Upcoming Webinar
This webinar was originally recorded on July 17, 2025
Global attention is once again fixed on the energy sector—arguably at a level not seen since the 1970s. But this time, the focus goes beyond oil volumes. Today’s supermajors must navigate a complex balancing act across oil supply and demand, LNG expansion, surging power needs, capital discipline and emerging clean tech.
In this edition of Morning Energy Live, Andrew Gillick sits down with Andrey Shuvalov, vice president of Energy Transition at Shell USA, for a candid conversation on how integrated energy companies like Shell are rethinking their U.S. strategies in response to rapidly shifting market dynamics.
They’ll dive into timely topics such as the rise of North American LNG exports, oil price volatility and the accelerating power demand from data centers—all of which are influencing capital allocation, project prioritization and transition timelines. Expect insights into how Shell is uncovering new commercial opportunities, overcoming infrastructure constraints and collaborating with innovators to position for near-term returns and long-term growth.
Key Takeaways:
About Enverus Intelligence®| Research
Enverus Intelligence® | Research, Inc. (EIR) is a subsidiary of Enverus that publishes energy-sector research focused on the oil, natural gas, power and renewable industries. EIR publishes reports including asset and company valuations, resource assessments, technical evaluations, and macro-economic forecasts and helps make intelligent connections for energy industry participants, service companies, and capital providers worldwide. See additional disclosures here.
Vice President – Shell USA Energy Transition
Andrey Shuvalov, vice president for Energy Transition for Shell USA, is responsible for identifying business opportunities, shaping strategies and developing key partnerships to help Shell deliver more and cleaner energy across the U.S. Andrey brings 20 years of experience with roles in Upstream & Integrated Gas, Projects & Technology and Strategy & Portfolio. He has worked in Europe, Asia and several locations across the U.S. Andrey brings a broad range of technical and commercial skills along with a passion for driving change, helping to improve decision quality and advance businesses towards value creation. Andrey holds degrees in geochemistry and geoscience, and an MBA from the C.T. Bauer College of Business at the University of Houston. He is currently serving on the Boards of Evolve and University of Houston’s Energy Transition Institute.
Managing Director, Energy Sector Strategist, Enverus Intelligence® Research, Enverus
Andrew joined RSEG, now part of Enverus, in early 2015 as the desk strategist. With more than 20 years of industry experience, Andrew brings a unique perspective to the team through his daily note, Morning Energy, and constant interaction with clients.Andrew started his career in energy working for Louis Dreyfus in a business development role for its midstream asset portfolio. He later joined a family office where he advised on both public and private investing in the energy space. Andrew received his MBA from The Wharton School of the University of Pennsylvania and a B.A. in History from Colgate University.
