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Enverus Intelligence

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About the show

The Enverus Intelligence podcast delivers key themes on emerging and important topics in energy through honest conversations with the passionate personalities behind the mountains of research, publications, articles and scout reports delivered to Enverus Intelligence customers daily. Enverus is the largest SaaS company solely dedicated to the energy space, influencing the world’s most important energy decisions by connecting the industry through intelligence, data analytics, and smart network technologies. Join our team behind the scenes every few weeks as they tackle the most important questions in energy. Disclosures Enverus Intelligence Research, Inc. provides leading energy industry research and is a subsidiary of Enverus, the largest SaaS company in the world solely dedicated to the energy market. Therefore, any company mentioned in this podcast may be a subscriber or client of Enverus Intelligence Research, Enverus or their affiliates. However, any views expressed in this podcast accurately reflect the speaker’s personal views about any subject securities referenced. The information contained in this recording is provided for information purposes only and is not to be used or considered as investment advice or recommendation or offer to buy or sell any securities or other financial instruments. Please visit www.enverus.com/disclosures for additional information.

Newest episodes

Global Upstream Scouting | Americas | Neuquén Bid Round Analysis, Alaska E&P Uptick, Brazil Update

23 min

Host Patrick Rutty and guests Vishnu Gopakumar, Tommy Liskey, Victoria Phillips discuss recent block awards in Argentina's Neuquén Basin and how acreage prices in the Vaca Muerta compare to North American early-stage unconventional plays. They then highlight anticipated Alaskan oil production growth of almost 50% by 2031 – with competitive breakevens near $50 per barrel – as well as continuing exploration and appraisal drilling. Lastly, a Brazil update touching on Morpho, Tupinambá, Bumerangue, and the impact of newly re-elected President Lula’s legacy on the oil and gas industry. For more information, please visit https://www.enverus.com/solutions/the-global-suite/

Global Upstream Scouting | Middle East North Africa | Chevron Nargis-2 Update, Bapetco Egypt Fracking, TPAO-Eni Collab

18 min

Host Patrick Rutty and Senior Regional Analyst Sheik-Imran Azim Rahman discuss what little detail has been released on CVX’s appraisal of its 2023 Nargis discovery and speculate as to the age of a reported additional gas-bearing interval, have a short chat about Bapetco JV (Cheiron/Capricorn/EGPC) plans to frack a 1600-meter lateral in Obaiyed, Egypt's largest onshore gas and condensate field, and then finish by noting Eni is about to become the last supermajor to sign an upstream agreement with an increasingly expansive TPAO. For more information, please visit https://www.enverus.com/solutions/the-global-suite/

Global Upstream Scouting | The Vaca Muerta Growth Engine

36 min

Vaca Muerta has the rock. The question is how fast everything above ground catches up. Patrick Rutty sits down with Andy McConn, Dani von Bassenheim and Vishnu Gopakumar of Enverus Intelligence® Research to cover why wells recovering more than 100 barrels per foot still cost more to drill than the Permian, how Argentina’s RIGI incentive regime is pulling in capital and why all three analysts see tailwinds for North American entrants.

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All episodes

Global Upstream Scouting | Americas | Neuquén Bid Round Analysis, Alaska E&P Uptick, Brazil Update

23 min

Host Patrick Rutty and guests Vishnu Gopakumar, Tommy Liskey, Victoria Phillips discuss recent block awards in Argentina's Neuquén Basin and how acreage prices in the Vaca Muerta compare to North American early-stage unconventional plays. They then highlight anticipated Alaskan oil production growth of almost 50% by 2031 – with competitive breakevens near $50 per barrel – as well as continuing exploration and appraisal drilling. Lastly, a Brazil update touching on Morpho, Tupinambá, Bumerangue, and the impact of newly re-elected President Lula’s legacy on the oil and gas industry. For more information, please visit https://www.enverus.com/solutions/the-global-suite/

Global Upstream Scouting | Middle East North Africa | Chevron Nargis-2 Update, Bapetco Egypt Fracking, TPAO-Eni Collab

