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Oil Ground Up
Oil Ground Up
44 episodes
3 days ago
Rory Johnston navigates listeners through the financial market dynamics of the world's oil and gas sector. Get the latest fundamentals behind the price action and hear from industry experts from the field and from the corporate offices of the world's leading energy producers.
Show more...
Investing
Business
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All content for Oil Ground Up is the property of Oil Ground Up and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Rory Johnston navigates listeners through the financial market dynamics of the world's oil and gas sector. Get the latest fundamentals behind the price action and hear from industry experts from the field and from the corporate offices of the world's leading energy producers.
Show more...
Investing
Business
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Price Sensitivities in US Shale and Breakeven Metrics: Brandon Myers on Forecasted Stability
Oil Ground Up
1 hour 56 seconds
2 months ago
Price Sensitivities in US Shale and Breakeven Metrics: Brandon Myers on Forecasted Stability

In this conversation, Brandon Myers from Novi Labs discusses the intricacies of shale production, focusing on type curves, price sensitivity, and the evolving landscape of the US shale patch. He emphasizes the importance of understanding breakeven metrics and the impact of inventory dynamics on future production. The discussion also highlights the role of efficiency gains and technological advancements in drilling, as well as the influence of external factors such as tariffs and regulatory changes on operational costs. Myers provides insights into the future of US shale, addressing common misconceptions and the importance of human expertise in the industry.

Oil Ground Up
Rory Johnston navigates listeners through the financial market dynamics of the world's oil and gas sector. Get the latest fundamentals behind the price action and hear from industry experts from the field and from the corporate offices of the world's leading energy producers.