Shows / EnergyCents
EnergyCents
IHS Markit is now part of S&P Global. Hear exclusive energy insights and analysis, and engage with our experts as we explore the complex environment that shapes global energy markets. Follow EnergyCents, featuring our experts discussing the intersection of the financial and energy industries.
Episodes
EnergyCentsEnergyCents– Ep. 33: The shape of gas to come: Pipes, politics, and the pursuit of European markets
The fate of Nord Stream 2 remains an open question as strategic interests from the EU, US, and Russia influence the gas pipeline's construction and potential…
EnergyCentsEnergyCents- Ep 32: Green deals: Financial sector increases commitments to corporate renewables
US project-specific corporate renewables demand is projected to more than double to $17 billion over the next decade from less than $8 billion in 2021. IHS…
EnergyCentsEnergyCents- Ep 31: New entrants: The 'prosumer' as potential force in evolving renewables landscape
Nearly all forms of renewable energy continue to attract investment as myriad technologies fight for market share amid a rapidly changing energy landscape. IHS…
EnergyCentsEnergyCents- Ep 30: Identity crisis: Shale sector seeks modesty amid expectations of cashflows
Economic activity is set to rebound after 2020s COVID-induced lockdowns, and oil prices are up more than 30% since January in response. The prudence of a…
EnergyCentsEnergyCents- Ep 29: Offshore wind: So fresh and so clean, clean
Barriers to entry rise for offshore wind projects as oil and gas majors and large-scale utilities partner and/or compete to win in one of renewable energy's…
EnergyCentsEnergyCents- Ep. 28: Disruption junction: Shale and solar at a crossroads
The shale and solar sectors have profoundly disrupted their respective markets over the past decade. But each is expected to follow very different paths in the…
EnergyCentsEnergyCents- Ep 27: Electric mayhem: Power-market lessons from Texas & California
Texas suffered through an arctic blast during the week of 15 February 2021 that left millions without power after the Electric Reliability Council of Texas…
EnergyCentsEnergyCents- Ep 26: Cart before the horse: An oil market ahead of its fundamentals
A dramatic recovery in price, over a relatively short amount of time, amidst a global-wide pandemic. The oil market is, once again, full of surprises. In this…
EnergyCentsEnergyCents- Ep 25: Trading places II: Energy comes back
Institutional investors are showing renewed interest in energy-sector equities in 2021 across both traditional and low-carbon themes. IHS Markit Research…
EnergyCentsUpstream in Perspective- Ep 41: Decarbonizing the upstream supply chain
2020 served as a pivot point for the upstream industry; the Energy Transition has accelerated and operators and service companies will continue working towards…
EnergyCentsEnergyCents- Ep 24: Gas pain: Asian LNG market seeks relief
Asia has stolen the spotlight this winter with record-breaking spot LNG prices to kick off the New Year. Even general market observers were distracted by the…
EnergyCentsEnergyCents- Ep 23: Refining the refining industry
Substantial demand for liquid fuels—and therefore a refining industry—is probable for the foreseeable future. However, the structure of the refinery, its…
EnergyCentsEnergyCents- Ep. 22: Starman: The rise of solar in the labyrinth of energy supply
Solar technologies, and renewable energy more broadly, have become mainstream as consumers seek low-carbon power supply. IHS Markit Research Director Sam…
EnergyCentsEnergyCents- Ep. 21: Behind the scenes and ahead of the crowd
EnergyCents Hosts Breanne Dougherty and Hill Vaden are joined by Producer Jessica Nelson on this year-end episode to consider lessons learned from podcasting…
EnergyCentsEnergyCents- Ep. 20: 3 wise men: power market predictions for 2021
Following a year of surprises, IHS Markit Research Directors Doug Giuffre, Wade Shafer, and Patrick Luckow, discuss the learnings to be gained from 2020 power…
EnergyCentsEnergyCents- Ep 19: Mirror, mrror on the wall: Reflections on 2020 and predictions for 2021
IHS Markit Upstream Research Directors Reed Olmstead and David Vaucher return to review the accuracy of their 2020 predictions for the Upstream sector, and…
EnergyCentsUpstream in Perspective- Ep 40: DX Talks- The role of DX in the energy transition
Upstream oil & gas companies face increasingly complex strategic decisions as they seek to meet growing energy demand while at the same time maintaining…
EnergyCentsEnergyCents- Ep. 18: The unsung heroes of upstream portfolio consolidation
ExxonMobil announced plans in November to focus its upstream attention on three core growth positions in the US Permian Basin, Guyana, and Brazil. Tony…
EnergyCentsEnergyCents- Ep. 17: Hydrogen: the great disruptor?
