Research Unplugged: Top Projects 2026 - AI, Exploration, global shale and the great energy capex wave

Research evidence excerpt

Research Unplugged: Top Projects 2026 - AI, Exploration, global shale and the great energy capex wave

Equity Research

7 July 2026 | 10:21AM BST

Research Unplugged: Top Projects 2026 - AI, Exploration, global shale

and the great energy capex wave

Sahar Islam

+44(20)7051-4935 |

sahar.islam@gs.com

Goldman Sachs International

Visit the GS Research portal to listen to the podcast > Michele Della Vigna, CFA

+39(02)8022-2242 |

michele.dellavigna@gs.com

Goldman Sachs Bank Europe SE - Milan

branch

We see a significant shift coming in oil & gas capex with even frontier

Daan Struyven

exploration coming back, underpinned by our Top Projects analysis of the +1(212)357-4172 |

daan.struyven@gs.com

largest projects globally. We discuss the key learnings with Michele della Vigna and Goldman Sachs & Co. LLC

connect the dots between the different regions with Neil Mehta on the US, Bruno Neil Mehta

Amorim on LatAm and Faisal AlAzmeh on MENA. We also hear from our Co-Head of +1(212)357-4042Goldman Sachs & Co.| neil.mehta@gs.comLLC

Global Commodities Research, Daan Struyven, on the commodities view. Listen in for Bruno Amorim, CFA

more! +55(11)3371-0764bruno.amorim@gs.com|

Goldman Sachs do Brasil CTVM S.A.

See below for the full list of topics and speakers; approximate start times are in parentheses. Faisal AlAzmeh, CFA

+971(4)376-3476 |

faisal.alazmeh@gs.com

Speakers:

n Michele Della Vigna – Head of European Natural Resources & Carbonomics, GIR

n Daan Struyven – Co-Head of Global Commodities Research, GIR

n Neil Mehta – Head of Americas Natural Resources Equity Research, GIR

n Bruno Amorim – Head of LatAm Energy, Transportation & Infrastructure

Research, GIR

n Faisal AlAzmeh – Head of CEEMEA Equity Research, GIR

Moderator:

n Sahar Islam – European Research Merchandising, GIR

Topics: