Jamie Webster

Jamie Webster is a senior director at the BCG Center for Energy Impact.

He is as an expert in energy markets and geopolitics, with a focus on oil market balance evaluation, OPEC analysis, and national energy policies. He is a frequent public speaker on energy issues, is regularly quoted and seen in the press, and has testified multiple times to both houses of the US Congress.

Previously Jamie was a vice president at IHS, where he led the oil markets team.

AREAS OF EXPERTISE

Global oil markets
Commodity supply and demand analysis
Geopolitics and the oil and gas industry

EDUCATION

BS, international business, Radford University

Publications and Videos

Oil and Gas Investment in the New Risk Environment

The key issue in post-COVID-19 market risk assessment in the industry is peak investment—not peak demand.

Why Oil and Gas Companies Need to Transform Their Upstream Operations

By improving the profitability of their upstream businesses, companies will have more cash for a wide range of value creation levers.

How COVID-19 Is Changing the Pace of Energy Transitions

An analysis of pandemic stimulus measures finds that Europe is continuing its steady shift toward green energy while major Asian countries are sharply accelerating their transition.

Will US Natural Gas Lead the Recovery in Energy?

The US gas market is seeing a raft of bullish price forecasts—but appearances can be deceiving.

Don’t Write Off the OPEC+ Deal Just Yet

The agreement to cut production may go some way to restoring the industry’s fortunes—but oil players will have to proceed carefully.

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How Uncertainty Is Hitting M&A in Oil and Gas

Companies will need to scale back their oil price assumptions for deals to flourish.

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Oil Producers Feel the Pain of Falling Prices

Oil producers are feeling the financial pressure created by the collapse in crude oil prices. To compensate for the lost revenue from exports, they will have to depend on budget cuts and foreign reserves.

The Oil Price Shock(s) of 2020

On top of the demand shock in the oil market, sparked by COVID-19, is a supply shock that could flood the market. Even robust oil companies will face threats to their business.

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Sharing the Costs of IMO 2020 Across the Ecosystem

Everyone knows the new restrictions are coming, but are they ready for the joint responsibility—and expense—of developing environmentally friendly supply chains?

Just How Disruptive Will IMO 2020 Be?

The change in maritime fuel regulation is scheduled to take effect within months. But stakeholders still have time to act.

Profiting from Shale in Five Phases

By viewing production cycles through the lens of specific strategic phases, the shale oil segment can avoid costly errors.

Are Oil Companies Ready for the Next Energy Transition in the US?

The fossil fuel industry isn’t immune to disruption. Fundamental forces in mobility and power generation could compel oil companies to transform their businesses. Preparation is key.

Deep Expertise, Broad Experience