The rising adoption of electric vehicles is changing the picture of fuel demand worldwide. As the transport sector becomes a diminishing custom base, oil operators are looking to plug the gap, and charging infrastructure offers a logical solution. Charging infrastructure in APAC’s rapidly growing market offers an even better one.

Join us as we look at Big Oil’s pivot to the EV charging space, and assess why APAC’s market is ripe for investment.

This episode features insights from three GlobalData analysts: oil and gas analyst Ravindra Puranik, energy transition analyst Clarice Brambilla and automotive analyst Methin Changtor.

Eve Thomas, editor of Offshore Technology, is the host and producer of this episode of Energy Technology: Industry Insights.

Find more news and strategic insights into all things energy on Power Technology, Offshore Technology and Mining Technology, all free to access. For quick daily updates, make sure to subscribe to our newsletters.

00:00 Intro

00:28 How electrification is changing global fuel demand

02:01 How oil operators are diversifying

02:35 EV charging infrastructure as a logical direction

03:36 Adapting to survive – choosing the APAC opportunity

04:59 EV adoption trends in APAC

05:59 How Big Oil is taking advantage of the APAC opportunity

07:35 Acquisitions and collaborations between Big Oil and EV mobility providers

09:07 Comparing APAC to other EV markets

11:24 What lies ahead for Big Oil and APAC’s EV market

12:15 Outro

Despite accounting for nearly half of global final energy consumption and 37% of energy-related emissions, heat is frequently overlooked in conversations around decarbonisation, mainly due to the complexity of the problem. As with the power sector, electrification is often touted as the solution – but is it that simple?

Join us as we tackle the question: is electrification really the answer to decarbonising heat?

This episode features insights from Blaine Collison, executive director at the Renewable Thermal Collaborative and former director of the Green Power Partnership at the US Environmental Protection Agency, Dr Chris Bataille, adjunct research fellow at Columbia University’s Center on Global Energy Policy, Cecilia Springer, principal associate at Synapse Energy Economics, and Neil Harrison, co-founder and director at Reheat.

⁠Jackie Park⁠, editor-in-chief of GlobalData's energy titles, is the host and producer of this episode of Energy Technology: Industry Insights.

Find more news and strategic insights into all things energy on ⁠Power Technology⁠, ⁠Offshore Technology⁠ and ⁠Mining Technology⁠, all free to access. For quick daily updates, make sure to subscribe to our ⁠newsletters⁠.

(00:00) Intro

(03:32) Diving into electric technologies

(5:50) Where electrification works – and where it doesn’t

(7:45) Market and policy: what’s needed

(13:09) Outlook

Soon after the start of Trump’s second term, the pitfalls of the US’ reliance on China’s rare earths and other critical minerals were laid bare. The trade war between the two countries last year further underscored the precarity of the US’ position, when China, where roughly 70% of global rare earths are mined and around 90% is processed, restricted the US’ access to its supply and related technologies.

While tensions have since died down, Trump’s efforts to secure domestic supply chains have only multiplied. His two main strategic levers? Onshoring and friendshoring.

In this episode, we discuss how effective these strategies have been in countering China’s mineral dominance, with insights from the US Geological Survey’s mineral resources program coordinator Colin Williams, Graphite One’s senior vice president of mining Mike Schaffner and GlobalData senior mining analyst Gayathri Siripurapu.

Candiece Cyrus is the host of this episode and editor of GlobalData's mining titles.

Jackie Park is the producer of this episode.

Find more news and strategic insights into all things energy on Mining Technology, Offshore Technology and Power Technology , all free to access. For quick daily updates, make sure to subscribe to our newsletters.

(0:00) Intro

(1:19) Trump’s onshoring strategy

(1:52) Graphite One on permitting reforms

(2:58) Expanding federal ownership of domestic projects

(3:57) USGS on processing and refining

(5:53) Trump’s friendshoring strategy

(7:34) Analysis of friendshoring impact

(9:07) Onshoring vs friendshoring