Podcasts by IHS Markit Energy
Exclusive energy insights & analysis. Engage with our experts as we explore the complex environment that shapes global energy markets. Follow our two podcast series- Upstream in Perspective, which focuses on trends within the upstream industry- and EnergyCents, which features our experts discussing the intersection of the financial and energy industries.
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EnergyCents- Ep 65: Crew change: EPCs look to apply expertise to large-scale low-carbon projects from 2022-02-17T15:00:14
Global Engineering, Procurement, Construction (EPC) firms have long embraced project-management opportunities with partners in oil and gas, particularly when it comes to complex offshore projects. ...
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EnergyCents- Ep 64: WFH: How the loss of commutes has changed mobility and fuel expectations from 2022-02-10T15:00:27
Before the pandemic, more than 25% of vehicle miles traveled in the United States came from commuting. Professionals are now working from home some, or all, of every week. Should we expect proporti...
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EnergyCents- Ep 63: Popularity contest: Batteries, hydrogen, and the race for cleantech capital from 2022-02-03T13:30:05
Battery and hydrogen technologies have emerged as two of the highest profile ideas to lower the world’s carbon emissions. Battery technology is further along in many ways, though hydrogen has momen...
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EnergyCents- Ep 62: Mind the gap: Asia struggles to attract net-zero investment as targets near from 2022-01-27T15:00:24
Asian countries will generate about 70% of the world’s electricity demand growth between 2021 and 2025. And most of these markets are on track to fall short of stated net-zero targets due to lack o...
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EnergyCents- Ep 61: High expectations: Can clean and traditional energy both outperform in 2022? from 2022-01-20T18:01:05
There’s a degree of consensus from financial prognosticators that energy equities from both the low-carbon and traditional sectors will outperform in 2022. IHS Markit Experts in capital and energy ...
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EnergyCents- Ep 60: Scope creep: Upstream sector shifts attention to emissions from 2022-01-05T15:00:12
Oil and gas producers made headlines in 2021 selling “net-zero oil” thanks to the purchase of carbon offset credits to mitigate Scope 1 and Scope 2 emissions associated with bringing that oil to ma...
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EnergyCents- Ep 59: Review and resolution: Shale sector activity in 2021 and 2022 from 2021-12-21T15:00:26
EnergyCents welcomes back IHS Markit shale sector experts Reed Olmstead and David Vaucher for our annual year-in-review episode. We check in to see how well we performed against personal resolution...
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EnergyCents- Ep 58: Good COP, Bad COP: The Road from COP26 from 2021-12-08T15:00:12
After months of high expectations, the UN conference COP26 concluded in November and left many climate enthusiasts wishing there had been more substantial policy successes. There are reasons for o...
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EnergyCents- Ep 57: Supply anxiety – Physical tightening gives legs to recent oil price rally from 2021-11-17T17:00:21
Oil markets find themselves at the intersection of fear and greed with supply concerns and fear-of-missing-out enthusiasm pushing prices into a higher band for 2021 and 2022. EnergyCents welcomes b...
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EnergyCents- Ep 56: Autumn of discontent: Europe wrestles with spiking natural gas prices from 2021-11-04T17:00:04
European natural gas prices have more than tripled in 2021 on the back of a post-Covid demand surge that has far outpaced supply – and all before the beginning of winter, when seasonal demand is hi...
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EnergyCents- Ep 55: Energy rations: China seeks balance ahead of seasonal spike in power demand from 2021-10-29T14:00:24
The Chinese saying, ??????, translates roughly in English to “touching the stones to cross the river” and describes the need to embrace an often-indirect path to reach a known destination. The sayi...
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EnergyCents- Ep 54: New configurations: The practicalities of transitioning US gas and power markets from 2021-10-14T15:00:20
Transitioning United States power and gas markets to a net-zero economy requires coordinate policy and infrastructure strategies that don’t neglect practicalities of implementation. IHS Markit pow...
