Wood Mackenzie - Crude for Thought: Recent Episodes
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The Haynesville Shale is setting new production records just as gas prices have fallen. Nathan Nemeth joins to discuss how our view of the Haynesville has changed over the past couple of years. Texas is better than ever and the operators to watch are the same names you are used to.
Summer NAPE's business conference included a discussion panel where we discussed what we're hearing from clients and seeing in our research. Don't miss our discussion on the Permian, SCOOP/STACK, Eagle Ford and more.
EOG Resources spends $2.5 billion to merge with Yates Petroleum and Apache announces its Alpine High discovery in the Permian Basin. Andy McConn from Wood Mackenzie's corporate research team contributes.
Tom Ellacott shares what he learned from the Major's earnings calls and Jonathan Garrett and Caitlin Shaw share what they expect from the new Baker Hughes.
Oil and gas investment is rising in 2017. Colin Rice and Jessica Van Slyke sit down to discuss their latest Lower 48 upstream breakeven analysis and benchmarking report.
Drilling and subsequent oilfield activity has "boomed" in 2017 compared to 2016 in the US. Jonathan Garrett and Evan Tikka join to share what they heard from the oilfield service providers in at the end of the third quarter.
Big day in oil and gas deals. Almost $15 billion in assets changed hands between Marathon, Shell, CNRL, Exxon, and others. Nathan Nemeth breaks down our view of the oilsands in Canada.
Robert Clarke recaps the Chesapeake Energy analyst day. The company shared its vision for a "New Chesapeake" and how it has transformed to possibly retake a spot as one of the best US operators.
The Vaca Muerta shale development in Argentina is getting bigger. Maria Cortez and Elena Nikolova sit down to discuss our recent development update and what they believe the future holds for unconventional development in Argentina.
R.T. Dukes sits down with Ann-Louise Hittle to discuss the oil market. What happened leading up to the latest OPEC meeting and what are we watching going into 2017.
The Bakken Shale is producing at record levels. Even in its maturity operators are finding new ways to make more from less in North Dakota and Montana. Julie Francis and Brandon Myers join the podcast to discuss their latest key play work.
Chevron makes a splash announcing the almost $50 billion acquisition of Anadarko. The combined company becomes the king of the Permian and the Gulf of Mexico. What happens next? Roy Martin and Ben Shattuck join to discuss the latest.
Will US supply peak sooner or later? Daniel Romero and Edward Sherfey discuss US Lower 48 Supply in the context of Wood Mackenzie's latest long-term oil market outlook. Short-term infrastructure constraints aren't going to slow the long-term boom.
Drilling and subsequent oilfield activity has "boomed" in 2017 compared to 2016 in the US. Jonathan Garrett and Evan Tikka join to share what they heard from the oilfield service providers in at the end of the third quarter.
Alberta is implementing a carbon emissions cap and oil sands operators are forced to react. Stephen Kallir talks about the new legislation and how it will impact the future of development in Canada's oil sands.
I apologize the sound isn't as clear as usual. I had to record this one away from my office.
We just completed a research trip to Port of Spain and Point Lisas where we met with operators, service companies, and stakeholders active in Trinidad's energy landscape. Tune in to our podcast to hear our take on some of the key trends in the country.
Produced water comes at a cost in the Permian Basin. Will it cost operators barrels or margin in the long run? Ryan Duman and Edward Sherfey join to walk through our latest Permian produced water insight.
Will shale plays create value for operators in the long run? Robert Clarke sits down to discuss his recent insight "Lifecycle shale economics: where instincts end and analysis begins". The US unconventional track record to date isn't great, but it's not horrible either.
Jackson Sandeen and Ben Shattuck discuss the US production outlook, improving well results, higher costs and other risks to our 2017 assumptions. What should you watch for in 2017?
Jonathan Garret and Ben Shattuck sit down to discuss a recent road trip with institutional and financial clients. Topics include the hot upstream deal market and expectations in the major oil plays
Analysts from the Latin America upstream research team recently returned from a trip to Buenos Aires and Neuquen, Argentina. We discuss key takeaways from our conversations including the latest on well designs, the local gas market, and cost reductions in the most important international shale play.
The Permian Basin resource prize seems to grow with time. Pablo and Clay discuss our latest type curve updates and what the data means for the basin.
