The Energy Forum

Guyana sits at the center of one of the fastest energy expansions in the world — at a moment when geopolitical tensions, supply disruptions, and market volatility are reshaping global energy systems in real time. But rapid growth brings difficult questions: What are the risks, tradeoffs, and strategies behind turning a historic resource boom into lasting national development? During a visit to Rice University’s Baker Institute for Public Policy on May 4, 2026, His Excellency Mohamed Irfaan Ali shared his perspective on the country’s rise as a global energy player. Since oil production began in 2019, Guyana has rapidly emerged as a major force in global energy markets — making its policy choices increasingly relevant far beyond its borders. This episode is the second part of this conversation. Building on his earlier remarks, Ali sits down with Francisco J. Monaldi for a candid armchair discussion on what comes next. Together, they explore the practical realities of execution — from managing hydrocarbon expansion and attracting investment to building the infrastructure needed to sustain long-term growth. This conversation was recorded in front of a live audience on May 4, 2026. Learn about future live recordings of the “Baker Briefing” podcast by subscribing to our “Events Digest” newsletter at https://www.bakerinstitute.org/newsletter. Listen and subscribe to “Baker Briefing” on Apple, Spotify, or your preferred podcast platform. You can follow @BakerInstitute on X, Instagram, LinkedIn, and YouTube. Learn more about our data-driven, nonpartisan policy research and analysis at bakerinstitute.org.

Recorded live at CERAWeek in Houston, this episode of The Energy Forum features Kenneth B. Medlock III in conversation with Francisco J. Monaldi on the forces reshaping oil markets across Latin America. They examine Venezuela’s changing outlook after Maduro’s capture, the investment prospects ahead, and how countries like Brazil, Guyana, Argentina, and Bolivia are redefining the region’s role in global energy. This episode was recorded on March 25, 2026 on-site at CERAWeek.

The conflict in Iran is sending shock waves through global energy markets, tightening supplies, driving up prices, and placing energy security at the center of strategic and economic considerations. On this episode of “Baker Briefing,” Ambassador David M. Satterfield, director of Rice University’s Baker Institute for Public Policy, and Kenneth B. Medlock III, director of the Baker Institute Center for Energy Studies, examine developments following U.S. and Israeli strikes that began on Feb. 28. They discuss potential impacts on energy flows, country responses, and what the evolving dynamics could mean for the global economy in the weeks and months ahead. This conversation was recorded in front of a live studio audience on March 27, 2026. Learn about future live recordings of the “Baker Briefing” podcast by subscribing to our “Events Digest” newsletter at https://www.bakerinstitute.org/newsletter. Listen and subscribe to “Baker Briefing” on Apple, Spotify, or your preferred podcast platform. You can follow @BakerInstitute on X, Instagram, LinkedIn, and YouTube. Learn more about our data-driven, nonpartisan policy research and analysis at bakerinstitute.org.

The United States has launched strikes on Iran — and global energy markets are already reacting. How far could this escalation reach, from the Strait of Hormuz to gasoline prices and electricity bills here at home? Ambassador David Satterfield, director of Rice University’s Baker Institute for Public Policy, is joined by Ken Medlock, director of the Center for Energy Studies, to unpack the energy implications of rising tensions in the Middle East. They explore how potential disruptions to shipping through the Strait of Hormuz could affect oil and liquefied natural gas flows, the difference between kinetic threats and commercial risk, and how insurers and transport markets respond in moments of geopolitical uncertainty. The conversation also examines the short- and long-term impacts on global energy trade — including consequences for Europe, China, South Asia, and Russia — before turning to what American consumers may feel most directly: price changes at the pump and shifts in electricity costs tied to natural gas. This conversation was recorded on March 3, 2026. Listen and subscribe on your favorite platform. Featured: Ken Medlock, Ph.D., https://www.bakerinstitute.org/expert/kenneth-b-medlock-iii You can follow @BakerInstitute on X, Instagram, LinkedIn, and YouTube. Learn more about our data-driven, nonpartisan policy research and analysis at bakerinstitute.org.

In this episode of The Energy Forum, host Michael Maher sits down with former CES Graduate Student Luke Min, who now works at ExxonMobil and current doctoral fellow Stan Kannegieter to discuss what it’s like pursuing a PhD through Rice University’s Baker Institute Center for Energy Studies (CES). They explain how the program blends rigorous academic training with real-world application, and how working alongside policy researchers, industry experts, and global stakeholders builds not only technical expertise but also communication and credibility. The conversation explores career pathways beyond academia, how energy economists translate complex models into decisions companies trust, and why global perspective matters in modern energy systems. Since 2006, CES has supported 47 PhD students and 8 postdoctoral fellows, and this episode offers a firsthand look at how that training turns research into impact across industry, government, and policy.

Oil markets are entering 2026 with rising geopolitical risk and an uneasy global supply balance. In this episode of “The Energy Forum,” Abhi Rajendran and Skip York break down what recent political developments in Venezuela and Iran could mean for crude oil production, prices, and long-term investment decisions. This episode provides a timely look at where oil markets may be headed, what could tighten or loosen global balances, and why Venezuela could once again become strategically important for long-term supply portfolios. Featured: Abhi Rajendran, https://www.bakerinstitute.org/expert/abhi-rajendran Skip York, Ph.D., https://www.bakerinstitute.org/expert/harold-skip-york This conversation was recorded on Jan. 12, 2026. You can follow @BakerInstitute and @CES_Baker_Inst on X, Instagram, LinkedIn, and YouTube. Learn more about our data-driven, nonpartisan policy research and analysis at bakerinstitute.org.

