To make better decisions today, we need to challenge our assumptions about the future. For half a century, that’s what Shell’s scenarios have done. In this bonus episode, explore how and why scenarios are developed – and the three distinct visions of the future presented by Shell’s latest report. Host Eddie is joined by Peter Wood, Shell’s Chief Energy Adviser, and Dr. Mallika Ishwaran, its Chief Economist.

Learn more about The Energy Podcast

Explore the 2025 Energy Security Scenarios  

Cautionary note

The Energy Podcast is a Starstruck Media production for Shell.

See omnystudio.com/listener for privacy information.

To make better decisions today, we need to challenge our assumptions about the future. For half a century, that&rsquo;s what Shell&rsquo;s scenarios have done. In this bonus episode, explore how and why scenarios are developed &ndash; and the three distinct visions of the future presented by Shell&rsquo;s latest report. Host Eddie is joined by Peter Wood, Shell&rsquo;s Chief Energy Adviser, and Dr. Mallika Ishwaran, its Chief Economist. <a href="https://www.shell.com/news-and-insights/the-energy-podcast.html?utm_source=youtube&amp;utm_medium=audio&amp;utm_content=podcast&amp;utm_campaign=energypodcast">Learn more about The Energy Podcast</a> <a href="https://www.shell.com/news-and-insights/scenarios/the-2025-energy-security-scenarios.html">Explore the 2025 Energy Security Scenarios</a> &nbsp; <a href="https://www.shell.com/investors/disclaimer-and-cautionary-note.html">Cautionary note</a> The Energy Podcast is a Starstruck Media production for Shell.See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

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

What could the future of energy look like? Explore the forward-facing world of scenarios 

In the season finale of The Energy Podcast, Shell’s CEO Wael Sawan reflects on a year of significant change globally. He discusses navigating through uncertainty, accelerating the energy transition, and embracing AI. He also shares how Shell is transforming into a fitter, more competitive company – one better equipped to navigate whatever lies ahead.

Tune in for insights into the energy system, the outlook for liquefied natural gas (LNG), and leadership through times of change.

Learn more about The Energy Podcast

The Energy Podcast is a Starstruck Media production for Shell.

 

Episode references

References to $20-22 billion of capital or investment per year refer to Shell's cash capital expenditure of $20-22 billion per year between 2025-2028.

References to distributions of 40-50% of our cash flow from operations (CFFO) refers to Shell's shareholder distributions target of 40-50% of CFFO through the cycle.

For more on the reference to $20 billion of capital Shell has employed in power as well as lower-carbon businesses, see Shell's Capital Markets Day 2025 presentation: Delivering more value, with less emissions

For more information on Shell’s energy transition targets and ambition, visit Climate | Shell Global

In 2024, 78.2% of Shell's global investments included oil & gas, 11.37% included low-carbon energy solutions and 10.43% non-energy products. Shell's target is to become a net-zero emissions (NZE) business by 2050. Cautionary note, including NZE target:  Cautionary note | Shell Global

In the season finale of The Energy Podcast, Shell&rsquo;s CEO Wael Sawan reflects on a year of significant change globally. He discusses navigating through uncertainty, accelerating the energy transition, and embracing AI. He also shares how Shell is transforming into a fitter, more competitive company &ndash; one better equipped to navigate whatever lies ahead.
Tune in for insights into the energy system, the outlook for liquefied natural gas (LNG), and leadership through times of change.
<a href="https://www.shell.com/news-and-insights/the-energy-podcast.html?utm_source=youtube&amp;utm_medium=audio&amp;utm_content=podcast&amp;utm_campaign=energypodcast">Learn more about The Energy Podcast</a>
The Energy Podcast is a Starstruck Media production for Shell.
&nbsp;
Episode references
References to $20-22 billion of capital or investment per year refer to Shell's cash capital expenditure of $20-22 billion per year between 2025-2028.
References to distributions of 40-50% of our cash flow from operations (CFFO) refers to Shell's shareholder distributions target of 40-50% of CFFO through the cycle.
For more on the reference to $20 billion of capital Shell has employed in power as well as lower-carbon businesses, see Shell's Capital Markets Day 2025 presentation:&nbsp;<a href="https://www.shell.com/investors/investor-presentations/capital-markets-day-2025/_jcr_content/root/main/section/promo_1962010312_cop/links/item0.stream/1742903162826/67700c87ef4274e68b6eaf4b222101e2f44040aa/cmd-25-slides.pdf">Delivering more value, with less emissions</a>
For more information on Shell&rsquo;s energy transition targets and ambition, visit&nbsp;<a href="https://www.shell.com/sustainability/climate.html">Climate | Shell Global</a>
In 2024, 78.2% of Shell's global investments included oil &amp; gas, 11.37% included low-carbon energy solutions and 10.43% non-energy products. Shell's target is to become a net-zero emissions (NZE) business by 2050. Cautionary note, including NZE target: &nbsp;<a href="https://www.shell.com/investors/disclaimer-and-cautionary-note.html">Cautionary note | Shell Global</a>

