Enverus Intelligence

123 Episodes

Reverse

Global Upstream Scouting | The Vaca Muerta Growth Engine

2026-10-2936:47

Vaca Muerta has the rock. The question is how fast everything above ground catches up. Patrick Rutty sits down with Andy McConn, Dani von Bassenheim and Vishnu Gopakumar of Enverus Intelligence® Research to cover why wells recovering more than 100 barrels per foot still cost more to drill than the Permian, how Argentina’s RIGI incentive regime is pulling in capital and why all three analysts see tailwinds for North American entrants.

Global Upstream Scouting | Sub-Saharan Africa | West African Transform Margin getting busier and Nigerian investment expands in East Africa

2026-10-2723:13

Licensing opportunities continue to surge with Cameroon, Liberia and Nigeria all launching bid rounds in Q4 2026. Along the West African Transform Margin, Murphy concludes a successful appraisal well in Côte d’Ivoire, while newcomer Planet One spuds its first NFW in Ghana. Aiteo's new acreage in Madagascar and Dangote's planned refinery in Kenya underline the wider investment ambitions of Nigerian companies across the continent. The Sub-Saharan Africa team of Jimmy Boulter, Archie Rowland, and Polly Young join host Bruce Walker for the podcast.

Supply, Demand & Pricing | Still Bullish Oil, Cautious Gas

2026-10-2125:20

On the latest Enverus Intelligence Podcast, host Gibson Scott sits down with Al Salazar, Director of Macro Research, to unpack the October Fundamental Edge report, Still Bullish Oil, Cautious Gas. Al explains why the oil call has not moved since the war began: commercial stocks, not headline flows, set the price, and those stocks keep drawing even as more barrels clear the Strait of Hormuz. On gas, the newly sanctioned Solitude pipeline, two 48-inch lines built to move 4.5 Bcf/d of Permian associated gas to Katy by 2030, puts the Haynesville on notice. In Canada, AECO has barely moved despite LNG Canada, and Al prices the Pacific Link pipeline against 240,000 brand-new BMWs parked bumper to bumper. The open question: does demand give way before inventories rebuild?

Global Upstream Scouting | Europe | Faroes Exploration Application, COP Mulls Norway Exit

2026-10-2024:06

ConocoPhillips have received an unsolicited offer for their $7B Norway+Teesside business. Why does the transaction makes sense? Who is likely the suitor, and which other potential buyers could surface, now that COP have taken the package to the market? In the Faroe Islands, minnow Atlantic Petroleum (ATLA-DKK) has applied for 16 frontier blocks – on behalf of an unnamed company currently under formation in which Atlantic expects to hold a 40% carried interest. Just across the border in the UK, Rosebank and Cambo field developments by Adura and Ithaca could potentially provide tieback opportunities for future Faroese developments. Anne Jones joins Patrick Rutty for this one.

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.

#box-pro-ellipsis-179352902054874{-webkit-line-clamp:2;}Enverus Intelligence