With a rapid acceleration of countries around the world announcing net-zero targets, the conversation livens around which technologies will support these…
EnergyCentsEnergyCents- Ep. 16: How a Biden presidency may (re)shape the U.S. energy sector
The past two US presidencies have overseen surges in domestic oil production, market-share declines for coal, and exponential leaps in renewable technologies…
EnergyCentsEnergyCents- Ep. 15: I'll have electric vehicles for $400, Alex
Electric vehicles are emerging as an increasingly pivotal part of a more carbon conscious future. Fellipe Balieiro, who leads our Mobility and Energy Future…
EnergyCentsEnergyCents- Ep. 14: Strategic imperatives of increasingly interconnected global oil & gas markets
LNG markets are at a crossroads as oil producers remain under pressure, and political and financial support shifts toward lowest carbon alternative energies…
EnergyCentsUpstream in Perspective- Ep. 39: DX Talks - Dude where's my data
Upstream digitalization continues to make progress and accelerate but companies are struggling to deliver their goals of data democracy which is crucial to…
EnergyCentsEnergyCents- Ep. 13: Global IOCs: The next generation
Many of the Oil and Gas industry's largest companies are charting very different futures dependent on how each prioritizes low-carbon projects within their…
EnergyCentsEnergyCents- Ep. 12: China's carbon pledge sets up new paradigm for environment, economy, & energy
Chinese President Xi Jinping announced in September 2020 that China will strive to achieve net carbon neutrality by 2060. China is the world's largest emitter…
EnergyCentsEnergyCents- Ep. 11: Twilight zone or supercycle?: Near-term expectations for oil markets
Oil prices have hovered around $40/bbl for several weeks after extreme volatility led to negative prices in April 2020. Investors are watching OPEC+, the…
EnergyCentsEnergyCents- Ep. 10: ESG, energy, and investing...an increasingly busy intersection
The business round table statement from last year explicitly said that all companies should have a social purpose, not just the purpose of generating profits…
EnergyCentsEnergyCents- Ep. 9: Part 2- Lessons from California Power Markets
California is viewed by many as the vanguard of a greening power sector, but hot summer weather forced CAISO's first stage three emergency since 2001. In part…
EnergyCentsUpstream in Perspective- Ep. 38: Technologies enabling the energy transition
For years, oil and gas companies have implemented technologies to move their businesses forward - increase efficiency, prioritize safety and lower costs - as…
EnergyCentsEnergyCents- Ep. 8: Part 1- Lessons from California Power Markets
Hot summer weather compelled the California Independent System Operator (CAISO) to impose blackouts on several hundred thousand customers in the middle of…
EnergyCentsUpstream in Perspective- Ep. 37: Upstream developments off the coast of Guyana & Suriname
After years of struggling, Guyana's oil and gas industry found success in 2015 with the Liza discovery. Since that discovery, the success rate continued -…
EnergyCentsEnergyCents- Ep. 7: Part 2- This time it's different: Scenario planning in a time of COVID-19
In part 2 of our conversation on scenario planning, Dr. Steven Knell walks through the various climate scenarios with our team. Join us as we finish the…
EnergyCentsEnergyCents- Ep. 6: Part 1- This time it's different: Scenario planning in a time of COVID-19
A global pandemic in 2020 introduced new variables to the potential timing and implications of a transitioning energy sector that increasingly prioritizes…
EnergyCentsEnergyCents- Ep 5: Trading Places: Retail investors move into energy
The 2020 confluence of $0 commissions, stock-market volatility, and stay-at-home restrictions has led to a rising presence of retail investors in energy…
EnergyCentsUpstream in Perspective- Ep 36: Onshore? Offshore? In upstream, no one escapes 2020
2020 is proving to be a tough year for oil and gas - no matter if its onshore or offshore activity. Low offshore activity, cost impacts and demand challenges…
EnergyCentsEnergyCents - Ep 4: Gas-infrastructure investments: Cash flows, regulations and steel … oh my
Two $10 billion gas-infrastructure deals may be leaving investors asking, "if it's built, should we buy it?" as financial market participants seek relative…
EnergyCentsEnergyCents- Ep 3: Chevron-Noble, and the implications for Upstream M&A
Chevron agreed on July 20, 2020, to acquire Noble Energy for $5 billion, or $10.38 per share. The announcement comes a bit more than a year after Chevron's…
EnergyCentsUpstream in Perspective- Episode 35: Is the Worst Behind Us? – The North America Onshore Recovery
After a chaotic start to 2020, perhaps we can say that the worst is behind us. Our North America onshore researchers discuss where there are signs of…
EnergyCentsEnergyCents - Episode 2: Energy markets in the 1970s and 2020s: Is Past Prologue?
