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- Indexed episodes, last 90 days
- 9
- Latest publication
- Sep 3, 2026
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- Jul 9, 2026
Latest episodes
Talking refining capacity with Phillips 66 (Ep. 260) (opens the original)
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Phillips 66 is a US-based downstream energy company that operates through five core segments: Midstream, Chemicals, Refining, Marketing and Specialties (M&S), and Renewable Fuels. Sean Maher, Phillips 66 chief economist and head of investor relations, joins hosts Hill Vaden and Sam Humphreys to discuss how Phillips 66 is navigating the current high-margin, high-utilization environment and outline the investment priorities fueling the company's next leg of growth. Learn more about Phillips 66 at:
The Illusion of Crowds: In conversation with S2G (opens the original)
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What happens when plenty of capital enters the energy transition, but not enough of it reaches the companies best positioned to scale? In this episode of EnergyCents, Hill Vaden and Sam Humphreys speak with Francis O'Sullivan, Managing Director of Energy Investment at S2G, about "The Illusion of Crowds," a paper that challenges the idea that more investors automatically create a smarter, more effective market. They discuss how capital has become highly concentrated, why this matters for the "mis
Quagmire: Scenario planning a case for lasting oil markets disruption (Ep. 258) (opens the original)
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Scenario planning allows investors and executives to prepare for situations outside of their base-case expectations. S&P Global Energy developed a new case called "Quagmire" that assumes conflict around the Strait of Hormuz becomes a permanent geopolitical feature and trade flows fragment in favor of regional energy security. Oil markets experts Louise Vertz and Sandra Abdallah join hosts Hill Vaden and Sam Humphreys to walk us through the assumptions in S&P Global Energy's "Quagmire" scenario a
Digital underground: Grid-forming inverters and the future of grid stability (Ep. 257) (opens the original)
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Traditional grids rely on the physical inertia of massive, spinning turbines to stabilize frequency during sudden power outages. This stability is being challenged by the growth of solar and wind power, which lack the physical spinning parts needed to buffer the grid. Grid-forming inverters create a 'digital inertia' that enables grid stability and are increasingly critical to ensuring reliability as grids transition. Renewable electricity experts Cormac Gilligan and Tiffany Wang join hosts Hill
Marginal utility: Lack of new capacity leads to boom time for North America refining (Ep. 256) (opens the original)
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Fresh investment in North American refining infrastructure stalled in prior years as the sector braced for long-term demand destruction. However, capacity has fallen faster than demand and profit margins are now healthier than many expected. Refining expert Debnil Chowdhury joins hosts Hill Vaden and Sam Humphreys to discuss the North American refining landscape and how disruptions in the Strait of Hormuz and Russia are contributing to high utilization and profitability for the sector. Learn mor
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