Energy Today Podcast: Recent Episodes
Jackson Roos
The Energy Today Podcast takes a fresh look at current energy market developments from a college student's perspective. We focus on the facts and how the energy industry fits into the mix of our contemporary and future economy.
In this episode, I discuss the geopolitical importance of the recent shutdown of the Nord Stream 1 pipeline. I then tackle today's energy market dynamics and make some sense of the confusing state of the market.
I hope you enjoyed this episode!
Article Links:
https://rigcount.bakerhughes.com/
https://www.wsj.com/articles/europe-girds-for-energy-market-turbulence-after-russian-gas-cut-11662323365
https://oilprice.com/Energy/Crude-Oil/Large-Crude-Build-Sends-Oil-Prices-Tumbling.html
In this episode, I dive into the deadlock plaguing the EU over a potential Russian oil ban. I then look at windfall profits across the oil and gas industry, particularly Saudi Aramco.
I hope you enjoy this episode!
Article Links:
https://rigcount.bakerhughes.com/
https://www.wsj.com/articles/european-foreign-ministers-push-hungary-to-back-russian-oil-ban-11652699999?mod=Searchresults_pos7&page=1
https://www.wsj.com/articles/saudi-aramco-posts-record-quarterly-profit-on-surging-oil-prices-11652608615?page=1
In this week's episode, I dive into "The Elephant in the Room," which is the developments with Ukraine, Russia, the US, and the EU. I then discuss the merger of equals between Whiting and Oasis which TPH advised on.
Thank you for listening, and I will see you all next week!
Links to referenced articles:
https://rigcount.bakerhughes.com/
https://oilprice.com/Energy/Crude-Oil/US-Considers-Imposing-Russian-Oil-Ban-Without-EU-Allies.html
https://oilprice.com/Energy/Oil-Prices/Oil-Prices-Break-130-As-EU-And-US-Allies-Consider-Ban-On-Russian-Oil.html
https://oilprice.com/Energy/Crude-Oil/Big-Oils-Sudden-Decision-To-Exit-Russia-Comes-At-A-High-Price.html
https://oilprice.com/Energy/Energy-General/110-Oil-Prompts-Private-Shale-Firms-To-Open-The-Taps.html
https://www.businesswire.com/news/home/20220307005443/en/Whiting-and-Oasis-to-Combine-in-6.0-Billion-Merger-of-Equals-Transaction
This week's episode covers how oil supply shortages are plaguing markets and countries. I then look at the motives behind the US's designation of Qatar as a Non-NATO ally and discuss the significance of Exxon's reported earnings.
Thank you for tuning in, and I will see you next week!
Links to referenced articles:
https://ir.eia.gov/wpsr/wpsrsummary.pdf
https://oilprice.com/Energy/Crude-Oil/Low-Oil-Inventories-Suggest-Imminent-Supply-Deficit.html
https://oilprice.com/Energy/Crude-Oil/Oil-Prices-Jump-As-OPEC-Sticks-With-400000-Bpd-Output-Hike.html
https://www.wsj.com/articles/biden-to-designate-qatar-as-major-non-nato-ally-11643669419
https://www.wsj.com/articles/exxon-chevron-hit-gushers-of-cash-as-big-oil-companies-lure-back-investors-11643721078?mod=Searchresults_pos2&page=1
This week's episode covers recent developments in the energy industry, focusing on natural gas, Russia, Europe, and the energy crisis. Next week I will have a much more detailed analysis on the market, so stay tuned!
Thank you all for tuning in, and I will see you next week!
In this week's special episode, I dive into my takeaways from interning at ConocoPhillips for the summer. I discuss my expectations going into the internship, how those changed, and my two key takeaways.
Thank you all for tuning in, and I will see you next week!
Links to referenced articles:
https://oilprice.com/Energy/Energy-General/Signs-Of-Demand-Weakness-Emerge-In-Oil-Markets.html
https://ir.eia.gov/wpsr/wpsrsummary.pdf
https://rigcount.bakerhughes.com/
In this week's episode, I dive into the latest OPEC news and future possibilities given the new production agreement. I then discuss oil stealing and smuggling by Mexican cartels and how this impacts the Mexican government.
Thank you all for tuning in, and I will see you next week!
