WOOD MACKENZIE - Asia Pacific Energy: Recent Episodes
Angus Rodger, Andrew Harwood and Max Petrov
Wood Mackenzie's in-house experts weigh in on the latest movers and shakers in the APAC energy space. Hosted by Angus Rodger and Andrew Harwood.
In the last episode of this season, we each share some of our main takeaways from the oil and gas sector over the past 10 weeks. We discuss the role of geopolitics, how companies adapt to lower oil prices and the sector’s broader challenges.
In this episode, Andrew Harwood speaks to global risk specialists Verisk Maplecroft on how they view the current Covid-19 situation and how it might develop in the future. They look at places like Indonesia, Malaysia and Singapore and discuss some of the unique risks associated with each country. Guest appearances by Miha Hribernik (Head of Asia Risk Insight) and Sofia Nazalya (Asia Analyst)
In our latest episode, we discuss how China is planning to reshape its economy, why job creation is one of the country’s primary concerns and whether we look forward to getting back to the office.
In this edition of the Watercooler Chat, we dive into INPEX’s latest strategic guidance, the main messages from our Japanese client interactions and our most memorable travel experiences in Japan.
In our sixth edition of the Watercooler Chat, we discuss PetroChina’s latest onshore discoveries, Repsol’s hot streak, the mood of the exploration industry in Asia Pacific and Tra’s rigorous couch tennis training regime.
In the fifth edition of the Watercooler Chat, we discuss some of the highlights from the Oil Majors’ Q1 results, how National Oil Companies have set their latest investment budgets and what quiz topic rounds we would design.
In our fourth edition of the Watercooler Chat, we discuss why Equinor cut its dividend, what Eni’s Q1 results could tell us about the upcoming earnings season and Andi’s phenomenal culinary skills.
In the third episode of the Watercooler Chat, we discuss financial health of some of Asia's national oil companies, surprising developments and M&A moves out of Australia and where we would like to explore in the post-coronavirus world.
In our second episode of the Watercooler Chat, we discuss this weekend's OPEC agreement, brought to us by Donald Trump, hear from Tom Ellacott on ExxonMobil's latest guidance and discuss things we've noticed since working at home that we'd rather not have.
A NEW weekly discussion of notable news stories in the energy markets that caught our attention. Every week we will bring you interesting developments in upstream oil & gas that caught out attention and discuss their implications for Asia Pacific and beyond.
If you would like to get in touch or provide feedback, please email angus.rodger@wooodmac.com
Recent events have created a perfect storm in the oil markets, the likes of which have never been seen before. Do these clouds carry any silver lining?
Angus Rodger and guests discuss the key upstream events that rocked their worlds in 2019, and the exciting wells and themes they're looking forward to in 2020.
Focusing on M&A in Australia and SE Asia, host Angus Rodger plus guests David Low and Andrew Harwood discuss the market as Woodmac sees it. What deals are on the horizon, are there enough active buyers, what impact on valuations, and what role for private equity and institutional investors?
Braving earthquakes and blackouts, Woodmac analysts have just returned from research trips to Jakarta to find out the latest sentiment on the ground in SE Asia’s energy giant.
Are governments doing enough to attract gas investment in Asia? Andrew Harwood, Graham Kellas and Nick Browne discuss our latest views on policy supporting investment in gas supply in Asia Pacific.
Click for a complimentary copy of our insight link here -
https://www.woodmac.com/news/opinion/stepping-on-the-gas-are-asia-pacific-governments-doing-enough/complimentary-copy-of-stepping-on-the-gas/, or visit woodmac.com to see our latest research on the energy sector.
In this podcast we sit down with Gavin Thompson, vice chairman for energy in Asia-Pacific, to discuss new and unique research on the real impact of the China slowdown on economic growth and energy demand.
Angus Rodger discusses the key events to watch with a guest from Wood Mackenzie's Perth office, upstream analyst David Low.
Angus Rodger discusses how much of a game-changer this could be and the sentiment on the ground in Jakarta with Johan Utama, Tra Ho and Andrew Harwood.
In one of the biggest M&A deals of the year so far, Murphy Oil is selling its entire Malaysia business to Thailand's PTTEP for US$2.1 billion. Angus Rodger and guests discuss what they think of the deal, what it means for the participants, and in particular the implications for PTTEP's ambitions, both at home and abroad.
What will be the impact on gas and LNG markets? More details can be found in Wood Mackenzie's recent "5 things to look for" series of reports, available here https://www.woodmac.com/reports/upstream-oil-and-gas-asia-pacific-upstream-5-things-to-look-for-in-2019-41108/