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Oil and Gas Trends

EAG

28 episodes

1 week ago

Unpack the next phase of transformation in global energy markets. From carbon-differentiated trade to emerging frontier investments, this week’s insights reveal how upstream operators are adapting to a volatile and rapidly fragmenting landscape. Episode Highlights: Down-Cycle Warning: Analysts flag early signs of oversupply and a potential “mini bust” in global oil markets.Carbon-Differentiated Trade: Energy fragmentation accelerates as regional markets price carbon intensity into trade and f...

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Unpack the next phase of transformation in global energy markets. From carbon-differentiated trade to emerging frontier investments, this week’s insights reveal how upstream operators are adapting to a volatile and rapidly fragmenting landscape. Episode Highlights: Down-Cycle Warning: Analysts flag early signs of oversupply and a potential “mini bust” in global oil markets.Carbon-Differentiated Trade: Energy fragmentation accelerates as regional markets price carbon intensity into trade and f...

Show more...

Episodes (20/28)

Oil and Gas Trends

Market Shifts, Emissions Challenges, & Carbon-Driven Competition

Unpack the next phase of transformation in global energy markets. From carbon-differentiated trade to emerging frontier investments, this week’s insights reveal how upstream operators are adapting to a volatile and rapidly fragmenting landscape. Episode Highlights: Down-Cycle Warning: Analysts flag early signs of oversupply and a potential “mini bust” in global oil markets.Carbon-Differentiated Trade: Energy fragmentation accelerates as regional markets price carbon intensity into trade and f...

1 week ago

12 minutes

Oil and Gas Trends

Market Resets, Frontier Growth & the Next Phase of Transformation

Unpack the next phase of transformation in global energy markets. From carbon-differentiated trade to emerging frontier investments, this week’s insights reveal how upstream operators are adapting to a volatile and rapidly fragmenting landscape. Episode Highlights: Down-Cycle Warning: Analysts flag early signs of oversupply and a potential “mini bust” in global oil markets.Carbon-Differentiated Trade: Energy fragmentation accelerates as regional markets price carbon intensity into trade and f...

3 weeks ago

13 minutes

Oil and Gas Trends

Deepwater Investments, African Growth, & Market Volatility

Explore the shifting dynamics shaping the upstream energy sector as we enter Q4 2025. From billion-dollar deepwater approvals to policy reforms driving African output, our discussion highlights both opportunities and risks in a volatile market. Episode Highlights: BP’s $5B Tiber-Guadalupe Deepwater Project – Why the U.S. Gulf of Mexico remains resilient and what it signals about long-cycle oil demand.Nigeria’s Petroleum Industry Act Reforms – How policy changes are attracting investment and b...

1 month ago

14 minutes

Oil and Gas Trends

Navigating Market Shifts & Emerging Pressures

The oil & gas industry is entering Q4 2025 with shifting fundamentals, new regulatory challenges, and evolving corporate strategies. In this episode, we break down the latest upstream trends shaping the market and what they mean for operators, investors, and decision-makers. Industry Highlights: ExxonMobil greenlights $6.8B Hammerhead project in Guyana (150k bpd by 2029).U.S. oil & gas workforce shrinks, continuing a long-term labor decline.Accelerating decline rates drive capex press...

1 month ago

13 minutes

Oil and Gas Trends

Focus: Nigeria’s Landmark Shift to Gas Development

In this episode, we explore Nigeria’s historic pivot toward natural gas with its first-ever gas-only production sharing contract (PSC) under the Petroleum Industry Act (PIA). Signed with TotalEnergies, this landmark deal could redefine Nigeria’s upstream future and reshape the global LNG market. Here’s what we cover in this episode: Defining Contract: How the TotalEnergies PSC signals a fundamental shift in Nigeria’s upstream priorities.PIA in Action: Why this contract represents the mos...

2 months ago

15 minutes

Oil and Gas Trends

Spotlight: BP’s Landmark Deepwater Discovery in Brazil

In this episode, we unpack BP’s most significant oil and gas discovery in 25 years. A deepwater find in Brazil’s Santos Basin that is reshaping upstream strategy, competition, and industry outlook. Here’s what you’ll learn in this episode: Historic Discovery: Why the Bumerangue well is being compared to BP’s legendary Caspian Sea find in the late 1990s.Ultra-Deepwater Achievement: The advanced drilling technologies and subsea capabilities that made this milestone possible.BP’s Strategic ...

