

EnergyCents
S&P Global Commodity Insights
IHS Markit is now part of S&P Global- Hear exclusive energy insights & analysis. Engage with our experts as we explore the complex environment that shapes global energy markets. Follow our two podcast series- Upstream in Perspective, which focuses on trends within the upstream industry- and EnergyCents, which features our experts discussing the intersection of the financial and energy industries.
Episodes
Mentioned books

Aug 27, 2018 • 15min
The Promises and Perils of Oil & Gas Specialization | Raoul LeBlanc & Reed Olmstead
For much of the oil and gas industry’s history, bigger was unquestionably better. But that truism has been displaced by a push towards specialization. Where companies once strived for breadth, in technologies and geography, they now compete against each other in narrower competitive bands in pursuit of a deeper, if more limited, set of skills to distinguish themselves. Our experts discuss on today’s episode.

Aug 13, 2018 • 19min
An Overview of E&P Opportunities in Latin America | Carlos Rocha
What's the potential for capital investments in Latin America in the coming years? Carlos Rocha provides us with an overview of the region and how he expects it to fit into the global oil markets through 2030.

Jul 26, 2018 • 7min
The Future of Exploration | Keith King
Decreased drilling in 2017 yielded the lowest discovery rate since the 1950s. But short-cycle opportunities could still be an option for some operators. What does previous E&P activity tell us about the future of exploration? Keith King shares his thoughts in today’s episode of Upstream in Perspective.

Jul 13, 2018 • 15min
Understanding Oil and Gas Opportunities in the North Sea | Paul Markwell | IHS Markit Energy
Optimism returned to the oil & gas industry in 2018. Operators continue to invest in the North Sea. Where does the North Sea fit in the oil & gas scene, and how much potential does it hold? Paul Markwell, Vice President of Upstream Insight at IHS Markit shares his thoughts on North Sea opportunities.

Jun 27, 2018 • 14min
Gas Supply Growth Outlook for North America | Reed Olmstead & Imre Kugler
IHS Markit expects strong US natural gas supply growth to keep pace with end-use demand growth through 2020—primarily driven by Appalachia, Permian Basin, and Haynesville volumes. In this podcast episode, plays and basins experts Reed Olmstead and Imre Kugler share the economics and long-term outlook for production growth in North America.

Jun 13, 2018 • 13min
Alaska's North Slope Part 2: The Competitive Oil Landscape
In recent months, Alaska's North Slope has quietly been attracting oil investment and activity. Kareemah Mohamed gives us an overview of key players and opportunities for operators in the North Slope.

May 31, 2018 • 11min
Alaska's North Slope Part 1: A Renewed Oil Interest
Alaska’s North Slope receives little attention give the focus on North America unconventionals. In recent months, the North Slope has quietly been attracting investment and activity. Kareemah Mohamed gives us an overview of the renewed oil interest on the North Slope. Part 1 of 2.

May 17, 2018 • 16min
North American E&P hedging strategies for 2018
Commodity markets saw a surge in hedging by North American E&P companies in 2017. How are E&P companies using hedging strategies in 2018? We'll discuss key trends and what it means for US onshore activities with Paul O’Donnell.

May 3, 2018 • 10min
Global Upstream Mergers & Acquisitions Outlook for 2018
Upstream mergers and acquisitions slowed during the second half of 2017. How are oil and gas companies integrating M&A into their corporate strategies in 2018 and beyond? And, where are key targets for buyers? Our companies and transactions experts discuss the global outlook and what's ahead for the market.

Apr 17, 2018 • 22min
The impacts of the rapid pace of technology & innovation on the energy industry
E&P organizations have dramatically reshaped their technology and innovation strategies over the past few years to better compete in a low-price environment. In this podcast, we’ll discuss current and evolving upstream technology trends and assess their broader industry implications with Judson Jacobs.