

A Discussion With Andy Brown OBE: Shell, Pearl GTL Qatar, Orsted, EI
Energy Institute’s 2026 edition of their Statistical Review of World Energy reveals a striking reality: every major source of energy reached a new record high in 2025. So, what does that tell us about the state of the energy transition? In this episode of EIC Clearly, Stuart Broadley is joined by Andy Brown OBE, President of the Energy Institute, Vice Chair of Orsted, and former Shell Upstream Director, to explore the key findings from one of the energy sector’s most influential publications. Andy discusses why the world is experiencing energy addition rather than transition, the growing importance of energy security and sovereignty, China’s extraordinary leadership in renewable deployment, and the challenges facing Europe as it seeks to balance affordability, competitiveness and decarbonisation. The conversation also examines rising electricity demand, the future role of oil and gas, and what policymakers can do to build a more resilient energy system. Drawing on a remarkable career spanning 35 years at Shell, leadership roles at Galp and Ørsted, and his current work at the Energy Institute, Andy also shares lessons from delivering one of the largest energy projects ever built, Pearl GTL, the importance of partnership across the supply chain, and why the energy industry remains one of the most important and exciting sectors in the world. What Is the EIC? The Energy Industries Council (EIC) is one of the world’s largest energy trade associations. As a not-for-profit organisation, it supports more than 950 member companies involved in the global energy value chain. EIC operates internationally, with offices in London, Kuala Lumpur, Rio de Janeiro, Houston, Dubai, and soon, Berlin. It is energy agnostic, supporting all parts of the energy sector. From mature renewable onshore and offshore sectors like wind, solar and hydropower; to grid infrastructure and large nuclear; to hydrocarbon sectors like oil & gas, LNG, FPSO, decommissioning, upstream, midstream and downstream; to emerging low-carbon sectors like hydrogen, carbon capture, CCUS, energy storage, BESS, biofuels, SAF (sustainable aviation fuels), and geothermal. EIC provides a wide range of services, including access to global market intelligence, CAPEX and OPEX project data, consulting support, events, business development opportunities, and advocacy. It also facilitates connections with key decision-makers and policymakers in the energy sector worldwide. Stay Connected with EIC Learn more about the EIC Explore EIC membership Learn more about the Five Golden Rules for a Healthy Energy Supply Chain Learn about EIC Consult Read the full Survive & Thrive Report Contact Stuart Broadley about doing your own C-level EIC podcast at Stuart.Broadley@the-eic.com Produced, engineered, and promoted by: Samara Bernardo, Lucas Almeida, João Otero, Isabella Costa, Laura Carvalho, and Clara Machado.


















