Columnists

Gaurav

Gaurav Sharma

Senior Contributor

Gaurav Sharma is a London-based energy market analyst and commentator with nearly two decades’ experience covering global markets. A former Vice President and Lead Analyst at Citi, he writes the Oilholics Synonymous blog and specialises in energy futures and oil and gas markets. He is a regular commentator across major international media analysing energy developments across Asia, Europe, the Middle East and the Americas.

A new era at bp: will Meg O’Neill lead a high-stakes pivot to oil and gas?

Coming in with a mandate to maximise value for shareholders, bp’s first female CEO is expected to redouble the supermajor’s efforts towards investing in traditional oil and gas plays. In his latest column for Energy Connects, Gaurav Sharma explores how far she will go.

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Thought Leadership

Beyond the blip: Middle East conflict reshapes energy markets

In an exclusive Energy Connects Discussions, Gaurav Sharma, energy analyst and Energy Connects Columnist, discusses the evolving impact of the Middle East conflict on global energy markets. With the Strait of Hormuz at the centre of global energy security concerns, the discussion explores price volatility, supply disruptions, and mounting inflationary pressures across Asia. The conversation also examines the widening gap between physical and paper markets, the risk of demand destruction, and the

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Discussions

Iran strikes: what the escalation means for global energy markets

In the latest episode of the Energy Connects podcast, recorded amid the ongoing US and Israeli strikes on Iran and Tehran’s retaliatory strikes across the Gulf, host Chiranjib Sengupta speaks with Gaurav Sharma, Energy Connects columnist and independent energy analyst, about the potential impact for global energy markets. They explore Iran’s role in global oil supply, the risks surrounding the Strait of Hormuz, and the psychological impact on shipping and prices. The discussion also considers OPEC+’s output boost, spare capacity, and the implications for LNG flows from Qatar. With geopolitical tensions rising, the episode assesses how the coming days could shape oil prices, market stability and global energy flows.

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Podcast

US shale production may prove more resilient in 2026 than many imagine

Every time oil prices see a period of extended volatility and Brent threatens to slide below $60 per barrel, an all-too-familiar debate ensues about the impact of such market conditions on US shale production.

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Thought Leadership

Mapping India's rise as a superpower of unconventional energy

In his latest column for Energy Connects, Gaurav Sharma explores how, as the world’s third-largest consumer of electricity, India remains on track for 500 GW of non-fossil capacity by 2030, and why it’s a seismic shift that’s been decades in the making.

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Thought Leadership

Cybersecurity a proactive priority backed by billion dollar investment vision

As the energy, petrochemical and industrial segments become more digitised, they face a growing need for cybersecurity. This shift is spawning a multibillion-dollar opportunity.

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Thought Leadership

How the Middle East is upping its game to monetise natural gas reserves

In his monthly exclusive column for Energy Connects, Gaurav Sharma explains how the Middle East, long dominated by Iran and Qatar in natural gas, is witnessing a surge of investment and production from regional oil powerhouses like Saudi Arabia and the UAE, positioning the region to rival North America and potentially surpass Asia as a leading global gas hub by 2030.

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Thought Leadership

Why the energy sector is the cornerstone of a burgeoning industrial AI business

AI is proliferating across the global industrial complex. Energy industry’s embrace may push it to even bigger commercial heights, writes Gaurav Sharma in his latest column for Energy Connects

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Thought Leadership

How record US oil production has reset global energy market risks

Is $80 the new $100? In his latest column for Energy Connects in light of US airstrikes on Iran, Gaurav Sharma analyses why the oil market’s geopolitical risk premiums aren’t what they used to be

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Thought Leadership

Are we investing enough in upstream oil and gas to guarantee energy security?

With the global energy mix undergoing changes prompted by rising calls for a low-carbon future, investors have a delicate balancing act to perform – of strategically splitting their capital investment between traditional and renewable energy.

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Thought Leadership

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