Wood Mackenzie

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

  • Europe in Brief E07 - Technology for a Net Zero UKCS

    23/09/2020 Duração: 25min

    In this episode, Jessica Brewer is joined by Kristina Beadle and Kevin Swann to discuss how the UK Continental Shelf can contribute to the country’s commitment to achieve net zero by 2050. The UKCS has world-class oil and gas and renewables sectors. Alongside growth in offshore renewables, hydrogen and carbon capture, utilisation and storage, the UKCS has the potential to become a fully integrated energy system.

  • MENA In Brief - Saudi Aramco new discoveries and ambitions

    22/09/2020 Duração: 12min

    For our September MENA In Brief episode, Alex Araman is joined by Upstream Research Director Ian Thom and Corporate Research Director Norman Valentine to discuss Saudi Aramco's new discoveries, investments and upstream ambitions.

  • Europe in Brief E06 - Exploration in the North and Black Seas

    14/09/2020 Duração: 20min

    In this episode, Jessica Brewer is joined by Tom Purdie and Glenn Morrall to talk about Turkey’s large Sakarya gas discovery. The team discusses the next steps for appraisal and the challenges its development may face. Keeping with the theme, we discuss how North Sea exploration has fared over the past five years and where we expect the focus to be for the region in the coming years.

  • Europe in Brief - Electrification of North Sea platforms

    13/07/2020 Duração: 18min

    In this episode, Jessica Brewer is joined by Kyrah McKenzie and Kevin Swann to discuss how Norway has made good progress towards decarbonising its upstream sector through electrifying offshore platforms and we look at the potential for using the same technology in the UK.

  • Europe in Brief - The post-crash outlook for upstream

    25/06/2020 Duração: 16min

    In this episode, Jessica Brewer is joined by Ashley Sherman and Lucy King to discuss how the oil price collapse has impacted our outlook for Europe's upstream sector.

  • Watercooler Chat E10: season finale

    08/06/2020 Duração: 19min

    In the last episode of this season, we each share some of our main takeaways from the oil and gas sector over the past 10 weeks. We discuss the role of geopolitics, how companies adapt to lower oil prices and the sector’s broader challenges.

  • Watercooler Chat E09: Bouncebackability, how quickly will Asia recover from Covid-19?

    02/06/2020 Duração: 17min

    In this episode, Andrew Harwood speaks to global risk specialists Verisk Maplecroft on how they view the current Covid-19 situation and how it might develop in the future. They look at places like Indonesia, Malaysia and Singapore and discuss some of the unique risks associated with each country. Guest appearances by Miha Hribernik (Head of Asia Risk Insight) and Sofia Nazalya (Asia Analyst)

  • Europe in Brief - Energy transition developments in North Sea upstream

    29/05/2020 Duração: 14min

    In this episode, Jessica Brewer is joined by Lewis Starling and Norman Valentine to discuss the latest upstream energy transition developments in the North Sea.

  • Watercooler Chat E08: China gets back to work, but what about the rest of us?

    26/05/2020 Duração: 20min

    In our latest episode, we discuss how China is planning to reshape its economy, why job creation is one of the country’s primary concerns and whether we look forward to getting back to the office.

  • Watercooler Chat E07: Japan stories, INPEX cuts and robot golf carts

    18/05/2020 Duração: 14min

    In this edition of the Watercooler Chat, we dive into INPEX’s latest strategic guidance, the main messages from our Japanese client interactions and our most memorable travel experiences in Japan.

  • Europe in Brief - Norway's proposed fiscal changes and production cuts

    15/05/2020 Duração: 19min

    In this episode, Jessica Brewer is joined by Neivan Boroujerdi and Greg Roddick to discuss how Norway’s upstream sector is responding to low oil prices and the coronavirus.

  • Sub-Saharan Africa - In Brief May 2020

    15/05/2020 Duração: 10min

    Gail Anderson chats to Analysts Juma Mlawa and Richard Hood about recent M&A deals and project delays as the low oil price continues.

  • Middle East response to low prices - May 2020

    15/05/2020 Duração: 12min

    Gail Anderson is joined by Liam Yates and Alexandre Araman to discuss the Middle East response to low oil prices and the implications of the OPEC+ production cuts.

  • Watercooler Chat E06: China's discoveries, future of exploration and couch tennis

    11/05/2020 Duração: 19min

    In our sixth edition of the Watercooler Chat, we discuss PetroChina’s latest onshore discoveries, Repsol’s hot streak, the mood of the exploration industry in Asia Pacific and Tra’s rigorous couch tennis training regime.

  • Watercooler Chat E05: Oil Majors’ Q1 results, TL;DR and Zoom quizzes

    04/05/2020 Duração: 22min

    In the fifth edition of the Watercooler Chat, we discuss some of the highlights from the Oil Majors’ Q1 results, how National Oil Companies have set their latest investment budgets and what quiz topic rounds we would design.

  • Europe In Brief – UK Faces Challenging Times Ahead

    04/05/2020 Duração: 21min

    In this episode, Jessica Brewer is joined by Kevin Swann and Mhairidh Evans to discuss how low oil prices and the coronavirus is impacting the UK’s upstream sector.

  • Watercooler Chat E04: stormy weather, Q1 results and Yorkshire puddings

    27/04/2020 Duração: 14min

    In our fourth edition of the Watercooler Chat, we discuss why Equinor cut its dividend, what Eni’s Q1 results could tell us about the upcoming earnings season and Andi’s phenomenal culinary skills.

  • How Coronavirus is driving Asian and Europe demand down and hitting LNG supply too

    23/04/2020 Duração: 28min

    In this episode we are talking about: How the oil price crash and coronavirus and gas is changing the market. In Asia we are covering how the Chinese gas market is recovering, what lockdown means for Indian LNG demand and the potential for coal to gas switching in Japan and South Korea. In Europe we are talking about how far gas demand will fall this quarter and the implications for storage. We are also looking at how the global LNG supply outlook will change. Timings: 00.00 Intro 00.50 Prices 1:49 Chinese Gas and LNG Demand Growth 4.14 Pipeline imports down - LNG imports stay strong 6.00 Longer term Chinese Demand Outlook 8.00 Indian LNG imports down 9.58 Is there potential for upside in Japan and South Korea from Coal to gas switching 13.30 The impact of Coronavirus on European Gas Demand 18.00 European Gas Storage at record highs 20.30 LNG Supply impact near term 24.00 Delays to under construction LNG projects 25.40 Which pre FID LNG projects will still go ahead

  • Watercooler Chat E03: surprise M&A, raising capital and escape planning

    20/04/2020 Duração: 18min

    In the third episode of the Watercooler Chat, we discuss financial health of some of Asia's national oil companies, surprising developments and M&A moves out of Australia and where we would like to explore in the post-coronavirus world.

  • Watercooler Chat E02: Trump's art of the OPEC deal and webcam etiquette

    13/04/2020 Duração: 18min

    In our second episode of the Watercooler Chat, we discuss this weekend's OPEC agreement, brought to us by Donald Trump, hear from Tom Ellacott on ExxonMobil's latest guidance and discuss things we've noticed since working at home that we'd rather not have.

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