Renewables and Power | Green Trends and Looking for Winners, Losers
Bill Farren-Price and Morgan Kwan chat with Ryan Luther, senior vice president on Enverus Intelligence Research’s power & renewables team. The energy transition is gaining investment momentum, some areas more than others; and the hosts chat with Ryan about the impacts of “greenflation” and the investment opportunities in this growing sector.
Supply, Demand and Pricing | Oil Global Exploration
Hosts Bill Farren-Price and Morgan Kwan chat with Patrick Rutty, director of the Enverus Global Intelligence team, about global exploration trends. While the oil price bulls are writing headlines calling for alarm as exploration activity declines, Patrick shares an alternative view on why global oil supply and demand balances might not be tipped yet.
Carbon Capture and Storage | An Introduction to CCUS, Part 2
In this episode, Morgan Kwan is joined by Enverus’ Director David Howard and special guest Patrick Elliott, COO and co-founder of Carbon Alpha, for a robust discussion on CCUS, its impacts and its opportunities.
Carbon Capture and Storage | An Introduction to CCUS, Part 1
In this episode, we sit down with Heather Leahey and Graham Bain, analysts on the Enverus Intelligence Research team, to chat about all things CCUS. What is CCUS and is it the pathway to net zero targets?
Supply, Demand and Pricing | Road To (Oil Demand) Recovery
Nearly 18 months out from the onset of the COVID-19 pandemic in March 2020, various firms were calling $100 oil on the tails of a swift recovery in oil demand fueled by economies sputtering back to life. But not all recoveries are made equal and certain headwinds should be paid particular attention when it comes to forecasting global oil demand and prices. Bill and Morgan chat with Al Salazar, Enverus Intelligence Research’s global oil and energy demand analyst about the factors and greatest risks to rebounding oil and energy demand in a post COVID world.
Oil and Gas Trends | Words of Wisdom From an Energy Sector Veteran
Our guest in this episode has nearly seen it all when it comes to the oil and gas industry. With more than 30 years of experience in the energy sector, Judith Dwarkin was Enverus’ Chief Economist since 2002, focusing on energy market operations and regulation, transportation and policy. Oma and Morgan chat with Judith ahead of her retirement, looking back on her illustrious career in the energy sector and which global trends will have the biggest impact on the world’s energy demands in the next ten years.
Energy Transition | The New Versus Old Energy Economy
In this inaugural episode Morgan and Oma discuss the energy transition, moving from the old energy economy to the new, with Andrew Gillick, Enverus’ sector strategist and voice behind Morning Energy. What does the new energy company look like? Should M&A deals be valued on an ESG accretive/dilutive metrics? Should executives be compensated based on ESG targets? What strategies are working well or what could an E&P do today to position itself well in the new energy economy?
AirMyne and the Future of Carbon Removal | Industrial Thinking Meets Direct Air Capture
In this episode, we’re joined by Mark Cyffka, co-founder and COO of AirMyne, a company applying industrial thinking to the challenge of direct air capture. Mark draws on deep experience in chemistry, large-scale manufacturing and process operations to design DAC systems that prioritize simplicity, durability and real-world uptime.
Corrosion Resistant Alloys in the Energy Transition | From Oilfield to New Energy Wells
In this episode, Enverus is joined by CRA President Cole Patchell to explore how corrosion-resistant alloys enable long-life oilfield, CCUS and geothermal wells.
Subsurface Hydrogen | Sizing the Opportunity With Natural Hydrogen Ventures
In this episode, we welcome Morten Stahl, founding partner at Natural Hydrogen Ventures. Natural Hydrogen Ventures is one of the first venture firms dedicated exclusively to natural (subsurface) hydrogen, investing across geology, enabling software, transport and emerging production technologies.