Enverus Intelligence

119 Episodes

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Global Upstream Scouting | Asia Pacific | China Offshore Exploration, Beetaloo First Gas and Overrides

2026-10-1322:39

Host Patrick Rutty connects with Senior Regional Manager Chester Chua to talk about the sustained offshore exploration activity in the Bohai Bay and South China Sea, the various play types CNOOC are chasing, and what they’re finding in terms of resources. They then get caught up on Tamboran and partners achieving first gas from their Australia unconventional pilot, including a potted history of the various entries and exits over the years and a rough accounting of overriding royalty interests in the play.

Global Upstream Scouting | Americas | Booming Santos Production and Morpho Progress in Brazil, Oxy Prepping Peru Wildcat, Falklands Forging Ahead

2026-10-0624:23

Host Patrick Rutty and guest Tommy Liskey discuss Brazil’s record 4.6 MMbbl/d oil output, with Búzios alone topping 1 MMbbl/d and the country potentially approaching 5 MMbbl/d within five years. They then turn to whether Morpho’s light-oil discovery is genuinely commercial, particularly given the delay to the Manga follow-up well and the country’s election politics. Next they tackle Peru, where Oxy is preparing a deepwater wildcat as Chevron considers leaving the commitment block while retaining adjacent exposure. The episode closes with Sea Lion’s route toward first oil amid Argentine sanctions and supplier risks.

Global Upstream Scouting | MENA | Zawiya & Sharara undermine Libyan target

2026-09-2918:02

Outages at the Zawiya refinery and Sharara export pipeline caused by labour disputes have constrained 130,000 bo/d, impinging on Libya's 1.5 MMb/d target. BP has commenced a new exploration well in Egypt ongoing drive to grow reserves and stabilise production. Meanwhile, DNO and Genel continue their protracted battle for Capricorn Energy. North Africa senior analyst Sheikh Imran Azim Rahman joins host Bruce Walker for the podcast.

Global Upstream Scouting | Sub-Saharan Africa | Eni Enters Senegal, Petrobras Claims Côte d’Ivoire Prize, SOCAR Into Baleine, Ghananza, Angola Deepwater Awards

2026-09-2224:13

Senior Regional Manager Jimmy Boulter, Senior Regional Analyst Archie Rowland, and host Patrick Rutty discuss Eni’s latest exploration MoU over five blocks in Senegal. They then review a flurry of Côte d’Ivoire & Ghana exploration licencing, MoUs, and A&D, starting with Petrobras’ massive eight-block deepwater award and expanding to include Eni, SOCAR, Chevron, and Shell. The conversation finishes with Angola, where Chevron, Shell, TotalEnergies, and ExxonMobil have all signed deepwater blocks out of prior study agreements or MoUs – demonstrating the viability of those reconnaissance instruments.

Energy Market Dynamics | Houston and Midland Roadshow Recap

2026-09-1720:11

Dane Gregoris and Steve Diederichs recap a Houston and Midland roadshow, where higher oil prices have operators testing new ways to pull more barrels out of existing rock. Surfactants, lightweight proppant and four-mile u-turn wells are all showing early promise, but the takeaway is incremental than a step change for U.S. shale oil productivity.

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