In this episode of “The Energy Forum,” energy and transportation policy fellow Ed Emmett talks with Michael Graff, former chairman and CEO of American Air Liquide, about hydrogen’s past, present, and future. Together, they explore how this versatile fuel fits into today’s energy transition and what it will take to make it a truly global solution. This conversation was recorded on Oct. 29, 2025. Follow Ed Emmett on X (@EdEmmett) and LinkedIn. You can follow @BakerInstitute and @CES_Baker_Inst on X, Instagram, LinkedIn, and YouTube. Learn more about our data-driven, nonpartisan policy research and analysis at bakerinstitute.org.

The energy sector is evolving fast, and so are the opportunities for the next generation. In this episode of “The Energy Forum,” Michael Maher, chief of research operations at the Center for Energy Studies, and Nicole Van Den Heuvel, associate dean of students and executive director of Rice University’s Center for Career Development, explore how students are preparing for careers across oil and gas, renewables, consulting, finance, and beyond. They discuss what employers value most, how recruiting has shifted in a digital world, and the skills that set students apart. This episode was recorded on August 14, 2025. Featured: Michael Maher, Ph.D., https://www.bakerinstitute.org/expert/michael-d-maher Nicole Van Den Heuvel, https://profiles.rice.edu/staff/nicole-van-den-heuvel You can follow @BakerInstitute and @CES_Baker_Inst on X, Instagram, LinkedIn, and YouTube. Learn more about our data-driven, nonpartisan policy research and analysis at bakerinstitute.org.

This is Part 2 of our deep dive into the world of advanced recycling. In this episode, Rachel Meidl continues her conversation with Marco Castaldi, professor of chemical engineering at the City College of New York, to examine the science and policy landscape shaping the future of plastic waste management. They unpack the major categories of advanced recycling and explore why these technologies are often misunderstood or mischaracterized. This episode looks at what it will take to scale advanced recycling responsibly and why nuanced, science-based decisions are critical for building public trust and resilient systems. This conversation was recorded on July 7, 2025. Follow Rachel Meidl, LP.D., CHMM on X (@MeidlRachel) and LinkedIn. You can follow @BakerInstitute and @CES_Baker_Inst on X, Instagram, LinkedIn, and YouTube. Learn more about our data-driven, nonpartisan policy research and analysis at bakerinstitute.org.

In this episode of “The Energy Forum,” we explore what’s shaping the global oil market as we head into the second half of 2025 and beyond. Center for Energy Studies nonresident fellows Abhi Rajendran and Skip York break down why oil demand surprised to the upside in early 2025, how OPEC+ is phasing out production cuts, and why non-OPEC supply growth is slowing. They examine the factors influencing prices through 2026 and what global demand might look like heading toward 2030 and beyond. This conversation was recorded on July 22, 2025. Follow Abhi Rajendran on X and LinkedIn. Follow Skip York on LinkedIn. You can follow @BakerInstitute and @CES_Baker_Inst on X, Instagram, LinkedIn, and YouTube. Learn more about our data-driven, nonpartisan policy research and analysis at bakerinstitute.org.

In this episode of “The Energy Forum,” Ken Medlock sits down with Julie Cohn, a Center for Energy Studies (CES) nonresident scholar and research historian, and Miaomiao Rimmer, CES research manager, to explore how the Texas electric grid is adapting to compounding risks from storms, demand growth, and new technologies. They trace the evolution of ERCOT, unpack the dynamics of solar inverters and grid stability, and introduce a new CES dashboard that visualizes 75 years of disaster exposure alongside population growth and critical energy infrastructure. Key topics include: Why the Texas grid is an island — and why it matters. Dealing with grid disturbances like those that surfaced in Odessa, Texas, in 2021 and on the Iberian Peninsula earlier this year. Reconciling planning assumptions and regulations with rising demand. The CES “Natural Disaster Resilience” dashboard and understanding the evolution of risk. Explore the dashboard: https://www.bakerinstitute.org/ces-data-and-research-visualizations. Featured: Julie Cohn, Ph.D., https://www.bakerinstitute.org/expert/julie-cohn Miaomiao Rimmer, https://www.bakerinstitute.org/expert/miaomiao-rimmer Ken Medlock, Ph.D., https://www.bakerinstitute.org/expert/kenneth-b-medlock-iii This conversation was recorded on June 18, 2025. Follow Ken Medlock, Ph.D., on X (@Ken_Medlock) and LinkedIn. You can follow @BakerInstitute and @CES_Baker_Inst on X, Instagram, LinkedIn, and YouTube. Learn more about our data-driven, nonpartisan policy research and analysis at bakerinstitute.org.

This episode of “The Energy Forum” takes a deep dive into critical minerals and materials geoeconomics, a space where national security, industrial policy, and global competition intersect. Featuring Michelle Michot Foss, Baker Institute fellow in energy, minerals, and materials; Gabriel Collins, the institute’s Baker Botts Fellow in Energy and Environmental Regulatory Affairs; and Vinod Veedu, assistant vice president of Rice University’s Office of Research, the conversation builds on a new Baker Institute report exploring how past wars and strategic competitions can inform today’s mineral supply chain challenges. Read the report here: https://www.bakerinstitute.org/critical-minerals-materials-geoeconomics-2025-report This episode was recorded on April 1, 2025.