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10 September 2025

The future of global energy demand with Claudio Galimberti and Jorge León

Let’s Talk Energy and dive into global energy demand, one of the trickiest parts of the energy system to forecast.

Episode description

Let’s Talk Energy and dive into global energy demand, one of the trickiest parts of the energy system to forecast – with Claudio Galimberti, Chief Economist, and Jorge León, Head of Geopolitical Analysis, at Rystad Energy. Supply is easy to follow as projects are years in the making and companies openly communicate developments. Demand is a different story. The usage habits of millions of consumers globally impact overall demand, and forecasting these habits can be a tricky calculation. So, where do we predict global energy demand in 2040? What sources can deliver the type of energy the world wants and needs? When will oil and gas demand peak, and how fast could they decline? And what are some of the wildcards that could push our demand forecasts in very different directions?

Featured in this episode

Noah Brenner

Vice President, Analytics, Rystad Energy

Claudio Galimberti

Chief Economist, Rystad Energy

Jorge León

Head of Geopolitical Analysis, Rystad Energy

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