Home
Categories
EXPLORE
True Crime
Comedy
Business
Society & Culture
Health & Fitness
Sports
Technology
About Us
Contact Us
Copyright
© 2024 PodJoint
00:00 / 00:00
Podjoint Logo
US
Sign in

or

Don't have an account?
Sign up
Forgot password
https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/eb/9b/10/eb9b101c-4ca2-46fe-4062-b69d2b1ed850/mza_17576299821477395145.png/600x600bb.jpg
Enverus Intelligence
Enverus
49 episodes
6 days ago
Show more...
Business
RSS
All content for Enverus Intelligence is the property of Enverus 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.
Show more...
Business
Episodes (20/49)
Enverus Intelligence
Global Upstream Scouting | Europe | Greenland Exploration Advances, Danish Gas Self-Sufficiency
Europe Regional Manager Anne Jones helps host Patrick Rutty start to make sense of recent A&D and exploration plans in the Jameson Land Basin of Greenland and then recount the story of sovereign partner Denmark’s inauguration of the Tyra Field gas redevelopment, which brings the complex back online at 100 Bcf/year.
Show more...
6 days ago
15 minutes

Enverus Intelligence
Energy Market Dynamics | Re-Capping Investor Roadshows in TX and NYC
Head of Oil & Gas Research Dane Gregoris interviews Enverus' leading E&P analysts Michael Berger and Shawn Stuart to recap key insights from their recent roadshows meeting with institutional investors on the East Coast and in Texas. In this episode, the team explores investor sentiment around oil and gas equities, discusses U.S. resource constraints, and shares perspectives on the current M&A landscape. Recorded on October 22, 2025.
Show more...
1 week ago
26 minutes

Enverus Intelligence
Carbon Capture and Storage | Geothermal Prospecting | Mapping the Heat Beneath Our Feet
In this episode, we welcome Dr. Philip Ball, Chief Technology Officer and Co-Founder of Geothermal Radar and Director of Geothermal Energy Advisors, for a deep dive into the rapidly evolving world of geothermal energy. Together, we’ll explore how advanced subsurface data is changing the way we discover, evaluate and scale geothermal projects—and what this means for the future of clean, baseload power.  This episode was recorded on May 23rd, 2025.
Show more...
1 week ago
51 minutes

Enverus Intelligence
Global Upstream Scouting | Asia-Pacific | Emergent acreage opportunities in Indonesia and the Philippines
Senior Regional Manager Shankar Krishnan focuses this week's discussion with host Bruce Walker on South East Asia. Indonesia's multifaceted tender approach continues to attract attention, with high expectations from the Joint Study Area system that encourages IOC participation to high grade acreage. The Philippines is also enjoying renewed interest, spurred by domestic demand and more receptive government policies.
Show more...
1 week ago
13 minutes

Enverus Intelligence
Global Upstream Scouting | Americas | Argentina Midterms Threaten Vaca Muerta, Brazil For Sale, Fun With Dates
Host Patrick Rutty talks with Tommy Liskey and Arthur Keep about Argentina’s imminent mid-term elections and their potential impact on the hottest unconventional play outside North America and about Brazil’s PPSA auction of state equity in producing pre-salt fields – and then we have cake.
Show more...
2 weeks ago
20 minutes

Enverus Intelligence
Carbon Capture and Storage | Powering AI | How the Subsurface Can Fuel the Data Center Boom
AI-driven computing, cryptocurrency mining and EV charging are driving an unprecedented surge in energy demand. How can the industry keep up? In this episode of Innovation Underground, Enverus Intelligence® Research’s Ian Nieboer, head of Energy Transition Research, explores how the subsurface could play a pivotal role in supporting grid reliability, optimizing energy storage and unlocking new solutions for powering data centers and energy-intensive industries. This episode was recorded on February 26th, 2025.
Show more...
3 weeks ago
48 minutes