Media and forecasters are increasingly making past-is-prologue comparisons between the 1970s and the coming 2020s, flagging potential parallels in pandemics…
EnergyCentsEnergyCents - Episode 1: Trouble with the Curve
IHS Markit's Financial and Capital Markets Energy Research team discusses whether the rapid oil-price increase on the back of COVID-19 economic shutdowns has…
EnergyCentsUpstream in Perspective- Episode 34: How China's national oil companies balance oil and gas declines
Our Asia-Pacific upstream research team explores the future of Chinese national oil companies. Balancing energy security priorities with the oil and gas…
EnergyCentsUpstream in Perspective- Episode 33: North America oil and gas enters survival mode
The interconnectedness of the North America oil and gas industry means ripples are felt throughout the value chain. Our experts share the outlook for North…
EnergyCentsUpstream in Perspective- Episode 32: Conventional exploration trends
From a global perspective, conventional exploration and discoveries are at the lowest level in seven decades. In many ways, the rise of unconventional…
EnergyCentsThe energy investor outlook for 2020 | Roger Diwan, Justin Jacobs & Raoul LeBlanc
After falling to its lowest weighting in the S&P 500 and facing climate change headwinds, the state of energy investment may have hit crisis-level. How will…
EnergyCentsWould you rather: 2020 upstream predictions | Reed Olmstead and David Vaucher
Our experts take a walk down memory lane with us as we explore their 2019 expectations for upstream oil and gas markets. Plus, we play a fun upstream energy…
EnergyCentsThe role of offshore wind in upstream low-carbon strategies | Max Cohen & Chris DeLucia
Offshore wind is seen by many as an emerging low-carbon opportunity where certain oil and gas firms can leverage competitive advantages from their established…
EnergyCentsForced change- Navigating the investor landscape in North America | Kevin Roy & Dan Pratt
Amid concerns of credibility, cash flows and carbon, investors are shying away from the oil and gas industry. What's behind investor apathy? And, how are E&P…
EnergyCentsThe potential of electric fracturing | Jesus Ozuna
Electric fracking promises a number of advantages including some cost reductions, noise reductions, emission reductions and more. So, what's the downside? Why…
EnergyCentsOilfield water management growth continues – led by the Permian | Paola Perez Pena & Prescott Roach
IHS Markit recently estimated the US oilfield water management market to now be valued somewhere around $37.5 billion. That represents a 12% year-on-year…
EnergyCentsUpstream Sector and Low-Carbon Investment Part 2: Balancing Profitability | Chris DeLucia
In part two of our podcast on low-carbon strategies, we explore how upstream oil and gas companies are balancing profitability of the various low carbon…
EnergyCentsUpstream Sector and Low-Carbon Investment Part 1: Growing Investments | Chris DeLucia
Can low-carbon be profitable? Chris DeLucia joins the podcast to discuss the value proposition of alternative businesses for oil and gas companies.
EnergyCentsAn Outlook for China Shale and Tight Gas | Nick Sharma & Kunfeng Zhu
China's contribution in the global economic growth has been unparalleled, with its economic rise mirroring an exponential demand growth for oil and gas…
EnergyCentsThe MSGBC Basin and the future of exploration | Jerry Kepes
The MSGBC, or Senegal, Basin off the coasts of Senegal and Mauritania in western Africa is one of the most exciting areas of frontier exploration in the world…
EnergyCentsOil and gas risk in Latin American hotspots | Ford Tanner
Brazil, Mexico, and Guyana represent critical E&P hotspots within Latin America. Ford Tanner, an analyst covering oil and gas risk in Latin America, joins the…
EnergyCentsEast Coast gas vs West Texas oil | Reed Olmstead & Imre Kugler
The Permian and Appalachia, respectively, are widely recognized as the two lowest-cost US onshore oil and gas basins. One might expect similarities between the…
EnergyCentsThe calm before the calm- Finding opportunities in an oversupplied proppant market | Brandon Savisky
2018 ended with proppant supply and demand peaking. This coupled with all-time highs in production provides for an interesting and challenging landscape for…
EnergyCentsStealing the Permian- Which players are next in line for M&A activity? | Sven del Pozzo & Tim Brown
Upstream M&A activity has seemed to focus on the Permian Basin over the past 18 months as operators sought entry and/or consolidation opportunities in North…
EnergyCentsDefense is a good offense for North American E&Ps | Dan Pratt & Andrew Byrne
Oil and gas operators showed renewed confidence in 2018 as prices rose through September. Large North American E&P peer group data revealed share repurchases…
EnergyCentsLooking forward- What to expect from upstream oil & gas in 2019 | Reed Olmstead and David Vaucher
2018 was quite an interesting year for the oil and gas sector. In 2018, the US became the world's top oil producer—in part to the boom we continue to see in…
EnergyCentsMiddle East upstream cost and spending trends | Aje Singh Rihel
Upstream spending in the Middle East looks like it will continue to grow in the coming years. In this episode of Upstream in Perspective, Aje Singh Rihel from…