EnergyCents

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.

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.

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.

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.

Can low-carbon be profitable? Chris DeLucia joins the podcast to discuss the value proposition of alternative businesses for oil and gas companies.

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.

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.

Brazil, Mexico, and Guyana represent critical E&P hotspots within Latin America. Ford Tanner, an analyst covering oil and gas risk in Latin America, joins the podcast to share his views on the most important above-ground risks facing E&P investors.

The Permian and Appalachia, respectively, are widely recognized as the two lowest-cost US onshore oil and gas basins. One might expect similarities between the two plays. Instead, we are seeing operational leadership taking different trajectories. Our North America plays & basins experts join the podcast to discuss the strategies taken by pure plays and the majors in each of the plays.

2018 ended with proppant supply and demand peaking. This coupled with all-time highs in production provides for an interesting and challenging landscape for the proppant market in 2019 and beyond. Brandon Savisky joins the podcast to discuss what’s ahead.