Oil markets are heading into 2026 with more uncertainty than prices suggest.

In this episode of “The Energy Forum,” Abhi Rajendran and Skip York discuss why oil prices have remained resilient despite apparent oversupply. They examine OPEC+ supply discipline, non-OPEC production growth, China’s oil stockpiling, and what these forces mean for market balance.

The conversation also explores geopolitics, sanctions, and tightening refining capacity, raising the risk that today’s soft crude prices could give way to higher fuel prices and a sharper rebound later this decade.

This conversation was recorded on Dec. 12, 2025.

Featured guests:

• Abhi Rajendran, https://www.bakerinstitute.org/expert/abhi-rajendran
• Skip York, Ph.D., https://www.bakerinstitute.org/expert/harold-skip-york

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.

Nonresident fellows Abhi Rajendran of Energy Intelligence and Skip York of Turner Mason & Co. joined “The Energy Forum” to examine the state of global oil markets in 2025. Drawing on themes from the Annual Energy Summit (Panel: 1:15:49 – 2:20:39) and the latest “Energy Insights” report, they discuss market flexibility, risk premiums, shale’s slowdown, and what to watch as prices test new lows heading into 2026. This episode was recorded on Oct. 20, 2025.

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.

In this episode of “The Energy Forum,” Center for Energy Studies nonresident fellows Abhi Rajendran, director of oil markets research at Energy Intelligence, and Skip York, energy economist and industry strategist, explore why markets look more resilient today than a decade ago, how supply chains have adapted, and the signals to watch as we move toward 2026.

This year’s Energy Summit, which the Baker Institute Center for Energy Studies and Baker Botts will co-host on Oct. 7-8, will further examine resilience in global energy supply chains and the innovations shaping the industry’s future.

This conversation was recorded on Sept. 10, 2025.

Featured guests:

• Abhi Rajendran, https://www.bakerinstitute.org/expert/abhi-rajendran
• Harold “Skip” York, Ph.D., https://www.bakerinstitute.org/expert/harold-skip-york

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.

Despite decades of effort, only about 9% of plastic waste is successfully recycled. The vast majority ends up in landfills or incinerators. In Part 1 of this two-part episode of “The Energy Forum,” Rachel Meidl is joined by Marco Castaldi, professor of chemical engineering at the City College of New York, to unpack the complex world of advanced recycling, also known as chemical or molecular recycling.

They discuss what advanced recycling actually is, how it differs from traditional mechanical recycling, and why it’s become such a hot topic globally, plus:

• Can advanced recycling reduce dependence on fossil-derived plastics?
• Will it complement or compete with current systems?
• What policies and investments are still missing?

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.