Wood Mackenzie - Crude for Thought

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Crude for thought is a monthly update about the latest news in the American upstream sector.

RT Dukes


    • Sep 3, 2019 LATEST EPISODE
    • infrequent NEW EPISODES
    • 14m AVG DURATION
    • 56 EPISODES


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    Latest episodes from Wood Mackenzie - Crude for Thought

    Crude for Thought - Haynesville Shale is back and better than ever

    Play Episode Listen Later Sep 3, 2019 14:11


    The Haynesville Shale is setting new production records just as gas prices have fallen. Nathan Nemeth joins to discuss how our view of the Haynesville has changed over the past couple of years. Texas is better than ever and the operators to watch are the same names you are used to.

    Insights from Argentina research trip

    Play Episode Listen Later Aug 13, 2019 10:51


    Analysts from the Latin America upstream research team recently returned from a trip to Buenos Aires and Neuquen, Argentina. We discuss key takeaways from our conversations including the latest on well designs, the local gas market, and cost reductions in the most important international shale play.

    Industry & investor roadshows

    Play Episode Listen Later Aug 13, 2019 20:42


    Research Director Rob Clarke and Senior Analyst Edward Sherfey join the podcast to share what they've learned about their recent trips visiting clients across North America.

    A changing dynamic in the Gulf of Mexico

    Play Episode Listen Later Aug 13, 2019 9:36


    Kosmos surprised many and acquired Deep Gulf Energy in a billion-dollar deal as the M&A market is heating up. While Kosmos' bread and butter is frontier exploration, Deep Gulf focuses on developing small subsea tie-backs. Together, they can take advantage of each other's strengths, but will their plans play out? Guest include Michael Murphy and Imran Khan from our Gulf of Mexico team.

    Trinidad turning a corner - notes from the field

    Play Episode Listen Later Aug 13, 2019 9:13


    We just completed a research trip to Port of Spain and Point Lisas where we met with operators, service companies, and stakeholders active in Trinidad's energy landscape. Tune in to our podcast to hear our take on some of the key trends in the country.

    Oil Stripper Wells with Alex Beeker

    Play Episode Listen Later Aug 13, 2019 4:35


    5 minutes each week covering important changes in the US oil & gas business

    Permian Midstream - Devon Energy

    Play Episode Listen Later Aug 13, 2019 7:00


    5 minutes each week discussing important changes in the US oil & gas industry

    Acquisitions and The US Rig Count

    Play Episode Listen Later Aug 13, 2019 5:14


    5 minutes each week discussing important changes in the US oil & gas industry

    Canada with Afoloabi

    Play Episode Listen Later Aug 13, 2019 6:13


    5 minutes each week discussing important changes in the US oil & gas industry

    Permian M&A

    Play Episode Listen Later Aug 13, 2019 5:40


    5 minutes each week discussing important changes in the US oil & gas industry

    US Upstream Capital Budget Cuts with Jeanie Oudin

    Play Episode Listen Later Aug 13, 2019 5:51


    5 minutes each week discussing important changes in the US oil & gas industry

    Liza Discovery with Julie Wilson

    Play Episode Listen Later Aug 13, 2019 7:40


    5 minutes each week discussing important changes in the US oil & gas industry

    US Drilling Response

    Play Episode Listen Later Aug 13, 2019 6:39


    5 minutes each week discussing important changes in the US oil & gas industry

    SCOOP, STACK, and Oklahoma with Colin Rice

    Play Episode Listen Later Aug 13, 2019 10:26


    5-10 minutes each week discussing important changes in the US oil & gas industry

    Chesapeake's Barnett Deal

    Play Episode Listen Later Aug 13, 2019 7:27


    5 minutes each week discussing important changes in the US oil & gas industry

    DUC Wells and the Extraction Oil & Gas IPO with Ryan Duman

    Play Episode Listen Later Aug 13, 2019 18:24


    Discussing important changes in the oil & gas industry each week with Wood Mackenzie expert analysts.

    Institutional Investor Interests with Jonathan Garrett and Ben Shattuck

    Play Episode Listen Later Aug 13, 2019 16:38


    Jonathan Garret and Ben Shattuck sit down to discuss a recent road trip with institutional and financial clients. Topics include the hot upstream deal market and expectations in the major oil plays

    EOG-Yates and Apache Alpine High Andy McConn

    Play Episode Listen Later Aug 13, 2019 9:50


    EOG Resources spends $2.5 billion to merge with Yates Petroleum and Apache announces its Alpine High discovery in the Permian Basin. Andy McConn from Wood Mackenzie's corporate research team contributes.

