EnergyCents

S&P Global Commodity Insights
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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.
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Dec 19, 2019 • 41min

Would you rather: 2020 upstream predictions | Reed Olmstead and David Vaucher

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 on what's ahead in 2020.
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Oct 28, 2019 • 46min

The role of offshore wind in upstream low-carbon strategies | Max Cohen & Chris DeLucia

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. Rapidly falling costs, new technology and policy support have helped firms create value in offshore wind projects. But, is it a sustainable opportunity for offshore oil and gas companies?
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Sep 19, 2019 • 39min

Forced change- Navigating the investor landscape in North America | Kevin Roy & Dan Pratt

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 from our financial services and energy businesses take a look from both the investor and operator viewpoints.
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Sep 10, 2019 • 35min

The potential of electric fracturing | Jesus Ozuna

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 electric fracking? Our cost & technology analyst, Jesus Ozuna, gives an overview.
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Aug 8, 2019 • 34min

Oilfield water management growth continues – led by the Permian | Paola Perez Pena & Prescott Roach

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 water disposal and water hauling. On our recent podcast, our experts Paola Perez Pena and Prescott Roach give us an overview the market, including how the Permian Basin plays a part.
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Jul 26, 2019 • 23min

Upstream Sector and Low-Carbon Investment Part 2: Balancing Profitability | Chris DeLucia

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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Jul 19, 2019 • 19min

Upstream Sector and Low-Carbon Investment Part 1: Growing Investments | Chris DeLucia

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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Jul 1, 2019 • 18min

An Outlook for China Shale and Tight Gas | Nick Sharma & Kunfeng Zhu

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 Kunfeng Zhu, join the podcast to explain the prospects of shale and tight gas in China in the upcoming years.
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May 30, 2019 • 26min

The MSGBC Basin and the future of exploration | Jerry Kepes

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 newfield wildcats drilled in the basin that have discovered approximately 9 Bboe of recoverable resources, with over half of the volumes discovered in Senegalese waters. Jerry Kepes joins us to provide an overview of geological attributes and activity in the basin, and he gives us an overview of how potential discoveries might impact the broader market and region.

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