Energy Intelligence

Competitive Intelligence: When Will the Shale Dam Break?

Shale producers are starting to turn the taps back on as oil prices tick up but are wary of throwing the still delicate market out of balance. Will shale ‘leakage’ lead to a gusher of fresh supply? The corporate team looks at how companies are managing their short-cycle assets and their commitments to capital discipline, and whether we have already seen peak shale.   

Hosted by: Noah Brenner, Houston Bureau Chief, Casey Merriman, Head of Competitor Intelligence and Luke Johnson, Corporate Reporter

 

Energy Transition: Introducing the Energy Transition Service

The energy transition poses an existential threat to the oil and gas industry. Rising climate risks, falling renewable energy costs, and mounting pressures — from investors, policymakers and society at large — to decarbonize the global energy system, are disrupting the industry. To endure and thrive, oil and gas firms must take bold steps to reduce their vulnerabilities and transform their strategies. In our latest podcast, our energy transition experts discuss Energy Intelligence's newly-launched Energy Transition Service and how it helps the industry navigate the major risks tied to the rapidly changing energy landscape.

Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and TJ Conway, Director Research and Advisory

Competitive Intelligence: Can Government Save the US Oil Industry?

The crisis in the US oil industry is only deepening and state and federal governments are discussing ways to aid the struggling sector in ways that respect the nation’s free-market principles. But what can these governments legally do and would it even make a difference as companies already begin shutting in given the market turmoil? Members of our corporate and politics teams discuss the latest proposals and what impact they may have.  

Hosted by: Bridget DiCosmo, Politics Reporter, Washington DC, Deon Daugherty, Corporate Reporter, Houston, Luke Johnson, Corporate Reporter, Houston

Energy Transition: Coronavirus and the energy transition. A tipping point?

How will the global coronavirus crisis affect the low carbon energy transition and climate policy? Will Big Oil's recent green resolve survive the oil price collapse? In this podcast, Energy Intelligence's experts explore these and other deeper issues raised by the crisis.

 

Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and Philippe Roos, Senior Reporter and Analyst

Competitive Intelligence: How Are US Shale Players Responding to Crisis?

US onshore producers are likely to be among the hardest hit as the Saudi-Russia price war drags on and are already increasing their response to what has become a dire situation for the energy industry. Energy Intelligence’s US corporate team discusses what’s been done so far and what additional action could be taken, including potential production curtailments in Texas and the possibility of an Opec that includes North America.

 

Hosted by: Noah Brenner, Executive Editor, Houston, Deon Daugherty, Corporate Reporter, Houston and Luke Johnson, Corporate Reporter, Houston

Oil Markets: Oil Price Emergency!

Things have gone from bad to worse for an oil market already ravaged by the spread of the coronavirus and its impact on demand as Saudi Arabia launches a price war against Russia following the collapse of talks between the Opec-plus alliance. Our experts discuss how bad the situation could get for the US and global oil sectors and how long the pain could last.

Hosted by: Abhi Rajendran, Director of Research & Advisory, New York, John Van Schaik, Markets Team Leader, New York and Luke Johnson, Corporate Reporter, Houston

Energy Transition: IP Week

London’s big annual oil and gas industry gathering, IP Week, saw a strong focus on the energy transition with more and more companies facing pressure to show how they can survive and thrive in a low carbon future.

Hosted by: Peter Kemp, Editorial Director and Ronan Kavanagh, Deputy Editor EI New Energy 

Competitive Intelligence: Market Turmoil and the Coronavirus

This was always going to be a challenging year for crude and products markets with questions over peaking demand and an ongoing supply glut raising uncertainty even before the Covid-19 virus began its global march. Ahead of a scheduled Opec meeting, Energy Intelligence's experts discuss the recent changes to our 2020 crude outlook, as well as the short- and long-term implications of the spreading virus.

Hosted by: Abhi Rajendran, Director of Research & Advisory, New York, Frans Koster, Market Reporter, New York and Luke Johnson, Corporate Reporter, Houston

Energy Transition: Energy Cost Report: Renewables Costs Keep Tumbling

Energy Intelligence’s levelized cost of energy (LCOE) calculations show renewables costs becoming more competitive even though gas has temporarily reclaimed its position as the world’s cheapest power source.

Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and Philippe Roos, Senior Reporter and Analyst

Competitive Intelligence: A Dire Time For US Gas Markets

Henry Hub natural gas prices have fallen below $2/Mcf for the first time since 2016 in the middle of winter, usually one of the strongest times of the year for gas prices. Members of our markets and corporate intelligence teams discuss what’s pushing down prices today, what that means for the supply outlook for the rest of the year, and what producers are doing to prepare themselves for more potential pain ahead.

Hosted by: Abhi Rajendran, Director of Research & Advisory, New York, Tom Haywood, Senior Markets Reporter, Houston and Luke Johnson, Corporate Reporter, Houston