Shell’s CEO talks transformation, leadership, and the future of energy

Oil is the source of about 30% of the world's energy today. It’s also the basis of ingredients in many everyday products - from your phone to clothes to medicines. Featuring Shell's President of Upstream, Peter Costello, this episode of The Energy Podcast explores the evolving role of oil in the energy mix.

Peter discusses the future of oil in the energy transition, the impact of growing energy demand, and the need to continue investing in production that’s cost- and carbon-competitive to help provide the energy the world needs today. 

Learn about Shell’s oil and gas activities

Learn more about The Energy Podcast

Cautionary note

 

The Energy Podcast is a Starstruck Media production for Shell.

Oil is the source of about 30% of the world's energy today. It&rsquo;s also the basis of ingredients in many everyday products - from your phone to clothes to medicines. Featuring Shell's President of Upstream, Peter Costello, this episode of The Energy Podcast explores the evolving role of oil in the energy mix.
Peter discusses the future of oil in the energy transition, the impact of growing energy demand, and the need to continue investing in production that&rsquo;s cost- and carbon-competitive to help provide the energy the world needs today.&nbsp;
<a href="https://www.shell.com/what-we-do/oil-and-natural-gas.html?utm_source=youtube&amp;utm_medium=audio&amp;utm_content=podcast&amp;utm_campaign=energypodcast">Learn about Shell&rsquo;s oil and gas activities</a>
<a href="https://www.shell.com/news-and-insights/the-energy-podcast.html?utm_source=youtube&amp;utm_medium=audio&amp;utm_content=podcast&amp;utm_campaign=energypodcast">Learn more about The Energy Podcast</a>
<a href="https://www.shell.com/investors/disclaimer-and-cautionary-note.html">Cautionary note</a>
&nbsp;
The Energy Podcast is a Starstruck Media production for Shell.

The role of oil in the energy mix: today and in the future

How does the energy that powers lives move across the globe? In this episode, The Energy Podcast sets a course for the world of shipping with Karrie Trauth, Executive Vice President for Shipping and Maritime at Shell. She explains shipping’s vital, non-stop role as the backbone of today’s global energy system, connecting supply with demand across continents.

Discover how much of global trade and energy are moved by sea, the challenges of keeping energy supplies flowing, and how the shipping industry is tackling decarbonisation.

Learn more about The Energy Podcast

Cautionary note

For more on green corridors, click here.

The Energy Podcast is a Starstruck Media production for Shell.

How does the energy that powers lives move across the globe? In this episode, The Energy Podcast sets a course for the world of shipping with Karrie Trauth, Executive Vice President for Shipping and Maritime at Shell. She explains shipping&rsquo;s vital, non-stop role as the backbone of today&rsquo;s global energy system, connecting supply with demand across continents.
Discover how much of global trade and energy are moved by sea, the challenges of keeping energy supplies flowing, and how the shipping industry is tackling decarbonisation.
<a href="https://www.shell.com/news-and-insights/the-energy-podcast.html?utm_source=youtube&amp;utm_medium=audio&amp;utm_content=podcast&amp;utm_campaign=energypodcast">Learn more about The Energy Podcast</a>
<a href="https://www.shell.com/investors/disclaimer-and-cautionary-note.html">Cautionary note</a>
For more on green corridors,&nbsp;<a href="https://globalmaritimeforum.org/green-corridors/">click here</a>.
The Energy Podcast is a Starstruck Media production for Shell.

What could the future of energy look like? Explore the forward-facing world of scenarios

The Energy Podcast

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