Volume 6 – 13 March 2024
Look Forward
Multidimensional Transition
We are at a pivotal moment in the energy transition.
Sweeping financial investments have set the stage for a decade of deployment. Thousands of new projects and new technologies will enter the world’s energy ecosystem, from hydrogen to carbon capture and more. In addition, artificial intelligence is transforming capabilities in data processing and decision-making that will impact the energy industry.
While evidence of the transition is clear, uncertainties remain. In this edition of Look Forward: Multidimensional Transition, our economists, analysts, researchers and data experts examine the challenges and opportunities of decarbonization, focusing on topics with the greatest potential for large-scale disruption and deployment.
This issue explores a spectrum of topics: energy security, geopolitics of energy and climate change, critical minerals for energy transition, natural gas, carbon markets, methane emissions, transportation, and material transition.
It is intended to help decision-makers in asset management, asset ownership, companies, multilateral institutions, nonprofits and governments look beyond the near term and explore the trends that will shape our future.
I encourage you to seek out previous volumes of Look Forward as well, which cover a range of topics to help navigate an uncertain world. Get in touch with us to share your own views on these topics and ask questions. We want to hear from you.
Saugata Saha
President, S&P Global Commodity Insights
Sponsors & Contributors
Atul Arya, Ph.D.
Senior Vice President and Chief Energy Strategist
Dr. Atul Arya is Senior Vice President and Chief Energy Strategist at S&P Global Commodity Insights. He is responsible for integrating energy content, analysis and insights across the entire energy value chain and for c-suite client engagements.
Alexandra Dimitrijevic
Global Head of Research & Development
Martina L. Cheung
President, S&P Global Ratings
Ashutosh Singh
Head of Energy Transition Program Management
Ashutosh Singh is a director with the financial services team at S&P Global, where he leads global oil supply forecasting and upstream sector fundamentals analysis.
Juliana Abella
Research and Analysis Director, Upstream Solutions
Juliana Abella, director, head of the legal team within the E&P Terms and Above Ground Risk group at S&P Global Commodity Insights
Kurt Barrow
Vice President, Oil Markets, Midstream, and Downstream
Kurt Barrow is Vice President of Oil Markets, Midstream, and Downstream at S&P Global Commodity Insights.
Julien Bernu, CFA
Associate Director, EMEA Utilities
Simon Blakey, Ph.D.
Senior Advisor
Marie-Louise du Bois
Head of Carbon Pricing
Etienne Gabel
Senior Director, Global Power and Renewables
Etienne Gabel, a senior director at S&P Global Commodity Insights with the Global Power and Renewables team, specializes in the analysis of market and regulatory developments in power sectors worldwide.
Peter Gardett
Executive Director, Climate and Cleantech
Peter Gardett is an executive director for climate and cleantech at S&P Global Commodity Insights.
Judson Jacobs, M.S.
Executive Director, Upstream Energy
Judson (Jud) Jacobs is an executive director in the Upstream Energy practice at S&P Global Commodity Insights, focused on technology and innovation.
Roman Kramarchuk
Head of Future Energy, Policy and Technology Analytics
Eleonor Kramarz
Global Head, Energy Transition Consulting
Eleonor is Global Head of Energy Transition Consulting.
Raoul LeBlanc
Vice President, Upstream
Raoul LeBlanc is Vice President for North American unconventionals at S&P Global Commodity Insights, where he focuses on evaluating the dynamic onshore arena.
Olivier Maronneaud
Director, Chemical Consulting
Olivier is a Director in the chemical consulting team in London, UK
Claire Mauduit-LeClercq
Director, EMEA Utilities
Anastasia Pantazopoulou
Analyst, Hydrogen and Low-Carbon Gas
Carlos Pascual
Head of Geopolitics & International Affairs
Chengyao Peng, Ph.D
Director, Greater China Power & Renewable
Chengyao Peng, director for Greater China power & renewables research and analysis at S&P Global Commodity Insights, and a member of the thought leadership group in global power and renewables, with a focus on Asia Pacific and China in particular.
Paola Perez Pena
Principal Research Analyst, Gas Power and Climate Solutions
Paola Perez Pena is a principal research analyst in the Clean Energy Technology group, focusing on carbon sequestration research, analytics and insights.
Tony Potter
Global Vice President, Specialty Chemicals
Tony Potter serves as global vice president at S&P Global Commodity Insights, leading specialty chemical research and analysis in the Asia-Pacific region.
Catherine Robinson
Executive Director, Gas, Power, and Energy Futures
Catherine Robinson, executive director on the Gas, Power, and Energy Futures team at S&P Global Commodity Insights, leads gas and power research in Europe and global analysis on low-carbon gases.
Shankari Srinivasan
Vice President, Energy
Shankari Srinivasan, Vice President of Energy at S&P Global Commodity Insights, leads the global gas and European gas and power research teams.
Michael Stoppard
Global Gas Strategy Lead and Special Advisor
Michael Stoppard is Global Gas Strategy Lead and Special Advisor with S&P Global Commodity Insights.
Eduard Sala de Vedruna
Executive Director, Climate and Sustainability Group
Eduard Sala de Vedruna leads the Clean Energy Technologies team at S&P Global Commodity Insights.
Daniel Yergin, Ph.D.
Vice Chairman
Daniel Yergin is vice chairman of S&P Global.
Edurne Zoco, Ph.D.
Executive Director, Clean Technology & Renewables
Edurne Zoco is an executive director for the Clean Technology & Renewables team at S&P Global Commodity Insights, leading the group's research activities across renewables, batteries, and energy storage.
Key Support
Lead Editors
Ellen White, Copy Editor
Angela Long, Lead Editor
Project Manager
Ashutosh Singh, Head of Energy Transition Program Management
Copy Editor
Mary Minton, Editor
Graphics Editor
Matthew Schick, Senior Editor, Visuals
Head of Editorial, Design & Publishing Team
Ken Fredman
Content Strategy
Nathan Hunt, Vice President of Content and Digital Marketing
Communications
Joanna Vickers, Public Relations Director
Website Development
Kurt Burger, Marketing Specialist
Social Outreach
Camille McManus, Marketing Specialist
Designer
Augusto Justiniano, Senior Designer