Jamie Webster

Jamie Webster is a partner and associate director at the BCG Center for Energy Impact.

He is as an expert in energy markets and geopolitics, with a focus on energy scenario forecasting, resource issues, energy transitions, changes in energy market structure, 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

EDUCATION

BS, international business, Radford University

Publications and Videos

Lessons in Energy Resilience from the War in Ukraine

Bold policy moves and flexibility enabled Europe to weather the loss of Russian gas during the war in Ukraine. What can we learn from the crisis?

Is Your Refinery Ready for the Low-Carbon Future?

The next ten years will determine the winners and losers in the refining business. Here’s what industry participants can do to prepare—and succeed.

An Inflection Point for the Energy Transition

Eight realities are shaping the “energy trilemma.” Here’s how business and government can keep the energy transition on track.

How Institutional Investors See the Future of Oil and Gas

Key stakeholders believe that oil prices will remain high in the short term. They also think that companies need to plan for the transition to cleaner energy.

The Last Oil Price Boom May Be in Sight

A dramatic upsurge could start later this year and end within 18 months. What’s more, it could be the world’s last—a boon for efforts to combat climate change.

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.

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.