Oil and gas

External guest Øivind Tangen from SBM Offshore explains how collaboration, transparency and standardisation across the supply chain can transform deepwater project performance. He describes how clear line of sight between operators, contractors and suppliers improves delivery reliability and cost outcomes.

The conversation covers the growing deepwater opportunity in Brazil, Guyana, Namibia and West Africa and how scale and partnership matter more as project pipelines expand. Øivind also touches on modular carbon capture designs and early ammonia concepts that could help decarbonise FPSO operations, preparing existing and future assets for changing market and regulatory conditions.

Featuring external speaker: Øivind Tangen, Chief Executive Officer, SBM Offshore
Event: The Debrief, EMEA Summit 2025

Olga Savenkova explains how corporate strategy in oil and gas has shifted after several exceptional years for cash flow and returns. She describes the industry pivot that began in 2021 towards higher payout ratios, and what this has meant for resilience and future growth.

The video covers how low carbon spending has surpassed exploration in many major company portfolios, how total shareholder return varies by region and company type, and how resource replacement ratios still matter. Olga also looks at advanced geothermal as a long term diversification option and stresses that successful transition strategies will depend on strong, profitable core oil and gas businesses.

Speaker: Olga Savenkova, Vice President, Rystad Energy
Event: The Debrief, Americas Summit 2025

Aditya Ravi analyzes where the current deepwater upcycle stands and what could shape its next phase. He looks at why operator discipline and strong project economics are still supporting activity in both established hubs and new exploration areas.

The discussion highlights key swing factors such as rig availability, supply chain capacity and local content requirements. Aditya also explains how deepwater projects can balance long cycle resilience with execution risk and why portfolio durability, timelines and commercial structures will determine which players capture the most value from this phase of deepwater growth.

Speaker: Aditya Ravi, Senior Vice President, Upstream Research, Rystad Energy
Event: The Debrief, Americas Summit 2025

Artem Abramov discusses how oil and gas strategy is evolving as the market moves out of a period of exceptional prices and returns. He considers whether the recent focus on shareholder distributions has reached its limits and if the time has come to rebalance towards reinvestment and exploration.

The video explores how companies combine traditional hydrocarbon portfolios with low carbon opportunities, and how payout models may need to adapt in a lower price environment. Artem also looks at investor expectations and how they are gradually adjusting to a longer, more gradual energy transition, rather than a rapid peak and decline in oil and gas demand.

Speaker: Artem Abramov, Deputy Head of Analysis, Rystad Energy
Event: The Debrief, EMEA Summit 2025