Episodes
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...
Published 04/23/20
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.
Published 04/22/20
In this episode we are talking about; How Covid-19 is hitting an already over-supplied LNG market, whether we will see more cancellations of US LNG cargoes, what this uncertainty means for US LNG Final Investment Decisions and how Qatar Petroluem is securing more European regas capacity.
Published 03/04/20
Today we are talking about how much upside South Korea new power police will create for short term LNG demand, the potential for under-utilisation of US LNG facilities and how much LNG Europe can take this winter.
Published 12/10/19
LNG is cleaner to burn than other fossil fuels but how can LNG reduce it’s environmental impact?
Published 11/07/19
A 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.
Published 08/26/19
What will impact LNG demand in the worlds largest market? How Japanese buyers are changing the way they buy LNG? How the Western Canadian Woodfibre project is getting closer to sanction and what other factors are driving a rosier picture for future Western Canadian LNG projects?
Published 07/23/19
Mozambique LNG final investment decision announced. Meanwhile, US LNG activity continues to ramp up with the FID at Sabine Pass Train 6 and Saudi Aramco investing into Port Arthur. Hosts: Nicholas Browne ([email protected]) Giles Farrer ([email protected])
Published 07/03/19
The Permian is growing at rates not seen before in shale plays, but it's not without risk. Ryan Duman joins to talk about some of the lesser known issues in the region and how each is changing our view of the Permian oil boom.
Published 06/14/19
Gail Anderson talks to Adam Pollard and Dominic Smith on their recent research trip to Gabon, Sub-Saharan Africa's fourth biggest oil producer.
Published 06/12/19
Norman Valentine and Tom Ellacot discuss ExxonMobil and Chevron's disposal plans.
Published 06/06/19
Stewart Williams and Jessica Brewer discuss Qatar Petroleum’s international exploration strategy.
Published 06/05/19
What is user experience, why does it matter and what does a typical day in the life of a user experience designer look like? Join Head of UX, Chris Leckie and VP of Platform Transformation, Cameron Jack, in a conversation about design and why it’s integral to building digital products at scale and with pace. Speakers: Cameron Jack, VP of Platform Transformation; Chris Leckie, Head of UX Series description: Wood Mackenzie, the leading natural resources research consultancy, is on a mission...
Published 06/04/19
Over 120 Mcmd (4.2 bcf/d) of non-flexible associated gas will be produced in the Campos and Santos basins in Brazil in the coming decade. The region urgently needs investment in offshore pipelines and onshore processing facilities to develop this gas. Listen for more details on how associated gas can delay the start-up of over 40 FPSOs forecasted for the next decade in Brazil.
Published 05/27/19
Horacio Cuenca, Research Director and Maria Cortez, Senior Research Managers provide their views on risk and reward across Brazil, Argentina, Mexico and Venezuela's upstream sectors
Published 05/23/19
Maria Cortez, Senior Research Manager, and Raphael Portela, Research Analyst, discuss Wood Mackenzie's latest views on Mexico state-owned oil company, Pemex
Published 05/23/19
Tom Ellacott and Greig Aitken discuss Chevron's decision not to raise its bid for Anadarko. What does this mean for Permian consolidation, and what will the US Major focus on next?
Published 05/14/19
Implications for Mozambique LNG from the tug of war for Anadarko. Outlook for Arctic-2 following Chinese NOC investments. Just how big will the LNG capex boom be? And one step forward, one step back for Japanese nuclear power.
Published 05/10/19
Gail Anderson talks to Jon Lawrence, Lennert Koch and Valentina Kretzschmar on the battle for Anadarko between Occidental and Chevron; and what it means for Sub-Saharan Africa.
Published 05/09/19
Valentina Kretzschmar, Director, and Greg Roddick, Principal Analyst at Wood Mackenzie Corporate Research team share insights on potential sale of Anadarko’s Africa assets to Total.
Published 05/09/19
Cindy Yeilding SVP BP Americas joins to discuss 50 years of the Offshore Technology Conference and the future for energy professionals. She also shares more about the OTC Energy Challenge and how the conference is getting local youth involved in energy.
Published 05/08/19
China’s influence across global commodity markets is without parallel. So when risks and uncertainties emerge in the Chinese economy, producers, traders and investors all begin to worry. But headlines only tell part of any story. In this podcast we sit down with Gavin Thompson, vice chairman for energy in Asia-Pacific, to discuss new and unique research on the real impact of the China slowdown on economic growth and energy demand.
Published 05/08/19
Deepwater or Tight Oil? William Turner and R.T. Dukes talk through what is making deepwater investments more competitive coming out of the downturn.
Published 05/06/19
Permian M&A fight over Andarko is discussed. Who else might get acquired? More deals to come and the question is probably when. Robert Clarke and Ryan Duman join to share their thoughts.
Published 05/05/19