Separate Ways (Worlds Apart) - Journey to Decarbonization a Tricky Path for Crude Oil, Natural Gas, NGLs

These are troubled times, as the song says, caught between confusion and pain. Following the COVID trauma of 2020, oil, gas, and NGL markets are now coping with uncertainty of medium- and long-term prospects in light of energy transition rhetoric. Will we continue to see sufficient investment in the hydrocarbon-based supplies that the world needs today, or will resources be increasingly diverted toward renewable energy technologies and wider ESG goals? Finding a way to satisfy the global appetite and fuel continued recovery while planning for the future was a core theme for RBN’s Fall 2021 School of Energy: Hydrocarbon Markets in a Decarbonizing World. In today’s advertorial RBN blog, we lay out some key findings and highlights from this fall’s virtual conference.

We conducted our 15th School of Energy on November 9-10. Like always, our curriculum included our assessments of crude oil, natural gas and NGL markets and our forecasts for what’s coming next. We work through these topics using RBN’s fundamental market models – Excel spreadsheets that grapple with a wide range of issues such as production economics, production forecasting, crack and frac spreads, gas processing economics, ethane rejection, and petrochemical feedstock selection, among many other topics. But this time around, in a School of Energy first, we added an entire module dedicated to the energy transition. This year’s central themes spotlight the relationships among the crude oil, natural gas, and NGL markets and how they have been impacted by the rise of environmental, social and governance (ESG) issues; rising U.S. exports that have strengthened links between domestic markets and global prices; and the impacts of the lingering COVID-19 pandemic on supply and demand.

If you were not able to join us for the live broadcast, you are in luck! The entire 16+ hours of streaming content, plus slide decks and spreadsheets, are available online.

We recorded the entire conference, including the live Q&As, and made it available online, and we’re calling it School of Energy Encore. It’s the next-best thing to being there live and includes downloadable PDF presentation materials and Excel models. The virtual curriculum is organized into six modules and subdivided into 44 sub-modules, most of which are between 15 and 30 minutes long, so you can binge-watch the whole thing, or watch one piece at a time at your own pace over however many days or weeks you wish. You can read the detailed descriptions of the modules by clicking here. In the paragraphs below, we’ll summarize some key findings from each major module.

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