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S& Global Platts Crude & Refined Products Market
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Turning Signals into Insight: Agentic Energy Intelligence in Practice
Date: Thursday, July 16, 2026
Time: 11:00 AM - 11:45 AM EDT
Duration: 45 minutes
Since January, analysts have cut energy production expectations by 1.9% while raising earnings forecasts by 57%—a scarcity premium where producers earn more by delivering less. This divergence signals a market revaluation consistent with a scarcity premium.
In this webinar, we explore what this divergence means for energy markets using findings from a new quantitative research paper and show how to replicate the analysis through an agentic workflow. By linking real-time expectation shifts from the S&P Global Estimates datasets with S&P Global Energy’s deep domain expertise and qualitative research corpus, the session demonstrates how users can move from signal to hypothesis to validated insight in a scalable, auditable way.
What we’ll explore:
- Detecting Market Signals: How Market Intelligence identifies statistically significant shifts in revenue, EPS, and margin expectations
- New Quantitative Research Overview: Key findings from the “ The Scarcity Premium” analysis and implications for energy markets
- Agentic Workflow Demo: Integrated view across the S&P Global Estimates datasets, S&P Global Energy MCP domain expertise, and the ProntoNLP MCP for earnings call transcripts.
Speakers
Daniel Sandberg
Global Head of Quantitative Research & Solutions
S&P Global Market Intelligence
Liam Hynes
Head of New Product Development – Public Markets
S&P Global Market Intelligence
Emily O'Flaherty
Senior Director, Product Management & Development
S&P Global Market Intelligence
Andrew Zubac
Data Delivery Specialist, Artificial Intelligence
S&P Global Energy
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Turning Signals into Insight: Agentic Energy Intelligence in Practice
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