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
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Canada's Deep Basin: Challenged But Resilient
03/04/2018 Duração: 06minStephen Kallir and Maren Stachnik from the Canadian Upstream research team discuss the Canadian Deep Basin and some of the challenges facing gas production in western Canada.
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Corporate Week in Brief: Groningen to be shut-in from 2030
02/04/2018 Duração: 04minWe look at the latest decision on Europe’s largest gas field.
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Brazil Round 15 closing - first impressions
29/03/2018 Duração: 12minBrazil's Round 15 closes on the heels of two successful rounds in 2017. Brazil awarded roughly half of the offshore blocks on offer and continues its aggressive licensing push. Research Director, Horacio Cuenca, and Research Manager, Maria Cortez, sit down to discuss the results in the context of the upstream Latin America space. Read more on our website: Could a bidding war erode Brazil's pre-salt value? https://www.woodmac.com/news/editorial/could-a-bidding-war-erode-brazils-pre-salt-value/
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The Montney: Canada's current growth engine
27/03/2018 Duração: 06minStephen Kallir and Michael Hebert from the Canadian Upstream research team discuss the recent Montney key play update and some things to watch for in Canada's most prolific play.
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PetroChina joins UAE consortium
26/03/2018 Duração: 05minMaxim Petrov is joined by Tom Quinn to discuss PetroChina's entry into UAE.
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Eni 2018 investor day – if it ain't’ broke, don’t fix it
19/03/2018 Duração: 09minNorman Valentine, Research Director, and Greg Roddick, Principal Analyst, run through the highlights of Eni’s 2018 investor day.
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ExxonMobil and Chevron Analyst Days
12/03/2018 Duração: 05minTom Ellacott, SVP of Corporate Research, takes us through ExxonMobil and Chevron's 2018 Analyst Days.
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Attracting international investment to Iraq
06/03/2018 Duração: 16minWoodMac discusses Iraq's oil and gas sector after attending the annual Iraq Petroleum conference. Topics include why 2018 is different to 2017, five key conference takeaways, the main messages from WoodMac's presentation, what to look for this year and why the previous oil production ambitions were not met. Stewart Williams, VP of Middle East Research, interviews Ian Thom, Middle East Principal Analyst.
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Total does Libyan deal as Marathon exits
05/03/2018 Duração: 06minValentina Kretzschmar, Bas Percival, and Greg Roddick discuss Total’s acquisition of Marathon Oil’s Libyan assets and what it means for both companies and country.
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ExxonMobil's Pacora well adds to its string of success in Guyana
01/03/2018 Duração: 06minJulie Wilson and Elena Nikolova discuss the success of Pacora, ExxonMobil's seventh Guyana discovery
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Section 232 steel fallout - how has the world responded?
27/02/2018 Duração: 07minAlex Griffiths and Renate Featherstone, from the Wood Mackenzie steel markets team, discuss the global response to the US Department of Commerce’s results on the investigations carried out under section 232 into the impact on national security from imports of steel.
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US E&P earnings land with a thud
26/02/2018 Duração: 08minWe discuss earnings season for the US E&Ps, and why many that reported last week saw their share prices fall.
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Woodside bolsters options for next wave of LNG supply
19/02/2018 Duração: 06minNorman Valentine, Research Director, and Greg Roddick, Principal Analyst, from Wood Mackenzie’s Corporate team, discuss Woodside’s Scarborough deal and the broader outlook for the LNG sector.
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The over/under on long-term metals prices
13/02/2018 Duração: 08minThis week we spoke to Julian Kettle, Vice Chairman , Metals & Mining, about the metals above and below Wood Mackenzie's long-term price expectations: - Zinc and aluminium: is there exuberance in the market? - Met coal and iron ore: waiting for the correction - Nickel and copper await their rallies
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Rising shareholder distributions underline growing confidence
12/02/2018 Duração: 10minAndy McConn, Norman Valentine and Luke Parker discuss the big theme of Q4 reporting season – rising shareholder distributions.
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Chevron: the tight oil Supermajor
09/02/2018 Duração: 06minValentina Kretzschmar, Director – Corporate Research and Tom Ellacott, SVP – Corporate Research, discuss our latest Chevron corporate report.
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Shell goes big in Mexico's latest licensing round success
05/02/2018 Duração: 05minRuaraidh Montgomery, Principal Corporate Analyst, and Dat Ngo, Corporate Data Analyst, discuss the results and big winners from Mexico’s latest licensing round success.
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Mergers and acquisition (M&A) back with a bang
01/02/2018 Duração: 08minJan 2018 has been a busy month for M&A. What started with PERTAMINA’s merger with PGN, soon spread to ONGC, AWE and PTTEP. We examine the deals announced in the region and provide the wider context behind these moves.
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What to look for in Q4 2017 results
29/01/2018 Duração: 05minWhat to look for in Q4 2017 results by Wood Mackenzie
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Nickel: electric vehicle excitement takes hold
23/01/2018 Duração: 11minThis week, we spoke to Adrian Gardner, Principal Nickel Analyst, about the outlook for nickel. We discussed: • The increasingly clear path for Indonesian NPI production and the shift in its offtakers • A quick tutorial on nickel products, what downstream battery producers want and what the miners are producing • The outlook for Chinese electric vehicle subsidies and the impact on nickel imports • A wrap up on the nickel price outlook