Moderating panel at Applied Computing's Orbital demo

Delighted to announce that yours truly will be joining Applied Computing's Demo Day proceedings on June 10, 2025 at IET London Savoy Place in London, UK. The Oilholic will also be moderating the panel discussion titled - Redesigning Energy: New Technologies Powering the Transition - where we'll explore the critical role of technologies and their potential to help reshape the future of energy, industry, and sustainability.

The session will bring together leading voices from across the world of energy, venture capital, and AI innovation to explore the insights, strategies, and technologies reshaping the energy landscape, including Kari Jordan, Founder, Leaps and Bounds, Ulrika Wising, Senior Energy Executive (Former Centrica, Shell & Macquarie), Eliza Eddison, Vice President of Operations at Applied Computing, and Fred Destin, Founder of Stride.VC

If you’d like to attend the panel discussion or Applied Computing's full Demo Day, kindly register here. 

Really looking forward to the proceedings and discussions, meeting the Applied Computing tech team and friends from the wider energy industry. 

More soon. Keep reading, keep it here, keep it 'crude'! 

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To email: journalist_gsharma@yahoo.co.uk  

© Gaurav Sharma, June 2025. Photo I & II: Speaker profile of energy analyst Gaurav Sharma for Applied Computing's Demo Day on June 10, 2025, and details of a discussion panel on how new technologies are powering the energy transition. © Applied Computing, June 2025. 

Crude thoughts ahead of OPEC+ decision

The question some in the oil markets are asking is will OPEC+ hike production again over the weekend for a third consecutive month in a row. The Oilholic is not among them - a hike is most likely coming, quite possibly of the same volume seen in the previous two announcements, i.e. 411k barrels per day (bpd). 

That's because OPEC has quite overtly shifted from defending a price level to protecting its market share, as yours truly said in a BBC interview this morning. For its part, the oil market is pricing this in already and at some point soon - were this continue - sub-$60 per barrel Brent crude prices beckon. 

Some OPEC ministers and others allocating higher production say the market should remain cognizant of rising demand. However, global demand growth is currently just north of 1 million bpd. That can be serviced by non-OPEC production growth alone. 

A glut beckons with plenty of oil in storage on land and on sea, as the Oilholic wrote on Forbes overnight. A group of eight within OPEC+, or shall we say the powers that be led by the Saudis, have so far unwound 44% or 960k bpd of the 2.2 million bpd in cuts announced in 2022. So how far will they go? And what's the stomach for the fight within OPEC's corridors?

Well, we've been here before in 2015-16, when the Saudi minister at the time Ali Al-Naimi attempted to clobber non-OPEC, especially US shale, producers. In the process, both sides ended up inflicting deep flesh wounds but no knockout blows, as oil prices plummeted to $30 per barrel, before recovering. 

Al-Naimi was sent packing into retirement by the Saudi king and the US oil patch suffered investment delays and thousands of job losses, but survived and saw another wave of consolidation. 

Ultimately, both back then and this time around, those contributing to headline US hydrocarbon production are driven by the spirit of private enterprise, not some unified collective like OPEC producers who can collectively hike or cut output. This spirit and agility keeps them afloat at trying times, if not avoid pain. 

Many shale producers are currently hedged at $70+ per barrel levels with the hedges slated to decouple in six to 18 months time. Therefore, the earliest a hit will be noted would be in 2026 to early 2027 when production stateside will likely plateau or start sliding lower. So are we in a prolonged fight for crude market share and will it work in OPEC's favour? Only time will tell. 

But for context, back in the summer of 2016, the US was producing north of 8.5 million bpd despite all the pain in oil patch. In May 2025, as yet another battle for market share commences - in very different circumstances commences - that figure is north of 13 million bpd. Go figure! 

That's all for the moment folks. More musings to follow soon in line with market developments as they happen. Keep reading, keep it here, keep it 'crude'! 

To follow The Oilholic on Twitter click here.

To follow The Oilholic on Forbes click here.