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EnergyCents- Ep 53: Oil sands: Specialists seek opportunity within a more concentrated play from 2021-10-07T15:00:17
Competition within the Canadian oil sands has concentrated among a few specialists as carbon-concerns contribute to divestments from more diversified players. IHS Markit’s Kevin Birn, an expert in...
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EnergyCents- Ep 52: Walking the walk: the diplomatic alliances that may chart success at COP26 from 2021-09-30T16:20:06
The climate-policy arena shifts in November to COP26 in Glasgow, Scotland, after a closely watched UN General Assembly session in New York this September that included high-profile participation by...
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Upstream in Perspective- Ep 44: Exploring the prospects for Brazil’s presalt polygon from 2021-09-29T21:00:16
Brazil’s presalt is a world-class resource play that is becoming a core region for several major operators. Nevertheless, challenges remain, namely Brazil’s political dynamics, recent exploratory r...
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EnergyCents- Ep 51: Electric Warriors: EVs, battery networks and the drive for differentiation from 2021-09-23T14:00:29
Investors, disruptive start-ups and original equipment manufacturers (OEMs) are hunting for the points of competitive differentiation that will drive the future of automotive mobility. The result i...
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EnergyCents- Ep 50: Talent whispers: The quiet potential of natural gas in meeting climate goals from 2021-09-16T16:00:46
Not all fossil fuels are created equal, and natural gas holds some advantage relative to its carbon-moleculed peers as climate ambition influences global energy policy. IHS Markit Vice Presidents o...
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Upstream in Perspective- Ep 43: Upstream capital costs are on the rise from 2021-09-15T22:00:16
Upstream Capital Cost Service (UCCS) Discussions is a new addition to the Upstream in Perspective podcast. In these conversations, analysts from the UCCS will discuss some highlights from their lat...
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EnergyCents- Ep 49: A delicate balance: Oil giants weigh returns profile of greener portfolios from 2021-09-08T15:00:37
Low-carbon investment by oil majors has historically generated lower volatility and lower returns relative to capital directed at oil and gas projects. How will further decarbonization pressures in...
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EnergyCents- Ep 48: Release and catch: CCUS initiatives seek scale as net-zero pledges accelerate from 2021-08-31T15:00:05
Carbon, Capture, Utilization, and Sequestration projects, or CCUS, involve well-established technologies that have yet to reach the commercial scale to adequately mitigate global emissions. And the...
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EnergyCents- Ep 47: Rationalize or reinvent: The future of fuel retail stations in downstream from 2021-08-17T18:00:14
Global majors began expanding the footprint of their fuel retail stations in 2017 after more than a decade of site reductions. What explains this renewed enthusiasm for branded retail? IHS Markit ...
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EnergyCents- Ep 46: New ventures: The business of upstream exploration in a decarbonizing world from 2021-08-10T16:00:05
The role of upstream exploration is changing as oil and gas companies prepare for growth in a lower-carbon business environment. IHS Markit Chief Upstream Strategist Bob Fryklund joins EnergyCents...
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EnergyCents- Ep 45: Live wire: Extreme weather challenges a reliable, clean, and affordable grid from 2021-07-27T16:00:11
Californians approach the anniversary of 2020’s unexpected blackouts during a year that has already seen extreme-weather events impact residents of Texas (winter cold) and the Pacific Northwest (su...
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EnergyCents- Ep 44: A sense of urgency: Why COP26 matters to energy investors from 2021-07-21T14:00:10
A sense of urgency will define the proceedings at the United Nations’ 26th Conference of the Parties (COP26) this coming November. Policy makers and private-sector participants will look to take ac...
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EnergyCents- Ep 43: Beyond oil: The growing role of biofuels in a decarbonizing refining sector from 2021-07-13T20:30:02
Global investment in biofuels continues to ramp up as the refining sector optimizes its portfolio beyond traditional fossil fuels. IHS Markit biofuels experts Christoph Berg, Jordan Godwin, and Kev...
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EnergyCents- Ep 42: Texas Forever: Why Houston will maintain its role as the world’s energy capital from 2021-06-30T16:00:20
More than 20% of Houston GDP relates to activities in the traditional energy industry – a sector that is being disrupted by innovation in low-carbon energies. How will the effects of this disruptio...
