What is driving the growth in energy demand? From transport to industry, how are customer needs changing?

From fuels and lubricants to chemicals, electric-vehicle charging and lower-carbon solutions, customer expectations are evolving and industries are adapting. In this episode of The Energy Podcast, Machteld de Haan, Shell's President of Downstream, Renewables and Energy Solutions, discusses why different sectors require different solutions, what customers need today, and how policy, technology and demand influence whether new energy solutions can scale.

About The Energy Podcast: https://www.shell.com/news-and-insights/the-energy-podcast.html

Cautionary note: https://www.shell.com/investors/disclaimer-and-cautionary-note.html

What is driving the growth in energy demand? From transport to industry, how are customer needs changing?
From fuels and lubricants to chemicals, electric-vehicle charging and lower-carbon solutions, customer expectations are evolving and industries are adapting. In this episode of The Energy Podcast, Machteld de Haan, Shell's President of Downstream, Renewables and Energy Solutions, discusses why different sectors require different solutions, what customers need today, and how policy, technology and demand influence whether new energy solutions can scale.
About The Energy Podcast:&nbsp;<a href="https://www.shell.com/news-and-insights/the-energy-podcast.html">https://www.shell.com/news-and-insights/the-energy-podcast.html</a>
Cautionary note:&nbsp;<a href="https://www.shell.com/investors/disclaimer-and-cautionary-note.html">https://www.shell.com/investors/disclaimer-and-cautionary-note.html</a>

The Energy Podcast from Shell is the home of conversation about the energy that powers our world.

With demand for energy growing as society moves to net zero, how will the world balance providing secure and affordable energy with accelerating the transition to low-carbon solutions?

With more than a century of experience connecting energy to people, we bring together our own experts and guests to explore the big topics in energy – from the role of liquefied natural gas to the impact of AI; from the future of transportation to carbon capture and storage.

Join us on The Energy Podcast, for unique insights into an energy system that enables everything we do.

The Energy Podcast

Energy demand: what customers need now

What does it take to turn promising energy technology into real-world projects? In this episode of The Energy Podcast, Andy Beard, Shell's Vice President of Hydrogen, discusses what’s needed to develop large-scale renewable-hydrogen projects.

Hydrogen is already widely used around the world, but most of it is produced using fossil fuels. The conversation explores where renewable hydrogen could make the biggest difference and how customer demand, infrastructure, economics and policy all play a role in its development.

The episode also features Daniëlle Ebentreich, a manager at Shell’s Pernis refinery in Netherlands, who offers a closer look at how renewable hydrogen from Shell’s Holland Hydrogen 1 project will be integrated into day-to-day operations at Pernis.

Listen or watch now.

Notes:

- The reference in this episode to Shell being one of the world’s leading providers of conventional and low-carbon fuels relates to its status as one of the world’s leading suppliers of conventional and lower-carbon fuels and lubricants to aviation and marine customers.

- The reference in this episode to 9–14 million tonnes per annum relates to the capacity that, according to the Hydrogen Council’s Global Hydrogen Compass 2025, the current project pipeline could support by 2030, after accounting for delays and expected attrition and depending on how much supply secures offtake.

- HH1 is intended primarily to produce hydrogen qualifying as renewable, although there may be limited periods where operational constraints require continued production using electricity that does not meet the applicable requirements for renewable hydrogen.

- In 2025, 80.85% of Shell’s global investments included oil & gas, 9.58% included low-carbon energy solutions and 9.58% non-energy products.

Global Hydrogen Compass 2025: https://compass.hydrogencouncil.com/wp-content/uploads/2025/09/Hydrogen-Council-Global-Hydrogen-Compass-2025.pdf

About The Energy Podcast: https://www.shell.com/news-and-insights/the-energy-podcast.html

Cautionary note: https://www.shell.com/investors/disclaimer-and-cautionary-note.html

