy infrastructure risk, Asian upstream strategy, data-center power demand, offshore wind, and the changing case for renewables. The show is comfortable with numbers. Barrels, gigawatts, million tons per annum, storage levels, lead times, and percentage shifts all carry the argument forward. That detail gives the program its shape. A conflict is not only a conflict; it is also a logistics problem, an insurance problem, a price premium, and a test of spare capacity. A data-center boom is not only an AI story; it is a grid-planning issue, a gas-generation question, and a possible catalyst for new infrastructure. Offshore wind is treated through bid rounds, supply chains, development costs, industrial competition, and government tradeoffs. The energy transition appears throughout, but not as a slogan. It is examined against affordability, security, inflation, domestic supply, grid flexibility, and the uneven pace of investment. Noah Brenner gives the episodes a steady interview structure, setting up the issue and pressing guests toward concrete assumptions. The conversations can be dense, but they rarely feel abstract. They keep returning to what a disruption means for buyers, producers, developers, governments, and consumers. The tone is sober and practical. It suits listeners who want energy market analysis with enough detail to be useful, but enough framing to stay readable. The show's strongest moments come when it connects short-term volatility to medium-term strategy. It makes global energy feel less like a blur of prices and headlines, and more like a system of chokepoints, incentives, constraints, and choices.

Made for: For energy professionals, policy watchers, investors, infrastructure analysts, and serious generalists who want grounded context behind market-moving energy news. It also suits listeners tracking renewables, LNG, offshore wind, power demand, and geopolitical supply risk.

What sets it apart: The show stands out for converting large shocks into specific market mechanics: capacity, lead times, storage, regional exposure, and supply-chain pinch points. Its expert interviews stay close to the data without losing the larger strategic frame.

In their own words

Let’s Talk Energy is a podcast from Rystad Energy that delivers timely, expert-led insights into the global energy landscape. Hosted by Noah Brenner, who has covered the evolution of energy for more than 20 years, each episode features in-depth conversations with Rystad Energy experts, as well as the occasional special guest.Together, we explore the most important developments shaping the energy world, from oil production and power demand to market-moving geopolitics. Whether you're an industry veteran or simply curious about energy and its impact to our world, you'll find clear and thoughtful discussions. Have a question, a topic suggestion, or wan...

As heard by us

Based on 5 episodes we listened to · September 2026

Let's Talk Energy traces how supply disruptions, infrastructure limits, and policy choices become prices, investment decisions, and economic risk.

Noah Brenner turns energy shocks into questions about prices, supply, infrastructure, and investment. His conversations with Rystad Energy specialists begin with a defined pressure point, then test timelines, constraints, and possible responses rather than treating a headline as…

Read our full review in PlayNext →

Why you'd press play

The data center wants power; your electricity bill wants a word with Noah Brenner.

Press play if you want

  • to understand why LNG cargoes may take weeks to return even after production restarts
  • to know whether data centers can work with the grid without raising your bill
Read the full recommendation in PlayNext →
LNG supply disruptionMiddle East conflict and energy marketsStrait of Hormuz chokepointsrenewable energy adoptionoffshore wind developmentdata-center power demandgrid capacity and pricingoil and gas supply chains

Talks about

Best episodes of Let's Talk Energy

Short reviews from the PlayNext desk, based on the episodes we processed.

Energy insecurity is changing the case for renewables, with Vegard VollsetApr 15, 2026

A grounded look at how fossil fuel shocks are reshaping the case for renewables.

This conversation gives energy insecurity a clear shape: fossil fuel shocks, higher power prices, and the push for more domestic renewable capacity.

How the Middle East war is reshaping Asia’s upstream strategy, with Prateek PandeyApr 8, 2026

Hormuz pressure is pushing Asia's upstream strategy toward more secure, higher-cost supply.

The episode tracks how war in the Middle East is reshaping Asia's upstream strategy, with the Strait of Hormuz and its oil and LNG flows under sustained pressure.

Will power-hungry data centers overwhelm the grid? With Fredrik Ellekjær and Victoria FethkeApr 1, 2026

AI data centers meet grid math, and pricing stays central.

The episode treats data centers as a grid and pricing problem, then keeps its focus on the questions that matter most: how much electricity the AI build-out may need, what supply can meet it, and why consumer bills keep coming up.

Middle East escalation and the scramble for LNG, with Sindre KnutssonMar 11, 2026

A focused market note on how a Middle East supply shock turns into LNG pricing, timing, and security-of-supply concerns.

