In our newest edition, host Gibson Scott, Head of Intelligence at Enverus, reunites with Director of Macro Research Al Salazar and Senior Analyst Josie Mills to unpack the latest Fundamental Edge report and examine the shifting forces transforming global oil and gas markets.

Senior Analyst Sheikh-Imran Azim-Rahman rounds up Libya's first tender in nearly two decades, featuring seven blocks across five awards. Director for Research Patrick Rutty adds his thoughts on the new EPSA contract terms which Chevron, Eni, Qatar Energy, Repsol, TPAO, MOL and Aiteo have agreed.

Host Patrick Rutty connects with Shankar Krishnan to dig into how Indonesia NOC Pertamina’s plans to test a 400 mmboe East Natuna Basin prospect with key exploration well Besar-1 fit into its larger exploration strategy; speculate a bit as to the ultimate success of India’s four-times-extended OALP X bid round and whether flickers of interest from BP, XOM, TTE, and PBR will translate into bids; and finish with some thoughts on TPAO’s expansion into Pakistan and why they might further expand their acquisition of exploration assets in south Asia.

Host Patrick Rutty and guests Tommy Liskey and Arthur Keep discuss GeoPark’s $375MM agreement to buy Frontera’s Colombia assets, recent activity by ExxonMobil and Shell in T&T, and Woodside’s Trion development plans in the Gulf of Mexico Perdido Fold Belt.

Host Patrick Rutty and EMEA Sr. Regional Manager Tom Richards go over the background and details of CVX’s recent Israel FID, then gush about exceptional explorer ENI’s exciting deepwater Sirte Basin wildcat, and finally ensure that recent developments in Syria – and parallels to Venezuela – do not go unnoticed.

Regional Manager Jimmy Boulter runs through highlighted activity with host Bruce Walker, focussing on a new exploration wave in Cote d'Ivoire and the first well offshore Somalia in four decades, plus the early stages of a potentially huge Angolan acreage claim by Shell.

EMEA leader Tom Richards, Europe expert Anne Jones and host Patrick Rutty dive into EQNR / Vår Energi / Petoro’s sizeable Barents Sea Vikingskipet prospect. They then turn to Serbia’s draft hydrocarbon law and contemplate potential opportunities there as the country moves to open up its oil & gas sector – before Tom throws in a wild card at the end.

Host Patrick Rutty talks with Tommy Liskey and Arthur Keep about Venezuela’s oil and gas history, how recent events may shape the E&P future there for current participants like CVX, how SHEL and T&T could benefit from renewed efforts to undertake cross-border development of the 4 Tcf Dragón gas field, whether XOM/Guyana will have to worry any longer about Essequibo sabre-rattling, and how defiant Colombian President Petro should continue to be.

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.

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:

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.