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To email: journalist_gsharma@yahoo.co.uk  

© Gaurav Sharma 2025. Photo: Gaurav Sharma, Energy Analyst at Oilholics Synonymous, on BBC Business Today on May 28, 2025. © BBC News, May 2025. 

Media missives from Emerson Exchange 2025

With Emerson Exchange 2025 - the thought leadership event of global engineering services, industrial automation and technology giant Emerson - drawing to a close on May 22, the Oilholic enjoyed a fascinating and engaging week out in San Antonio, Texas, US. 

An action-packed week included insightful 1-on-1 discussions, panel chats, a product launch and wider interactions on the global energy and industry mix, and, where it is heading to with the "plant or factory of the future." 

All of The Oilholic's blog entries for Emerson Exchange may be found here. Yours truly also provided insight and an exclusive interview to Forbes from the event as detailed below. 

• Emerson To Seamlessly Integrate Its Industrial Automation Tech Stack, May 20, 2025
• $40 Billion Of Asset Deals In 4 Years, Room For More, Says Emerson COO, May 22, 2025

That's all for the moment folks. More musings to follow soon. Keep reading, keep it here, keep it 'crude'! 

To follow The Oilholic on Twitter click here.

To follow The Oilholic on Forbes click here.

To follow The Oilholic on Energy Connects click here.

To email: journalist_gsharma@yahoo.co.uk  

© Gaurav Sharma 2025. Photo: Emerson Exchange 2025 held at the Henry B. Gonzalez Convention Center, San Antonio, Texas, US. © Gaurav Sharma, May 2025. 

On AI and more at Emerson Exchange 2025

As the week progressed, Emerson Exchange 2025 came into its element sparking discussions under the event's core them of accelerating innovation. 

Over 300 presentations, client engagements and panels took place covering AI, automation, IIoT, predictive analytics, smart industrial equipment and more. 

The industrial sectors covered included traditional energy, renewables, power and utilities, chemicals, mining, pharmaceuticals, automotive, and food and beverage, but to name a few. 

Speaking of AI, the Oilholic moderated a TechTalk session titled - Industrial AI: Driving Smarter, Safer, and More Sustainable Operations. Subject matter experts on the panel included: Heiko Claussen, Chief Technologist, Emerson, Nate Harris, Global AI Sales Lead, Data & AI, Microsoft, Lynn Comp, Global Head of Sales for the AI Center of Excellence, Intel, and Clint Schneider, VP of Technology at Emerson's Final Control Business.

The panel touched on how AI is rapidly reshaping industrial operations, enabling predictive insights, process optimization and greater sustainability. At the heart of the discussions was AI deployment across the global industrial and manufacturing complex to enhance decision-making, improve efficiency and address complex operational challenges.

Cybersecurity and a re-skilling of the workforce - key facets of the ongoing industrial
transformation - also came under scrutiny, with a discussion on the workforce of the future and zero trust security architecture. 

Whichever way you look at it dear readers, in the quest for improved throughput and a lower carbon footprint (which are joined at the hip in the Oilholic's opinion) - an embedding of AI with safeguards into process systems, turning information and data into actionable insights, and a shift toward optimized autonomous operations are all but inevitable. 

Emerson is eyeing massive opportunities in this sphere and has been repositioning its business via acquisitions, divestments and bolt-on transactions worth $40bn in just the past four years alone. Here's this blogger's exclusive interview on the subject for Forbes with the company's Chief Operating Officer Ram Krishnan. 

The logic slots in particularly well in the case of the global oil and gas industry that's constantly learning to do more with less, at a time of cyclical volatility and lower oil prices.

And if you happened to tour the technology exhibits at Emerson Exchange, various solutions being showcased pointed to exactly that. 

Elsewhere, yours truly also hosted leadership conversations for Emerson on the sidelines of the event. Over a dozen members of the company's divisional and corporate leadership team kindly took part in the conversations to share their invaluable industry insight. 

As a teaser they included, Emerson COO Ram Krishnan, CSO Mike Train, CTO Peter Zornio, CMO Vidya Ramnath, and Emerson's AspenTech business CTO Claudio Fayad among others. The recordings will be published in due course by the Emerson team, and the Oilholic will alert you when they are online. So, watch this space. 