18 min

Host Patrick Rutty and Senior Regional Analyst Sheik-Imran Azim Rahman discuss what little detail has been released on CVX’s appraisal of its 2023 Nargis discovery and speculate as to the age of a reported additional gas-bearing interval, have a short chat about Bapetco JV (Cheiron/Capricorn/EGPC) plans to frack a 1600-meter lateral in Obaiyed, Egypt's largest onshore gas and condensate field, and then finish by noting Eni is about to become the last supermajor to sign an upstream agreement with an increasingly expansive TPAO. For more information, please visit https://www.enverus.com/solutions/the-global-suite/

Global Upstream Scouting | The Vaca Muerta Growth Engine

36 min

Vaca Muerta has the rock. The question is how fast everything above ground catches up. Patrick Rutty sits down with Andy McConn, Dani von Bassenheim and Vishnu Gopakumar of Enverus Intelligence® Research to cover why wells recovering more than 100 barrels per foot still cost more to drill than the Permian, how Argentina’s RIGI incentive regime is pulling in capital and why all three analysts see tailwinds for North American entrants.

Global Upstream Scouting | Sub-Saharan Africa | West African Transform Margin getting busier and Nigerian investment expands in East Africa

23 min

Licensing opportunities continue to surge with Cameroon, Liberia and Nigeria all launching bid rounds in Q4 2026. Along the West African Transform Margin, Murphy concludes a successful appraisal well in Côte d’Ivoire, while newcomer Planet One spuds its first NFW in Ghana. Aiteo's new acreage in Madagascar and Dangote's planned refinery in Kenya underline the wider investment ambitions of Nigerian companies across the continent. The Sub-Saharan Africa team of Jimmy Boulter, Archie Rowland, and Polly Young join host Bruce Walker for the podcast.

Supply, Demand & Pricing | Still Bullish Oil, Cautious Gas

25 min

On the latest Enverus Intelligence Podcast, host Gibson Scott sits down with Al Salazar, Director of Macro Research, to unpack the October Fundamental Edge report, Still Bullish Oil, Cautious Gas. Al explains why the oil call has not moved since the war began: commercial stocks, not headline flows, set the price, and those stocks keep drawing even as more barrels clear the Strait of Hormuz. On gas, the newly sanctioned Solitude pipeline, two 48-inch lines built to move 4.5 Bcf/d of Permian associated gas to Katy by 2030, puts the Haynesville on notice. In Canada, AECO has barely moved despite LNG Canada, and Al prices the Pacific Link pipeline against 240,000 brand-new BMWs parked bumper to bumper. The open question: does demand give way before inventories rebuild?

Global Upstream Scouting | Europe | Faroes Exploration Application, COP Mulls Norway Exit

24 min

ConocoPhillips have received an unsolicited offer for their $7B Norway+Teesside business. Why does the transaction makes sense? Who is likely the suitor, and which other potential buyers could surface, now that COP have taken the package to the market? In the Faroe Islands, minnow Atlantic Petroleum (ATLA-DKK) has applied for 16 frontier blocks – on behalf of an unnamed company currently under formation in which Atlantic expects to hold a 40% carried interest. Just across the border in the UK, Rosebank and Cambo field developments by Adura and Ithaca could potentially provide tieback opportunities for future Faroese developments. Anne Jones joins Patrick Rutty for this one.

Global Upstream Scouting | Asia Pacific | China Offshore Exploration, Beetaloo First Gas and Overrides

22 min

Host Patrick Rutty connects with Senior Regional Manager Chester Chua to talk about the sustained offshore exploration activity in the Bohai Bay and South China Sea, the various play types CNOOC are chasing, and what they’re finding in terms of resources. They then get caught up on Tamboran and partners achieving first gas from their Australia unconventional pilot, including a potted history of the various entries and exits over the years and a rough accounting of overriding royalty interests in the play.

