Manash Goswami

VP of analytics @RystadEnergy. Previously: @ArgusMedia @Reuters @DowJones @Bloomberg @thehindubiz; via Singapore & New Delhi. Editor/writer/reporter.

[Rystad Energy @RystadEnergy]

The West is building up its clean energy manufacturing capacity to combat China’s dominance. But it might be too little too late, with investments of $700 billion over the next decade required to make an impact.
https://t.co/1xSDg6OxNJ
#rystadenergy #energytransition #supplychain

[Manash Goswami @ManashGw]

Wrapped up a busy week meeting some of our key clients to discuss @RystadEnergy #Analytics as we formulate our priorities for 2024, and a quick trip to DC to participate in our follow-up #EnergyTransition roadshow. Thoroughly enjoyed the exchange of ideas and thoughts!

[Manash Goswami @ManashGw]

Enjoyed working with you on our market note, @jorgeleonEC!

[Jorge León @jorgeleonEC]

#OPEC+ meetings are always exciting time (particularly for me as #OPEC alumnus). A long afternoon, with rumors, numbers flying and a lot of information.

My summary:   ⚠️Lollipops 🍭 and a surprise Brazilian treat fail to sweeten the 🛢️oil market ⚠️

@Laura @Elliot @Rystad

[papon angaraag @paponmusic]

Thank you Los Angeles! Been wanting to say thank you for a week now but got caught up in my travels! You were so so amazing! ❤️🕺🏽💃🏽🤟🏽
#PaponLive #USA2023 #PaponliveTour

[papon angaraag @paponmusic]

Thank you sir 🙏🏼

[papon angaraag @paponmusic]

#Bihu in Times Square New York! We were in NYC and this happened! Was quite cool! 😍…And even cooler that we were in New York when #iBaasi launched! Have you heard #iBaasi yet? Go listen and dance it out! 🕺🏽💃🏽It’s a first of it’s kind! #AfroBihu #GenreBreaking #bhoomi23

[Rystad Energy @RystadEnergy]

BBC highlights that elevated prices might be the new normal over the short term as demand continues to grow through the decade's end. Read more: https://t.co/UqfS6eoBEI
#RystadEnergy #oilandgas

[Rystad Energy @RystadEnergy]

Get ready for a day of knowledge sharing and engaging conversations at our highly anticipated Americas Annual Summit on Thursday, 5 October in Houston. Spaces are limited, so secure your spot today: https://t.co/fAvNy4PgUE
#rystadenergyweek #energy #rystadenergysummit

[Manash Goswami @ManashGw]

Enjoyed co-authoring this month's article for our thought leadership series: REview.
Here's the key question: The relative stability in the energy system through some truly cataclysmic events is remarkable. But can the stability be sustained? #oilandgas #energytwitter #energy

[Rystad Energy @RystadEnergy]

What's in store for global markets in the second half of 2023? Our August REview examines whether current conditions are going to last or if there's a storm gathering on the horizon. Read the full article > https://t.co/UdbuSZCF90 

#RystadEnergy #REview #energysystems

[Manash Goswami @ManashGw]

"As inflationary pressures ease in the coming quarters and oil prices rebound, this spike will be a short-term anomaly instead of a shift of strategy," says Matthew Bernstein, senior upstream analyst.

[Rystad Energy @RystadEnergy]

The reinvestment rate of US shale oil producers hit a three-year high in the second quarter. But this is not a sign of operators returning to the "old days of aggressive capital expenditure and rapid production growth."

https://t.co/zKc3HSh6q9

#rystadenergy #energy #shale

[Rystad Energy @RystadEnergy]

On Argentina’s oil boom: “This is absolutely a once-in-a-generation opportunity,” says Alexandre Ramos-Peon, head of shale research at Rystad Energy.

Read more in Juan Pablo Spinetto's Bloomberg opinion piece here: https://t.co/uMz3raKwYL

#rystadenergy #energy #vacamuerta #oil

[Rystad Energy @RystadEnergy]

Chart of the week: As solar's share of the global power mix grows, price cannibalization and low 'captured prices' are becoming more common. German solar generation has hit record highs recently, but capture rates are falling

https://t.co/JIlXfSMI38

#rystadenergy #energy #solar

[Manash Goswami @ManashGw]

Enjoyed co-authoring the June edition of our thought leadership series, REview. Another key takeaway:
"The combination of renewed confidence from OPEC+ and shale producers’ investment caution will likely keep balances tight and oil prices high for the next few quarters."

[Rystad Energy @RystadEnergy]

What can we infer from the latest corporate earnings, operator guidance and supply chain trends to gain insights on the outlook for the second half of 2023? June's REview dives deep into the question. Full insight > https://t.co/PenmAtY26N #shale #oilandgas #corporateearnings

[Rystad Energy @RystadEnergy]

"Vaca Muerta could hold the key to Argentina’s future energy economy following more than a decade of oil production declines," says Alexandre Ramos Peon, our head of shale research.

#energy #rystadenergy #vacamuerta #shale

https://t.co/fMHB22l5qJ

[Rystad Energy @RystadEnergy]

Why not nuclear? Our May edition of REview answers these questions by diving into the specific topics of power generation, renewable buildout and the US' current and future power mix. Read the full article > https://t.co/RReXe6H9HL #nuclearpower #renewables #energytransition

[Manash Goswami @ManashGw]

"Canada looked at its southern neighbor’s renewable tax breaks and the influx of investment it’s set to trigger and thought: 'I want some of that.' Its answer to the Inflation Reduction Act could have wide-ranging implications," says Rystad Energy senior analyst Geoff Hebertson.

[Rystad Energy @RystadEnergy]

Canada’s new renewables investment tax credit (ITC), unveiled in the 2023 federal budget, will make the country a global leader in green energy incentives, potentially boosting project values by more than 50%.

https://t.co/O2cHLHENia

#energy #rystadenergy #renewables #canada

[Rystad Energy @RystadEnergy]

Read the latest from @JavierBlas, featuring Rystad Energy data and analysis from our Head of Shale, Alexandre Ramos-Peon, on the future of the Permian.
#energy #shale #rystadenergy

[Rystad Energy @RystadEnergy]

Chart of the week: Amid shrinking global exploration budgets, mature basins continue to create significant value as evidenced by North Sea developments such as the Voring and Viking Graben.

#rystadenergy #energy #energymarkets #exploration

[Rystad Energy @RystadEnergy]

“The global green hydrogen economy is beginning to take shape, with Africa and Europe becoming a dynamo of production and use,” says Rajeev Pandey, Clean Tech Analyst at Rystad Energy.

https://t.co/9ghFBJixXH

#rystadenergy #energy #hydrogen #greenhydrogen #africa

[Rystad Energy @RystadEnergy]

🚨New Partnership Announcement - bringing together industry-leading expertise in the downstream oil markets and chemical sectors to help our clients navigate the path to net zero.

Read more here: https://t.co/XtNxWXqmb8

#rystadenergy #oilmarkets #chemicals #downstream