EnergyCents
Episodes
EnergyCents- Ep 30: Identity crisis: Shale sector seeks modesty amid expectations of cashflows
18 Mar 2021
Contributed by Lukas
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 o...
EnergyCents- Ep 29: Offshore wind: So fresh and so clean, clean
10 Mar 2021
Contributed by Lukas
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 en...
EnergyCents- Ep. 28: Disruption junction: Shale and solar at a crossroads
02 Mar 2021
Contributed by Lukas
The shale and solar sectors have profoundly disrupted their respective markets over the past decade. But each is expected to follow very different pat...
EnergyCents- Ep 27: Electric mayhem: Power-market lessons from Texas & California
22 Feb 2021
Contributed by Lukas
Texas suffered through an arctic blast during the week of 15 February 2021 that left millions without power after the Electric Reliability Council of ...
EnergyCents- Ep 26: Cart before the horse: An oil market ahead of its fundamentals
17 Feb 2021
Contributed by Lukas
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....
EnergyCents- Ep 25: Trading places II: Energy comes back
11 Feb 2021
Contributed by Lukas
Institutional investors are showing renewed interest in energy-sector equities in 2021 across both traditional and low-carbon themes. IHS Markit Resea...
Upstream in Perspective- Ep 41: Decarbonizing the upstream supply chain
10 Feb 2021
Contributed by Lukas
2020 served as a pivot point for the upstream industry; the Energy Transition has accelerated and operators and service companies will continue workin...
EnergyCents- Ep 24: Gas pain: Asian LNG market seeks relief
03 Feb 2021
Contributed by Lukas
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...
EnergyCents- Ep 23: Refining the refining industry
25 Jan 2021
Contributed by Lukas
Substantial demand for liquid fuels—and therefore a refining industry—is probable for the foreseeable future. However, the structure of the refine...
EnergyCents- Ep. 22: Starman: The rise of solar in the labyrinth of energy supply
13 Jan 2021
Contributed by Lukas
Solar technologies, and renewable energy more broadly, have become mainstream as consumers seek low-carbon power supply. IHS Markit Research Director ...
EnergyCents- Ep. 21: Behind the scenes and ahead of the crowd
04 Jan 2021
Contributed by Lukas
EnergyCents Hosts Breanne Dougherty and Hill Vaden are joined by Producer Jessica Nelson on this year-end episode to consider lessons learned from pod...
EnergyCents- Ep. 20: 3 wise men: power market predictions for 2021
22 Dec 2020
Contributed by Lukas
Following a year of surprises, IHS Markit Research Directors Doug Giuffre, Wade Shafer, and Patrick Luckow, discuss the learnings to be gained from 20...
EnergyCents- Ep 19: Mirror, mrror on the wall: Reflections on 2020 and predictions for 2021
16 Dec 2020
Contributed by Lukas
IHS Markit Upstream Research Directors Reed Olmstead and David Vaucher return to review the accuracy of their 2020 predictions for the Upstream sector...
Upstream in Perspective- Ep 40: DX Talks- The role of DX in the energy transition
11 Dec 2020
Contributed by Lukas
Upstream oil & gas companies face increasingly complex strategic decisions as they seek to meet growing energy demand while at the same time maintaini...
EnergyCents- Ep. 18: The unsung heroes of upstream portfolio consolidation
09 Dec 2020
Contributed by Lukas
ExxonMobil announced plans in November to focus its upstream attention on three core growth positions in the US Permian Basin, Guyana, and Brazil. Ton...
EnergyCents- Ep. 17: Hydrogen: the great disruptor?
01 Dec 2020
Contributed by Lukas
With a rapid acceleration of countries around the world announcing net-zero targets, the conversation livens around which technologies will support th...
EnergyCents- Ep. 16: How a Biden presidency may (re)shape the U.S. energy sector
24 Nov 2020
Contributed by Lukas
The past two US presidencies have overseen surges in domestic oil production, market-share declines for coal, and exponential leaps in renewable techn...
EnergyCents- Ep. 15: I'll have electric vehicles for $400, Alex
17 Nov 2020
Contributed by Lukas
Electric vehicles are emerging as an increasingly pivotal part of a more carbon conscious future. Fellipe Balieiro, who leads our Mobility and Energy ...
EnergyCents- Ep. 14: Strategic imperatives of increasingly interconnected global oil & gas markets
10 Nov 2020
Contributed by Lukas
LNG markets are at a crossroads as oil producers remain under pressure, and political and financial support shifts toward lowest carbon alternative en...
Upstream in Perspective- Ep. 39: DX Talks - Dude where's my data
09 Nov 2020
Contributed by Lukas
Upstream digitalization continues to make progress and accelerate but companies are struggling to deliver their goals of data democracy which is cruci...
EnergyCents- Ep. 13: Global IOCs: The next generation
29 Oct 2020
Contributed by Lukas
Many of the Oil and Gas industry's largest companies are charting very different futures dependent on how each prioritizes low-carbon projects within ...
EnergyCents- Ep. 12: China's carbon pledge sets up new paradigm for environment, economy, & energy
23 Oct 2020
Contributed by Lukas
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...
