EnergyCents

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 cash-flow certainty in a low-rate environment. In this week's episode, we consider with Michael Stoppard and Ed Kelly whether more infrastructure dollars may be on the prowl for other deals and where some of the transactional risks and opportun...

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 unsuccessful bid for Anadarko Petroleum, and will increase Chevron's upstream presence in Global Gas and North America unconventionals. We discuss with IHS Markit experts the deal's implications for the sector, and whether it signals a resurgen...

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 stabilization for 2020 onwards. Listen as they share recovery updates on the proppant, pressure pumping and upstream water segments.

Media and forecasters are increasingly making past-is-prologue comparisons between the 1970s and the coming 2020s, flagging potential parallels in pandemics, protests, and presidential campaigns. What can we learn from the 1970s as we consider energy markets in the coming decade?

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 gotten overheated, and what near-term response to expect from North American producers.

Our Asia-Pacific upstream research team explores the future of Chinese national oil companies. Balancing energy security priorities with the oil and gas declines during this downturn could mean different strategies and priorities for China's NOCs compared to the previous oil market crash. Learn more insights at www.ihsmarkit.com/energyblog.

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 America crude, financials and gas. Learn more about the North America outlook at https://ihsmarkit.com/research-analysis/the-north-america-oil-and-gas-industry-enters-survival-mode-.html

From a global perspective, conventional exploration and discoveries are at the lowest level in seven decades. In many ways, the rise of unconventional resources has diverted investment away from conventional E&P. But, the interplay of peak oil demand, operator specialization and the energy transition continue to factor into exploration. What does the exploration future look like? Our experts Jerry...

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 E&P companies deliver growth? And, how does the financial community see the energy segment? Our financial and capital markets experts join the podcast to discuss.

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 version of "Would you rather" - focused on what's ahead in 2020.

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 expertise in offshore projects. Rapidly falling costs, new technology and policy support have helped firms create value in offshore wind projects. But, is it a sustainable opportunity for offshore oil and gas companies?

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 strategies changing? IHS Markit experts from our financial services and energy businesses take a look from both the investor and operator viewpoints.

Electric fracking promises a number of advantages including some cost reductions, noise reductions, emission reductions and more. So, what's the downside? Why aren't more operators moving to electric fracking? Our cost & technology analyst, Jesus Ozuna, gives an overview.

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 market growth from 2018—mainly driven by water disposal and water hauling. On our recent podcast, our experts Paola Perez Pena and Prescott Roach give us an overview the market, including how the Permian Basin plays a part.

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 investments.

Can low-carbon be profitable? Chris DeLucia joins the podcast to discuss the value proposition of alternative businesses for oil and gas companies.

China's contribution in the global economic growth has been unparalleled, with its economic rise mirroring an exponential demand growth for oil and gas resources. Upstream experts, Nick Sharma and Kunfeng Zhu, join the podcast to explain the prospects of shale and tight gas in China in the upcoming years.

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. To date, there have been 168 newfield wildcats drilled in the basin that have discovered approximately 9 Bboe of recoverable resources, with over half of the volumes discovered in Senegalese waters. Jerry Kepes joins us to provide an overvi...

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 podcast to share his views on the most important above-ground risks facing E&P investors.

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 two plays. Instead, we are seeing operational leadership taking different trajectories. Our North America plays & basins experts join the podcast to discuss the strategies taken by pure plays and the majors in each of the plays.

2018 ended with proppant supply and demand peaking. This coupled with all-time highs in production provides for an interesting and challenging landscape for the proppant market in 2019 and beyond. Brandon Savisky joins the podcast to discuss what's ahead.

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 America's most active oil growth play. What options are left for investors to easily and cheaply take over oil-weighted Permian pure-plays? Our experts discuss.

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 and dividend increases. But, did plunging oil prices in Q4 derail investment plans for 2019? Dan Pratt and Andrew Byrne from our companies and transactions team join the podcast to discuss the outlook for North American mergers and acquisitio...

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 the Permian. Upstream experts, Reed Olmstead and David Vaucher join the podcast to interpret recent oil news and preview what might be ahead for 2019. Find more energy expert insights at www.ihsmarkit.com/energyblog.

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 our upstream cost and technology team joins the podcast to discuss some of the cost and spending trends in the Middle East.