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We speak to Anton Cohen at CohnReznick about the mega trends for clean energy in the corporate world
In this podcast episode from CohnReznick Capital: what does the surging M & A activity tell us about the health of renewables?
Chevron temporarily shut in its Tamar gas platform amid escalating violence between Israel and Hamas last month. How serious were the threats to the offshore gas infrastructure? Do we expect the agreement between Delek Drilling and Mubadala to proceed? Will these new tensions between Israel and Palestine affect the Israeli-Arab normalisation, especially in terms of trade and commerce? Do investments in Israel's upstream sector look riskier now?
This month we are reviewing Iraq’s gas sector and projects, following several developments and announcements lately on Khor Mor, Ratawi, Nasiriyah, Mansuriyah and Akkas.
In this podcast Jessica Brewer is joined by Neivan Boroujerdi from our North Sea upstream team and Greig Aitken from our M&A team to provide an update on the latest deals and outlook for deals in the North Sea.
Alex Araman is joined by Upstream Research Analyst Toushar Chakrabarty to discuss Shell's divestment of its onshore assets in Egypt’s Western Desert.
In this podcast Jessica Brewer is joined by Ashley Sherman and Lewis Starling from our Continental Europe and Caspian upstream team to provide an update on Italy’s upstream sector.
Alex Araman is joined by Lynn Morris, Upstream Research Analyst, and Liam Kelleher, LNG Research Analyst.
In this podcast, Jessica Brewer is joined by Erin Moffat from our North Sea upstream team and Lewis Starling from our Continental Europe upstream team to discuss the key themes and talking points from across Europe’s upstream sector in 2020.
Alex Araman is joined by Senior Upstream Analysts Jon Lawrence and Jean-Baptiste Bouzard to discuss Energean's projects in Egypt and Israel.
Alex Araman is joined by Ann-Louise Hittle, Macro Oils Vice President, Michael Moynihan, Upstream Research Director for Russia and Caspian, and Ian Thom, Upstream Research Director for the Middle East and North Africa.
In this podcast, Jessica Brewer is joined by Neivan Boroujerdi from our North Sea upstream team and Rob Morris from our Caspian and Continental Europe upstream team to talk about the key themes and events to watch in 2021. What could shape the next 12 months and what are the wildcards?
For our December MENA In Brief episode, Alex Araman is joined by Senior Upstream Analyst Liam Yates to discuss ADNOC's new discoveries, investments and upstream ambitions.
In this podcast Jessica Brewer is joined by Rob Morris from our Caspian and Continental Europe upstream team and Kev Swann from our North Sea upstream team to talk about our latest analysis on upstream project returns. Conventional oil and gas project returns have massively underperformed over the last decade. The North Sea isn’t an exception. But companies can avoid the mistakes of the past, by managing cost and price risks better.
In this podcast Jessica Brewer is joined by Erin Moffat from our North Sea upstream team and Mhairidh Evans from our Cost Centre of Excellence to provide an update on activity in Norway’s upstream sector. The temporary tax terms introduced in June have incentivised investment in Norway’s upstream sector. Activity has ramped up, with a number of projects already sanctioned and many more working towards FID before the end of 2022 deadline.
In our November Sub-Saharan Africa podcast Martijn Murphy is joined by senior exploration analyst Alexander Connelly and research associate Juma Mlawa to discuss Total's Luiperd discovery offshore South Africa.
Alex Araman is joined by Upstream Analyst Alan Walker and Head of Economics Peter Martin to discuss the key takeaways of the CWC Iraq Petroleum Conference.
In this podcast Jessica Brewer is joined by Tom Purdie and Ashley Sherman from our Continental Europe and Caspian upstream team to provide an update on activity in Romania’s upstream sector. Investing in Romania holds many attractions, but fiscal and regulatory changes have created challenges for offshore operators in recent years. Are further reforms needed to attract new investment?
Alex Araman is joined by Research Director Ryan Duman and Senior Analyst Liam Yates to discuss the implications of EOG Resources entering Oman.
In our October Sub-Saharan Africa podcast Martijn Murphy is joined by principle analyst Greg Roddick to discuss government fiscal policy for gas resources in the region.
In this episode, Jessica Brewer is joined by Kristina Beadle and Kevin Swann to discuss how the UK Continental Shelf can contribute to the country’s commitment to achieve net zero by 2050. The UKCS has world-class oil and gas and renewables sectors. Alongside growth in offshore renewables, hydrogen and carbon capture, utilisation and storage, the UKCS has the potential to become a fully integrated energy system.
For our September MENA In Brief episode, Alex Araman is joined by Upstream Research Director Ian Thom and Corporate Research Director Norman Valentine to discuss Saudi Aramco's new discoveries, investments and upstream ambitions.
In this episode, Jessica Brewer is joined by Tom Purdie and Glenn Morrall to talk about Turkey’s large Sakarya gas discovery. The team discusses the next steps for appraisal and the challenges its development may face. Keeping with the theme, we discuss how North Sea exploration has fared over the past five years and where we expect the focus to be for the region in the coming years.
In this episode, Jessica Brewer is joined by Kyrah McKenzie and Kevin Swann to discuss how Norway has made good progress towards decarbonising its upstream sector through electrifying offshore platforms and we look at the potential for using the same technology in the UK.