Links to referenced articles:
https://www.nytimes.com/2021/07/18/business/opec-plus-oil-production.html
https://oilprice.com/Energy/Energy-General/US-Rig-Count-Rises-Despite-Oil-Price-Uncertainty.html
https://www.wsj.com/articles/yield-premium-on-riskier-corporate-bonds-nears-all-time-low-11626385329?mod=searchresults_pos8&page=1
https://ir.eia.gov/wpsr/wpsrsummary.pdf
https://oilprice.com/Energy/Energy-General/Mexicos-Drug-Cartels-Are-Stealing-Oil-Again.html
In this week's episode, I dive into the broad implications of Angola's privatization of state-owned oil company Sonangol. I then cover the latest in the OPEC drama and the new strategy of major oil-producing countries.
Thank you all for tuning in, and I will see you next week!
Links to referenced articles:
https://oilprice.com/Energy/Energy-General/OPECs-Spat-Isnt-Even-About-Oil.html
https://oilprice.com/Geopolitics/International/The-Real-Reason-OPEC-Talks-Broke-Down.html
https://oilprice.com/Energy/Energy-General/US-Rig-Count-Rises-In-Volatile-Week-For-Oil.html
https://ir.eia.gov/wpsr/wpsrsummary.pdf
https://oilprice.com/Energy/Energy-General/Will-70-Oil-Tempt-US-Producers-To-Open-The-Taps.html
https://oilprice.com/Latest-Energy-News/World-News/Angola-Kicks-Oil-Privatization-Into-Overdrive.html
In this week's episode, I discuss the "Eye of Fire" and its effect on energy market perceptions. I also dive into the details of the latest OPEC disagreements between Saudi Arabia and the UAE. I also touch on TC Energy, the canceled Keystone XL pipeline operator, seeking damages from the Biden Administration.
Thank you all for tuning in, and I will see you next week!
Links to referenced articles:
https://oilprice.com/Energy/Oil-Prices/Oil-Steady-As-OPEC-Battles-To-Break-Deadlock.html
https://oilprice.com/Energy/Oil-Prices/OPEC-Fails-To-Hike-Oil-Production-Delays-Decision-Again.html
https://rigcount.bakerhughes.com/static-files/4120f52a-68bb-4f76-bf14-d9133f1d4ed3
https://oilprice.com/Energy/Energy-General/Reuters-US-Agrees-To-Lift-Iran-Oil-Sanctions.html
https://oilprice.com/Energy/Oil-Prices/Oil-Surges-Past-75-As-OPEC-Discuses-2-Million-Bpd-Output-Boost.html
https://ir.eia.gov/wpsr/wpsrsummary.pdf
https://www.reuters.com/business/energy/fire-offshore-pemex-platform-gulf-mexico-under-control-2021-07-02/
https://oilprice.com/Energy/Energy-General/Keystone-XL-Owner-Seeks-15-Billion-In-Damages-From-Washington.html
In this week's episode, I discuss the Dutch court ruling leading to Shell looking to exit from its Permian Basin assets. I then dive into the details and implications of TC Energy's partnership in a carbon sequestration project, most known for its Keystone XL project.
Thank you all for tuning in, and I will see you next week!
Links to referenced articles:
https://ir.eia.gov/wpsr/wpsrsummary.pdf
https://rigcount.bakerhughes.com/static-files/87d297a5-68d6-4748-a32b-f9787dcdc0bf
https://oilprice.com/Energy/Crude-Oil/US-Rig-Count-Jumps-As-Oil-Prices-Hold-Above-70.html
https://oilprice.com/Energy/Crude-Oil/OPEC-Doesnt-Expect-More-US-Shale-Oil-Production.html
https://oilprice.com/Energy/Crude-Oil/Is-Shell-About-To-Turn-Its-Back-On-The-Permian.html
https://oilprice.com/Latest-Energy-News/World-News/Canada-Oil-Pipeline-Companies-Throw-Money-At-Energy-Transition.html
In this week's episode, I dive into the details regarding the importance of developments at Exxon and BP. I dissect Exxon's historic activist loss to Engine No. 1 and BP's spinning off a significant oil field asset.
Thank you for tuning in, and I'll see you next week!
