EnergyCents

S&P Global Commodity Insights
undefined
Aug 4, 2020 • 36min

Upstream in Perspective- Ep 36: Onshore? Offshore? In upstream, no one escapes 2020

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, where will investments be made? Are there bright spots ahead? Our team of offshore and onshore experts discuss.
undefined
Aug 3, 2020 • 39min

EnergyCents - Ep 4: Gas-infrastructure investments: Cash flows, regulations and steel … oh my

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 environment. In this week’s episode, we consider with Michael Stoppard and Ed Kelly whether more infrastructure dollars may be on the prowl for other deals and where some of the transactional risks and opportunities may be going forward.
undefined
Jul 24, 2020 • 33min

EnergyCents- Ep 3: Chevron-Noble, and the implications for Upstream M&A

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, and will increase Chevron’s upstream presence in Global Gas and North America unconventionals. We discuss with IHS Markit experts the deal’s implications for the sector, and whether it signals a resurgence in Upstream M&A going forward.
undefined
Jun 23, 2020 • 36min

Upstream in Perspective- Episode 35: Is the Worst Behind Us? – The North America Onshore Recovery

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 share recovery updates on the proppant, pressure pumping and upstream water segments.
undefined
Jun 17, 2020 • 48min

EnergyCents - Episode 2: Energy markets in the 1970s and 2020s: Is Past Prologue?

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. What can we learn from the 1970s as we consider energy markets in the coming decade?
undefined
Jun 2, 2020 • 41min

EnergyCents - Episode 1: Trouble with the Curve

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 response to expect from North American producers.
undefined
May 13, 2020 • 31min

Upstream in Perspective- Episode 34: How China's national oil companies balance oil and gas declines

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 different strategies and priorities for China’s NOCs compared to the previous oil market crash. Learn more insights at www.ihsmarkit.com/energyblog.
undefined
Apr 14, 2020 • 10min

Upstream in Perspective- Episode 33: North America oil and gas enters survival mode

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. Learn more about the North America outlook at https://ihsmarkit.com/research-analysis/the-north-america-oil-and-gas-industry-enters-survival-mode-.html
undefined
Feb 26, 2020 • 44min

Upstream in Perspective- Episode 32: Conventional exploration trends

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 conventional E&P. But, the interplay of peak oil demand, operator specialization and the energy transition continue to factor into exploration. What does the exploration future look like? Our experts Jerry Kepes and Keith King discuss on the podcast.
undefined
Jan 23, 2020 • 43min

The energy investor outlook for 2020 | Roger Diwan, Justin Jacobs & Raoul LeBlanc

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 does the financial community see the energy segment? Our financial and capital markets experts join the podcast to discuss.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app