56 episodes

Crude for thought is a monthly update about the latest news in the American upstream sector.

Wood Mackenzie - Crude for Thought RT Dukes

    • Business
    • 5.0, 1 Rating

Crude for thought is a monthly update about the latest news in the American upstream sector.

    Crude for Thought - Haynesville Shale is back and better than ever

    Crude for Thought - Haynesville Shale is back and better than ever

    The Haynesville Shale is setting new production records just as gas prices have fallen. Nathan Nemeth joins to discuss how our view of the Haynesville has changed over the past couple of years. Texas is better than ever and the operators to watch are the same names you are used to.

    • 14 min
    Insights from Argentina research trip

    Insights from Argentina research trip

    Analysts from the Latin America upstream research team recently returned from a trip to Buenos Aires and Neuquen, Argentina. We discuss key takeaways from our conversations including the latest on well designs, the local gas market, and cost reductions in the most important international shale play.

    • 10 min
    Industry & investor roadshows

    Industry & investor roadshows

    Research Director Rob Clarke and Senior Analyst Edward Sherfey join the podcast to share what they've learned about their recent trips visiting clients across North America.

    • 20 min
    A changing dynamic in the Gulf of Mexico

    A changing dynamic in the Gulf of Mexico

    Kosmos surprised many and acquired Deep Gulf Energy in a billion-dollar deal as the M&A market is heating up. While Kosmos' bread and butter is frontier exploration, Deep Gulf focuses on developing small subsea tie-backs. Together, they can take advantage of each other's strengths, but will their plans play out? Guest include Michael Murphy and Imran Khan from our Gulf of Mexico team.

    • 9 min
    Trinidad turning a corner - notes from the field

    Trinidad turning a corner - notes from the field

    We just completed a research trip to Port of Spain and Point Lisas where we met with operators, service companies, and stakeholders active in Trinidad's energy landscape. Tune in to our podcast to hear our take on some of the key trends in the country.

    • 9 min
    Oil Stripper Wells with Alex Beeker

    Oil Stripper Wells with Alex Beeker

    5 minutes each week covering important changes in the US oil & gas business

    • 4 min

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