Oil companies Q2 roundup: Takeaways from the peak lockdown season

North American gas market eyes spending outlook as Q3 earnings season begins: S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts senior digital editor Jason Lindquist current trends in the North American gas midstream sector as... by Commodities Focus

12 min listen

Shale shake-up: The IEA’s new oil forecasts and what they mean for the IOCs: The International Energy Agency has released its latest annual long-term energy outlook in which US shale gets a major resource uplift, shifting the oil market dynamic over the coming decades. S&P Global Platts editor Nick Coleman and Market... by Commodities Focus

15 min listen

Back in black: The oil market’s way forward: After a historic collapse into negative territory, oil prices have rebounded on the backs of OPEC+ production cuts and the first glimmers of an economic recovery from the COVID-19 pandemic. Will the upward trend be sustainable? S&P Global Platts... by Commodities Focus

21 min listen

The return of Freeport LNG: The Freeport LNG terminal in Texas started exporting LNG cargoes in mid-February for the first time since a fire and explosion in June 2022 forced a shutdown of the facility, marking a milestone in the history of US LNG. In the global LNG market, the... by Commodities Focus

13 min listen

Global gas, LNG markets twisted around bullish, bearish elements, awaiting arrival of winter demand: Ira Joseph, head of gas and power for S&P Global Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, are back to discuss key uncertainties in the global natural gas and LNG market as winter... by Commodities Focus

16 min listen

Suffering oil majors face more pain from price slump: Following a fourth-quarter earnings season in which oil companies took another severe hit from low oil and gas prices, Platts senior writer for EMEA oil news Robert Perkins and senior editor for EMEA oil news Nick Coleman discuss how the industry is adapt by Oil Markets

7 min listen

Up, up, up: US upstream producers and refiners are highly optimistic after Q1: The recent round of Q1 earnings calls for US refiners and upstream producers were almost unanimously upbeat. Crude prices of $100+/b oil and unusually high natural gas prices, coupled with changing oil flows from the war in Ukraine, have sparked... by Oil Markets

16 min listen

Bulls vs. bears: What does the upcoming winter hold for global gas prices?: Ira Joseph, head of gas and power for S&P Global Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, are back, this time to lay out the bullish and bearish cases for Henry Hub, TTF and JKM... by Commodities Focus

26 min listen

A conversation with Goldman Sachs's Jeff Currie: Global demand for commodities has been obliterated. From copper as a barometer of the global economy to oil as a potential inflation hedge, no commodity has escaped the impact of coronavirus. Jeff Currie, head of commodities research at Goldman Sachs... by Commodities Focus

26 min listen

Canada enters natural gas injection season with low storage levels: Canada enters the natural gas injection season with below-average storage levels as demand from resurging activity in the oil sands as well as coal-to-gas switching and higher exports look to boost AECO prices in relation to major market centers in... by Commodities Focus

18 min listen

Jet fuel rises above coronavirus with a new, greener assessment: COVID-19 may have caused demand for jet fuel to plummet but S&P Global Platts and the wider industry are looking to the future with a newly launched European sustainable aviation fuel assessment, as public scrutiny keeps emissions targets in... by Oil Markets

12 min listen

Will oil prices spike to $100/b in 2022?: Global oil markets are starting 2022 with a number of factors that could make for another volatile year. OPEC is continuing its monthly supply increases but taking a cautious approach so far given uncertain demand. A return of Iran barrels is not a... by Capitol Crude: The US Energy Policy Podcast

18 min listen

The 14th Global Energy Outlook Forum 2024: AMERICA PANEL 3 by Gulf Intelligence Podcasts

30 min listen

Mild weather keeps European heating fuel markets weak: Natural gas supply disruptions into Europe saw both LPG and gasoil heating fuels used as substitutes in 2022 with concern over preparations for winter amid a low stocks environment. However, a mild winter thus far has kept heating fuel markets weak,... by Oil Markets

15 min listen

Q1 earnings provide snapshot of pandemic's impact on oil sector, hint at what's to come: It's been a chaotic couple of months for the global commodities markets, and the oil sector has been on the firing line of the price and demand collapse resulting from the coronavirus pandemic. Within days of lockdowns, expanding from Asia into Europe... by Commodities Focus

25 min listen

Interview: IEA sees oil prices firming if OPEC cuts rollover by Commodities Focus

11 min listen

Could flaring hinder the US oil revolution?: With their output shattering records, US oil producers are flaring an unprecedented amount of unwanted gas. On this week’s Platts Capitol Crude, Ali Oktay, a senior pricing specialist with S&P Global Platts, talks about why flaring is increasing in the by Capitol Crude: The US Energy Policy Podcast