2 months ago

14 minutes

Oil and Gas Trends

Upstream Briefing: Corporate Strategy, Water Deals, and New Exploration

Let's break down the most critical developments shaping the upstream oil and gas sector in August 2025. From corporate strategy shifts to groundbreaking water management deals, here’s what industry leaders need to know: BP’s Portfolio Overhaul: Why a strategic review could reshape upstream investments in Namibia, Brazil, the Gulf of Mexico, and the North Sea.$1.5B Permian Water Deal: How Western Midstream and Aris Water Solutions are transforming produced water from a cost burden into a reven...

3 months ago

14 minutes

Oil and Gas Trends

Spotlight on Market Volatility, Digital Shifts & Emerging Frontiers

In this episode, we dive deep into the evolving upstream oil and gas landscape, unpacking the six most pivotal forces reshaping the industry as we head into the back half of 2025. From M&A slowdowns and gas rebounds to a surge in AI adoption and carbon-cutting strategies, this episode is your go-to breakdown of what matters most—now and next. Inside the Episode: EOR Gets a Second Wind: Operators revive Enhanced Oil Recovery as prime acreage runs low—especially in the Permian and Eagle For...

3 months ago

11 minutes

Oil and Gas Trends

Navigating Upstream’s New Era: Policy, Supply, and Partnerships in Focus

In this episode, we break down the transformational forces shaping upstream oil and gas in 2025. From sweeping policy reforms to shifting supply strategies and groundbreaking technology integration, upstream operators are navigating a market defined by disruption and opportunity. Inside the episode: Why 2025 marks a turning point for upstream strategy, investment, and operational resilienceIndia’s regulatory reset and how it could set a global benchmark for upstream modernizationOPEC+ supply ...

4 months ago

14 minutes

Oil and Gas Trends

Upstream M&A Outlook: Balancing Caution with Opportunity

The upstream oil and gas sector is at a crossroads. In this episode of the Oil and Gas Trends Report, we break down the shifting dynamics of upstream M&A in 2025—a year that began with strong momentum but now faces rising uncertainty. From record-breaking deals to tightening market conditions, we explore how capital discipline, asset scarcity, and evolving global trends are reshaping the M&A landscape. Inside the episode: Why 2025 is shaping up to be a year of transition for upstream ...

4 months ago

10 minutes

Oil and Gas Trends

Understanding the Shifts: U.S. Production Slows and Investments Tighten

Explore the forces reshaping upstream oil and gas as U.S. production slows, capital spending tightens, and digital innovation accelerates. As operators navigate price volatility, evolving policy landscapes, and shifting global demand, leaders are rethinking portfolios, partnerships, and technologies to position for long-term success in a complex energy environment. Key Topics Covered: U.S. Oil Production Slowdown: Why U.S. output is forecast to decline for the first time post-pandemic and the...

5 months ago

11 minutes

Oil and Gas Trends

International Exploration & Development Highlights: June 2025

Explore the global forces reshaping upstream oil and gas in 2025. As strategic investments rebound and exploration heats up across continents, operators are leaning into technology, capital discipline, and bold new projects to unlock growth in a complex energy landscape. 🔍 Key Topics Covered: AI & Digital Transformation Accelerating Operational GainsLNG Supercycle & Evolving Global Regulatory LandscapeBeyond the Permian: New Liquids Growth in Argentina & BrazilStrategic M&A Re...

5 months ago

13 minutes

Oil and Gas Trends

Capital Discipline & Operational Efficiency in 2025

Dive into the transformative forces shaping the upstream energy sector in 2025. With oilfield services booming and digital innovation accelerating, operators are redefining success through capital discipline, operational efficiency, and portfolio high-grading. 🔍 Key Topics Covered: Capital Discipline as a Competitive AdvantageOilfield Services Sector Transformation & ConsolidationNOC Expansion & Integrated Low-Carbon ProjectsBlockchain Adoption in Energy Supply ChainsEnergy Storage &a...

