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Enverus Intelligence
Enverus
61 episodes
5 days ago
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Business
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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.
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Episodes (20/61)
Enverus Intelligence
Global Upstream Scouting | APAC | China Exploration Juggernaut, Indonesia’s (Very) Popular JSAs
Patrick Rutty connects with Chester Chua and Shankar Krishnan to talk about the world-leading amount of exploration drilling in China, the basins and plays involved and the challenges to getting discoveries online. Then we pivot to Indonesia for a primer on the country’s curiously transparent Joint Study Area mechanism, which is newly attracting interest from top-tier explorers.
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5 days ago
22 minutes

Enverus Intelligence
Supply, Demand & Pricing | Henry's Irrational Exuberance
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 what we are watching in 2026. OPEC Production Testing Highs: Look beyond quota confusion to gain insights into OPEC liquids production.  Natural Gas Winter Outlook: Understand why EIR forecasts NYMEX Henry Hub for winter 2025-26 below current forward strips. We'll discuss the importance of sticking to market fundamentals to avoid getting lost in the volatility of gas prices. Basis Dynamics: Learn about our view on demand growth in PJM and counter-consensus bullish TTF/JKM view. 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.
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1 week ago
18 minutes

Enverus Intelligence
Global Upstream Scouting | Middle East North Africa | Israel’s Imminent Bid Round, Kistos Into Oman, Saudi Unconventional Gas Unleashed
Host Patrick Rutty and Sr. Regional Manager Tom Richards discuss Israel’s expansive and attractive bid round, take note of a UK junior acquiring Omani production from Mitsui, and opine that Saudi Aramco’s newly online Jafurah gas project is only the beginning of a slew of MENA unconventional efforts.
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1 week ago
20 minutes

Enverus Intelligence
Global Upstream Scouting | Sub-Saharan Africa | ReconAfrica Namibia Discovery, Murphy Côte d’Ivoire Exploration, Nigeria Bid Round – and 2026 Wishes
SSA Regional Manager Jimmy Boulter and host Patrick Rutty celebrate ReconAfrica’s onshore Namibia success, recount the Murphy story as we await the imminent spud of the first of their three prospects in CDI, give a quick rundown of what’s on offer in Nigeria, and then share what we’re each most excited about for SSA in 2026.
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2 weeks ago
20 minutes

Enverus Intelligence
Supply, Demand & Pricing | The Impact of U.S. Shale Inventory Scarcity
Dane Gregoris, Alex Ljubojevic and Al Salazar analyze remaining inventory across North American shale plays and explore its implications for long-term oil prices and industry capital allocation decisions.
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3 weeks ago
15 minutes

Enverus Intelligence
Global Upstream Scouting | Europe | UK Autumn Budget, More Poland Exploration, Gazprom NIS Divestment
Europe Regional Manager Anne Jones and host Patrick Rutty briefly review the future of the Excess Profits Levy and UK exploration broadly in light of the Autumn Budget, have a chat about Central European Petroleum’s next move in Poland, and speculate as to who might be buying Gazprom’s majority stake in Serbian NOC NIS.
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3 weeks ago
15 minutes

Enverus Intelligence
Global Upstream Scouting | APAC | Eni One for Bonaparte Basin Gas?
Host Patrick Rutty and Asia-Pacific Sr. Regional Manager Chester Chua first unpack Eni’s reversal from divestment mode to an acquisition and field development focus offshore Australia’s Northern Territory before switching to a quick update on the Beetaloo Basin.
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1 month ago
19 minutes

Enverus Intelligence
Carbon Capture and Storage | Rewiring the Reservoir | Biohydrogen and the Next Energy Frontier
In this episode, we’re joined by Prabhdeep Sekhon, CEO of Gold H2—a climate technology and energy company revolutionizing energy through subsurface biotechnology. Gold H2 is the only company in the world that biologically transforms stranded oil reservoirs into hydrogen-producing assets. By leveraging subsurface microbiology, engineering and existing oilfield infrastructure, their mission is to deliver cost-effective, scalable and sustainable hydrogen solutions that bridge the gap between traditional energy systems and a carbon-free future. This episode was recorded on June18th, 2025.  
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1 month ago
56 minutes

Enverus Intelligence
Global Upstream Scouting | Latin America | Sirius points the way
Tommy Liskey, Arthur Keep and Victoria Phillips join host Bruce Walker to share news and insights from South and Central America, where new awards headline in Suriname and Guyana, whilst Pacific E&P surges in Colombia and El Salvador.
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1 month ago
15 minutes

Enverus Intelligence
Global Upstream Scouting | Middle East North Africa | ExxonMobil’s Exploration Rampage
Host Patrick Rutty sits down with EMEA Sr. Regional Manager Tom Richards to marvel at XOM’s recent and remarkable string of acquisitions and new country entries in the MENA region and discuss how they fit into overlapping themes of frontier deepwater exploration, East Med gas and LNG supply, and short-cycle oil production – securing long-cycle assets while policy and capital still enable it all.
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1 month ago
18 minutes

Enverus Intelligence
Carbon Capture and Storage | Brine to Breakthrough | The DLE Advantage
In this episode, we welcome Amanda Hall, CEO at Summit Nanotech. Summit Nanotech is a clean technology company providing sustainable, reliable DLE solutions designed for commercially viable brine resources in North and South America. This episode was recorded on June 4th, 2024.
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1 month ago
46 minutes

Enverus Intelligence
Global Upstream Scouting | Sub-Saharan Africa | Gunvor Laps Up Lukoil, Chevron Into Guinea-Bissau, and TotalEnergies March Toward Mozambique LNG
Host Patrick Rutty and SSA Regional Manager Jimmy Boulter speculate as to which Lukoil SSA assets are strategic enough for new owner Gunvor to keep, discuss recent new country entries and make some predictions about what’s next (did someone say “The Gambia”?), and finish off with a bit on TotalEnergies lifting force majeure on the Mozambique LNG project.
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1 month ago
19 minutes

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.
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2 months 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.
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2 months 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.
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2 months 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.
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2 months 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.
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2 months 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.
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2 months 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.
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2 months 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.
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2 months ago
20 minutes

Enverus Intelligence