Enverus Intelligence
Supply, Demand & Pricing | Reigniting Demand - The Catalyst for Price Recovery
Host Gibson Scott, Head of Intelligence at Enverus, is once again joined by Director of Macro Research Al Salazar and Sr. Analyst Josie Mills to dive deep into the team's latest Fundamental Edge report, exploring the evolving dynamics reshaping global oil and gas markets. What You'll Learn: Oil Market Outlook: Discover why EIR maintains a bearish near-term stance on Brent crude, forecasting below current forward curves. We'll examine the current oversupply conditions and projected inventory builds that are driving these price expectations. Demand Green Shoots: Explore surprising trends in global oil consumption, including how slower-than-expected EV adoption is providing unexpected support to gasoline demand. Learn why EU gasoline demand has increased above pre-COVID levels and what this means for long-term energy transition models. Natural Gas Winter Outlook: Understand why EIR forecasts NYMEX Henry Hub for winter 2025-26 below current forward strips. We'll discuss elevated storage levels and NOAA's warmer-than-normal winter forecast. Regional Basis Dynamics: Learn about expected volatility in Waha basis pricing due to pipeline maintenance and how upcoming expansions could provide relief by mid-2026. Plus, discover why AECO prices may see near-term upside as LNG Canada creates displacement effects. This episode provides essential insights for energy traders, analysts, and industry professionals navigating today's complex commodity markets. Tune in to understand the key catalysts that could drive price recovery in the coming years.
Show more...
3 weeks ago
18 minutes

Enverus Intelligence
Global Upstream Scouting | Middle East North Africa | Egyptian Gas Exports and Aspirations, Kurdistan Oil Pipeline Resumes, Eni Exploring in Libya
Host Patrick Rutty connects with EMEA Sr. Regional Manager Tom Richards to put the recent Shell/Petronas LNG shipment from Idku in perspective, celebrate the first steps toward resumption of Kurdistan oil exports through Turkey, and look ahead to a pair of Eni-operated new-field wildcats offshore Libya.
Show more...
3 weeks ago
20 minutes

Enverus Intelligence
Global Upstream Scouting | Sub-Saharan Africa | Liberia Active At Last, Tullow Sells Kenya Assets, ReconAfrica-Namibia-Gabon-Stamper Word Association
Host Patrick Rutty and SSA Regional Manager Jimmy Boulter review Liberian block awards to TotalEnergies, Atlas Oranto, and (sort of) BluEnergies; kick around Tullow’s sale of Kenya assets to Gulf Energy; and somewhat miraculously touch on ReconAfrica, Namibia, Gabon and Stamper Oil & Gas in the last 90 seconds.
Show more...
1 month ago
19 minutes

Enverus Intelligence
Carbon Capture and Storage | Building a CCS Portfolio | Lessons from Carbonvert's Success
In this episode, we welcome Jan Sherman, Chief Development Officer at Carbonvert, and Alex Tiller, CEO and president at Carbonvert. Carbonvert is a carbon capture and storage project development and finance company dedicated to simplifying decarbonization for industrial emissions reduction and atmospheric carbon removal. This episode was recorded on December 9th, 2024.
Show more...
1 month ago
47 minutes

Enverus Intelligence
Global Upstream Scouting | Europe | Chevron Goes Greek, TotalEnergies Totally Not OK With UK
Host Patrick Rutty confabs with Anne Jones and Tom Richards about Chevron’s ultra-deepwater bid to join ExxonMobil in ultra-deepwater Greece, TotalEnergies’ exit from tax-heavy UK waters – and speculation as to who will leave the UK next, and who might acquire their assets…
Show more...
1 month ago
17 minutes

Enverus Intelligence
Global Upstream Scouting | APAC | Petronas Love Stories
Host Patrick Rutty challenges Shankar Krishnan to weave several seemingly disconnected threads – the Malaysian NOC’s surge in exploration drilling activity in Suriname, its collaboration with TotalEnergies and Eni in Southeast Asia, and its ongoing challenges in Sarawak – into a coherent story.(Spoiler alert: Shank succeeds.)
Show more...
1 month ago
16 minutes

Enverus Intelligence
Supply, Demand & Pricing | Henry's Cruel Summer - Suspect Supply and Normal Weather
Join Gibson Scott, Head of Intelligence at Enverus, as he dives deep into the latest energy market turbulence with two of the industry's leading analysts. In this must-listen episode, Director of macro research Al Salazar breaks down the puzzling natural gas supply surge from Louisiana's Haynesville region, while Senior Analyst Josephine Mills analyzes the unprecedented stability in global oil markets and what it means for investors. From questionable production data to bloated storage levels, LNG export growth to OPEC production volatility - this power-packed conversation delivers the critical intelligence you need to navigate today's complex energy landscape. Whether you're trading Henry Hub futures or positioning for long-term oil investments, this episode cuts through the market noise with data-driven insights. 3 Key Takeaways: Suspect Gas Supply Data: Louisiana's reported production increase appears overstated, with storage data contradicting the supply surge claims Storage Overhang Pressures Prices: Natural gas inventories sit above five-year averages and drive winter Henry Hub price forecasts down Oil Market Stability Masks Underlying Weakness: Despite "mind-numbing" Brent price stability, near term fundamentals remain bearish This episode is essential listening for energy professionals navigating suspect supply data and evolving market dynamics.
Show more...
1 month ago
28 minutes