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Upstream in Perspective- Ep 42: Oil and gas labor market challenges and outlook from 2021-06-29T15:00:10
Upstream Capital Cost Service (UCCS) Discussions is a new addition to the Upstream Perspective podcast. In these conversations, analysts from the UCCS will discuss some highlights from their latest...
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EnergyCents- Ep 41: It’s complicated: An economy’s messy relationship with gas on a path to net zero from 2021-06-23T19:00:29
Natural gas has historically reduced CO2 emissions when displacing coal in power generation and remains a significant player in the global energy mix in 2050 in almost long-term planning scenario. ...
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EnergyCents- Ep 40: Entrance fees: EU set to consider levy on border-crossing carbon from 2021-06-15T15:00:13
High-carbon imports into the European Union pose challenges to the EU reaching its net-zero ambition by 2050. A proposed Carbon Border Adjustment Mechanism, or CBAM, seeks to balance high-emitting ...
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EnergyCents- Ep 39: Dear Prudence: Shale sector fortifies balance sheets as cash reinvestment falls from 2021-06-09T16:00:43
The median first-quarter 2021 cash flow reinvestment rate for the oil-focused US E&Ps came in at an austere 43%, exceeding the expectations of many analysts. While one quarter does not make a trend...
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EnergyCents- Ep 38: Growing pains: Adolescent solar industry challenged by supply-chain tightness from 2021-06-02T15:00:03
Cleantech investors find themselves on a ‘Solar Coaster’ as equity volatility reflects the industry’s challenge of meeting fast-growing demand through disrupted supply chains. IHS Markit solar vet...
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EnergyCents- Ep 37: Demand drivers: The promise of hydrogen and the call on capital from 2021-05-26T14:00:10
IHS Markit expects annual spending on low-carbon Hydrogen production could increase to $50 billion (with a “b”) by 2030, from around $50 million (with an “m”) in 2020. Risks to realizing such growt...
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EnergyCents- Ep 36: Mo money mo problems: Can oil producers hold the line amid rising cash flows? from 2021-05-18T15:00:16
Oil markets find themselves in a good place as North America shale producers show continued restraint, and OPEC+ manages its response to post-COVID demand to support prices in a $60-$75/bbl range. ...
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EnergyCents- Ep. 35: Guess who’s back (back again)? US grabs the mic in global climate discussions from 2021-05-11T15:00:36
President Joseph Biden’s proactive commitment to low-carbon energy policy returns the United States to a leadership position within the international dialogue on climate. EnergyCents welcomes back ...
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EnergyCents- Ep 34: Charged up: Solid-state batteries seek next-generation market share from 2021-04-29T17:00:32
Specialized start-ups and diversified incumbents are in a race to develop next generation technology that will improve safety and performance of batteries used in electric vehicles. IHS Markit Batt...
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EnergyCents– Ep. 33: The shape of gas to come: Pipes, politics, and the pursuit of European markets from 2021-04-21T14:30:31
The fate of Nord Stream 2 remains an open question as strategic interests from the EU, US, and Russia influence the gas pipeline’s construction and potential in-service date: less than 200 km of pi...
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EnergyCents- Ep 32: Green deals: Financial sector increases commitments to corporate renewables from 2021-04-15T15:00:26
US project-specific corporate renewables demand is projected to more than double to $17 billion over the next decade from less than $8 billion in 2021. IHS Markit’s Financial Advisory Lead Peter Ga...
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EnergyCents- Ep 31: New entrants: The ‘prosumer’ as potential force in evolving renewables landscape from 2021-04-08T19:14:40
Nearly all forms of renewable energy continue to attract investment as myriad technologies fight for market share amid a rapidly changing energy landscape. IHS Markit’s Head of Global Cleantech Re...
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EnergyCents- Ep 30: Identity crisis: Shale sector seeks modesty amid expectations of cashflows from 2021-03-18T16:00:13
Economic activity is set to rebound after 2020s COVID-induced lockdowns, and oil prices are up more than 30% since January in response. The prudence of a reorganized shale sector will be tested, as...
