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Energy Circles: Navigating Volatility, OPEC Shifts & China’s Power Play

In this episode of FutureWise Energy, Mark Roach delivers a candid, insider’s perspective on the seismic shifts redefining the global energy landscape. As market forces, geopolitics, and technology collide, Mark draws on decades of experience from oil fields to boardrooms to cut through the noise and spotlight what truly matters for energy professionals.

Get the latest on:

  • Oil prices: WTI at $68.15, Brent at $69.94, and what these numbers mean for the industry’s future.

  • U.S. production at record highs—13.5 million barrels per day—despite a rig count at its lowest in nearly four years.

  • OPEC Plus’s strategic pivot: prioritizing market share, not price, and the ripple effects of Iran’s record-breaking output.

  • The global supply/demand imbalance, with demand at a record 103.7 million barrels per day and inventories swelling.

  • The real impact on U.S. projects, the Permian Basin, and the workforce—over 3,000 jobs lost in June alone.

  • China’s calculated energy strategy: leading in renewables while still dominating coal, and investing heavily in U.S. climate projects.

  • Soaring costs of climate adaptation: $6.6 trillion in U.S. climate disaster losses over 12 years, and what it means for business risk.

  • How technology—like rig safety sensors and private 5G—offers efficiency but can’t replace the need for capital discipline.

  • Why the only certainty is volatility, and how companies can position themselves to thrive amid ongoing change.

Mark breaks down the numbers, exposes the structural changes reshaping the sector, and shares actionable strategies for navigating a period where yesterday’s rules no longer guarantee tomorrow’s success. Adaptation, efficiency, and strategic discipline are the new essentials.

Subscribe to FutureWise Energy for clear, actionable insights that help you stay ahead in a world where energy’s only constant is change.

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