Well, that's a wrap from Emerson Exchange 2025 until next time. Its been a memorable, insightful and exciting week here in San Antonio. More musings to follow soon. Keep reading, keep it here, keep it 'crude'! 

To follow The Oilholic on Twitter click here.

To follow The Oilholic on Forbes click here.

To email: journalist_gsharma@yahoo.co.uk  

© Gaurav Sharma 2025. Photo I: AI TechTalk at Emerson Exchange 2025. © Denise Clarke, May 2025. Photo II: Behind the scenes at the recording of Leadership Conversations with Emerson at Emerson Exchange 2025 hosted by Gaurav Sharma © Scott Leech / Brandspeak Communications, May 2025. 

Boundless automation at Emerson Exchange 2025

While the doors of Emerson Exchange 2025 opened on Monday, formal proceedings got underway on Tuesday morning with a keynote from Emerson CEO Lal Karsanbhai.

The global industrial technology and software vendor's boss said his industry is facing dynamic markets in an evolving industrial landscape. 

"Emerson is moving in the right direction with purpose, conviction and agility in automation, shaping what's next for global industries," he noted.

Flagging $40 billion worth of transactions from Emerson over the last four years, Karsanbhai said the company was also displaying remarkable agility from within via "boundless automation", and an ever improving offer of software premised integrated solutions that both the markets and his company's customers have come to expect of it. 

The Emerson CEO also lauded his company's acquisition of industrial software leader AspenTech for $7.2 billion because it supported "a software driven approach to shape the future direction of travel for Emerson."

To that end, Karsanbhai also delivered a teaser of 'Project Beyond' - Emerson's new product suite that seamlessly integrates its entire industrial automation technology stack. 

Following the keynotes came the formal launch of Project Beyond, hosted by yours truly alongside Peter Zornio, CTO of Emerson, Claudio Fayad, CTO of AspenTech, Nina Schwalb, Head of AspenTech DataWorks inmation, and Dave Denison, Vice President of Software Applications at Emerson Automation Solutions. 

The quartet described how Project Beyond brings industrial AI together with contextualized data across a diverse set of automation environments – embedded, edge and cloud – to "unlock flexibility, safety, sustainability and performance" to facilitate "boundless automation." 

For more details on the actual launch itself, here's this blogger's report for Forbes. At the launch, a statement by COO Ram Krishnan noted that Emerson was looking for an increased take-up of its integrated product offer from energy, power and utilities, chemicals, mining and pharmaceuticals. 

“Companies are eager to modernize automation and keep pace with the promise of new technologies like AI without ripping and replacing their existing infrastructure or dealing with the pain and costs of integrating new applications and millions of fragmented data points,” Krishnan added.

“Project Beyond will use the power of software-defined control to introduce an entirely new, scalable, seamlessly integrated infrastructure with automated data contextualization to turn trapped data into powerful operational efficiencies.”

Following the product launch, and the commencement of the conference program, the event's technology exhibition also opened its doors to visitors showcasing Emerson's hardware and software solutions based on the six "building blocks" of Project Beyond. 

They include - computing power, networking and connectivity, data operations, app marketplace, AI orchestration and a zero-trust security architecture for industries. Overall, an exciting day's outing with plenty more to follow soon. 

On that note, its time to say goodbye for now. Keep reading, keep it here, keep it 'crude'! 

To follow The Oilholic on Twitter click here.

To follow The Oilholic on Forbes click here.

To email: journalist_gsharma@yahoo.co.uk  

© Gaurav Sharma 2025. Photo I: Lal Karsanbhai, CEO of Emerson delivers his keynote at Emerson Exchange 2025. © Gaurav Sharma, May 2025. Photo II: Launch of Emerson's 'Project Beyond' on May 20, 2025. © Keith Larson / Endeavor Business Media. Photo III: Glimpses of the technology exhibition at Emerson Exchange 2025 © Gaurav Sharma, May 2025.