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EnergyCents- Ep 29: Offshore wind: So fresh and so clean, clean from 2021-03-10T18:16:57
Barriers to entry rise for offshore wind projects as oil and gas majors and large-scale utilities partner and/or compete to win in one of renewable energy’s more consolidated sectors. IHS Markit G...
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EnergyCents- Ep. 28: Disruption junction: Shale and solar at a crossroads from 2021-03-02T18:00:12
The shale and solar sectors have profoundly disrupted their respective markets over the past decade. But each is expected to follow very different paths in the future. IHS Markit’s Raoul LeBlanc, ...
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EnergyCents- Ep 27: Electric mayhem: Power-market lessons from Texas & California from 2021-02-22T22:20:08
Texas suffered through an arctic blast during the week of 15 February 2021 that left millions without power after the Electric Reliability Council of Texas (ERCOT) was faced with dual challenges of...
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EnergyCents- Ep 26: Cart before the horse: An oil market ahead of its fundamentals from 2021-02-17T22:00:15
A dramatic recovery in price, over a relatively short amount of time, amidst a global-wide pandemic. The oil market is, once again, full of surprises. In this episode, Karim Fawaz quarterbacks a co...
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EnergyCents- Ep 25: Trading places II: Energy comes back from 2021-02-11T18:00:42
Institutional investors are showing renewed interest in energy-sector equities in 2021 across both traditional and low-carbon themes. IHS Markit Research Directors Michael Schpero and Brian Manala...
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Upstream in Perspective- Ep 41: Decarbonizing the upstream supply chain from 2021-02-10T21:06:06
2020 served as a pivot point for the upstream industry; the Energy Transition has accelerated and operators and service companies will continue working towards decarbonizing their operations and su...
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EnergyCents- Ep 24: Gas pain: Asian LNG market seeks relief from 2021-02-03T16:45:29
Asia has stolen the spotlight this winter with record-breaking spot LNG prices to kick off the New Year. Even general market observers were distracted by the upside volatility with LNG cargo prices...
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EnergyCents- Ep 23: Refining the refining industry from 2021-01-25T18:38:22
Substantial demand for liquid fuels—and therefore a refining industry—is probable for the foreseeable future. However, the structure of the refinery, its feedstock sources, and its success factors ...
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EnergyCents- Ep. 22: Starman: The rise of solar in the labyrinth of energy supply from 2021-01-13T18:00:19
Solar technologies, and renewable energy more broadly, have become mainstream as consumers seek low-carbon power supply. IHS Markit Research Director Sam Wilkinson joins EnergyCents to share his v...
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EnergyCents- Ep. 21: Behind the scenes and ahead of the crowd from 2021-01-04T16:00:04
EnergyCents Hosts Breanne Dougherty and Hill Vaden are joined by Producer Jessica Nelson on this year-end episode to consider lessons learned from podcasting in 2020, and share the three energy top...
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EnergyCents- Ep. 20: 3 wise men: power market predictions for 2021 from 2020-12-22T16:56:26
Following a year of surprises, IHS Markit Research Directors Doug Giuffre, Wade Shafer, and Patrick Luckow, discuss the learnings to be gained from 2020 power markets and disclose their 2021 things...
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EnergyCents- Ep 19: Mirror, mrror on the wall: Reflections on 2020 and predictions for 2021 from 2020-12-16T22:26:37
IHS Markit Upstream Research Directors Reed Olmstead and David Vaucher return to review the accuracy of their 2020 predictions for the Upstream sector, and share new predictions for the coming new ...
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Upstream in Perspective- Ep 40: DX Talks- The role of DX in the energy transition from 2020-12-11T16:25:43
Upstream oil & gas companies face increasingly complex strategic decisions as they seek to meet growing energy demand while at the same time maintaining capital discipline, reducing emissions and m...