What does it take to turn promising energy technology into real-world projects? In this episode of The Energy Podcast, Andy Beard, Shell's Vice President of Hydrogen, discusses what&rsquo;s needed to develop large-scale renewable-hydrogen projects.
Hydrogen is already widely used around the world, but most of it is produced using fossil fuels. The conversation explores where renewable hydrogen could make the biggest difference and how customer demand, infrastructure, economics and policy all play a role in its development.
The episode also features Dani&euml;lle Ebentreich, a manager at Shell&rsquo;s Pernis refinery in Netherlands, who offers a closer look at how renewable hydrogen from Shell&rsquo;s Holland Hydrogen 1 project will be integrated into day-to-day operations at Pernis.
Listen or watch now.
Notes:
- The reference in this episode to Shell being one of the world&rsquo;s leading providers of conventional and low-carbon fuels relates to its status as one of the world&rsquo;s leading suppliers of conventional and lower-carbon fuels and lubricants to aviation and marine customers.
- The reference in this episode to 9&ndash;14 million tonnes per annum relates to the capacity that, according to the Hydrogen Council&rsquo;s Global Hydrogen Compass 2025, the current project pipeline could support by 2030, after accounting for delays and expected attrition and depending on how much supply secures offtake.
- HH1 is intended primarily to produce hydrogen qualifying as renewable, although there may be limited periods where operational constraints require continued production using electricity that does not meet the applicable requirements for renewable hydrogen.
- In 2025, 80.85% of Shell&rsquo;s global investments included oil &amp; gas, 9.58% included low-carbon energy solutions and 9.58% non-energy products.
Global Hydrogen Compass 2025: <a href="https://compass.hydrogencouncil.com/wp-content/uploads/2025/09/Hydrogen-Council-Global-Hydrogen-Compass-2025.pdf">https://compass.hydrogencouncil.com/wp-content/uploads/2025/09/Hydrogen-Council-Global-Hydrogen-Compass-2025.pdf</a>
About The Energy Podcast: <a href="https://www.shell.com/news-and-insights/the-energy-podcast.html">https://www.shell.com/news-and-insights/the-energy-podcast.html</a>
Cautionary note: <a href="https://www.shell.com/investors/disclaimer-and-cautionary-note.html">https://www.shell.com/investors/disclaimer-and-cautionary-note.html</a>

What it takes to scale lower-carbon energy technology

Liquefied natural gas (LNG) provides energy security to many countries around the world. But what is the impact of the conflict in the Middle East, and does it change the outlook for the LNG market in the decades ahead?
 
In this episode of The Energy Podcast, Shell's President of Integrated Gas, Cederic Cremers, and Executive Vice President LNG Marketing and Trading, Tom Summers, discuss how the LNG market responded to the disruption in the Strait of Hormuz, which affected around one-fifth of global LNG trade.
 
The episode examines what the disruption revealed about energy security, supply diversification and global demand for LNG. It also looks at the role of LNG in power generation, industry and transport today and in the future.
 
LNG Outlook 2026: https://www.shell.com/what-we-do/oil-and-natural-gas/liquefied-natural-gas-lng/lng-outlook-2026.html 
 
LNG: https://www.shell.com/what-we-do/oil-and-natural-gas/liquefied-natural-gas-lng.html 
 
Additional context: when speakers refer to Shell's reduction of methane emissions, they are referring to a 78% reduction in total methane emissions from assets under Shell operational control, from 138,000 tonnes in 2016 to 31,000 tonnes in 2025. Based on the data published in Shell plc's Annual Report and Accounts for the year ended December 31, 2025. The information reflects Shell's position as reported at that date and may not represent current performance, achievements or progress. 
 
References to LNG as a lower-carbon alternative are application-specific, such as replacing coal in industry and power generation and oil in heavy-duty road transport and shipping, and are not intended as absolute comparisons across all applications and circumstances.
 