EnergyCents- Ep. 11: Twilight zone or supercycle?: Near-term expectations for oil markets
16 Oct 2020
Contributed by Lukas
Oil prices have hovered around $40/bbl for several weeks after extreme volatility led to negative prices in April 2020. Investors are watching OPEC+, ...
EnergyCents- Ep. 10: ESG, energy, and investing...an increasingly busy intersection
09 Oct 2020
Contributed by Lukas
The business round table statement from last year explicitly said that all companies should have a social purpose, not just the purpose of generating ...
EnergyCents- Ep. 9: Part 2- Lessons from California Power Markets
30 Sep 2020
Contributed by Lukas
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....
Upstream in Perspective- Ep. 38: Technologies enabling the energy transition
24 Sep 2020
Contributed by Lukas
For years, oil and gas companies have implemented technologies to move their businesses forward - increase efficiency, prioritize safety and lower cos...
EnergyCents- Ep. 8: Part 1- Lessons from California Power Markets
22 Sep 2020
Contributed by Lukas
Hot summer weather compelled the California Independent System Operator (CAISO) to impose blackouts on several hundred thousand customers in the middl...
Upstream in Perspective- Ep. 37: Upstream developments off the coast of Guyana & Suriname
11 Sep 2020
Contributed by Lukas
After years of struggling, Guyana's oil and gas industry found success in 2015 with the Liza discovery. Since that discovery, the success rate continu...
EnergyCents- Ep. 7: Part 2- This time it's different: Scenario planning in a time of COVID-19
09 Sep 2020
Contributed by Lukas
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 t...
EnergyCents- Ep. 6: Part 1- This time it's different: Scenario planning in a time of COVID-19
02 Sep 2020
Contributed by Lukas
A global pandemic in 2020 introduced new variables to the potential timing and implications of a transitioning energy sector that increasingly priorit...
EnergyCents- Ep 5: Trading Places: Retail investors move into energy
25 Aug 2020
Contributed by Lukas
The 2020 confluence of $0 commissions, stock-market volatility, and stay-at-home restrictions has led to a rising presence of retail investors in ener...
Upstream in Perspective- Ep 36: Onshore? Offshore? In upstream, no one escapes 2020
04 Aug 2020
Contributed by Lukas
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 cha...
EnergyCents - Ep 4: Gas-infrastructure investments: Cash flows, regulations and steel … oh my
03 Aug 2020
Contributed by Lukas
Two $10 billion gas-infrastructure deals may be leaving investors asking, "if it's built, should we buy it?" as financial market participants seek rel...
EnergyCents- Ep 3: Chevron-Noble, and the implications for Upstream M&A
24 Jul 2020
Contributed by Lukas
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 Chev...
Upstream in Perspective- Episode 35: Is the Worst Behind Us? – The North America Onshore Recovery
23 Jun 2020
Contributed by Lukas
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 ...
EnergyCents - Episode 2: Energy markets in the 1970s and 2020s: Is Past Prologue?
17 Jun 2020
Contributed by Lukas
Media and forecasters are increasingly making past-is-prologue comparisons between the 1970s and the coming 2020s, flagging potential parallels in pan...
EnergyCents - Episode 1: Trouble with the Curve
02 Jun 2020
Contributed by Lukas
IHS Markit's Financial and Capital Markets Energy Research team discusses whether the rapid oil-price increase on the back of COVID-19 economic shutdo...
Upstream in Perspective- Episode 34: How China's national oil companies balance oil and gas declines
13 May 2020
Contributed by Lukas
Our Asia-Pacific upstream research team explores the future of Chinese national oil companies. Balancing energy security priorities with the oil and g...
Upstream in Perspective- Episode 33: North America oil and gas enters survival mode
14 Apr 2020
Contributed by Lukas
The interconnectedness of the North America oil and gas industry means ripples are felt throughout the value chain. Our experts share the outlook for ...
Upstream in Perspective- Episode 32: Conventional exploration trends
26 Feb 2020
Contributed by Lukas
From a global perspective, conventional exploration and discoveries are at the lowest level in seven decades. In many ways, the rise of unconventional...
The energy investor outlook for 2020 | Roger Diwan, Justin Jacobs & Raoul LeBlanc
23 Jan 2020
Contributed by Lukas
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. Ho...
Would you rather: 2020 upstream predictions | Reed Olmstead and David Vaucher
19 Dec 2019
Contributed by Lukas
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 ...
The role of offshore wind in upstream low-carbon strategies | Max Cohen & Chris DeLucia
28 Oct 2019
Contributed by Lukas
Offshore wind is seen by many as an emerging low-carbon opportunity where certain oil and gas firms can leverage competitive advantages from their est...
Forced change- Navigating the investor landscape in North America | Kevin Roy & Dan Pratt
19 Sep 2019
Contributed by Lukas
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 ...
The potential of electric fracturing | Jesus Ozuna
10 Sep 2019
Contributed by Lukas
Electric fracking promises a number of advantages including some cost reductions, noise reductions, emission reductions and more. So, what's the downs...
Oilfield water management growth continues – led by the Permian | Paola Perez Pena & Prescott Roach
08 Aug 2019
Contributed by Lukas
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-y...
