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Description
S&P Global Ratings’ monthly corporate ratings podcast covering noteworthy topics, industry trends, and credit related matters in the oil and gas and chemicals space.
19 Episodes
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In this episode of Cracking & Fracking, Tom Watters and Nikolaos Boumpoulis discuss if the Chemical industry is prepared and how it is responding to the risk of cyberattacks. Related article: Chemical Companies Face Increasing Cyber Risk On The Road To Digitization
In this edition of Cracking & Fracking, Tom Watters interviews Mike Grande, Sector Lead for U.S. midstream and refining. The topics include the outlook for both sectors as well as discussions on the BB+ crossover candidates and the likelihood for upgrades to investment grade.
In this episode of Cracking & Fracking, we delve into some of the frequently asked questions posed by investors from a recent investor road show. Topics discussed are the general macro trends for oil and gas as well as certain individual credits in the E&P space, particularly with respect to cross over candidates.
This episode of Cracking & Fracking summarizes the key topics raised by investors from a recent road show by analysts from S&P Ratings Chemical’s team. The topics center around the outlooks for some Chemical subsectors as well as cross over credits.
In this episode of Cracking & Fracking, Tom gives an update on the oil and gas markets, the impact of the Russian/Ukraine conflict and what it means for oil prices.
In this episode of Cracking & Fracking, Tom Watters discusses the causes of the global energy crisis, could it get worse and what’s the likelihood this scenario plays out in the U.S. Tom also discussed our recent change to our hydrocarbon price deck and what it means for ratings.
Find out what upstream rating actions the S&P Corporate Ratings Oil & Gas team took following the revision of its price deck in March. Also, find out what some of the thematic questions that are being posed to our team.
On today’s episode of Cracking & Fracking, we explore the reasons behind the change to the industry risk assessment, what it means for credit quality and the challenges faced by operators operating in these sectors.
In this edition of Cracking & Fracking, S&P Ratings takes a deep dive into each candidates energy policy and the potential credit impact on the various energy related sectors and states that have a meaningful energy exposure.
On this episode of Cracking & Fracking, our guest Paul O’Donnell discusses the E&P revolving credit facility borrowing based, spring redeterminations that were just completed for E&P companies. Related Article: Spring Reserve-Based Lending Redeterminations Result In A Liquidity Squeeze For Speculative-Grade E&P Companies
In this episode of Cracking & Fracking, find out what has been happening in the chemicals space and related rating actions due to COVID-19.
Sector Lead Tom Watters discusses the recent price volatility in oil and what it means for the price deck. He also gives an update on rating actions in the upstream space and what were some of the drivers.
In this episode of Cracking & Fracking, we explore the recent rating actions we took on several E&P gas producers. Find out what the key drivers were and what our analysts are thinking will be the rating drivers going forward.
Host Tom Watters and S&P Global Ratings' lead analyst for the chemicals sector, Allison Schroeder, explore the reasons for the recent rating action on Dupont and what S&P Global Ratings will be looking for to resolve it.
Cracking & Fracking host Tom Watters and S&P Global Ratings' Transportation and Refining Sector Leads, Rachel Gerrish and Mike Grande, discuss the impending regulation to reduce marine ship sulfur emissions and its implications for oil prices and the shipping and refining industries.
In this episode, Tom Watters and Paul Kurias recap some of the main topics and issues that were on investor’s minds following meetings with buy side Chemical analysts in Boston and Chicago.
The upstream energy space has seen a mini-wave of defaults and bankruptcies this year and lately natural gas prices have declined rapidly. In the latest edition of Cracking & Fracking, Tom Watters discusses the reasons these events are occurring and what we can expect going forward.
Activist investors have been involved in the Specialty Chemical space. This edition of Cracking & Fracking hosts Daniel Krauss who explores the reason why this is occurring, if this trend will continue and what it means for credit quality. We also take a look at the general outlook for chemicals and some of the drivers behind this outlook.
In S&P Global Ratings’ inaugural Cracking & Fracking podcast, host Thomas Watters covers noteworthy topics, industry trends and credit related matters in the Oil & Gas and Chemicals space. In this episode, Tom discusses why S&P Global Ratings believes there has been a fundamental shift in the Oil Field Service industry and what are the primary factors behind this.
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