Enverus Intelligence

In this episode of the Enverus Intelligence Podcast, Head of Intelligence Gibson Scott threads together sound bites from dozens of presentations at the recent Enverus EVOLVE conference to distill key themes for companies operating, transporting or investing in energy assets.

Hosts Ian Nieboer and Bill Farren-Price talk to Al Salazar, head of oil forecasting at Enverus Intelligence Research, about key issues that will affect global oil supply, demand and prices. In particular, Salazar explains how China's changing demographics will alter oil demand growth in the world's second-largest economy over the next decade.

Morgan Kwan and Bill Farren-Price host Mark Chapman and Jonathan Godwin from Enverus Intelligence Research's oilfield services team. Mark and Jon dive into what's causing the numerous shortages in the supply industry, cost inflation and what the path forward might look like.

Morgan Kwan and Bill Farren-Price discuss the conflict in Ukraine and the risks it poses to Europe, to Russian oil and gas supply, and to the wider global economy. As a veteran observer of European, Middle East and African energy, Bill offers his thoughts on the potential pathways that the conflict will take and the spillover from Europe’s first inter-state armed conflict since World War II.

Bill Farren-Price and Morgan Kwan chat with Ryan Luther, senior vice president on Enverus Intelligence Research's power & renewables team. The energy transition is gaining investment momentum, some areas more than others; and the hosts chat with Ryan about the impacts of "greenflation" and the investment opportunities in this growing sector.

Hosts Bill Farren-Price and Morgan Kwan chat with Patrick Rutty, director of the Enverus Global Intelligence team, about global exploration trends. While the oil price bulls are writing headlines calling for alarm as exploration activity declines, Patrick shares an alternative view on why global oil supply and demand balances might not be tipped yet. 

In this episode, Morgan Kwan is joined by Enverus' Director David Howard and special guest Patrick Elliott, COO and Co-Founder of Carbon Alpha, for a robust discussion on CCUS, its impacts and its opportunities. 

In this episode, we sit down with Heather Leahey and Graham Bain, analysts on the Enverus Intelligence  Research team, to chat about all things CCUS. What is CCUS and is it the pathway to net zero targets?

Nearly 18 months out from the onset of the COVID-19 pandemic in March 2020, various firms were calling $100 oil on the tails of a swift recovery in oil demand fueled by economies sputtering back to life. But not all recoveries are made equal and certain headwinds should be paid particular attention when it comes to forecasting global oil demand and prices.  Bill and Morgan chat with Al Salazar, Enverus Intelligence Research's global oil and energy demand analyst about the factors and greatest risks to rebounding oil and energy demand in a post COVID world.

Our guest in this episode has nearly seen it all when it comes to the oil and gas industry.  With over 30 years of experience in the energy sector, Judith Dwarkin was Enverus' Chief Economist since 2002, focusing on energy market operations and regulation, transportation and policy. Oma and Morgan chat with Judith ahead of her retirement, looking back on her illustrious career in the energy sector and which global trends will have the biggest impact on the world’s energy demands in the next ten years.

In this inaugural episode Morgan and Oma discuss the energy transition, moving from the old energy economy to the new, with Andrew Gillick, Enverus' sector strategist and voice behind Morning Energy. What does the new energy company look like? Should M&A deals be valued on an ESG accretive/dilutive metrics? Should executives be compensated based on ESG targets? What strategies are working well or what could an E&P do today to position itself well in the new energy economy?

Host Patrick Rutty talks with Tommy Liskey and Arthur Keep about Argentina’s imminent mid-term elections and their potential impact on the hottest unconventional play outside North America and about Brazil’s PPSA auction of state equity in producing pre-salt fields – and then we have cake.

AI-driven computing, cryptocurrency mining and EV charging are driving an unprecedented surge in energy demand. How can the industry keep up? In this episode of Innovation Underground, Enverus Intelligence® Research’s Ian Nieboer, head of Energy Transition Research, explores how the subsurface could play a pivotal role in supporting grid reliability, optimizing energy storage and unlocking new solutions for powering data centers and energy-intensive industries. This episode was recorded on February 26th, 2025.