Enverus Intelligence
Global Upstream Scouting | Americas | Vaca Muerta Play Fundamentals, Morpho Prospect Set to Fly, Can Ecopetrol Canacol?
Host Patrick Rutty talks with Tommy Liskey and Arthur Keep about above-ground risk in the hottest unconventional play outside North America, whether Ecopetrol’s talks with Canadian junior and top-notch Colombian explorer Canacol will amount to nothing more than a (political) resource grab, and the excitement surrounding Petrobras’ Morpho prospect on Brazil’s Equatorial Margin.
Show more...
1 month ago
17 minutes

Enverus Intelligence
Global Upstream Scouting | Middle East North Africa | EOG Progress in Bahrain, Egypt’s Oil VAT, Chevron Into Iraq
Host Patrick Rutty sits down with EMEA Sr. Regional Manager Tom Richards to recap EOG’s exploration collaboration with Bahrain’s state oil company Bapco, try to understand how the new Egyptian oil VAT will work, and riff on Chevron’s semi-surprising Iraq overture.
Show more...
2 months ago
19 minutes

Enverus Intelligence
Global Upstream Scouting | Sub-Saharan Africa | Angola Won’t Quit(exe), Shell’s Adventures in Namibia, South Africa Goes Further South
Host Patrick Rutty and SSA Regional Manager Jimmy Boulter discuss Shell’s exploration ambitions in Angola and Namibia, the imminent spud of Azule’s high-impact Quitexe new-field wildcat, and the further decline of South African E&P.
Show more...
2 months ago
19 minutes 56 seconds

Enverus Intelligence
Global Upstream Scouting | Europe | Poland Discovery, Greece Exploration Blocks, and Norway Undeterred
Host Patrick Rutty, Europe Regional Manager Anne Jones and EMEA Senior Regional Manager Tom Richards put Norway’s newly announced 2026 bid round in context, chat about ExxonMobil’s deepwater Greece exploration blocks and the four new ones that Chevron and others are eyeing, and celebrate Central Europe Petroleum’s Wolin East oil discovery in Poland’s Baltic Sea.
Show more...
2 months ago
17 minutes 53 seconds

Enverus Intelligence
Global Upstream Scouting | Asia-Pacific | Supermajors divest non-core assets while New Zealand lifts offshore exploration ban
This week, Senior Regional Managers Shankar Krishnan and Chester Chua talk with host Bruce Walker about recent activity in the Asia-Pacific region. New Zealand's government has now lifted an offshore ban, potentially clearing the way for new E&P licensing by year-end. Regionally, a number of supermajors are rationalising their portfolios with BP exiting the Australian Renewable Energy Hub whilst Chevron has divested E&P acreage in the Malaysia-Thailand JDA.
Show more...
2 months ago
15 minutes 37 seconds

Enverus Intelligence
Supply, Demand & Pricing | Summer Builds Cool Bullish Thoughts
In this episode, Enverus' Head of Intelligence Gibson Scott leads a sharp discussion with Director of Macro Research Al Salazar and Senior Analyst Josie Mills on the evolving energy landscape. The team breaks down the latest oil and gas outlooks from Enverus Intelligence Research (EIR), including: Why Brent prices are holding near the strip—and what could shift the narrative The implications of Chinese crude stockpiling Downgraded summer Henry Hub prices and resilient supply Bullish signals from gas-fired generation Long-term gas optimism driven by new LNG projects and tightening inventory Tune in for data-driven insights and forward-looking perspectives from EIR’s top minds.
Show more...
2 months ago
24 minutes 53 seconds

Enverus Intelligence
Global Upstream Scouting | Middle East-North Africa | Majors and NOCs target Libya while Turkish pursue wider influence
Senior Regional Manager Tom Richards joins host Bruce Walker to discuss activity around the Southern and Easter Mediterranean. This includes an update on Libya and Algerian licensing interest, how Cyprus might commercialise the recent Pegasus discovery and other gas finds and the potential impacts of recent drone attacks in Kurdistan, while Tom highlights Turkey's growing energy ambitions as a key point to watch.
Show more...
3 months ago
17 minutes 33 seconds

Enverus Intelligence