    Western Gulf of Mexico Lease Sale Alison Wolters and Omar Garza

    Play Episode Listen Later Aug 13, 2019 11:53


    Western Gulf of Mexico Lease Sale Alison Wolters and Omar Garza

    APC and FCX Gulf of Mexico Deal with Gordon Loy and Ruaraidh Montgomery

    Play Episode Listen Later Aug 13, 2019 15:42


    Gathering each week to discuss important changes in the US oil & gas industry

    Chesapeake Energy Analyst Day with Robert Clarke

    Play Episode Listen Later Aug 13, 2019 24:51


    Robert Clarke recaps the Chesapeake Energy analyst day. The company shared its vision for a "New Chesapeake" and how it has transformed to possibly retake a spot as one of the best US operators.

    US Oil And Gas Breakevens and Investment - Colin Rice And Jessica Van Slyke

    Play Episode Listen Later Aug 13, 2019 17:28


    Oil and gas investment is rising in 2017. Colin Rice and Jessica Van Slyke sit down to discuss their latest Lower 48 upstream breakeven analysis and benchmarking report.

    Majors Earning Season and BHI - GE Merger

    Play Episode Listen Later Aug 13, 2019 25:34


    Tom Ellacott shares what he learned from the Major's earnings calls and Jonathan Garrett and Caitlin Shaw share what they expect from the new Baker Hughes.

    What To Watch For In US Oil And Gas In 2017

    Play Episode Listen Later Aug 13, 2019 14:19


    Jackson Sandeen and Ben Shattuck discuss the US production outlook, improving well results, higher costs and other risks to our 2017 assumptions. What should you watch for in 2017?

    US Independent Oil Company Earnings Review

    Play Episode Listen Later Aug 13, 2019 22:38


    Wood Mackenzie's US Corporate research team sits down to discuss the major takeaways from earnings season. Who is set up to grow into 2017?

    OPEC Oil Price And Trump With Ann - Louise Hittle

    Play Episode Listen Later Aug 13, 2019 18:35


    R.T. Dukes sits down with Ann-Louise Hittle to discuss the oil market. What happened leading up to the latest OPEC meeting and what are we watching going into 2017.

    Halcon sells the Bakken and watch out in oilfield services

    Play Episode Listen Later Aug 13, 2019 11:28


    Halcon sold its Bakken acreage and showed the market it was undervalued in a big way. The company is now a pure play Permian operator. Chevron sold more in the shallow Gulf of Mexico and Devon announced an impressive STACK well. Jonathan Garrett joined to share his view on the wave of oilfield service M&A. Watch for new technologies to emerge.

    Will Alberta's Carbon Emission Cap Impact Oil Sands Development

    Play Episode Listen Later Aug 13, 2019 16:57


    Alberta is implementing a carbon emissions cap and oil sands operators are forced to react. Stephen Kallir talks about the new legislation and how it will impact the future of development in Canada's oil sands. I apologize the sound isn't as clear as usual. I had to record this one away from my office.

    Winter NAPE 2017 Review With Robert Clarke

    Play Episode Listen Later Aug 13, 2019 15:39


    Winter NAPE 2017 review. Robert Clarke shares his thoughts on the show and what prospects stuck out from the exhibits.

    CNRL Spends Big In Oil Sands with Nathan Nemeth

    Play Episode Listen Later Aug 13, 2019 12:08


    Big day in oil and gas deals. Almost $15 billion in assets changed hands between Marathon, Shell, CNRL, Exxon, and others. Nathan Nemeth breaks down our view of the oilsands in Canada.

    Alaska Oil & Gas Exploration Successes

    Play Episode Listen Later Aug 13, 2019 15:20


    A string of exploration successes in Alaska have added some excitement in the state. Julie Wilson and Alison Wolters discuss who is active in the area and share when they believe the projects will get to first oil.

    Vaca Muerta Development Update with Elena And Maria

    Play Episode Listen Later Aug 13, 2019 11:12


    The Vaca Muerta shale development in Argentina is getting bigger. Maria Cortez and Elena Nikolova sit down to discuss our recent development update and what they believe the future holds for unconventional development in Argentina.

    Oklahoma Land Run And Heard At DUG MidCon

    Play Episode Listen Later Aug 13, 2019 14:20


    There's an Oklahoma boom that is only overshadowed by the Permian. Jessica VanSlyke sits down to share her thoughts on the Mid-Continent after client visits and DUG MidCon.

    Permian, Eagle Ford, MidCon, and more - Catch Up With Clay Lightfoot

    Play Episode Listen Later Aug 13, 2019 13:35


    May and June were busy months for oil and gas announcements. Some areas are getting bigger and better with the Wolfcamp A and C, as well as the Sycamore in the Mid-Continent. Clay Lightfoot joins to share the biggest news of the summer.

    Permian Rigs - QEP Deals - URTeC 2017

    Play Episode Listen Later Aug 13, 2019 11:40


    Permian rig count is approaching an all time high, QEP resources flips more of its portfolio into the Permian, and Maggie McDaniel shares what she heard at URTeC 2017 in Austin, TX.

    Pioneer and Permian GORs

    Play Episode Listen Later Aug 13, 2019 12:32


    Gas to oil ratios in the worlds' hottest oil play have hit headlines over the past week. Purvi Indras and Ben Shattuck joined to explain GORs and what we heard from Pioneer.