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EnergyCents- Ep. 18: The unsung heroes of upstream portfolio consolidation from 2020-12-09T16:23:23
ExxonMobil announced plans in November to focus its upstream attention on three core growth positions in the US Permian Basin, Guyana, and Brazil. Tony Reinsch, IHS Markit senior advisor, shares hi...
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EnergyCents- Ep. 17: Hydrogen: the great disruptor? from 2020-12-01T17:00:45
With a rapid acceleration of countries around the world announcing net-zero targets, the conversation livens around which technologies will support these ambitions. Governments, utilities, and trad...
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EnergyCents- Ep. 16: How a Biden presidency may (re)shape the U.S. energy sector from 2020-11-24T16:00:02
The past two US presidencies have overseen surges in domestic oil production, market-share declines for coal, and exponential leaps in renewable technologies. How might the domestic energy landscap...
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EnergyCents- Ep. 15: I'll have electric vehicles for $400, Alex from 2020-11-17T16:00:21
Electric vehicles are emerging as an increasingly pivotal part of a more carbon conscious future. Fellipe Balieiro, who leads our Mobility and Energy Future service, joins EnergyCents this week to ...
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EnergyCents- Ep. 14: Strategic imperatives of increasingly interconnected global oil & gas markets from 2020-11-10T14:00:18
LNG markets are at a crossroads as oil producers remain under pressure, and political and financial support shifts toward lowest carbon alternative energies. IHS Markit Vice Presidents Michael Stop...
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Upstream in Perspective- Ep. 39: DX Talks - Dude where's my data from 2020-11-09T17:48:27
Upstream digitalization continues to make progress and accelerate but companies are struggling to deliver their goals of data democracy which is crucial to getting value from all available content ...
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EnergyCents- Ep. 13: Global IOCs: The next generation from 2020-10-29T20:54:15
Many of the Oil and Gas industry’s largest companies are charting very different futures dependent on how each prioritizes low-carbon projects within their respective portfolios. Chris DeLucia, of ...
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EnergyCents- Ep. 12: China’s carbon pledge sets up new paradigm for environment, economy, & energy from 2020-10-23T13:00:36
Chinese President Xi Jinping announced in September 2020 that China will strive to achieve net carbon neutrality by 2060. China is the world’s largest emitter of carbon globally, making the implica...
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EnergyCents- Ep. 11: Twilight zone or supercycle?: Near-term expectations for oil markets from 2020-10-16T16:19:55
Oil prices have hovered around $40/bbl for several weeks after extreme volatility led to negative prices in April 2020. Investors are watching OPEC+, the potential resiliency of North America shale...
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EnergyCents- Ep. 10: ESG, energy, and investing...an increasingly busy intersection from 2020-10-09T13:43:14
The business round table statement from last year explicitly said that all companies should have a social purpose, not just the purpose of generating profits. The discussion cannot be ignored and E...
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EnergyCents- Ep. 9: Part 2- Lessons from California Power Markets from 2020-09-30T16:00:14
California is viewed by many as the vanguard of a greening power sector, but hot summer weather forced CAISO's first stage three emergency since 2001. In part two of our conversation, we continue t...
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Upstream in Perspective- Ep. 38: Technologies enabling the energy transition from 2020-09-24T12:00:04
For years, oil and gas companies have implemented technologies to move their businesses forward - increase efficiency, prioritize safety and lower costs - as part of the energy transition. This yea...
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EnergyCents- Ep. 8: Part 1- Lessons from California Power Markets from 2020-09-22T21:44:49
Hot summer weather compelled the California Independent System Operator (CAISO) to impose blackouts on several hundred thousand customers in the middle of August 2020. These events marked CAISO’s f...
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Upstream in Perspective- Ep. 37: Upstream developments off the coast of Guyana & Suriname from 2020-09-11T19:07:43
After years of struggling, Guyana's oil and gas industry found success in 2015 with the Liza discovery. Since that discovery, the success rate continued - leading to more growth and spreading to Su...