Let's Talk Energy tracks a Middle East supply shock through LNG cargoes, liquefaction capacity, and the market reaction that tends to arrive before much of the missing gas can return.

How will Middle East conflict impact energy and the economy? With Rystad Energy Chief Economist Claudio GalimbertiMar 4, 2026

A clear look at why Hormuz matters more than one small OPEC move.

This episode follows the energy-market fallout from the U.S. and Israel strikes on Iran, keeping the Strait of Hormuz at the center while oil, gas, and shipping stay in view.

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Episodes

  1. 1

    The data center power crunch: “Physics is going to win” — Robert Gaudette, CEO, NRG

    On Let's Talk Energy, NRG CEO Rob Gaudette says “Physics is gonna win” against an ERCOT forecast of 500 gigawatts of data-center demand.

    Sep 23, 2026·32m·2 clips
  2. 2

    How data centers and natural disasters are pushing the grid to its limits

    Sep 9, 2026·38m
  3. 3

    Why the Permian Basin won’t replace lost Middle East oil, with Jai Singh and Matthew Bernstein

    Aug 26, 2026·40m
  4. 4

    Host note: Back in August and future plans

    Jul 8, 2026·2m
  5. 5

    How AI is reshaping the way we build, run and secure the grid, with Microsoft's Per Christian Honningsvaag

    Jul 1, 2026·42m
  6. 6

    How a decade of underinvestment is reshaping the global hunt for oil, with APA Corporation's Tracey Henderson

    Jun 24, 2026·37m
  7. 7

    Why the world's cheapest oil is now its riskiest investment, with Olga Savenkova and Schreiner Parker

    Jun 17, 2026·44m
  8. 8

    How data center growth is slowing the US shale comeback, with Ryan Hassler and Marauder Capital's Roe Patterson

    Jun 10, 2026·43m
  9. 9

    How the worst oil crisis ever recorded could end in energy abundance, with Claudio Galimberti

    Jun 3, 2026·35m
  10. 10

    Why Iranian oil could be the biggest energy story of the decade, with Aditya Saraswat

    May 27, 2026·33m
  11. 11

    The AI arms race has a critical minerals problem, with Michael Walshe and Jeff Dickerson

    May 20, 2026·43m
  12. 12

    Running on empty: How the Middle East war is squeezing jet fuel markets, with Susan Bell

    May 13, 2026·35m
  13. 13

    Asia's oil scramble is reshaping crude markets, with Lin Ye and Priya Walia

    May 6, 2026·40m
  14. 14

    How Malaysia is looking to seize its upstream opportunity, with Petronas SVP Datuk Bacho Pilong

    Apr 29, 2026·40m
  15. 15

    The Hormuz crisis and the real cost of a barrel of oil, with Paola Rodriguez-Masiu

    Apr 22, 2026·35m
  16. 16

    Energy insecurity is changing the case for renewables, with Vegard Vollset

    Oil has jumped 40% or more, and Noah Brenner uses the shock to ask a blunt question: can importing countries protect themselves by building more domestic renewables?

    Apr 15, 2026·30m·2 clips
  17. 17

    How the Middle East war is reshaping Asia’s upstream strategy, with Prateek Pandey

    Hidden gem

    Asia is taking the hardest hit outside the Middle East Gulf.

    Apr 8, 2026·30m·2 clips
  18. 18

    Will power-hungry data centers overwhelm the grid? With Fredrik Ellekjær and Victoria Fethke

    Hidden gem

    Noah Brenner opens on the data-center boom and the AI race powering it.

    Apr 1, 2026·38m·2 clips
  19. 19

    Can offshore wind bounce back after stormy 2025? With Alex Fløtre and Venterra CEO Ed Daniels

    This episode explores the future of offshore wind energy after a challenging 2025, discussing recovery prospects, supply chain dynamics, regulatory impacts, and growth potential with industry experts.

    Mar 25, 2026·32m
  20. 20

    Could Middle East conflict break energy supply chains? With Matthew Fitzsimmons

    This episode analyzes how the Middle East conflict is disrupting energy supply chains, focusing on oilfield services, infrastructure damage, and global impacts with expert Matthew Fitzsimmons.

    Mar 18, 2026·42m
  21. 21

    Middle East escalation and the scramble for LNG, with Sindre Knutsson

    Global gas markets feel the strain.

    Mar 11, 2026·33m·2 clips
  22. 22

    How will Middle East conflict impact energy and the economy? With Rystad Energy Chief Economist Claudio Galimberti

    The Strait of Hormuz is the focal point here.

