The oil market remains one of the most closely watched barometers of global economic health. From OPEC+ production decisions and U.S. shale dynamics to demand uncertainties in China and India, oil prices continue to be shaped by a delicate balance of geopolitics, macroeconomics, and supply-demand fundamentals. In this conversation, Claudio Galimberti examines the forces that keep oil trading within a range, what signals to watch for breakout scenarios, and how policymakers and investors can prepare for both stability and disruption in the decade ahead.

Claudio brings the credibility of having guided Rystad Energy’s “house view” on oil markets, appearing regularly on CNBC and in global financial media to decode price signals. For podcast hosts, he delivers not just forecasts but context — showing audiences how to interpret market moves in real time. His ability to connect boardroom strategy with on-the-ground supply-demand data ensures listeners leave with a sharper understanding of what drives oil markets today.

Governments and industries face a pressing challenge: how to drive decarbonization while ensuring energy security and economic growth. The energy transition is not just about replacing hydrocarbons with renewables — it’s about understanding capital flows, infrastructure gaps, policy trade-offs, and the geopolitical realignments that follow. Claudio Galimberti unpacks the economic realities behind the energy transition, highlighting where the biggest investment opportunities lie and which regions and sectors are most at risk of falling behind.

What Claudio brings is a uniquely holistic lens: he doesn’t just talk technology, but also macroeconomics, geopolitics, and structural investment patterns. As Rystad Energy’s Chief Economist, he blends rigorous data analysis with scenario modeling, making him an ideal guest for podcasts seeking to go beyond surface-level green-energy discussions. He equips audiences with both optimism and caution, helping business leaders and policymakers navigate a transition that is as much economic as it is technological.

From the war in Ukraine to shifting U.S.-China relations, geopolitics has become inseparable from the future of energy. Pipeline politics, sanctions, strategic reserves, and new alliances are redrawing the global energy map, with ripple effects across oil, gas, and renewables. Claudio

Galimberti explores how geopolitics impacts supply security, trade flows, and pricing dynamics, offering listeners a forward-looking take on what these changes mean for businesses, consumers, and governments worldwide.

Claudio’s strength lies in translating geopolitical complexity into clear, actionable insights. Having spent decades analyzing how politics and energy markets intersect, he brings grounded authority and nuanced judgment to an often noisy debate. For podcast hosts, this means a guest who can make breaking news events relatable to their audience while grounding them in a deeper structural context. His presence ensures conversations resonate both with general business listeners and specialized energy professionals.

As the world emerges from pandemic disruptions and navigates inflationary pressures, the question of energy demand growth looms large. Will emerging economies like India and Southeast Asia offset slowing demand in mature markets? How will efficiency gains, electrification, and changing consumer behavior reshape the energy consumption curve? In this episode, Claudio Galimberti lays out scenarios for global demand, explaining the assumptions and uncertainties that matter most for the next decade.

Claudio offers not just numbers, but the narratives behind them. He has a gift for making data approachable, tying statistical forecasts to real-world behaviors, policies, and business decisions. For podcast hosts, this means an engaging conversation that balances technical rigor with accessible storytelling. Listeners will gain a framework for understanding energy demand in all its complexity — not as a static forecast, but as a dynamic story influenced by economics, innovation, and human choices.