SSA Regional Manager Jimmy Boulter and host Patrick Rutty try to make sense of Liberia’s offshore block negotiations with six junior Nigerian and U.S. companies, take note of Etu’s creatively-funded pre-emption of Maurel et Prom and BW Energy’s attempt to acquire Angola assets, and speculate as to the ultimate outcome of Afentra’s current “strategic review” and potential full sale.

It has now been five weeks since the outbreak of the war in Iran. Amid the surge of market commentary, analysis and forecasting surrounding the Hormuz Energy Crisis, EIR is offering its differentiated perspective. Dane Gregoris, Head of Oil & Gas Research, and Al Salazar, Head of Macro Research, walk through EIR’s revised price outlook, which now anticipates Brent averaging $95/bbl for the remainder of 2026 and $100/bbl for 2027. They also assess how ongoing flow disruptions are drawing down inventories, leaving global stocks depleted and potentially setting the stage for a lengthy and costly rebalancing period.

The discussion highlights several critical assumptions, including sensitivities tied to the duration of the conflict, the anticipated muted response from U.S. shale, and the equity market’s caution in pricing a rapidly shifting commodity environment. They also explore the significant, yet often overlooked shock to global gas markets amid the broader turmoil. Just as importantly, the two share key client feedback and broader sentiment on how the energy landscape may evolve once the fog of war eventually lifts.

In this episode, Graham is joined by Matt Toews, Chief Technology Officer at Eavor, to examine how engineered geothermal systems could unlock scalable, low-carbon baseload power and why closed-loop technology is changing how geothermal is built, financed and deployed. This episode was recorded on January 29th, 2026.

Europe Regional Manager Anne Jones, EMEA Sr. Regional Manager Tom Richards and host Patrick Rutty ponder the lengthy work commitment timelines on CVX’s newly awarded deepwater Greece blocks, rejoice in the imminent development of Adura’s West of Shetland Rosebank field and make note of independent MAU’s 2H26 plans to explore onshore Italy – only the country’s second exploration well since 2017.

In this episode, we welcome Alex Wylie, founding president and CEO of LibertyStream, to unpack how the company is reimagining lithium production by tapping into the oilfield’s existing saltwater disposal network. With active production underway in the Permian and development expanding into the Bakken, LibertyStream offers a real-world look at how direct lithium extraction (DLE) can scale faster and cheaper by building on infrastructure that already exists. This episode was recorded December 18th, 2025.

Senior Regional Manager Chester Chua talks about the nascent shale gas sector in Australia with host Bruce Walker, highlighting Beetaloo Energy and Tamboran Resources imminent launch of gas production and Santos' ongoing exploring activity. Chester also points out the increasing role of American service providers and looks at how the play could evolve, from a Northern Territories-focussed energy provider, to a source for the national market, and potentially even deliver global export capacity.

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. Graham and Mark will explore how AirMyne approaches system design, energy pairing, cost reduction and market positioning — and what it will take for DAC to scale into a meaningful part of the carbon removal landscape. This episode was recorded December 3rd, 2025.

In this month’s episode of the Enverus Intelligence podcast, Gibson Scott sits down with Al Salazar and Josephine Mills to unpack a rapidly shifting energy landscape. What began as a discussion around our latest Fundamental Edge report, Surplus to Scarcity: Our View to 2035, quickly expanded to include the market implications of U.S. strikes on Iran and the shutdown of Qatari LNG exports. 

The team breaks down what was already tightening in oil markets before geopolitics escalated, how much of today’s crude price reflects a true geopolitical premium, and what a prolonged Strait of Hormuz disruption would mean for global inventories. They also examine the far-reaching consequences of Qatar’s LNG outage, the limits of short-run supply elasticity in global gas markets and where U.S. and Canadian exporters could benefit.

From structural underinvestment and long-term oil deficits to near-term LNG volatility and Henry Hub upside risk, this episode connects the macro fundamentals with today’s geopolitical shocks and explains what may matter most for prices from here.

Host Patrick Rutty and guests Tommy Liskey and Arthur Keep examine Karoon’s path to E&P relevance in Brazil and beyond and then spotlight its search for a partner for an upcoming exploration campaign. They then discuss why the outcome of the GeoPark-Parex tussle over Frontera’s Colombia assets may have hidden implications for Colombia E&P before finishing up with the Dominican Republic’s new bid round.

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. This episode was recorded November 10th, 2025.