Links to referenced articles:
https://rigcount.bakerhughes.com/static-files/51bfff6a-34b3-46b8-8f81-4164428a3fc3
https://ir.eia.gov/wpsr/wpsrsummary.pdf
https://www.wsj.com/articles/the-hedge-fund-manager-who-did-battle-with-exxonand-won-11623470420
https://www.wsj.com/articles/bp-considers-spinning-off-iraq-operations-11623423824?mod=searchresults_pos3&page=1
In this week's episode, I discuss the transformation of US coal-powered plants to mine Bitcoin and the implications of this development. I then discuss WTI price changes and what is driving them.
Thank you for tuning in, and I'll see you next week!
Links to referenced articles:
https://rigcount.bakerhughes.com/static-files/1828bbc4-32dc-4edf-88c6-6a03fadd27f1
https://ir.eia.gov/wpsr/wpsrsummary.pdf
https://www.wsj.com/articles/bitcoin-miners-are-giving-new-life-to-old-fossil-fuel-power-plants-11621594803
In this week's episode, I discuss the current state of the global oil industry and specifically the crosscurrents shaping the US oil and gas industry. I then tackle the groundbreaking story regarding the ransomware attack on Colonial Pipeline, what it means for the industry, and what we must change in the future.
Thank you for tuning in, and I'll see you next week!
Links to referenced articles:
https://oilprice.com/Energy/Crude-Oil/OPEC-Continues-To-See-Strong-Oil-Demand-Recovery-In-2021.html
https://www.wsj.com/articles/few-signs-of-recovery-for-u-s-oil-production-opec-says-11620734584
https://www.wsj.com/articles/colonial-pipeline-hack-sparks-questions-about-lax-cyber-oversight-11620689340
In this week's episode, I tackle the global emissions and climate change debate and how that will reverberate across the energy industry. I then discuss what we may see out of the upcoming OPEC meeting and its implications.
Thank you for tuning in, and I'll see you next week!
Links to referenced articles:
https://www.wsj.com/articles/the-115-trillion-price-tag-to-cut-global-emissions-11619375103?mod=hp_lead_pos7
https://rigcount.bakerhughes.com/static-files/8d5bb510-8faa-46ce-9603-23186a6bbc3d
https://ir.eia.gov/wpsr/wpsrsummary.pdf
https://oilprice.com/Energy/Crude-Oil/Deeply-Discounted-Crude-Becomes-Headache-For-OPEC.html
In this week's episode, I dive into an oversupply of pipelines in the Permian Basin and how that will shake out over 2021. I then look at WTI over the past week and what we may see out of OPEC's next meeting.
Thank you for tuning in, and I'll see you next week!
Links to referenced articles:
https://oilprice.com/Energy/Crude-Oil/The-Permian-Faces-An-Empty-Pipeline-Crisis.html
https://oilprice.com/Energy/Energy-General/US-Oil-Bankruptcies-Shoot-Up-In-Q1-2021.html
https://rigcount.bakerhughes.com/static-files/d1ef4f94-d40a-4892-b8dc-2273ce220198
https://ir.eia.gov/wpsr/wpsrsummary.pdf
In this week's episode, I touch on price changes in WTI and my thoughts on its direction. I then speak to the recent China/Australia coal war and the blacklisting of imports from Australia. I then dive into some of the geopolitical fronts China is confronting worldwide.
Thank you for tuning in this week, and I hope you have a great week!
Links for the referenced articles:
https://oilprice.com/Energy/Energy-General/How-The-US-Could-Benefit-From-Australias-Trade-Spat-With-China.html
https://oilprice.com/Energy/Coal/Chinese-Cities-Go-Dark-Amid-Energy-Spat-With-Australia.html
https://oilprice.com/Energy/Energy-General/The-Real-Reason-China-Is-Betting-Big-On-Renewables.html
https://ir.eia.gov/wpsr/wpsrsummary.pdf
https://rigcount.bakerhughes.com/static-files/c44d252f-90ba-49ed-abb8-be40c6f9ab61
In this week's episode, I touch on my expectations for the recent OPEC+ meetings versus what happened. I discuss what that means going forward and what to watch out for. I then dive into the recent Pioneer/DoublePoint acquisition and why this fits with the current theme of upstream acquisitions.
Thank you all for tuning in, and happy Easter!