    Will Permian Geology or Technology Win

    Play Episode Listen Later Aug 13, 2019 23:37


    Will future wells in the Permian disappoint our current expectations because the geology can only support so many wells? With the latest chatter on parent and child wells you have to consider the implications. Robert Clarke discusses our latest geology vs technology insight.

    No Permian No Problem At Summer NAPE 2018

    Play Episode Listen Later Aug 13, 2019 21:35


    Summer NAPE's business conference included a discussion panel where we discussed what we're hearing from clients and seeing in our research. Don't miss our discussion on the Permian, SCOOP/STACK, Eagle Ford and more.

    What are oilfield service providers like Halliburton saying about 2018

    Play Episode Listen Later Aug 13, 2019 12:59


    Drilling and subsequent oilfield activity has "boomed" in 2017 compared to 2016 in the US. Jonathan Garrett and Evan Tikka join to share what they heard from the oilfield service providers in at the end of the third quarter.

    What are oilfield service providers like Halliburton saying about 2018

    Play Episode Listen Later Aug 13, 2019 12:59


    Drilling and subsequent oilfield activity has "boomed" in 2017 compared to 2016 in the US. Jonathan Garrett and Evan Tikka join to share what they heard from the oilfield service providers in at the end of the third quarter.

    Colorado's DJ Basin Booming With Oil and Gas Deals

    Play Episode Listen Later Aug 13, 2019 9:52


    More than $2 billion in transactions have been announced in Colorado's DJ Basin in the past several weeks. Maggie McDaniel sits down to discuss the deals and what was driving the recent surge in M&A.

    Do Shale Plays Create Value Or Destroy It with Robert Clarke

    Play Episode Listen Later Aug 13, 2019 23:10


    Will shale plays create value for operators in the long run? Robert Clarke sits down to discuss his recent insight "Lifecycle shale economics: where instincts end and analysis begins". The US unconventional track record to date isn't great, but it's not horrible either.

    Permian Oil Prices - Headed For Shut Ins?

    Play Episode Listen Later Aug 13, 2019 19:11


    Permian oil prices are growing cheaper and cheaper compared to international benchmarks. John Coleman and Edward Sherfey join to discuss the impact of infrastructure constraints in the Permian basin. What does it mean for operators and how bad could it get?

    Does Permian Basin Oil Have A Produced Water Problem

    Play Episode Listen Later Aug 13, 2019 15:50


    Produced water comes at a cost in the Permian Basin. Will it cost operators barrels or margin in the long run? Ryan Duman and Edward Sherfey join to walk through our latest Permian produced water insight.

    Permian Basin Gets Bigger and Bigger - How We Approach Type Curves

    Play Episode Listen Later Aug 13, 2019 12:57


    The Permian Basin resource prize seems to grow with time. Pablo and Clay discuss our latest type curve updates and what the data means for the basin.

    When Will Permian & US L48 Onshore Oil Supply Peak?

    Play Episode Listen Later Aug 13, 2019 12:38


    Will US supply peak sooner or later? Daniel Romero and Edward Sherfey discuss US Lower 48 Supply in the context of Wood Mackenzie's latest long-term oil market outlook. Short-term infrastructure constraints aren't going to slow the long-term boom.

    Bakken Shale Records Will Continue To Fall

    Play Episode Listen Later Aug 13, 2019 19:13


    The Bakken Shale is producing at record levels. Even in its maturity operators are finding new ways to make more from less in North Dakota and Montana. Julie Francis and Brandon Myers join the podcast to discuss their latest key play work.

    Everything Is Faster In The Permian - Including Decline Rates

    Play Episode Listen Later Aug 13, 2019 24:08


    Everything is accelerating in the Permian Basin including terminal decline rates for oil wells. The impact on well level economics is relatively insignificant, but what if using historical norms leads to some fairly inaccurate forecasting assumptions. Ryan Duman and Robert Clarke discuss our latest "Permian Risk" insight.

    The gas you don't model makes up a third of the market

    Play Episode Listen Later Aug 13, 2019 9:05


    We are joined by Analyst, Jessica Van Slyke and Research Director, Rob Clarke to discuss how associated gas resource impacts the cost curve.

    Chevron Bulks Up With Plans To Acquire Anadarko

    Play Episode Listen Later Aug 13, 2019 16:56


    Chevron makes a splash announcing the almost $50 billion acquisition of Anadarko. The combined company becomes the king of the Permian and the Gulf of Mexico. What happens next? Roy Martin and Ben Shattuck join to discuss the latest.

    Merger mania: Denbury Chesapeake and Encana announce deals

    Play Episode Listen Later Aug 13, 2019 20:29


    Merger mania kicked off with Denbury-Penn Virginia, Chesapeake-Wildhorse, and Encana-Newfield all announcing deals. The reaction has been mixed, so our analysts discuss the pros and cons of the mergers and acquisitions. Is this the beginning of major consolidation in the US?

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