Wood Mackenzie

How can our new carbon metrics help you benchmark upstream oil and gas resilience to a low-carbon future? Wood Mackenzie's Chief Analyst Simon Flowers put audience questions to Amy Bowe and Akif Chaudhry as they introduced our new carbon efficiency metrics which can be used together to benchmark companies’ upstream portfolios from a low carbon and resilience perspective. They looked at why these two metrics (NPV/tonne and cash margin)are important for companies and investors to consider. Still have questions? Get your copy of the report "New metrics for benchmarking upstream resilience to a low-carbon future". http://go.woodmac.com/l/131501/2018-06-21/t54ys

Valentina Kretzschmar, Director and Giles Farrer, Director at Wood Mackenzie discuss Anadarko’s heads of agreement with Tokyo Gas and Centrica for the Area 1 LNG and what it means for LNG markets and the project itself.

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.

Valentina Kretzschmar, Director and Tom Ellacott, Senior Vice President at Wood Mackenzie discuss Repsol’s latest strategy announcement, which also articulated its shift into renewables.

Ashima Taneja discusses the highlights from APPEA, updates to the Carnarvon pipeline project and the build up to the next Australian LNG wave with Chris Meredith, Senior Analyst and David Low, Research Analyst dialling in from Perth.

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.

Encana corporate report – the road ahead is paved for growth by Wood Mackenzie

We consider the future for Santos after it rejects Harbour’s US$13 billion takeover approach.

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?

Cicero Machado shares the key takaways from his research trip visiting stakeholders and miners in Brazil with Mike Sinden. FORMAT 0:00 Vale overview 3:50 S11D 4:26 Pellet Market 5:20 Samarco update 6:00 Changes in Systems and Complexes 7:38 Mina Rio update 11:50 Wrap up

Ruaraidh Montgomery, Principal Analyst – Corporate Research and Luiz Hayum, Analyst – Upstream Research, discuss Petrobras' Q1 results and its long-term outlook

Our US analysts explain why shale players' Q1 results weren't all roses during oil prices' rise.

Valentina Kretzschmar, Director, Luke Parker, Vice President and Tom Ellacott, Senior Vice President at Wood Mackenzie share insights on the Supermajors financial and operational performance reported in Q1 2018.

With the LNG supply demand balance set to turn in 2022, this month we hear from Saul Kavonic, principal analyst for Gas & LNG, on the outlook for new LNG project sanctions in the LNG space.

Greig Aitken and Scott Walker from our M&A team discuss upstream M&A activity in Q1 2018. A subdued start to the year received a ten billion dollar jolt near quarter end as Concho pounced on fellow Permian pure play RSP Permian. Meanwhile, SPACs and private equity kept busy, while Shell continued to make progress towards its US$30 billion divestment target.

Luke Parker, Vice President, and Valentina Kretzschmar, Director at Wood Mackenzie Corporate Research Team, discuss Total’s acquisition of Direct Energie and BP’s new strategy on energy transition.

Valentina Kretzschmar and Alan Gelder discuss Saudi Aramco's entry into what will be Asia's largest refinery – the proposed $44 billion Ratnagiri complex in India.

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.

We look the latest proposal by private equity backed Harbour Energy for Australia’s Santos.

Listen to our new podcast in which the SE Asia upstream team, just back from a research trip to Bangkok, discuss the latest updates on Thai license expiries, the opportunities available, why this is so important for the country, the role of decommissioning and what we see happening next.