Links to articles discussed in the show:
https://oilprice.com/Energy/Energy-General/OPECs-Surprise-Decision-Bodes-Well-For-Oil-Demand.html
https://www.wsj.com/articles/pioneers-6-4-billion-deal-for-smaller-shale-rival-signals-life-in-oil-patch-11617454139
https://seekingalpha.com/news/3678967-pioneer-natural-to-buy-doublepoint-energy-in-64b-deal
https://seekingalpha.com/news/3623900-pioneer-natural-resources-inks-7_6b-deal-for-parsley-energy
https://rigcount.bakerhughes.com/static-files/c92d74dd-2a24-4bfb-ac96-7468811af084
https://ir.eia.gov/wpsr/wpsrsummary.pdf
In this week's episode, I cover OPEC's surprise announcement and the next steps for the oil market. I then tackle Sustainable Aviation Fuels (SAFs) and recent developments in that market.
Thank you all for listening to this episode, and I hope you have a great week!
Below are the referenced articles:
https://oilprice.com/Energy/Energy-General/Cooking-Oil-Could-Fuel-Your-Next-Flight.html
https://oilprice.com/Energy/Oil-Prices/Oil-Soars-As-OPEC-Sources-Suggest-No-Production-Increase.html
https://oilprice.com/Energy/Energy-General/Oil-Prices-Slip-As-US-Rig-Count-Falls.html
In this week's episode, I tackle fluctuations in WTI and analyze and provide color to the upcoming OPEC+ meeting. I then take a look at Brazil's Petrobras and the implications of the new CEO change.
Thank you all for listening to this episode, and I hope you have a great week!
Below are the referenced articles:
https://ir.eia.gov/wpsr/wpsrsummary.pdf
https://oilprice.com/Latest-Energy-News/World-News/Saudi-Arabia-And-Russia-Are-Headed-For-Another-Clash-On-OPEC-Oil-Cuts.html
https://oilprice.com/Energy/Oil-Prices/Barclays-Now-Sees-Brent-Crude-At-67-In-2021.html
https://rigcount.bakerhughes.com/
https://www.wsj.com/articles/petrobras-ceo-says-will-step-down-as-brazils-president-moves-in-on-oil-giant-11614279476?mod=searchresults_pos7&page=1
https://www.worldometers.info/oil/brazil-oil/#:~:text=Oil%20Reserves%20in%20Brazil&text=Brazil%20holds%2016%2C184%2C100%2C000%20barrels%20of,14.9%20times%20its%20annual%20consumption.
https://oilprice.com/Energy/Energy-General/Oil-Demand-Wont-Be-Wiped-Out-By-Energy-Transition.html
In this week's episode, I interview Reid I'Anson, a senior economist at Kpler. Reid brings an exciting perspective to the current energy industry and provides many valuable insights. Reid covers topics ranging from the recent power outages in Texas to geopolitics.
Thank you all for listening to this episode, and I hope you have a great week!
Please find the below links if you are interested in learning more about Reid and some of his works.
https://www.approachecon.com/
https://www.linkedin.com/in/reid-ianson/
In this week's episode, I focus on the drivers of continued oil market optimism pushing WTI higher. I then take a look at emissions trading systems and the implications of China launching its own.
Thank you all for listening to this episode, and I hope you have a great week!
Below are the referenced articles:
https://ir.eia.gov/wpsr/wpsrsummary.pdf
https://oilprice.com/Energy/Energy-General/China-Has-Just-Launched-The-Worlds-Largest-Carbon-Market.html
https://rigcount.bakerhughes.com/rig-count-overview
https://oilprice.com/Energy/Energy-General/US-Rig-Count-Continues-To-Climb-Amid-Soaring-Oil-Prices.html
https://chinadialogue.net/en/climate/chinas-national-carbon-market-is-about-to-launch/
https://www.sdfinance.undp.org/content/sdfinance/en/home/solutions/carbon-markets.html#mst-4
https://www.epa.gov/emissions-trading-resources
https://www.c2es.org/content/cap-and-trade-basics/
https://www.wsj.com/articles/americans-heating-outdoor-spaces-have-fired-up-propane-prices-11612962000?mod=searchresults_pos3&page=1
https://www.eia.gov/energyexplained/us-energy-facts/
https://www.rand.org/content/dam/rand/pubs/monograph_reports/MR1244/MR1244.ch2.pdf
In this week's episode, I dissect the drivers of the resurgence of WTI to just below $60 a barrel. I then take a look at merger and acquisition activity and its implications for the US energy industry.