6 months ago

15 minutes

Oil and Gas Trends

US LNG Exports Surge: Shifting the Natural Gas Landscape

Unlock the latest insights in the global energy sector with this episode of Oil and Gas Trends: "US LNG Exports Surge: Shifting the Natural Gas Landscape." Dive deep into the dynamics of the US LNG export boom and discover how rapidly expanding LNG capacity is transforming the natural gas market for upstream professionals. In this episode, we cover: The surge in US LNG exports and its impact on global energy securityMajor LNG infrastructure projects coming online in 2025How the Haynesville Ba...

6 months ago

11 minutes

Oil and Gas Trends

Tariffs and the Upstream Oil & Gas Sector—2025 Realities and the BPO Advantage

#Tariffs #UpstreamOilAndGas #BPOAdvantage Let’s break down how the Trump administration’s 2025 tariffs are reshaping the upstream oil and gas sector—and why business process outsourcing (BPO) is becoming a game-changer. 🔥 What You’ll Learn in This Episode: 🛢️ Industry Snapshot: Why the Permian Basin remains the powerhouse driving U.S. oil production growth in 2025 despite lower rig counts. 📈 Tariff Impact: How new 10% tariffs on most imports, 25% on steel and aluminum, and up to 125% on Chine...

7 months ago

11 minutes

Oil and Gas Trends

Carbon Capture and Storage: Transforming Upstream Operations

Join us as we explore the critical role of Carbon Capture and Storage (CCS) in the oil and gas industry. This episode delves into how CCS technologies are reshaping upstream operations, enabling companies to reduce emissions while maintaining production levels. We'll discuss key technologies like Enhanced Oil Recovery (EOR) with CO₂, offshore CCS hubs, and direct air capture, highlighting industry case studies and strategic opportunities for E&P companies. Learn about the technical and ec...

7 months ago

21 minutes

Oil and Gas Trends

Upstream M&A Activity Slows in 2025: What It Means for the Industry

#OilAndGasTrends #UpstreamM&A #EnergyInsights Let's dive into the slowdown of upstream M&A activity in 2025 and what it means for the industry. With over $150 billion in global deal opportunities still on the table, this year is shaping up to be one of strategic recalibration rather than record-breaking transactions. 🔥 What You’ll Learn in This Episode: 🌍 Industry Highlights: How geopolitical risks, US supply growth, and OPEC+ strategies are shaping the upstream sector.📉 A Cooling Mar...

7 months ago

10 minutes

Oil and Gas Trends

Regulatory and Policy Shifts: Navigating the New Landscape for Upstream Operators

Discover the latest trends and regulatory shifts in the upstream oil and gas industry with our podcast, "Upstream Insights: Navigating Energy's New Frontier." Join us as we explore the evolving landscape of energy policy, digital transformation, and global exploration. In this episode, we delve into: Industry highlights, including AI adoption and Permian Basin developmentsTrump administration's regulatory overhaul and its impact on permittingLNG export approvals and the formation of the Natio...

8 months ago

21 minutes

Oil and Gas Trends

Navigating Geopolitical Tensions

Navigating the landscape of the upstream oil and gas sector can be complicated, even still in 2025. Geopolitical tensions continue to play a pivotal role in shaping the industry's dynamics. This week, we explore the intricate web of global politics and its significant impact on oil supply and pricing. #OilAndGasIndustry #Upstream #Geopolitical #EnergyMarkets #OilPrices #EnergyTransition #GlobalEnergy

8 months ago

25 minutes

Oil and Gas Trends

Strategic Mergers and Acquisitions

Upstream oil and gas experienced record-breaking mergers and acquisitions (M&A) in 2024, totaling $105 billion, driven by the pursuit of efficiency, scale, and securing reserves. This consolidation significantly impacts smaller operators, forcing them to adapt or exit the market. The Permian Basin remains a key area for deals, while gas-focused M&A also saw a significant increase. Experts predict continued consolidation, potentially influenced by future governmental policies. #O...

9 months ago

10 minutes