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EnergyCents- Ep. 7: Part 2- This time it’s different: Scenario planning in a time of COVID-19 from 2020-09-09T15:00:19
In part 2 of our conversation on scenario planning, Dr. Steven Knell walks through the various climate scenarios with our team. Join us as we finish the discussion of how COVID-19 has impacted the ...
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EnergyCents- Ep. 6: Part 1- This time it’s different: Scenario planning in a time of COVID-19 from 2020-09-02T13:00:17
A global pandemic in 2020 introduced new variables to the potential timing and implications of a transitioning energy sector that increasingly prioritizes climate-change mitigation. In part one of ...
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EnergyCents- Ep 5: Trading Places: Retail investors move into energy from 2020-08-25T15:47:07
The 2020 confluence of $0 commissions, stock-market volatility, and stay-at-home restrictions has led to a rising presence of retail investors in energy stocks. In this episode, we discuss reasons ...
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Upstream in Perspective- Ep 36: Onshore? Offshore? In upstream, no one escapes 2020 from 2020-08-04T18:45:25
2020 is proving to be a tough year for oil and gas - no matter if its onshore or offshore activity. Low offshore activity, cost impacts and demand challenges have left the markets depressed. So, wh...
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EnergyCents - Ep 4: Gas-infrastructure investments: Cash flows, regulations and steel … oh my from 2020-08-03T19:51:54
Two $10 billion gas-infrastructure deals may be leaving investors asking, “if it’s built, should we buy it?” as financial market participants seek relative cash-flow certainty in a low-rate environ...
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EnergyCents- Ep 3: Chevron-Noble, and the implications for Upstream M&A from 2020-07-24T14:22:20
Chevron agreed on July 20, 2020, to acquire Noble Energy for $5 billion, or $10.38 per share. The announcement comes a bit more than a year after Chevron’s unsuccessful bid for Anadarko Petroleum, ...
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Upstream in Perspective- Episode 35: Is the Worst Behind Us? – The North America Onshore Recovery from 2020-06-23T13:54:53
After a chaotic start to 2020, perhaps we can say that the worst is behind us. Our North America onshore researchers discuss where there are signs of stabilization for 2020 onwards. Listen as they ...
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EnergyCents - Episode 2: Energy markets in the 1970s and 2020s: Is Past Prologue? from 2020-06-17T22:48:34
Media and forecasters are increasingly making past-is-prologue comparisons between the 1970s and the coming 2020s, flagging potential parallels in pandemics, protests, and presidential campaigns. W...
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EnergyCents - Episode 1: Trouble with the Curve from 2020-06-02T19:21:16
IHS Markit’s Financial and Capital Markets Energy Research team discusses whether the rapid oil-price increase on the back of COVID-19 economic shutdowns has gotten overheated, and what near-term r...
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Upstream in Perspective- Episode 34: How China's national oil companies balance oil and gas declines from 2020-05-13T15:21:51
Our Asia-Pacific upstream research team explores the future of Chinese national oil companies. Balancing energy security priorities with the oil and gas declines during this downturn could mean dif...
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Upstream in Perspective- Episode 33: North America oil and gas enters survival mode from 2020-04-14T17:06:48
The interconnectedness of the North America oil and gas industry means ripples are felt throughout the value chain. Our experts share the outlook for North America crude, financials and gas.
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Upstream in Perspective- Episode 32: Conventional exploration trends from 2020-02-26T17:00:40
From a global perspective, conventional exploration and discoveries are at the lowest level in seven decades. In many ways, the rise of unconventional resources has diverted investment away from co...
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The energy investor outlook for 2020 | Roger Diwan, Justin Jacobs & Raoul LeBlanc from 2020-01-23T22:51:13
After falling to its lowest weighting in the S&P 500 and facing climate change headwinds, the state of energy investment may have hit crisis-level. How will E&P companies deliver growth? And, how d...
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Would you rather: 2020 upstream predictions | Reed Olmstead and David Vaucher from 2019-12-19T21:21:09
Our experts take a walk down memory lane with us as we explore their 2019 expectations for upstream oil and gas markets. Plus, we play a fun upstream energy version of "Would you rather" - focused ...