Thank you all for listening to this episode, and I hope you have a great week!
Below are the referenced articles:
https://oilprice.com/Energy/Energy-General/A-Glimmer-Of-Hope-For-Oil-Markets.html
https://oilprice.com/Energy/Crude-Oil/Can-Anything-Help-Restore-Wall-Streets-Confidence-In-US-Shale.html
https://ir.eia.gov/wpsr/wpsrsummary.pdf
https://oilprice.com/Energy/Crude-Oil/Canada-Oil-And-Gas-Deals-Surge-468.html
https://rigcount.bakerhughes.com/rig-count-overview
https://www.wsj.com/articles/bp-warns-pandemic-pain-to-persist-in-2021-11612264019
https://www.nasdaq.com/articles/energy-ma%3A-5-biggest-deals-of-2020-the-outlook-for-2021-2020-12-28
In this week's episode, I analyze the Biden Administration's executive orders and their implications for the oil industry. I then take a look at oil field services (OFS) recent market developments.
Thank you all for listening to this episode, and I hope you have a great week!
Below are the referenced articles:
https://oilprice.com/Energy/Energy-General/Biden-Plans-To-Kill-Keystone-XL-Oil-Pipeline.html
https://www.ft.com/content/d8203bcd-c5b5-40a7-943c-c230115d6931
In this episode, I look at the implications of CNOOC, a Chinese Oil Giant, being blacklisted and delisted by the U.S. Department of Commerce. I then remind listeners about possible Biden Administration energy regulatory proposals.
Thank you all for listening, and I hope that you have a great week!
Attached below are the referenced articles:
https://oilprice.com/Energy/Crude-Oil/Why-A-Fracking-Ban-Wont-Kill-US-Shale.html
https://oilprice.com/Latest-Energy-News/World-News/US-Puts-Chinese-Oil-Giant-CNOOC-On-Blacklist.html
https://oilprice.com/Latest-Energy-News/World-News/Oil-Prices-Rally-On-Large-Crude-Draw.html
In this episode, I touch on Saudi Arabia's 1 mm BPD production cut and its ramifications. I also dive into the details of the coal situation in emerging countries, specifically in the east.
Thank you for listening to this episode, and I hope you have a great 2021.
Attached below are the referenced articles:
https://oilprice.com/Energy/Oil-Prices/OPEC-Meeting-Ends-With-Major-Surprise-Cut-From-Saudi-Arabia.html
https://oilprice.com/Energy/Coal/Will-Asia-Actually-Fuel-A-Comeback-In-Coal.html
https://www.wsj.com/articles/saudis-russia-at-odds-over-boosting-oil-output-amid-covid-19-pandemic-11609791734
https://www.wsj.com/articles/oil-markets-surprise-gift-has-a-dark-side-11609884646?mod=searchresults_pos1&page=1
In this episode, I discuss the reasons and the importance of WTI brushing back up to $50 a barrel. I also tackle the exaggerations by media pundits of what is going on in the energy space.
Thank you for joining today's episode; I hope you have a great week.
In this episode, I dissect and explain a couple of drivers of the WTI crude index's new high since March. I also look at the rise of clean energy-focused SPACs, special purpose acquisition companies, and what this means for the future of energy.
I hope that you enjoy this episode, and be sure to follow our Twitter account @EnergyToday3. Have a great week!
In this week's episode, after looking at recent price fluctuations of WTI, I look at the implications of Saudi Aramco's recent bond issuance to fund its $75bn dividends to equity holders. I then pivot and analyze the rise in Cushing, Oklahoma's crude inventories, and what this could mean for energy markets going forward.
I hope that you enjoy this episode, and be sure to follow our Twitter account @EnergyToday3.
In this week's episode, I take a deep dive into President-elect Joe Biden's energy policies and how this will impact the oil industry. I also zoom in on Pfizer's vaccine announcement and clear the air around what this means for crude prices going into 2021.
Check out the show's Twitter account to stay up to date throughout the week about what is going on in the energy sector. @EnergyToday3
In this episode, I give some background about myself, how I, a college student, see the energy industry fitting into our future economy.