    Mar 4, 2026·35m·2 clips
  23. 23

    Cheap no more: How rising demand is reshaping US natural gas, with Artem Abramov and Jai Singh

    Feb 25, 2026·38m
  24. 24

    Is trade key to cutting global emissions? With Jon Erik Remme and Patrick King

    Feb 18, 2026·39m
  25. 25

    Is China’s falling LNG demand a warning sign for global markets? With Wei Xiong

    Feb 11, 2026·31m
  26. 26

    How new tech is moving geothermal from niche to mainstream, with Alexandra Gerken

    Feb 4, 2026·40m
  27. 27

    Next-gen nuclear and the rise of SMRs, with Carlos Torres Diaz and Natura Resources' Douglass Robison

    Jan 28, 2026·32m
  28. 28

    What’s next for Venezuela? Oil production, global markets and foreign investment, with Jorge León

    Jan 21, 2026·30m
  29. 29

    Supply, demand and geopolitics: Oil markets in 2026 with Janiv Shah and General Index's Corey Stewart

    Jan 14, 2026·31m
  30. 30

    A quick holiday thank you; back 14 January 2026

    Dec 23, 2025·2m
  31. 31

    A glimpse into energy in 2026, with Jarand Rystad

    This episode explores predictions for the 2026 energy market, featuring an interview with Jarand Rystad discussing oversupply trends, the energy transition, and geopolitical impacts.

    Dec 17, 2025·30m
  32. 32

    The next US shale hotspot: Western Haynesville, with Matthew Bernstein

    Dec 10, 2025·36m
  33. 33

    The North Sea is the key to European energy security, with Simon Sjøthun

    This episode explores the North Sea's critical role in European energy security, discussing its history of oil and gas production, current shift toward offshore wind, and strategic importance amid geopolitical tensions like the Russia-Ukraine conflict.

    Dec 3, 2025·39m
  34. 34

    Non-OPEC+ oil growth finds its engine in South America, with Radhika Bansal

    Nov 26, 2025·35m
  35. 35

    COP30 and carbon markets in the age of climate pragmatism, with Jeffrey Dickerson and Petter Aspestrand

    This episode discusses COP30 in Brazil, the shift toward climate pragmatism focusing on energy security and affordability, and the role of carbon markets and nature-based solutions in emissions reduction.

    Nov 19, 2025·36m
  36. 36

    Who will make money in the energy industry in 2026? With Rystad Energy Deputy CEO Lars Eirik Nicolaisen

    Nov 12, 2025·40m
  37. 37

    Dawning of the next era of energy, with Jon Hansen and Lars Nitter Havro

    Nov 5, 2025·35m
  38. 38

    Six trends shaping Middle East energy ahead of ADIPEC, with Aditya Saraswat & Valerie Panopio

    Oct 29, 2025·33m
  39. 39

    Lessons from Australia's wildly volatile power market, with Gero Farruggio

    Oct 22, 2025·23m
  40. 40

    Shell’s Peter Wood on AI, future energy scenarios and trade turning points

    Oct 15, 2025·23m
  41. 41

    What China’s oil stockpiling means for OPEC+, prices and global trade, with Lin Ye

    Oct 8, 2025·28m
  42. 42

    Shipping has a plan to go green, but will it work? With Jo Friedmann and Junlin Yu

    This episode explores the International Maritime Organization's plan to achieve net-zero emissions in the shipping industry by 2050, discussing its feasibility, economic implications, fuel alternatives, and challenges from U.S.

    Oct 1, 2025·30m
  43. 43

    Clearing the air on carbon capture, with Yvonne Lam

    This episode explores the current state and future of carbon capture, utilization, and storage (CCUS) with expert Yvonne Lam, discussing trends, challenges, and its role in tackling emissions.

    Sep 24, 2025·34m
  44. 44

    European power markets at a turning point, with Iben Frimann-Dahl and Francesca Bjørnflaten

    Sep 17, 2025·27m
  45. 45

    The future of global energy demand, with Claudio Galimberti and Jorge León

    Sep 10, 2025·33m
  46. 46

    Winners and losers in Trump’s energy agenda, with Mike McCormick

    Sep 3, 2025·33m
  47. 47

    How oil majors are attracting investors, with Olga Savenkova

    Aug 27, 2025·40m
  48. 48

    Energy transition vs. energy addition, with Jarand Rystad

    Aug 20, 2025·37m
  49. 49

    The looming oil supply challenge, with Artem Abramov

    Aug 13, 2025·32m
  50. 50

    Let's Talk Energy - Launching 13 August

    Aug 6, 2025·1m