Global Upstream Scouting | Americas | Booming Santos Production and Morpho Progress in Brazil, Oxy Prepping Peru Wildcat, Falklands Forging Ahead

24 min

Host Patrick Rutty and guest Tommy Liskey discuss Brazil’s record 4.6 MMbbl/d oil output, with Búzios alone topping 1 MMbbl/d and the country potentially approaching 5 MMbbl/d within five years. They then turn to whether Morpho’s light-oil discovery is genuinely commercial, particularly given the delay to the Manga follow-up well and the country’s election politics. Next they tackle Peru, where Oxy is preparing a deepwater wildcat as Chevron considers leaving the commitment block while retaining adjacent exposure. The episode closes with Sea Lion’s route toward first oil amid Argentine sanctions and supplier risks.

Global Upstream Scouting | MENA | Zawiya & Sharara undermine Libyan target

18 min

Outages at the Zawiya refinery and Sharara export pipeline caused by labour disputes have constrained 130,000 bo/d, impinging on Libya's 1.5 MMb/d target. BP has commenced a new exploration well in Egypt ongoing drive to grow reserves and stabilise production. Meanwhile, DNO and Genel continue their protracted battle for Capricorn Energy. North Africa senior analyst Sheikh Imran Azim Rahman joins host Bruce Walker for the podcast.

Global Upstream Scouting | Sub-Saharan Africa | Eni Enters Senegal, Petrobras Claims Côte d’Ivoire Prize, SOCAR Into Baleine, Ghananza, Angola Deepwater Awards

24 min

Senior Regional Manager Jimmy Boulter, Senior Regional Analyst Archie Rowland, and host Patrick Rutty discuss Eni’s latest exploration MoU over five blocks in Senegal. They then review a flurry of Côte d’Ivoire & Ghana exploration licencing, MoUs, and A&D, starting with Petrobras’ massive eight-block deepwater award and expanding to include Eni, SOCAR, Chevron, and Shell. The conversation finishes with Angola, where Chevron, Shell, TotalEnergies, and ExxonMobil have all signed deepwater blocks out of prior study agreements or MoUs – demonstrating the viability of those reconnaissance instruments.

Energy Market Dynamics | Houston and Midland Roadshow Recap

20 min

Dane Gregoris and Steve Diederichs recap a Houston and Midland roadshow, where higher oil prices have operators testing new ways to pull more barrels out of existing rock. Surfactants, lightweight proppant and four-mile u-turn wells are all showing early promise, but the takeaway is incremental than a step change for U.S. shale oil productivity.

Global Upstream Scouting | Europe | Vermilion Victorious in Germany, Greenland Energy to Acquire 80 Mile, Chevron Gains in Greece

21 min

Europe Regional Manager Anne Jones and host Patrick Rutty talk about VET’s first gas from and future plans at their 68 Bcf Wisselshorst field in Lower Saxony, discuss commercial movements and operational delays in Greenland’s Jameson Land Basin and offer a wee bit of speculation on what comes next, and marvel at the CVX acreage and exploration-to-be juggernaut offshore Greece.

Energy Market Dynamics | Canadian Pipelines and Oil Sands Growth

20 min

For the last decade oil pipelines moderated production growth from Canada's oil sands. That ceiling is lifting, and the constraint is moving. Dane Gregoris hosts Kyle Bertamini and Trevor Rix to talk about the five oil egress projects now on the table. Behind the pipes, there is plenty of resource but what could bite instead is producer capital discipline and diluent supply, with domestic condensate resource an order of magnitude short of bitumen.

Global Upstream Scouting | Asia Pacific | Regional Gas Project Roundup, Vijayapuram Andamonium, Supermajors Slowly Slinking In

20 min

Host Patrick Rutty connects with Senior Regional Manager Shankar Krishnan to talk about how much gas can be expected from the region’s FID’d and pre-FID projects and what’s required to keep things moving forward on INPEX’s Abadi and PTTEP’s Lang Lebah. They then turn their attention to Oil India Limited’s exploration campaign in the Andaman Sea to discuss what the initial gas shows and tests portend and – with the rig back on Vijayapuram-1 – whether the dry hole is getting an uphole test or a P&A. The episode finishes with a short bit on the India ambitions of supermajors Shell, ExxonMobil, BP, and TotalEnergies.

