Monkey Wrench - Energy Transition Slams into Energy Reality Slams into War in Europe

The battle lines were drawn. The drive toward decarbonization was rushing headlong into the reality of energy markets. Things were going to get messy, but at least it was becoming more evident how the energy transition would impact key market developments, from the chaos in European natural gas, to producer capital restraint in the oil patch, to the rising impact of renewable fuels and, of course, the escalating roadblocks to pipeline construction. Then, a monkey wrench was thrown into the works. The world was confronted with the madness of war in Europe, with all sorts of consequences for energy markets: sanctions, boycotts, cutbacks, strategic releases, price spikes and, here in the U.S., what looks to be a softening of the Biden administration’s view against hydrocarbons — at least natural gas and LNG. So now the markets for crude oil, natural gas and NGLs aren’t only inextricably tied to renewables, decarbonization and sustainability, they must navigate the transition turmoil under the cloud of wartime disruptions. It’s simply impossible to understand energy market behavior without having a solid grasp of how these factors are linked together. That is what School of Energy Spring 2022 is all about! In today’s RBN blog — a blatant advertorial — we’ll highlight how our upcoming conference integrates existing, war-impacted market dynamics with prospects for the energy transition.

Before we get into the topics at hand, a brief word about School of Energy Spring 2022. This is our 16th School and the first to be held in person since 2019. It is coming up May 17-18 at The Houstonian hotel in Houston. We’ve reorganized the curriculum after assessing the most important developments that energy markets must deal with in the real world of today. That means a context that incorporates a lower-carbon future that is bringing radical changes in how energy commodities are produced, transported and used, while at the same time dealing with a brutal war in Europe and what some have called a new world order in energy markets.

As always, we’ll start with the basics of what makes energy markets tick, work through hands-on models of energy fundamentals, and review RBN’s forecasts for what lies ahead. Then we’ll get into what we believe are the most important hydrocarbon-related issues in the energy transition. These include carbon dioxide (CO2) sequestration, hydrogen and renewable fuels. There will be time for networking and discussion throughout. For more about School of Energy Spring 2022 and the themes we’ll be covering, click here

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