In this episode, Jessica Brewer is joined by Ashley Sherman and Lucy King to discuss how the oil price collapse has impacted our outlook for Europe's upstream sector.
In the last episode of this season, we each share some of our main takeaways from the oil and gas sector over the past 10 weeks. We discuss the role of geopolitics, how companies adapt to lower oil prices and the sector’s broader challenges.
In this episode, Andrew Harwood speaks to global risk specialists Verisk Maplecroft on how they view the current Covid-19 situation and how it might develop in the future. They look at places like Indonesia, Malaysia and Singapore and discuss some of the unique risks associated with each country. Guest appearances by Miha Hribernik (Head of Asia Risk Insight) and Sofia Nazalya (Asia Analyst)
In this episode, Jessica Brewer is joined by Lewis Starling and Norman Valentine to discuss the latest upstream energy transition developments in the North Sea.
In our latest episode, we discuss how China is planning to reshape its economy, why job creation is one of the country’s primary concerns and whether we look forward to getting back to the office.
In this edition of the Watercooler Chat, we dive into INPEX’s latest strategic guidance, the main messages from our Japanese client interactions and our most memorable travel experiences in Japan.
Gail Anderson chats to Analysts Juma Mlawa and Richard Hood about recent M&A deals and project delays as the low oil price continues.
Gail Anderson is joined by Liam Yates and Alexandre Araman to discuss the Middle East response to low oil prices and the implications of the OPEC+ production cuts.
In this episode, Jessica Brewer is joined by Neivan Boroujerdi and Greg Roddick to discuss how Norway’s upstream sector is responding to low oil prices and the coronavirus.
In our sixth edition of the Watercooler Chat, we discuss PetroChina’s latest onshore discoveries, Repsol’s hot streak, the mood of the exploration industry in Asia Pacific and Tra’s rigorous couch tennis training regime.
In the fifth edition of the Watercooler Chat, we discuss some of the highlights from the Oil Majors’ Q1 results, how National Oil Companies have set their latest investment budgets and what quiz topic rounds we would design.
In this episode, Jessica Brewer is joined by Kevin Swann and Mhairidh Evans to discuss how low oil prices and the coronavirus is impacting the UK’s upstream sector.
In our fourth edition of the Watercooler Chat, we discuss why Equinor cut its dividend, what Eni’s Q1 results could tell us about the upcoming earnings season and Andi’s phenomenal culinary skills.
In this episode we are talking about: How the oil price crash and coronavirus and gas is changing the market. In Asia we are covering how the Chinese gas market is recovering, what lockdown means for Indian LNG demand and the potential for coal to gas switching in Japan and South Korea. In Europe we are talking about how far gas demand will fall this quarter and the implications for storage. We are also looking at how the global LNG supply outlook will change. Timings: 00.00 Intro 00.50 Prices 1:49 Chinese Gas and LNG Demand Growth 4.14 Pipeline imports down - LNG imports stay strong 6.00 Longer term Chinese Demand Outlook 8.00 Indian LNG imports down 9.58 Is there potential for upside in Japan and South Korea from Coal to gas switching 13.30 The impact of Coronavirus on European Gas Demand 18.00 European Gas Storage at record highs 20.30 LNG Supply impact near term 24.00 Delays to under construction LNG projects 25.40 Which pre FID LNG projects will still go ahead
In the third episode of the Watercooler Chat, we discuss financial health of some of Asia's national oil companies, surprising developments and M&A moves out of Australia and where we would like to explore in the post-coronavirus world.
In our second episode of the Watercooler Chat, we discuss this weekend's OPEC agreement, brought to us by Donald Trump, hear from Tom Ellacott on ExxonMobil's latest guidance and discuss things we've noticed since working at home that we'd rather not have.
A NEW weekly discussion of notable news in upstream oil and gas. Every week we will bring you interesting stories that caught our attention and discuss their implications for Asia Pacific and beyond. This week: Trump tweets, capex cuts and keeping sane while at home.
In this podcast special, Gail Anderson chats to Senior Analysts Richard Hood and Adam Pollard about the impact of the oil price crash on the upstream industry in Sub-Saharan Africa.
In this podcast special, Gail Anderson chats to Senior Analysts Richard Hood and Adam Pollard about the impact of the oil price crash on the upstream industry in Sub-Saharan Africa.
Recent events have created a perfect storm in the oil markets, the likes of which have never been seen before. Do these clouds carry any silver lining?
In this month’s podcast, Gail Anderson chats with our expert analysts Richard Hood and Jon Lawrence about Senegal’s upstream future following our first ever research trip to the country.
Ian Thom is joined by Liam Yates and Alexandre Araman to discuss the Saudi Arabia (Jafurah) and UAE (Jebel Ali) unconventional gas projects. The Middle East is known for large conventional oil fields, but unconventional gas is featuring more and more.
Tom Ellacott and Roy Martin discuss what to expect this week as the Majors’ begin announcing their Q4 results
Ian Thom is joined by Toushar Chakrabarty to discuss the Libyan oil blockade and what it means for the country and its oil sector.
In this voice-over, we introduced the current daily situation in China and our latest view on steel and iron post the virus outbreak
In this voice-over, we introduced our latest view on iron ore and the situation in China post the COVID-19 outbreak
Angus Rodger and guests discuss the key upstream events that rocked their worlds in 2019, and the exciting wells and themes they're looking forward to in 2020.
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