Methane emissions: https://www.shell.com/what-we-do/oil-and-natural-gas/methane-emissions.html 
 
About The Energy Podcast: https://www.shell.com/news-and-insights/the-energy-podcast.html 
 
Cautionary note: https://www.shell.com/investors/disclaimer-and-cautionary-note.html 

Liquefied natural gas (LNG) provides energy security to many countries around the world. But what is the impact of the conflict in the Middle East, and does it change the outlook for the LNG market in the decades ahead? &nbsp; In this episode of The Energy Podcast, Shell's President of Integrated Gas, Cederic Cremers, and Executive Vice President LNG Marketing and Trading, Tom Summers, discuss how the LNG market responded to the disruption in the Strait of Hormuz, which affected around one-fifth of global LNG trade. &nbsp; The episode examines what the disruption revealed about energy security, supply diversification and global demand for LNG. It also looks at the role of LNG in power generation, industry and transport today and in the future. &nbsp; LNG Outlook 2026: <a href="https://www.shell.com/what-we-do/oil-and-natural-gas/liquefied-natural-gas-lng/lng-outlook-2026.html">https://www.shell.com/what-we-do/oil-and-natural-gas/liquefied-natural-gas-lng/lng-outlook-2026.html</a>&nbsp; &nbsp; LNG: <a href="https://www.shell.com/what-we-do/oil-and-natural-gas/liquefied-natural-gas-lng.html">https://www.shell.com/what-we-do/oil-and-natural-gas/liquefied-natural-gas-lng.html</a>&nbsp; &nbsp; Additional context: when speakers refer to Shell's reduction of methane emissions, they are referring to a 78% reduction in total methane emissions from assets under Shell operational control, from 138,000 tonnes in 2016 to 31,000 tonnes in 2025. Based on the data published in Shell plc's Annual Report and Accounts for the year ended December 31, 2025. The information reflects Shell's position as reported at that date and may not represent current performance, achievements or progress.&nbsp; &nbsp; References to LNG as a lower-carbon alternative are application-specific, such as replacing coal in industry and power generation and oil in heavy-duty road transport and shipping, and are not intended as absolute comparisons across all applications and circumstances. &nbsp; Methane emissions: <a href="https://www.shell.com/what-we-do/oil-and-natural-gas/methane-emissions.html">https://www.shell.com/what-we-do/oil-and-natural-gas/methane-emissions.html</a>&nbsp; &nbsp; About The Energy Podcast: <a href="https://www.shell.com/news-and-insights/the-energy-podcast.html">https://www.shell.com/news-and-insights/the-energy-podcast.html</a>&nbsp; &nbsp; Cautionary note: <a href="https://www.shell.com/investors/disclaimer-and-cautionary-note.html">https://www.shell.com/investors/disclaimer-and-cautionary-note.html</a>&nbsp;

The future of LNG: demand, growth and energy security

What happens when a global energy chokepoint closes?

In this episode of The Energy Podcast, we go inside Shell's response to the closure of the Strait of Hormuz, a disruption that put around a fifth of global oil and LNG supplies at risk.
 
Drawing on first-hand experience, Shell's Chief of Staff Tony Nunan and Executive Vice President Shipping and Maritime Karrie Trauth reflect on navigating uncertainty, supporting ships and crews affected by the crisis, and working with governments, partners and customers to help keep energy flowing safely.

From difficult decisions to the complexity of global shipping networks, this is a behind-the-scenes look at navigating a crisis when the world's energy system is under strain.
 
About The Energy Podcast: https://www.shell.com/news-and-insights/the-energy-podcast.html
 
Cautionary note: https://www.shell.com/investors/disclaimer-and-cautionary-note.html

What happens when a global energy chokepoint closes?
In this episode of The Energy Podcast, we go inside Shell's response to the closure of the Strait of Hormuz, a disruption that put around a fifth of global oil and LNG supplies at risk. &nbsp; Drawing on first-hand experience, Shell's Chief of Staff Tony Nunan and Executive Vice President Shipping and Maritime Karrie Trauth reflect on navigating uncertainty, supporting ships and crews affected by the crisis, and working with governments, partners and customers to help keep energy flowing safely.
From difficult decisions to the complexity of global shipping networks, this is a behind-the-scenes look at navigating a crisis when the world's energy system is under strain. &nbsp; About The Energy Podcast: https://www.shell.com/news-and-insights/the-energy-podcast.html &nbsp; Cautionary note: https://www.shell.com/investors/disclaimer-and-cautionary-note.html

Energy demand: what customers need now

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