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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Brazil's Transfer of Rights surplus round: a tricky balance between value and volume
30/10/2019 Duração: 11minWood Mackenzie's Latin America team discusses the impact of hefty (US$70 billion) investment commitments in the economics of the four production sharing contracts that will be offered on November 6. How will companies bid to address uncertainties and enormous upfront cost?
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Sub-Saharan Africa - In Brief October 2019
24/10/2019 Duração: 06minIn this podcast, Gail Anderson speaks with Wood Mac analysts Lennert Koch and Georgia Margeta to discuss key takeaways from their recent research trip to Lagos.
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ExxonMobil kicks off its US$15 billion disposals programme
30/09/2019 Duração: 04minTom Ellacott and Max Petrov share their thoughts on ExxonMobil’s Norway exit and the wider implications for the company.
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Sub-Saharan Africa - In Brief September 2019
13/09/2019 Duração: 09minIn this podcast, Gail Anderson talks to Lennert Koch about the collapse of Tullow Oil's US$900 million Ugandan farm-down to Total and CNOOC Ltd, and Jessica Brewer explains the rationale behind Qatar Petroleum's acreage capture in Sub-Saharan Africa.
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Middle East and North Africa in brief – September 2019
13/09/2019 Duração: 08minStewart Williams is joined by Toushar Chakrabarty to discuss the latest on Sudan and South Sudan’s oil sectors
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Crude for Thought - Haynesville Shale is back and better than ever
04/09/2019 Duração: 14minThe Haynesville Shale is setting new production records just as gas prices have fallen. Nathan Nemeth joins to discuss how our view of the Haynesville has changed over the past couple of years. Texas is better than ever and the operators to watch are the same names you are used to.
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We venture to Alaska and reflect on this week's BP/Hilcorp deal
30/08/2019 Duração: 07minUpstream analysts Rowena Gunn and Mark Oberstoetter discuss the latest happenings in Alaska's oil & gas industry and what Hilcorp's $5.6 billion acquisition of BP's assets will mean for the State.
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(Em Português) Petrobras has turned a corner. But can it deliver peer-leading growth?
26/08/2019 Duração: 12minRaphael Portela, analista de Corporate Research para América Latina, e Luiz Hayum, analista de Upstream Research para América Latina, discutem as principais conclusões do nosso corporate report para a Petrobras. A Petrobras passou por muita coisa nestes últimos anos: queda no preço do barril de petróleo, escândalo da Lava Jato e recessão econômica no Brasil. Mas a perspectiva está melhorando. Através de iniciativas como o foco em disciplina de capital e gestão de custos, a empresa se encontra hoje em melhor posição financeira. Qual a estratégia da maior estatal brasileira para o futuro? Como anda o desenvolvimento do pré-sal? O que podemos esperar do declínio acelerado na bacia de Campos? Discutimos estas questões e outras neste podcast. Petrobras corporate report bit.ly/pbrcorprep2019 Petrobras realigns: which assets will it sell? bit.ly/pbrreal Petrobras downstream divestment plans bit.ly/pbrrefdiv2019
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China’s LNG market – what to watch?
26/08/2019 Duração: 18minA deep dive into China’s LNG market. Is it slowing down and if so by how much? We assess the ongoing development of gas trading. Will companies start to seek to include local hub pricing into international contracts? And examples of the non-stop dynamism and innovation we see.
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Petrobras has turned a corner. But can it deliver peer-leading growth?
19/08/2019 Duração: 09minRaphael Portela and Michael Stinebaugh, research analysts at Wood Mackenzie's Corporate Research team, share key highlights of Petrobras' latest corporate report. • Can Petrobras deliver peer-leading growth in the pre-salt? • Will production declines in the Campos basin continue? • How much more deleveraging will Petrobras pursue?
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Indonesia: has SE Asia’s energy giant turned the corner?
13/08/2019 Duração: 12minBraving earthquakes and blackouts, Woodmac analysts have just returned from research trips to Jakarta to find out the latest sentiment on the ground in SE Asia’s energy giant.
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Sub-Saharan Africa - In Brief August 2019
13/08/2019 Duração: 06minIn our latest podcast, Gail Anderson talks to Jon Lawrence and Lennert Koch about their recent research trip to Kenya and Uganda. Oil projects in both countries are delayed. We discuss what is still needed to reach FID.
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Middle East and North Africa in brief – August 2019
13/08/2019 Duração: 07minStewart Williams is joined by Jean-Baptiste Bouzard and Juma Mlawa to discuss Egypt’s oil and gas sector.
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New oil-producing countries: key implications for Guyana and Mozambique
13/08/2019 Duração: 11minA brief discussion about the key implications of the developing oil industries in Guyana and Mozambique to the countries. Jon Lawrence, Juliana Miguez and Luiz Hayum provide a summary of the key upstream projects in the countries and the impact they will cause.
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Crude For Thought - URTeC Notes Plus Development Cubes and In - Basin Sand
12/08/2019 Duração: 38minWill operators wring profits out of shale? URTeC showed us technology is still important in unconventional reservoirs. We share our notes on the conference as well as our latest on cube developments and in-basin sand. Listen to Robert Clarke, Ryan Duman, and Anuj Goyal share their opinions.
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The Majors set to deliver solid financial performance in Q2 2019
25/07/2019 Duração: 07minValentina Kretzschmar, Director, and Tom Ellacott, Senior Vice President at Wood Mackenzie Corporate Research team share insights on what to expect in the Majors’ upcoming Q2 2019 results.
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Crude For Thought - Bakken Shale Records Will Continue To Fall
08/07/2019 Duração: 19minThe Bakken Shale is producing at record levels. Even in its maturity operators are finding new ways to make more from less in North Dakota and Montana. Julie Francis and Barandon Myers join the podcast to discuss their latest key play work.
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Middle East and North Africa in brief – Iraq update, July 2019
08/07/2019 Duração: 10minStewart Williams is joined by Tom Quinn and Juma Mlawa to discuss two recent M&A deals in the MENA region
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Middle East and North Africa in brief – June 2019
08/07/2019 Duração: 06minStewart Williams and Jessica Brewer discuss Qatar Petroleum’s international exploration strategy.