Synopsis
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.
Episodes
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A new inflection point for clean energy
12/08/2021 Duration: 15minWe speak to Anton Cohen at CohnReznick about the mega trends for clean energy in the corporate world
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The M & A turf battle over wind, solar and storage projects
28/07/2021 Duration: 13minIn this podcast episode from CohnReznick Capital: what does the surging M & A activity tell us about the health of renewables?
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Violence in Gaza and Israel affects the upstream sector
01/06/2021 Duration: 09minChevron has shut in its Tamar gas platform amid escalating violence between Israel and Hamas last month. How serious were the threats to the offshore gas infrastructure? Do we expect the agreement between Delek Drilling and Mubadala to proceed? Will these new tensions between Israel and Palestine affect the Israeli-Arab normalisation, especially in terms of trade and commerce? Do investments in Israel’s upstream sector look riskier now?
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Iraq's gas sector: issues and new opportunities
04/05/2021 Duration: 14minAlex Araman is joined by Upstream Research Analyst Alan Walker to discuss the latest developments in Iraq's gas sector.
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Europe in Brief E14 - North Sea M&A activity ramps up
09/04/2021 Duration: 20minIn this podcast Jessica Brewer is joined by Neivan Boroujerdi from our North Sea upstream team and Greig Aitken from our M&A team to provide an update on the latest deals and outlook for deals in the North Sea.
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Shell sells its onshore assets in Egypt’s Western Desert to Cairn Energy and Cheiron
01/04/2021 Duration: 08minAlex Araman is joined by Upstream Research Analyst Toushar Chakrabarty to discuss Shell's divestment of its onshore assets in Egypt’s Western Desert.
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Europe in Brief E13 - Italy's upstream outlook in the spotlight
09/03/2021 Duration: 24minIn this podcast Jessica Brewer is joined by Ashley Sherman and Lewis Starling from our Continental Europe and Caspian upstream team to provide an update on Italy’s upstream sector.
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MENA In Brief - Qatar Petroleum sanctions largest LNG project in history
01/03/2021 Duration: 14minAlex Araman is joined by Lynn Morris, Upstream Research Analyst, and Liam Kelleher, LNG Research Analyst.
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Europe in Brief E12 - 2020 in review
17/02/2021 Duration: 15minIn this podcast, Jessica Brewer is joined by Erin Moffat from our North Sea upstream team and Lewis Starling from our Continental Europe upstream team to discuss the key themes and talking points from across Europe’s upstream sector in 2020.
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MENA In Brief - Energean on a FID spree in the East Mediterranean
01/02/2021 Duration: 11minAlex Araman is joined by Senior Upstream Analysts Jon Lawrence and Jean-Baptiste Bouzard to discuss Energean's projects in Egypt and Israel.
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MENA In Brief - The OPEC+ saga
14/01/2021 Duration: 20minAlex Araman is joined by Ann-Louise Hittle, Macro Oils Vice President, Michael Moynihan, Upstream Research Director for Russia and Caspian, and Ian Thom, Upstream Research Director for the Middle East and North Africa.
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Europe in Brief E11 - Things to look for in 2021
16/12/2020 Duration: 26minIn this podcast, Jessica Brewer is joined by Neivan Boroujerdi from our North Sea upstream team and Rob Morris from our Caspian and Continental Europe upstream team to talk about the key themes and events to watch in 2021. What could shape the next 12 months and what are the wildcards?
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MENA In Brief - ADNOC's new discoveries and investments
01/12/2020 Duration: 12minFor our December MENA In Brief episode, Alex Araman is joined by Senior Upstream Analyst Liam Yates to discuss ADNOC's new discoveries, investments and upstream ambitions.
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Europe in Brief E10 – Managing upstream investment risk
20/11/2020 Duration: 15minIn this podcast Jessica Brewer is joined by Rob Morris from our Caspian and Continental Europe upstream team and Kev Swann from our North Sea upstream team to talk about our latest analysis on upstream project returns. Conventional oil and gas project returns have massively underperformed over the last decade. The North Sea isn’t an exception. But companies can avoid the mistakes of the past, by managing cost and price risks better.
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Europe in Brief E09 - Norway’s upstream activity gets a boost
13/11/2020 Duration: 20minIn this podcast Jessica Brewer is joined by Erin Moffat from our North Sea upstream team and Mhairidh Evans from our Cost Centre of Excellence to provide an update on activity in Norway’s upstream sector. The temporary tax terms introduced in June have incentivised investment in Norway’s upstream sector. Activity has ramped up, with a number of projects already sanctioned and many more working towards FID before the end of 2022 deadline.
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Sub-Sahara Africa- In Brief November 2020
06/11/2020 Duration: 12minIn our November Sub-Saharan Africa podcast Martijn Murphy is joined by senior exploration analyst Alexander Connelly and research associate Juma Mlawa to discuss Total's Luiperd discovery offshore South Africa.
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MENA In Brief - Can Iraq weather the economic storm?
02/11/2020 Duration: 13minAlex Araman is joined by Upstream Analyst Alan Walker and Head of Economics Peter Martin to discuss the key takeaways of the CWC Iraq Petroleum Conference.
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Europe in Brief E08 - Romania’s upstream sector
26/10/2020 Duration: 24minIn this podcast Jessica Brewer is joined by Tom Purdie and Ashley Sherman from our Continental Europe and Caspian upstream team to provide an update on activity in Romania’s upstream sector. Investing in Romania holds many attractions, but fiscal and regulatory changes have created challenges for offshore operators in recent years. Are further reforms needed to attract new investment?
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MENA In Brief - EOG Resources enters Oman
04/10/2020 Duration: 14minAlex Araman is joined by Research Director Ryan Duman and Senior Analyst Liam Yates to discuss the implications of EOG Resources entering Oman.
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Sub-Sahara Africa- In Brief October 2020
01/10/2020 Duration: 14minIn our October Sub-Saharan Africa podcast Martijn Murphy is joined by principle analyst Greg Roddick to discuss government fiscal policy for gas resources in the region.