Enverus Intelligence

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 r...

Host Patrick Rutty connects with Shankar Krishnan and Chester Chua to discuss the Woodside-led Browse LNG’s new $32 billion budget and ownership re-shuffle and then explore Pertamina’s pursuit of unconventional potential with American shale legend EOG and through a possible separate partnership with APA.

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 sign...

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...

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...

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.

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...

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, an...

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.

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...

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...

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. Gib...

Host Patrick Rutty connects with Shankar Krishnan and Chester Chua to have a look at Pakistan and New Zealand exploration activity, take note of modernized pipeline legislation in Australia’s Northern Territory, and talk about new Eni-Petronas JV SEARAH as well as Eni’s $15 billion in Kutei Basin gas FIDs.

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://intelligenc...

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 rem...

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 pron...

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.

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 rem...

In this episode, Graham is joined by Matt Toews, Chief Technology Officer at Eavor, to examine how engineered geothermal systems could unlock scalable, low-carbon baseload power and why closed-loop technology is changing how geothermal is built, financed and deployed. This episode was recorded on January 29th, 2026.

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.

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 an...

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 p...

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,...

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 .  T...

Host Patrick Rutty and guests Tommy Liskey and Arthur Keep examine Karoon’s path to E&P relevance in Brazil and beyond and then spotlight its search for a partner for an upcoming exploration campaign. They then discuss why the outcome of the GeoPark-Parex tussle over Frontera’s Colombia assets may have hidden implications for Colombia E&P before finishing up with the Dominican Republic’s n...