Upstream Sector and Low-Carbon Investment Part 2: Balancing Profitability | Chris DeLucia
26 Jul 2019
Contributed by Lukas
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 carb...
Upstream Sector and Low-Carbon Investment Part 1: Growing Investments | Chris DeLucia
19 Jul 2019
Contributed by Lukas
Can low-carbon be profitable? Chris DeLucia joins the podcast to discuss the value proposition of alternative businesses for oil and gas companies.
An Outlook for China Shale and Tight Gas | Nick Sharma & Kunfeng Zhu
01 Jul 2019
Contributed by Lukas
China's contribution in the global economic growth has been unparalleled, with its economic rise mirroring an exponential demand growth for oil and ga...
The MSGBC Basin and the future of exploration | Jerry Kepes
30 May 2019
Contributed by Lukas
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 t...
Oil and gas risk in Latin American hotspots | Ford Tanner
07 May 2019
Contributed by Lukas
Brazil, Mexico, and Guyana represent critical E&P hotspots within Latin America. Ford Tanner, an analyst covering oil and gas risk in Latin America, j...
East Coast gas vs West Texas oil | Reed Olmstead & Imre Kugler
16 Apr 2019
Contributed by Lukas
The Permian and Appalachia, respectively, are widely recognized as the two lowest-cost US onshore oil and gas basins. One might expect similarities be...
The calm before the calm- Finding opportunities in an oversupplied proppant market | Brandon Savisky
25 Mar 2019
Contributed by Lukas
2018 ended with proppant supply and demand peaking. This coupled with all-time highs in production provides for an interesting and challenging landsca...
Stealing the Permian- Which players are next in line for M&A activity? | Sven del Pozzo & Tim Brown
22 Feb 2019
Contributed by Lukas
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...
Defense is a good offense for North American E&Ps | Dan Pratt & Andrew Byrne
25 Jan 2019
Contributed by Lukas
Oil and gas operators showed renewed confidence in 2018 as prices rose through September. Large North American E&P peer group data revealed share repu...
Looking forward- What to expect from upstream oil & gas in 2019 | Reed Olmstead and David Vaucher
02 Jan 2019
Contributed by Lukas
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 t...
Middle East upstream cost and spending trends | Aje Singh Rihel
27 Nov 2018
Contributed by Lukas
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 Ri...
Examining low-carbon strategies in upstream oil and gas | Chris DeLucia
24 Oct 2018
Contributed by Lukas
The transition toward a lower-carbon energy world puts traditional fossil-fuel based producers under growing pressure from shareholders and the genera...
Key highlights from commercial tests offshore Namibia | Keith King
02 Oct 2018
Contributed by Lukas
Keith King offers some well analysis on the Atlantic Margin basins as Tullow and Chariot are poised to deliver key commercial tests offshore Namibia. ...
Mapping the Impacts of E&P Vulnerability | Cat Hunter & David Gates
12 Sep 2018
Contributed by Lukas
The 2014–17 downcycle has taken a toll especially on some producer governments that continue to struggle with its legacy. Many measures taken helped...
The Promises and Perils of Oil & Gas Specialization | Raoul LeBlanc & Reed Olmstead
27 Aug 2018
Contributed by Lukas
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....
An Overview of E&P Opportunities in Latin America | Carlos Rocha
13 Aug 2018
Contributed by Lukas
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 ...
The Future of Exploration | Keith King
26 Jul 2018
Contributed by Lukas
Decreased drilling in 2017 yielded the lowest discovery rate since the 1950s. But short-cycle opportunities could still be an option for some operator...
Understanding Oil and Gas Opportunities in the North Sea | Paul Markwell | IHS Markit Energy
13 Jul 2018
Contributed by Lukas
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 scen...
Gas Supply Growth Outlook for North America | Reed Olmstead & Imre Kugler
27 Jun 2018
Contributed by Lukas
IHS Markit expects strong US natural gas supply growth to keep pace with end-use demand growth through 2020—primarily driven by Appalachia, Permian ...
Alaska's North Slope Part 2: The Competitive Oil Landscape
13 Jun 2018
Contributed by Lukas
In recent months, Alaska's North Slope has quietly been attracting oil investment and activity. Kareemah Mohamed gives us an overview of key players a...
Alaska's North Slope Part 1: A Renewed Oil Interest
31 May 2018
Contributed by Lukas
Alaska's North Slope receives little attention give the focus on North America unconventionals. In recent months, the North Slope has quietly been att...
North American E&P hedging strategies for 2018
17 May 2018
Contributed by Lukas
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 discus...
Global Upstream Mergers & Acquisitions Outlook for 2018
03 May 2018
Contributed by Lukas
Upstream mergers and acquisitions slowed during the second half of 2017. How are oil and gas companies integrating M&A into their corporate strategies...
The impacts of the rapid pace of technology & innovation on the energy industry
17 Apr 2018
Contributed by Lukas
E&P organizations have dramatically reshaped their technology and innovation strategies over the past few years to better compete in a low-price envir...
What's trending in North American oil and gas basins?
23 Mar 2018
Contributed by Lukas
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 Imr...