Supply, Demand & Pricing | You Can't Print Barrels

24 min

Enverus Intelligence host Gibson Scott sits down with Al Salazar, director of macro research, and Josephine Mills, senior macro research analyst, to break down this month's Fundamental Edge report, "You Can't Print Barrels." The team continues to hold their $100 Brent call, a position they've held since March, but the demand and supply assumptions underneath shifted sharply on Strait of Hormuz outages and Russian refinery losses. The team also cuts its Henry Hub forecast further, flags constrained Permian gas takeaway as an upside price risk, and unpacks Europe's tightening storage picture ahead of a historically strong El Niño winter. Plus: early signs of real upside from data centers in ERCOT, and a closing note on Chevron's expanded Venezuela guidance.

Global Upstream Scouting | Latin America | Venezuela Revamps its Image

21 min

Following the recent Image conference in Houston and publication of our latest Venezuela Scout Insight, the scouting team joins host Bruce Walker. Victoria Phillips talks about the growing but guarded optimism in Venezuela's re-emergence, with Tom Liskey highlighting missing data and lost trust as key headwinds. Troy Grant shares his view that PDVSA and Caracas could navigate towards prominence in a re-ordered global supply market. Tom even posits that this could catalyse an exit from OPEC which would undermine even larger players in the cartel.

Global Upstream Scouting | Middle East North Africa | Another Syria Bid Round, Looking Into Shell’s Velox, Ratio Counting on Egypt Assets, Capricorn's Endgame

29 min

Host Patrick Rutty, Senior Regional Manager Tom Richards, and Senior Analyst Sheik-Imran Azim Rahman assess Syria's latest bid rounds, examining revised fiscal terms, contract lengths, and the geopolitical forces shaping the country's upstream reopening. They then discuss Shell's frontier Velox-1 exploration well offshore Egypt and what an encouraging early result could mean for the underexplored Herodotus Basin, before covering Ratio Petroleum's planned acquisition of Pharos and its significance for Israeli investment in Egypt. The episode concludes with a look at Capricorn Energy's increasingly certain future as takeover interest narrows to Genel.

Global Upstream Scouting | Sub-Saharan Africa | Sonangol Appraises Katambi, Nigeria Deepwater Incentives, Apex Global Takes Eni Stake, ST&P Approvals and Denials

23 min

SSA Regional Manager Jimmy Boulter, Senior Regional Analyst Archie Rowland, and host Patrick Rutty discuss Sonangol’s success at Katambi 2 and speculate about the discovery’s path to commercialization. They then note Eni having found an indigenous suitor for its 5% stake in 18 Renaissance Energy-operated Nigeria blocks before summarizing Nigeria’s new deepwater investment framework and having a think about how much activity – and which projects – it will truly incentivize. Finally, they wrap up with a wild card entry: recent Sao Tome & Principe asset activity.

Global Upstream Scouting | Europe | Vår Energi-zes Portfolio With BlueNord Acquisition, bp Ready for Farewell to UK Assets

26 min

Europe Regional Manager Anne Jones and host Patrick Rutty decide not to talk about a number of other interesting topics before plunging into Norway operator Vår’s venture into Danish waters and why the deal makes sense. They then have a run at the likely outcomes of bp’s declared intent to sell its remaining UK upstream assets, including thoughts on asset grouping, buyers, and timeline.

Global Upstream Scouting | Asia Pacific | BP Negotiating in South Korea, Andaman Sea Progress, Taroom Trough Tests, UK Indies Rotating to SE Asia

25 min

Host Patrick Rutty connects with Chester Chua and Shankar Krishnan to note BP’s re-engagement on one of the four exploration blocks offered by South Korea in the deepwater Ulleung Basin. They then follow the BP trail down to the Andaman Sea, where the supermajor is providing technical expertise to ONGC on well locations and drilling operations. Next, a quick review of recent work by Shell and other operators in advancing Queensland’s emerging Tinowon Sandstone tight gas (à la Alberta Deep Basin) play. And lastly, a bit on UK indies rotating into SE Asia, Serica’s acquisition of Pharos – with Vietnam (and Egypt) assets – being the latest example.