Permian oil prices are growing cheaper and cheaper compared to international benchmarks. John Coleman and Edward Sherfey join to discuss the impact of infrastructure constraints in the Permian basin. What does it mean for operators and how bad could it get?
Permian rig count is approaching an all time high, QEP resources flips more of its portfolio into the Permian, and Maggie McDaniel shares what she heard at URTeC 2017 in Austin, TX.
May and June were busy months for oil and gas announcements. Some areas are getting bigger and better with the Wolfcamp A and C, as well as the Sycamore in the Mid-Continent. Clay Lightfoot joins to share the biggest news of the summer.
Wood Mackenzie's US Corporate research team sits down to discuss the major takeaways from earnings season. Who is set up to grow into 2017?
Will operators wring profits out of shale? URTeC showed us technology is still important in unconventional reservoirs. We share our notes on the conference as well as our latest on cube developments and in-basin sand. Listen to Robert Clarke, Ryan Duman, and Anuj Goyal share their opinions.
Merger mania kicked off with Denbury-Penn Virginia, Chesapeake-Wildhorse, and Encana-Newfield all announcing deals. The reaction has been mixed, so our analysts discuss the pros and cons of the mergers and acquisitions. Is this the beginning of major consolidation in the US?
Everything is accelerating in the Permian Basin including terminal decline rates for oil wells. The impact on well level economics is relatively insignificant, but what if using historical norms leads to some fairly inaccurate forecasting assumptions. Ryan Duman and Robert Clarke discuss our latest "Permian Risk" insight. To learn more and receive complimentary access to the insight click here: http://bit.ly/2KWp7PC
Cindy Yeilding SVP BP Americas joins to discuss 50 years of the Offshore Technology Conference and the future for energy professionals. She also shares more about the OTC Energy Challenge and how the conference is getting local youth involved in energy.
The Permian is growing at rates not seen before in shale plays, but it's not without risk. Ryan Duman joins to talk about some of the lesser known issues in the region and how each is changing our view of the Permian oil boom.
Deepwater or Tight Oil? William Turner and R.T. Dukes talk through what is making deepwater investments more competitive coming out of the downturn.
Will future wells in the Permian disappoint our current expectations because the geology can only support so many wells? With the latest chatter on parent and child wells you have to consider the implications. Robert Clarke discusses our latest geology vs technology insight.
Gas to oil ratios in the worlds' hottest oil play have hit headlines over the past week. Purvi Indras and Ben Shattuck joined to explain GORs and what we heard from Pioneer.
Winter NAPE 2017 review. Robert Clarke shares his thoughts on the show and what prospects stuck out from the exhibits.
We are joined by Analyst, Jessica Van Slyke and Research Director, Rob Clarke to discuss how associated gas resource impacts the cost curve.
Research Director Rob Clarke and Senior Analyst Edward Sherfey join the podcast to share what they've learned about their recent trips visiting clients across North America.
A string of exploration successes in Alaska have added some excitement in the state. Julie Wilson and Alison Wolters discuss who is active in the area and share when they believe the projects will get to first oil.
More than $2 billion in transactions have been announced in Colorado's DJ Basin in the past several weeks. Maggie McDaniel sits down to discuss the deals and what was driving the recent surge in M&A.
Kosmos surprised many and acquired Deep Gulf Energy in a billion-dollar deal as the M&A market is heating up. While Kosmos' bread and butter is frontier exploration, Deep Gulf focuses on developing small subsea tie-backs. Together, they can take advantage of each other's strengths, but will their plans play out? Guest include Michael Murphy and Imran Khan from our Gulf of Mexico team.
Halcon sold its Bakken acreage and showed the market it was undervalued in a big way. The company is now a pure play Permian operator. Chevron sold more in the shallow Gulf of Mexico and Devon announced an impressive STACK well. Jonathan Garrett joined to share his view on the wave of oilfield service M&A. Watch for new technologies to emerge.
Discussing important changes in the oil & gas industry each week with Wood Mackenzie expert analysts.
Permian M&A fight over Andarko is discussed. Who else might get acquired? More deals to come and the question is probably when. Robert Clarke and Ryan Duman join to share their thoughts.
There's an Oklahoma boom that is only overshadowed by the Permian. Jessica VanSlyke sits down to share her thoughts on the Mid-Continent after client visits and DUG MidCon.