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The role of offshore wind in upstream low-carbon strategies | Max Cohen & Chris DeLucia from 2019-10-28T16:00:02
Offshore wind is seen by many as an emerging low-carbon opportunity where certain oil and gas firms can leverage competitive advantages from their established expertise in offshore projects. Rapidl...
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Forced change- Navigating the investor landscape in North America | Kevin Roy & Dan Pratt from 2019-09-19T18:17:45
Amid concerns of credibility, cash flows and carbon, investors are shying away from the oil and gas industry. What's behind investor apathy? And, how are E&P strategies changing? IHS Markit experts...
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The potential of electric fracturing | Jesus Ozuna from 2019-09-10T14:56:14
Electric fracking promises a number of advantages including some cost reductions, noise reductions, emission reductions and more. So, what’s the downside? Why aren't more operators moving to elect...
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Oilfield water management growth continues – led by the Permian | Paola Perez Pena & Prescott Roach from 2019-08-08T18:53:57
IHS Markit recently estimated the US oilfield water management market to now be valued somewhere around $37.5 billion. That represents a 12% year-on-year market growth from 2018—mainly driven by wa...
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Upstream Sector and Low-Carbon Investment Part 2: Balancing Profitability | Chris DeLucia from 2019-07-26T12:00:05
In part two of our podcast on low-carbon strategies, we explore how upstream oil and gas companies are balancing profitability of the various low carbon investments.
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Upstream Sector and Low-Carbon Investment Part 1: Growing Investments | Chris DeLucia from 2019-07-19T21:03:50
Can low-carbon be profitable? Chris DeLucia joins the podcast to discuss the value proposition of alternative businesses for oil and gas companies.
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An Outlook for China Shale and Tight Gas | Nick Sharma & Kunfeng Zhu from 2019-07-01T14:39:52
China’s contribution in the global economic growth has been unparalleled, with its economic rise mirroring an exponential demand growth for oil and gas resources. Upstream experts, Nick Sharma and ...
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The MSGBC Basin and the future of exploration | Jerry Kepes from 2019-05-30T21:24:34
The MSGBC, or Senegal, Basin off the coasts of Senegal and Mauritania in western Africa is one of the most exciting areas of frontier exploration in the world. To date, there have been 168 newfiel...
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Oil and gas risk in Latin American hotspots | Ford Tanner from 2019-05-07T17:36:46
Brazil, Mexico, and Guyana represent critical E&P hotspots within Latin America. Ford Tanner, an analyst covering oil and gas risk in Latin America, joins the podcast to share his views on the most...
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East Coast gas vs West Texas oil | Reed Olmstead & Imre Kugler from 2019-04-16T15:53:47
The Permian and Appalachia, respectively, are widely recognized as the two lowest-cost US onshore oil and gas basins. One might expect similarities between the two plays. Instead, we are seeing ope...
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The calm before the calm- Finding opportunities in an oversupplied proppant market | Brandon Savisky from 2019-03-25T20:06:50
2018 ended with proppant supply and demand peaking. This coupled with all-time highs in production provides for an interesting and challenging landscape for the proppant market in 2019 and beyond. ...
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Stealing the Permian- Which players are next in line for M&A activity? | Sven del Pozzo & Tim Brown from 2019-02-22T19:50:59
Upstream M&A activity has seemed to focus on the Permian Basin over the past 18 months as operators sought entry and/or consolidation opportunities in North America’s most active oil growth play. W...
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Defense is a good offense for North American E&Ps | Dan Pratt & Andrew Byrne from 2019-01-25T17:07:09
Oil and gas operators showed renewed confidence in 2018 as prices rose through September. Large North American E&P peer group data revealed share repurchases and dividend increases. But, did plungi...
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Looking forward- What to expect from upstream oil & gas in 2019 | Reed Olmstead and David Vaucher from 2019-01-02T17:24:22
2018 was quite an interesting year for the oil and gas sector. In 2018, the US became the world’s top oil producer—in part to the boom we continue to see in the Permian. Upstream experts, Reed Olms...