Energy Market Dynamics | Europe and Argentina Roadshow Recap

30 min

Andy McConn recaps his roadshow through Buenos Aires and London, from Vaca Muerta economics to the lull in international upstream M&A and where he sees green shoots in global exploration. Plus a rapid-fire round on which basins and countries are overlooked by investors.

Global Upstream Scouting | Americas | Venezuela’s OFAC-tory Allure, Colombia Tailwinds, Vista RIGI and Argentina Offshore, Petronasuriname

26 min

Host Patrick Rutty and guests Tommy Liskey and Victoria Phillips discuss how Washington turned OFAC approval from a locked door into a turnstile (for the right companies) in Venezuela, catch up on Colombia politics and offshore exploration activity, move on to Argentina to put another mark on the wall for the RIGI and to flag a new offshore block tender, and finish up noting ongoing exploration success by Petronas in Suriname’s Block 52.

Renewables and Power | Bring the Power to the Site

48 min

In this episode, Enverus Managing Director Ian Nieboer sits down with Pat Lynch, Global Executive Managing Director for Data Center Solutions at CBRE, to discuss how AI-driven demand has fundamentally reordered data center site selection, shifting the priority away from location preference and toward wherever power is actually available. With three decades in digital infrastructure, Pat brings rare perspective on gigawatt-scale development, edge compute economics, supply chain constraints, and the evolving role of the grid in powering it all.

Energy Market Dynamics | East Coast Roadshow Recap

18 min

Stephen Sagriff is joined by Dane Gregoris to discuss key takeaways from a recent oil and gas investor roadshow on the East Coast of the U.S. The Permian basin and recent headlines surrounding lightweight proppant and surfactant usage were highly topical.

Global Upstream Scouting | Middle East North Africa | Syria Back in Favor, Egypt Improving, Israel Bid Round and Unconventional Play, TPAO into the Strait, Shell Returns to Libya

22 min

Host Patrick Rutty, Senior Regional Manager Tom Richards, and Senior Analyst Sheik-Imran Azim Rahman discuss Syria’s rise from the ashes as an area for renewed E&P focus and Egypt’s remarkable progress in erasing its arrears to oil and gas companies. They then turn their attention to Israel’s just-announced offshore bid round and briefly cover Zion Oil & Gas’s exploration of what seems an unconventional play onshore, before wrapping up with TPAO and Shell new country entries.

Global Upstream Scouting | Sub-Saharan Africa | More joy on the Atlantic Margin

24 min

New finds for Murphy in Cote d'Ivoire, RAEC in Nigeria, and the Rhino-Azule partnership in Namibia. Meanwhile, Shell returns to Gabon with a deepwater MoU. Regional Manager Jimmy Boulter and Regional Senior Analyst Archie Rowland join host Bruce Walker for this West Africa-focussed discussion.

Global Upstream Scouting | Europe | Mediterranean intricacy

19 min

Sheikh Imran Azim-Rahman joins Bruce Walker to discuss the southern portion of Europe bordering the eastern Mediterranean Sea. Italy and Croatia persist with E&P efforts in spite of regulatory headwinds, limited resources, and problems between key stakeholders Eni and Energean. Whilst sanctions continue, Russia still casts influence on Serbia's NIS, with a pathway to Gazprom's exit yet to be resolved.

Global Upstream Scouting | Americas | Argentina Top of the Table, Chile Goes Sideways, ExxonMobil’s Guyana Goby

18 min

Host Patrick Rutty and guests Tommy Liskey and Victoria Phillips discuss the burgeoning production, M&A environment, and capital commitments in Neuquén province’s Vaca Muerta play, have a quick review of Chile’s plans for its first-ever attempt at using horizontal fracked wells for tight gas development, and take note of XOM’s latest Guyana exploration well's name, location, and political significance.

