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Crude For Thought: A Wood Mackenzie Production
38 minutes | Jul 21, 2020
Ep 10: Joe Biden Energy Plan - What's In Store For US Oil & Gas?
In this episode, Vice Chair Americas, Ed Crooks, joins to discuss what a Biden Energy Plan might mean for the US oil & gas industry. Why the Gulf of Mexico is most at risk and the balancing act Biden must performLinksWhat could a Biden administration mean for the US GoM and Alaska? - https://bit.ly/2CdDG3hJoe Biden’s Climate Plan: Achievable, but expensive - https://bit.ly/2OC8lty The Crude For Thought Podcast is brought to you my Wood Mackenzie. Wood Mackenzie covers a diverse range of industry sectors and focus areas across the entire natural resources value chain.For more information, please visit us at http://www.woodmac.com
33 minutes | Jun 30, 2020
Ep 07: When, Where, And How Does Tight Oil Grow Again?
Show notes:US tight oil has more headwinds than ever before. But will higher prices and the right set of operators eventually raising budgets take the whole sector back to growth? How much could a damaged service sector and ultra-core inventory exhaustion govern a rebound? Robert Clarke and Ryan Duman walk you through our latest models.The Crude For Thought Podcast is brought to you my Wood Mackenzie. Wood Mackenzie covers a diverse range of industry sectors and focus areas across the entire natural resources value chain.For more information, please visit us at http://www.woodmac.com
38 minutes | Jun 23, 2020
Ep 06: The Five Biggest Surprises Of The Downturn
Show notesThe world is moving at warp speed. It’s been 100 days since the March 9 oil price crash and a downturn like no other.In this episode, Rob Clarke and Ryan Duman join us to countdown the five biggest surprises since the price crash. And how these events impact the future of tight oil.This podcast is brought to you by Wood MackenzieAt Wood Mackenzie, our values uphold our unshakeable commitment to serve our customers and industries with the highest level of quality. The core of the Verisk Way, they guide how we grow as a business and the way we work with one another every day.Visit us here: http://www.woodmac.com
38 minutes | Jun 16, 2020
Ep 05: Major Permian Update: ExxonMobil & Chevron
Episode Show notes:** We experienced some audio technical difficulties during the recording of this episode. We apologize and hope you enjoy the value in this episode.How will heavyweights XOM & CVX respond to the downturn? Permian operations must slow down. Ben Shattuck is joined by Wood Mackenzie experts Tom Ellacot, Senior Vice President of Corporate Research and Rob Clarke Upstream Research Director to discuss the effectiveness of these two Majors’ response. Related insights and reports:Chevron's Permian progress: big steps forward: https://bit.ly/3hlHz5VExxonMobil’s Delaware "cubes" raise the bar and underpin targets: https://bit.ly/2C1Ryx7 This podcast is brought to you by Wood MackenzieFor more information, visit http://www.woodmac.com
24 minutes | May 15, 2020
Ep 03: Cost reductions necessary –What’s in store for OFS?
Two months ago OFS was finally clawing back some margin after a difficult 18 months. Today, the sector is faced with the task of somehow lowering rates yet again. How is that possible? Transformational and structural change. The landscape and model for OFS providers is set to change, potentially forever. Links:Non-subscribers: https://www.woodmac.com/news/opinion/l48-wellcost-editorial/Subscribers: https://my.woodmac.com/document/408984
15 minutes | May 6, 2020
Ep 02: What's bad for oil is good for gas
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