{"podcast":{"title":"EnergyCents","slug":"energycents-231593","podcast_index_feed_id":231593,"rss_url":"https://feeds.libsyn.com/477543/rss","website_url":"http://www.ihsmarkit.com/energyblog","image_url":"https://static.libsyn.com/p/assets/3/3/6/5/336528da6e747fc888c4a68c3ddbc4f2/EnergyCents-1_3000x3000_copy-20240125-7ie2a2mptb.png","author":"EnergyCents & Upstream In Perspective | SPGCI","episode_count":296,"summary":"IHS Markit is now part of S&P Global. Hear exclusive energy insights and analysis, and engage with our experts as we explore the complex environment that shapes global energy markets. Follow EnergyCents, featuring our experts discussing the intersection of the financial and energy industries.","last_synced_at":"2026-06-25T20:20:00.241570+00:00","page_url":"https://stenobird.com/podcast/energycents-231593"},"episode":{"title":"Top Trends for 2026: Energy capital bets on AI-led power demand, positions for cyclical oil surplus (Ep. 230)","slug":"top-trends-for-2026-energy-capital-bets-on-ai-led-power-demand-positions-for-cyclical-oil-surplus-ep-230","published_at":"2026-02-05T09:25:00+00:00","page_url":"https://stenobird.com/podcast/energycents-231593/top-trends-for-2026-energy-capital-bets-on-ai-led-power-demand-positions-for-cyclical-oil-surplus-ep-230","show_page_url":"https://stenobird.com/podcast/energycents-231593","url":"https://3671a946-93e7-4b5e-9970-a632dbe13461.libsyn.com/top-trends-for-2026-energy-capital-bets-on-ai-led-power-demand-positions-for-cyclical-oil-surplus-ep-230","audio_url":"https://traffic.libsyn.com/secure/3671a946-93e7-4b5e-9970-a632dbe13461/EnergyCents_Top_10_Investments.mp3?dest-id=4056072","summary":"Top Trends for 2026: Energy capital bets on AI-led power demand and positions for a cyclical oil surplus. AI will continue to be a dominant driver of energy capital flows in 2026 as growth investment pauses in amply supplied global oil and natural gas markets. These expectations and five more will direct the attention of energy investors over the coming year, according to S&P Global Energy's recently released report, \"Top 2026 themes: AI's power crunch, LNG price pressure and the scramble for critical minerals.\" S&P Global Energy Expert Justin Jacobs joins hosts Hill Vaden and Sam Humphreys to discuss the top trends that will direct energy capital allocation in 2026. Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en","meta_description":"Top Trends for 2026: Energy capital bets on AI-led power demand and positions for a cyclical oil surplus. AI will continue to be a dominant driver of ener…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1988,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/energycents-231593/episodes/top-trends-for-2026-energy-capital-bets-on-ai-led-power-demand-positions-for-cyclical-oil-surplus-ep-230/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/energycents-231593/top-trends-for-2026-energy-capital-bets-on-ai-led-power-demand-positions-for-cyclical-oil-surplus-ep-230.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}