Global Upstream Scouting | Middle East North Africa | Algeria 2026 Bid Round, Egypt Frenzy: BP Divesting/Investing, Agiba Finding Gas, TotalEnergies Accessing Exploration Acreage

21 min

Host Patrick Rutty and Senior Analyst Sheik-Imran Azim Rahman discuss whom they expect to participate in the Algeria bid round and then focus on Egypt to parse through BP’s portfolio rotation and contrast it to the supermajor’s UK stance, highlight the Eni-led Agiba JV’s 400 bcfe South Bostan discovery in the Matruh Basin, and take note of TotalEnergies’ new 20,000-square-kilometer reconnaissance licence in the Herodotus Basin.

Global Upstream Scouting | Sub-Saharan Africa | Reconnaissance Rant, Atlas O-Rant-o, Etu Brutal Pre-Emption

22 min

SSA Regional Manager Jimmy Boulter and host Patrick Rutty dive into the still-growing inventory of reconnaissance (aka study, prospecting, technical evaluation, etc.) licences – mostly in the hands of the majors, mostly in Africa, and mostly with very light work commitments. They then air a difference of opinion on Atlas Oranto before converging again to speculate how Energean’s currently stymied bid to acquire Chevron Angola assets will end up.

Global Upstream Scouting | Asia Pacific | Bidding for Continued Success

19 min

A wave of licensing rounds are scheduled across Southeast and South Asia, so Indonesia's latest round and intriguing opportunities in Vietnam and Bangladesh form the focus of Senior Regional Manager Shankar Krishnan's discussion with host Bruce Walker. Shankar also reports on newly signed awards, most notably for BP in the Tangguh-area, and on Eni's Indonesian expansion.

Global Upstream Scouting | Europe | OMV Marks First Gas at Wittau Field, Chevron Materializes in Malta, Questioning ExxonMobil’s Commitment to Greece

22 min

Europe Regional Manager Anne Jones, Senior E&P Analyst Sheikh-Imran Azim Rahman and host Patrick Rutty take note of first production at Wittau field in Austria, which upon full development should double OMV’s domestic gas production to ~90 MMcf/d; marvel at last month’s April Fool’s joke about CVX going into Malta somehow becoming (partly) true; and spin a speculative and semi-political story about XOM’s ultimate lack of commitment to its Greek exploration effort.

Global Upstream Scouting | Americas | Neuquén Bid Round, Morpho Update, Aruba Seismic, Bumerangue Appraisal, and…the DL on the DR

23 min

Host Patrick Rutty and guests Tommy Liskey and Victoria Phillips discuss the upcoming Neuquén bid round and Chevron adding $10 billion to the $95 billion pile of approved and potential RIGI investments; update Petrobras progress on Brazil frontier wildcat well Morpho; weave a story around Armstrong’s Aruba assets, the Repsol/Eni partially developed Perla gas field in Venezuela, the White House, and broader Caribbean gas aspirations; and look ahead to bp’s appraisal of giant Santos Basin discovery Bumerangue – before Victoria throws in a Dominican Republic-Guyana wild card.

Global Upstream Scouting | Middle East-North Africa | A growing E&P renaissance

14 min

Libya extends its ambitions with a new licensing round being touted whilst Chevron signs an MoU that further promotes unconventionals in the region. Sheikh-Imran Azim-Rahman also speculates with host Bruce Walker whether UAE's exit from OPEC could provide North Africa with a strengthened hand in the oil cartel.

Global Upstream Scouting | Sub-Saharan Africa | Cameroon Bid Round, Sierra Leone Roars, PBR in STP, Gabon Gambols, Nami-bp-ia

27 min

Against a backdrop of booming exploration interest in Africa, SSA Regional Manager Jimmy Boulter, Senior Regional Analyst Archie Rowland, and host Patrick Rutty talk about Murphy Oil and Octavia Energy success in Cameroon’s recent bid round; Marginal Energy and Shell moves into Sierra Leone; and Petrobras gaining operatorship in São Tomé and Príncipe by farming into Atlas Oranto acreage. The trio then discuss a flurry of activity in Gabon – ExxonMobil and BP still in the mix, Block Energy and Pilgrim Exploration teaming up, and Trafigura’s billion-dollar pre-payment deal – before finishing with a quick mention of BP’s Namibia entry.