Host Gibson Scott, Head of Intelligence at Enverus, is once again joined by Director of Macro Research Al Salazar and Sr. Analyst Josie Mills to dive deep into the team's latest Fundamental Edge report, exploring the evolving dynamics reshaping global oil and gas markets. What You'll Learn: Oil Market Outlook: Discover why EIR maintains a bearish near-term stance on Brent crude, forecasting below current forward curves. We'll examine the current oversupply conditions and projected inventory builds that are driving these price expectations. Demand Green Shoots: Explore surprising trends in global oil consumption, including how slower-than-expected EV adoption is providing unexpected support to gasoline demand. Learn why EU gasoline demand has increased above pre-COVID levels and what this means for long-term energy transition models. Natural Gas Winter Outlook: Understand why EIR forecasts NYMEX Henry Hub for winter 2025-26 below current forward strips. We'll discuss elevated storage levels and NOAA's warmer-than-normal winter forecast. Regional Basis Dynamics: Learn about expected volatility in Waha basis pricing due to pipeline maintenance and how upcoming expansions could provide relief by mid-2026. Plus, discover why AECO prices may see near-term upside as LNG Canada creates displacement effects. This episode provides essential insights for energy traders, analysts, and industry professionals navigating today's complex commodity markets. Tune in to understand the key catalysts that could drive price recovery in the coming years.

Host Patrick Rutty connects with EMEA Sr. Regional Manager Tom Richards to put the recent Shell/Petronas LNG shipment from Idku in perspective, celebrate the first steps toward resumption of Kurdistan oil exports through Turkey, and look ahead to a pair of Eni-operated new-field wildcats offshore Libya.

Host Patrick Rutty and SSA Regional Manager Jimmy Boulter review Liberian block awards to TotalEnergies, Atlas Oranto, and (sort of) BluEnergies; kick around Tullow’s sale of Kenya assets to Gulf Energy; and somewhat miraculously touch on ReconAfrica, Namibia, Gabon and Stamper Oil & Gas in the last 90 seconds.

In this episode, we welcome Jan Sherman, Chief Development Officer at Carbonvert, and Alex Tiller, CEO and president at Carbonvert. Carbonvert is a carbon capture and storage project development and finance company dedicated to simplifying decarbonization for industrial emissions reduction and atmospheric carbon removal. This episode was recorded on December 9th, 2024.

Host Patrick Rutty confabs with Anne Jones and Tom Richards about Chevron’s ultra-deepwater bid to join ExxonMobil in ultra-deepwater Greece, TotalEnergies’ exit from tax-heavy UK waters – and speculation as to who will leave the UK next, and who might acquire their assets…

Host Patrick Rutty challenges Shankar Krishnan to weave several seemingly disconnected threads – the Malaysian NOC’s surge in exploration drilling activity in Suriname, its collaboration with TotalEnergies and Eni in Southeast Asia, and its ongoing challenges in Sarawak – into a coherent story.(Spoiler alert: Shank succeeds.)

Join Gibson Scott, Head of Intelligence at Enverus, as he dives deep into the latest energy market turbulence with two of the industry's leading analysts. In this must-listen episode, Director of macro research Al Salazar breaks down the puzzling natural gas supply surge from Louisiana's Haynesville region, while Senior Analyst Josephine Mills analyzes the unprecedented stability in global oil markets and what it means for investors. From questionable production data to bloated storage levels, LNG export growth to OPEC production volatility - this power-packed conversation delivers the critical intelligence you need to navigate today's complex energy landscape. Whether you're trading Henry Hub futures or positioning for long-term oil investments, this episode cuts through the market noise with data-driven insights. 3 Key Takeaways: Suspect Gas Supply Data: Louisiana's reported production increase appears overstated, with storage data contradicting the supply surge claims Storage Overhang Pressures Prices: Natural gas inventories sit above five-year averages and drive winter Henry Hub price forecasts down Oil Market Stability Masks Underlying Weakness: Despite "mind-numbing" Brent price stability, near term fundamentals remain bearish This episode is essential listening for energy professionals navigating suspect supply data and evolving market dynamics.