Crude For Thought: A Wood Mackenzie Production

In this episode, Vice Chair Americas, Ed Crooks, joins to discuss what a Biden Energy Plan might mean for the US oil & gas industry. Why the Gulf of Mexico is most at risk and the balancing act Biden must performLinksWhat could a Biden administration mean for the US GoM and Alaska? - https://bit.ly/2CdDG3hJoe Biden’s Climate Plan: Achievable, but expensive - https://bit.ly/2OC8lty The Crude For Thought Podcast is brought to you my Wood Mackenzie. Wood Mackenzie covers a diverse range of industry sectors and focus areas across the entire natural resources value chain.For more information, please visit us at http://www.woodmac.com

In this episode:In a tumultuous week for US midstream the big news is that the beleaguered Dakota Access pipeline must shut down while environmental impacts are re-assessed. The pipe has played a central role in the revival of the Bakken since it came online in 2017, a shutdown is a major problem. How far and wide do impacts stretch?Links:Dakota Access Pipeline: so long for now – court ruling forces shut down of major Bakken market conduit, https://bit.ly/3ebGv1vChallenges in the Northeast: will new gas pipelines fade away? https://bit.ly/3ef32dU The Crude For Thought Podcast is brought to you my Wood Mackenzie. Wood Mackenzie covers a diverse range of industry sectors and focus areas across the entire natural resources value chain.For more information, please visit us at http://www.woodmac.com

In this weeks episode, It’s the end of an era. When the news of Chesapeake’s bankruptcy filing finally broke, our expert analysts jumped on a live call to discuss how the company got here and what this means for the industry. Full disclosure, the episode is an encapsulation of the discussion from that morning’s live call. Links:https://www.woodmac.com/reports/upstream-oil-and-gas-chesapeake-energy-us-northeast-7485215 The Crude For Thought Podcast is brought to you my Wood Mackenzie. Wood Mackenzie covers a diverse range of industry sectors and focus areas across the entire natural resources value chain.For more information, please visit us at http://www.woodmac.com

Show notes:US tight oil has more headwinds than ever before. But will higher prices and the right set of operators eventually raising budgets take the whole sector back to growth? How much could a damaged service sector and ultra-core inventory exhaustion govern a rebound? Robert Clarke and Ryan Duman walk you through our latest models.The Crude For Thought Podcast is brought to you my Wood Mackenzie. Wood Mackenzie covers a diverse range of industry sectors and focus areas across the entire natural resources value chain.For more information, please visit us at http://www.woodmac.com

Show notesThe world is moving at warp speed. It’s been 100 days since the March 9 oil price crash and a downturn like no other.In this episode, Rob Clarke and Ryan Duman join us to countdown the five biggest surprises since the price crash. And how these events impact the future of tight oil.This podcast is brought to you by Wood MackenzieAt Wood Mackenzie, our values uphold our unshakeable commitment to serve our customers and industries with the highest level of quality. The core of the Verisk Way, they guide how we grow as a business and the way we work with one another every day.Visit us here: http://www.woodmac.com

Episode Show notes:** We experienced some audio technical difficulties during the recording of this episode. We apologize and hope you enjoy the value in this episode.How will heavyweights XOM & CVX respond to the downturn? Permian operations must slow down. Ben Shattuck is joined by Wood Mackenzie experts Tom Ellacot, Senior Vice President of Corporate Research and Rob Clarke Upstream Research Director to discuss the effectiveness of these two Majors’ response.  Related insights and reports:Chevron's Permian progress: big steps forward: https://bit.ly/3hlHz5VExxonMobil’s Delaware "cubes" raise the bar and underpin targets: https://bit.ly/2C1Ryx7 This podcast is brought to you by Wood MackenzieFor more information, visit http://www.woodmac.com

Budgets cuts? Deep and getting deeper. Hedges? A life raft for this year but not next. Is ESG still a concern? Absolutely, it's not going anywhere. Alex Beeker from our Corporate Service joins to talk through everything you need to know about the Independents' Q1 Earnings calls.Links: For the full report summary: https://bit.ly/36hyXYG Visit Wood Mackenziehttp://www.woodmac.com

 Two months ago OFS was finally clawing back some margin after a difficult 18 months. Today, the sector is faced with the task of somehow lowering rates yet again. How is that possible? Transformational and structural change. The landscape and model for OFS providers is set to change, potentially forever. Links:Non-subscribers: https://www.woodmac.com/news/opinion/l48-wellcost-editorial/Subscribers: https://my.woodmac.com/document/408984

Brought to you by Wood Mackenziehttp://www.woodmac.com

 WTI front month futures dipped to -US$38/barrel on Monday, April 20, collapsing under the weight of global oversupply and sharply reduced demand due to the coronavirus pandemic. Let’s discuss what this means and what you can expect in the near and longer-termThis podcast is brought to you by Wood MackenzieVisit Wood Mackenzie: http://www.woodmac.com