Global Upstream Scouting | Europe | Vermilion Heads Northwest, OMV Petrom Strat Trap Sadness, Deltic’s Triangle of Suitors

18 min

Europe Regional Manager Anne Jones and host Patrick Rutty have a short chat about Vermilion Energy’s portfolio rationalization and Germany-Netherlands focus on the news of its exit from a Croatian PSA. They then discuss what impact OMV Petrom’s two Bulgarian Black Sea dry holes have on further exploration drilling in the region (spoiler alert: none) before finishing with some speculation as to who will finally acquire Deltic Energy.

Supply, Demand & Pricing | The Strait of Hormuz: Open, Closed and Priced In

20 min

Tensions at the Strait of Hormuz, one of the world's most critical oil shipping routes, have sent global energy markets into a tailspin. In this episode, host Gibson Scott sits down with Al Salazar, Head of Macro Research, to break down what's actually happening, what the markets are getting wrong, and what comes next. When threats to close it surface, the entire global energy market feels it. Gibson and Al unpack the chaotic weekend of conflicting statements, military movements, and price swings, and explain why traders are increasingly tuning out the headlines and watching the ships instead. They cover what oil prices could look like if the disruption drags on, why equity markets seem to be brushing off the risk, and how the natural gas story might actually be the bigger long-term concern. They also explore a provocative idea: that this conflict could be doing more to accelerate the global energy transition than a decade of climate policy.

Global Upstream Scouting | Latin America | Atlantic Margin marches on

15 min

Following publication of the South America Upstream Fundamentals report, Arthur Keep joins host Bruce Walker to discuss the region's continued success in bringing resources to market, most notably Brazil and Guyana, and highlights the emergence of Uruguay as an exploration hotspot. The full report is available exclusively to Enverus Intelligence® Global Research subscribers at https://intelligence.enverus.com/research/182886

Supply, Demand & Pricing | Ceasefire Announced, What's Next?

17 min

Dane Gregoris and Al Salazar return to unpack the latest twist in the Hormuz Energy Crisis: a ceasefire announcement that the market celebrated prematurely. While equity markets rallied, oil prices told a different story, and Dane and Al dig into why. The conversation looks past the headlines to examine what's happening at the physical level, where flow disruptions through the Strait of Hormuz remain largely unresolved, ships are moving under Iranian-imposed toll conditions, and a strike on a major Gulf facility the morning of recording suggests the situation is still evolving. The broader discussion weighs whether financial markets are correctly looking past the crisis, or simply waiting for North American supply tightness to bring the picture into focus. Dane and Al walk through bull and bear scenarios, the structural constraints facing OPEC spare capacity, and why EIR is holding its counter-consensus price forecast of $95/bbl Brent for the rest of 2026 and $100/bbl for 2027, even after a significant single-day selloff.

Global Upstream Scouting | Middle East North Africa | Shell Advances in Libya, Egypt Looking for Barrels, Maltese Josh, Hunting in Syria

22 min

Host Patrick Rutty, EMEA Senior Regional Manager Tom Richards, and Senior Analyst Sheik-Imran Azim Rahman discuss the latest developments in Libya – including continued Shell-AGOCO discussions and Eni’s latest big discovery – express skepticism about the viability of Egypt importing large quantities of Libyan oil by truck, register surprise at the sudden Malta block awards and note Hunt Oil’s pronouncement of interest in Syria.

Global Upstream Scouting | Sub-Saharan Africa | Leapin’ Liberia! Etu Brute Force. Afentra Exit?

23 min

SSA Regional Manager Jimmy Boulter and host Patrick Rutty try to make sense of Liberia’s offshore block negotiations with six junior Nigerian and U.S. companies, take note of Etu’s creatively-funded pre-emption of Maurel et Prom and BW Energy’s attempt to acquire Angola assets, and speculate as to the ultimate outcome of Afentra’s current “strategic review” and potential full sale.