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Middle East upstream cost and spending trends | Aje Singh Rihel from 2018-11-27T18:33:16
Upstream spending in the Middle East looks like it will continue to grow in the coming years. In this episode of Upstream in Perspective, Aje Singh Rihel from our upstream cost and technology team ...
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Examining low-carbon strategies in upstream oil and gas | Chris DeLucia from 2018-10-24T16:33:05
The transition toward a lower-carbon energy world puts traditional fossil-fuel based producers under growing pressure from shareholders and the general public. Chris DeLucia joins this episode to s...
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Key highlights from commercial tests offshore Namibia | Keith King from 2018-10-02T16:51:42
Keith King offers some well analysis on the Atlantic Margin basins as Tullow and Chariot are poised to deliver key commercial tests offshore Namibia. What are initial results and what does it mean ...
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Mapping the Impacts of E&P Vulnerability | Cat Hunter & David Gates from 2018-09-12T16:14
The 2014–17 downcycle has taken a toll especially on some producer governments that continue to struggle with its legacy. Many measures taken helped manage this near-term crisis, but with various d...
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The Promises and Perils of Oil & Gas Specialization | Raoul LeBlanc & Reed Olmstead from 2018-08-27T20:47:15
For much of the oil and gas industry’s history, bigger was unquestionably better. But that truism has been displaced by a push towards specialization. Where companies once strived for breadth, in t...
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An Overview of E&P Opportunities in Latin America | Carlos Rocha from 2018-08-13T14:00:46
What's the potential for capital investments in Latin America in the coming years? Carlos Rocha provides us with an overview of the region and how he expects it to fit into the global oil markets t...
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The Future of Exploration | Keith King from 2018-07-26T18:12:56
Decreased drilling in 2017 yielded the lowest discovery rate since the 1950s. But short-cycle opportunities could still be an option for some operators. What does previous E&P activity tell us abou...
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Understanding Oil and Gas Opportunities in the North Sea | Paul Markwell | IHS Markit Energy from 2018-07-13T15:25:22
Optimism returned to the oil & gas industry in 2018. Operators continue to invest in the North Sea. Where does the North Sea fit in the oil & gas scene, and how much potential does it hold? Paul Ma...
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Gas Supply Growth Outlook for North America | Reed Olmstead & Imre Kugler from 2018-06-27T20:52:37
IHS Markit expects strong US natural gas supply growth to keep pace with end-use demand growth through 2020—primarily driven by Appalachia, Permian Basin, and Haynesville volumes. In this podcast e...
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Alaska's North Slope Part 2: The Competitive Oil Landscape from 2018-06-13T13:50:34
In recent months, Alaska's North Slope has quietly been attracting oil investment and activity. Kareemah Mohamed gives us an overview of key players and opportunities for operators in the North Slope.
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Alaska's North Slope Part 1: A Renewed Oil Interest from 2018-05-31T18:11:27
Alaska’s North Slope receives little attention give the focus on North America unconventionals. In recent months, the North Slope has quietly been attracting investment and activity. Kareemah Moham...
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North American E&P hedging strategies for 2018 from 2018-05-17T01:29:27
Commodity markets saw a surge in hedging by North American E&P companies in 2017. How are E&P companies using hedging strategies in 2018? We'll discuss key trends and what it means for US onshore a...
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Global Upstream Mergers & Acquisitions Outlook for 2018 from 2018-05-03T10:25:57
Upstream mergers and acquisitions slowed during the second half of 2017. How are oil and gas companies integrating M&A into their corporate strategies in 2018 and beyond? And, where are key targets...
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The impacts of the rapid pace of technology & innovation on the energy industry from 2018-04-17T15:26:18
E&P organizations have dramatically reshaped their technology and innovation strategies over the past few years to better compete in a low-price environment. In this podcast, we’ll discuss current ...
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What's trending in North American oil and gas basins? from 2018-03-23T00:00
Hear what's trending in North American oil and gas basins so far in 2018. This podcast features an interview with IHS Markit plays & basins expert Imre Kugler.
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