Enverus Intelligence

Morgan Kwan and Bill Farren-Price discuss the conflict in Ukraine and the risks it poses to Europe, to Russian oil and gas supply, and to the wider global economy. As a veteran observer of European, Middle East and African energy, Bill offers his thoughts on the potential pathways that the conflict will take and the spillover from Europe’s first inter-state armed conflict since World War II.

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.

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. 

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. 

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?

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.

Our guest in this episode has nearly seen it all when it comes to the oil and gas industry.  With over 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.

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?