15 min listen

Rusty Braziel, A Closer Look At The CPI & Breaking Down Big Bank Earnings 10/14/22: The Dow fell 400 points to end a wild week of trading and Jim Cramer is outlining his Game Plan to get you ready for the biggest news and data coming out next week. Then, RBN Energy Founder & Executive Chairman Rusty Braziel joins Cramer to talk about OPEC's recent production cut, Europe's energy crisis and more macro concerns driving oil and gas prices. Next, the CPI moves the market just as it did today - Cramer's studying it and explaining its importance for investors. Plus, as earnings season kicks off, Cramer breaks down the latest reports from some of the market's biggest financial names. by Mad Money w/ Jim Cramer

45 min listen

OPEC+ ignores Biden’s wish for more oil supply to cool prices: US gasoline prices remain high well after the summer driving season. Domestic oil production isn't coming back fast as investors remain wary. And now President Joe Biden has struck out asking OPEC to put more oil supply on the market to help ease... by Capitol Crude: The US Energy Policy Podcast

19 min listen

What’s driving the light ends spike in volatility?: Bad weather on the US Gulf Coast and a rise in crude oil prices has added to volatility in the European naphtha paper market -- belying more balanced physical fundamentals -- while export demand for European gasoline has shot up. reporters Evridiki... by Oil Markets

11 min listen

Q4 Rally Day 2, Oil Surges Ahead of OPEC+, and Finding Value In This Market. 10/4/22: One day after stocks kicked off the fourth-quarter with a big rally, Carl Quintanilla, Jim Cramer and David Faber discussed the markets extending their surge while Treasury yields pull back -- and oil prices continue to spike on expectations OPEC and its allies will cut oil output at their meeting on Wednesday. What does it all mean for your money and buying opportunities? Also in focus: "Fedspeak" watch, Morgan Stanley analyst Adam Jonas' note on auto sales, Ford's sales report card, Cathie Wood's ARK snaps up Tesla shares, playing the chips, Micron pledges a $100 billion chip factory investment in upstate New York, Credit Suisse shares extend rebound, and Cramer's case for buying P&G by Squawk on the Street

43 min listen

Tracking upstream emissions with US oil supply on the rise: US oil supply is expected to increase this year, and new tools tracking upstream emissions will bring interesting new insights. Deb Ryan, head of low-carbon market analytics for S&P Global Commodity Insights, explains her team's monthly... by Capitol Crude: The US Energy Policy Podcast

14 min listen

Bonus episode: At CERAWeek, oil producers seek incentives for energy transition: Oil industry executives at the CERAWeek by S&P Global conference were largely bullish on oil production growth, shedding recessionary concerns voiced the prior year. They were less enthusiastic about the pace of energy transition, citing the need... by Oil Markets

18 min listen

PODCAST: Daily Energy Markets - April 14th by Gulf Intelligence Podcasts

34 min listen

US crude exports in the crosshairs of plunging oil demand, global supply glut: The fallout from the coronavirus and the collapse of the OPEC+ supply cut agreement have dealt US shale producers a massive blow. How the sector ultimately fares might depend on where US oil exports are headed. US crude exports climbed above 4 million... by Capitol Crude: The US Energy Policy Podcast

26 min listen

US shale starts to return, but how sustainable is it?: US oil producers have started announcing plans for putting shut wells back online. But just how sustainable are these plans at current prices and with the uncertain global demand outlook? And how are OPEC and its allies going to view this returning US... by Capitol Crude: The US Energy Policy Podcast

10 min listen

03-13-20: Opinion: Equity Markets Are In A Vulnerable Position: The toxic fallout from the coronavirus pandemic has collided with the over-leveraged and vulnerable U.S. corporate sector. Today's Stocks & Topics: Market Damage, Developing a Plan, Coronavirus, Gold, LYB – Lyondell Basell Industries N.V.... by InvestTalk

47 min listen

Part 1: Volatility in global markets creates havoc for upstream US oil, gas and LNG: The ongoing and extreme volatility in world oil markets has triggered a range of industry dynamics in the US. Editors from S&P Global Platts and S&P Global Market Intelligence examine the latest market news, with a particular focus on upstream... by Commodities Focus

12 min listen

Shale and LNG shape outlook for IOCs: Oil majors across Europe have struggled in the second quarter largely due to weak gas prices while their counterparts across the pond have held up better thanks to the resilience of US tight oil. S&P Global Platts’ senior oil writer Robert Perkins and by Commodities Focus

19 min listen

FPX Nickel’s Pilot Plant Producing High Grade Nickel with CEO Martin Turenne: We sat down for a sponsor update with FPX Nickel’s CEO Martin Turenne. Interest in FPX has increased greatly as major nickel customers line up to secure future deliveries. In addition, FPX built a pilot production plant to prove the efficacy of its... by Financial Survival Network

17 min listen

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Oil companies Q2 roundup: Takeaways from the peak lockdown season

Oil companies Q2 roundup: Takeaways from the peak lockdown season

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