Wood Mackenzie

  • Autor: Vários
  • Narrador: Vários
  • Editora: Podcast
  • Duração: 61:47:06
  • Mais informações

Informações:

Sinopse

As a global leader in commercial intelligence for the energy, metals and mining industries, we provide objective analysis and advice on assets, companies and markets, giving clients the insight they need to make better strategic decisions.

Episódios

  • BP shows strength in market-beating results

    06/08/2018 Duração: 06min

    In this week's edition of the Corporate Week in Brief podcast, Tom Ellacott explains why he was impressed by BP's Q2 results, while Greig Aitken adds some further thoughts on BP's recently-announced US$10.5 billion acquisition in US unconventionals.

  • Does Australia have a mega-project problem?

    03/08/2018 Duração: 11min

    Andrew Harwood, Angus Rodger and Dan Toleman from Wood Mackenzie's Asia Pacific upstream research team discuss the past, present and future of project execution in Australia. As oil and gas companies look to invest again in growth, will they learn from their past mistakes?

  • Middle East and North Africa – In Brief for July 2018

    02/08/2018 Duração: 10min

    Middle East and North Africa – In Brief for July 2018 Analysts from Woodmac's Middle East and North Africa team discuss two of the topics from July's MENA upstream in brief report – gas in Morocco and oil in the Kurdistan Region of Iraq.

  • Crude For Thought - Everything Is Faster In The Permian - Including Decline Rates

    31/07/2018 Duração: 24min

    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

  • BP buys BHP's US onshore assets for $10.5 billion

    30/07/2018 Duração: 07min

    Tom Ellacott and Roy Martin share out views on BP biggest deal since 1999.

  • Sub-Saharan Africa - In Brief July 2018

    30/07/2018 Duração: 06min

    The Sub-Saharan Africa upstream research team discuss some of the key news stories over the past month. In this podcast, Gail Anderson, Tunji Alli and Lennert Koch discuss FID in Nigeria and the Majors entering into Mauritania.

  • Trinidad turning a corner - notes from the field

    27/07/2018 Duração: 09min

    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.

  • Diluent, what is it good for?

    27/07/2018 Duração: 11min

    Nathan Nemeth and Stephen Kallir from the Canadian Upstream team discuss diluent in western Canada and why it is so important for both unconventional and oil sands producers.

  • Deepwater revival in GoM and Latin America

    26/07/2018 Duração: 14min

    After a prolonged downturn, deepwater E&P has seen consistent cost reductions (through simpler, faster, better delivered projects)and is attracting a growing share of global capital expenditure.

  • Earnings season in full swing – what to expect from the Majors

    23/07/2018 Duração: 06min

    Luke looks ahead to the Majors' Q2 results calls later is week. Bumper earnings on the back of higher crude prices and robust refining margins will grab the headlines. But investors will want to know what companies plan to do with the windfall - pay down debt, increase distributions, or invest?

  • Crude For Thought - When Will Permian & US L48 Onshore Oil Supply Peak?

    23/07/2018 Duração: 12min

    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.

  • Upstream decommissioning: where's next and who pays?

    19/07/2018 Duração: 08min

    Thoughts have now turned to who is going to pay for decommissioning and the knock-on effect it will have on production, capital investment and M+A. Strategic decisions will be heavily influenced by how the taxation system handles such costs. Two of Wood Mackenzie's petroleum taxation experts - Ross Millan (ross.millan@woodmac.com) and Aleks Popovics (aleksandrs.popovics@woodmac.com) - discuss some of the key takeaways from our recent report entitled "Upstream decommissioning: where's next and who pays?" https://www.woodmac.com/reports/upstream-oil-and-gas-upstream-decommissioning-wheres-next-and-who-pays-22918

  • Anadarko and ConocoPhillips upsize their respective share buyback programs

    16/07/2018 Duração: 06min

    Kris and Obo share thoughts on last week's announcements by Anadarko, ConocoPhillips and Occidental: Anadarko and ConocoPhillips have upsized their share buyback programmes by US$1 billion. Occidental also nudged up its dividend.

  • BP and ConocoPhillips seal trans-Atlantic asset swap

    09/07/2018 Duração: 06min

    Luke and Obo share thoughts on last week's big announcement: BP will buy a 16.5% in Clair (UK) from ConocoPhillips, bumping its stake to 45.1%; the US super-independent will buy BP's entire 39.2% stake in the Greater Kuparuk Area (Alaska), giving it 94.5%.

  • Half-time report: how's Asia-Pacific upstream doing in 2018?

    05/07/2018 Duração: 15min

    Angus Rodger and guests discuss the forecasting game, and how close to the mark we have been so far this year in our 'five things to watch in Asia Pacific in 2018' predictions. We also discuss the most interesting events and biggest surprises so far, including New Zealand exploration, Australian co-operation and Vietnamese politics.

  • Middle East and North Africa – In Brief for June 2018

    04/07/2018 Duração: 11min

    Analysts from the MENA upstream team discuss some of the topics that they have written about over the last month – ranging from bid rounds in UAE and Egypt to the implications of OPEC’s latest meeting.

  • Eni to merge Norwegian business with Point Resources

    03/07/2018 Duração: 04min

    Luke Parker and Neivan Boroujerdi share thoughts in Eni's tie-up with Point Resources in Norway.

  • Sub-Saharan Africa - In Brief June 2018

    02/07/2018 Duração: 10min

    The Sub-Saharan Africa upstream research team discuss some of the key news stories over the past month. In this podcast, Gail Anderson, Jon Lawrence and Adam Pollard discuss contrasting fortunes for East African LNG and Angola’s continuing upstream revival.

  • ExxonMobil's exploration success streak in Guyana continues

    26/06/2018 Duração: 07min

    Ruaraidh Montgomery, Principal Analyst – Corporate Research and Tom Ellacott, Senior Vice President, discuss the implications of ExxonMobil's latest discovery in Guyana

  • Insights from Argentina research trip

    25/06/2018 Duração: 10min

    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.

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