Supply, Demand & Pricing | The Hormuz Energy Crisis

28 min

It has now been five weeks since the outbreak of the war in Iran. Amid the surge of market commentary, analysis and forecasting surrounding the Hormuz Energy Crisis, EIR is offering its differentiated perspective. Dane Gregoris, Head of Oil & Gas Research, and Al Salazar, Head of Macro Research, walk through EIR’s revised price outlook, which now anticipates Brent averaging $95/bbl for the remainder of 2026 and $100/bbl for 2027. They also assess how ongoing flow disruptions are drawing down inventories, leaving global stocks depleted and potentially setting the stage for a lengthy and costly rebalancing period. The discussion highlights several critical assumptions, including sensitivities tied to the duration of the conflict, the anticipated muted response from U.S. shale, and the equity market’s caution in pricing a rapidly shifting commodity environment. They also explore the significant, yet often overlooked shock to global gas markets amid the broader turmoil. Just as importantly, the two share key client feedback and broader sentiment on how the energy landscape may evolve once the fog of war eventually lifts.  

Global Upstream Scouting | Europe | Chevron’s Epic Greek Timeline, Milliband’s Rosebank Rebuke, Maurel et Prom To Explore Sicily

20 min

Europe Regional Manager Anne Jones, EMEA Sr. Regional Manager Tom Richards and host Patrick Rutty ponder the lengthy work commitment timelines on CVX’s newly awarded deepwater Greece blocks, rejoice in the imminent development of Adura’s West of Shetland Rosebank field and make note of independent MAU’s 2H26 plans to explore onshore Italy – only the country’s second exploration well since 2017.

Innovation Underground | LibertyStream and the Future of Lithium Reimagining the Oilfield

46 min

In this episode, we welcome Alex Wylie, founding president and CEO of LibertyStream, to unpack how the company is reimagining lithium production by tapping into the oilfield’s existing saltwater disposal network. With active production underway in the Permian and development expanding into the Bakken, LibertyStream offers a real-world look at how direct lithium extraction (DLE) can scale faster and cheaper by building on infrastructure that already exists. This episode was recorded December 18th, 2025.

Global Upstream Scouting | Asia Pacific | Igniting Australia’s Shale Gas Future

18 min

Senior Regional Manager Chester Chua talks about the nascent shale gas sector in Australia with host Bruce Walker, highlighting Beetaloo Energy and Tamboran Resources imminent launch of gas production and Santos' ongoing exploring activity. Chester also points out the increasing role of American service providers and looks at how the play could evolve, from a Northern Territories-focussed energy provider, to a source for the national market, and potentially even deliver global export capacity.

Innovation Underground | AirMyne and the Future of Carbon Removal Industrial Thinking Meets Direct Air Capture

52 min

In this episode, we’re joined by Mark Cyffka, co-founder and COO of AirMyne, a company applying industrial thinking to the challenge of direct air capture. Mark draws on deep experience in chemistry, large-scale manufacturing and process operations to design DAC systems that prioritize simplicity, durability and real-world uptime. Graham and Mark will explore how AirMyne approaches system design, energy pairing, cost reduction and market positioning — and what it will take for DAC to scale into a meaningful part of the carbon removal landscape. This episode was recorded December 3rd, 2025.

Supply, Demand & Pricing | Surplus to Scarcity | Our View to 2035

16 min

In this month’s episode of the Enverus Intelligence podcast, Gibson Scott sits down with Al Salazar and Josephine Mills to unpack a rapidly shifting energy landscape. What began as a discussion around our latest Fundamental Edge report, Surplus to Scarcity: Our View to 2035, quickly expanded to include the market implications of U.S. strikes on Iran and the shutdown of Qatari LNG exports.  The team breaks down what was already tightening in oil markets before geopolitics escalated, how much of today’s crude price reflects a true geopolitical premium, and what a prolonged Strait of Hormuz disruption would mean for global inventories. They also examine the far-reaching consequences of Qatar’s LNG outage, the limits of short-run supply elasticity in global gas markets and where U.S. and Canadian exporters could benefit. From structural underinvestment and long-term oil deficits to near-term LNG volatility and Henry Hub upside risk, this episode connects the macro fundamentals with today’s geopolitical shocks and explains what may matter most for prices from here.

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