Enverus Intelligence

SSA Regional Manager Jimmy Boulter, Senior Regional Analyst Archie Rowland, and host Patrick Rutty discuss Sonangol’s success at Katambi 2 and speculate about the discovery’s path to commercialization. They then note Eni having found an indigenous suitor for its 5% stake in 18 Renaissance Energy-operated Nigeria blocks before summarizing Nigeria’s new deepwater investment framework and having a think about how much activity – and which projects – it will truly incentivize. Finally, they wrap up with a wild card entry: recent Sao Tome & Principe asset activity.

Europe Regional Manager Anne Jones and host Patrick Rutty decide not to talk about a number of other interesting topics before plunging into Norway operator Vår’s venture into Danish waters and why the deal makes sense. They then have a run at the likely outcomes of bp’s declared intent to sell its remaining UK upstream assets, including thoughts on asset grouping, buyers, and timeline.

Host Patrick Rutty connects with Chester Chua and Shankar Krishnan to note BP’s re-engagement on one of the four exploration blocks offered by South Korea in the deepwater Ulleung Basin. They then follow the BP trail down to the Andaman Sea, where the supermajor is providing technical expertise to ONGC on well locations and drilling operations. Next, a quick review of recent work by Shell and other operators in advancing Queensland’s emerging Tinowon Sandstone tight gas (à la Alberta Deep Basin) play. And lastly, a bit on UK indies rotating into SE Asia, Serica’s acquisition of Pharos – with Vietnam (and Egypt) assets – being the latest example.

Andy McConn recaps his roadshow through Buenos Aires and London, from Vaca Muerta economics to the lull in international upstream M&A and where he sees green shoots in global exploration. Plus a rapid-fire round on which basins and countries are overlooked by investors.

Host Patrick Rutty and guests Tommy Liskey and Victoria Phillips discuss how Washington turned OFAC approval from a locked door into a turnstile (for the right companies) in Venezuela, catch up on Colombia politics and offshore exploration activity, move on to Argentina to put another mark on the wall for the RIGI and to flag a new offshore block tender, and finish up noting ongoing exploration success by Petronas in Suriname’s Block 52.

In this episode, Enverus Managing Director Ian Nieboer sits down with Pat Lynch, Global Executive Managing Director for Data Center Solutions at CBRE, to discuss how AI-driven demand has fundamentally reordered data center site selection, shifting the priority away from location preference and toward wherever power is actually available. With three decades in digital infrastructure, Pat brings rare perspective on gigawatt-scale development, edge compute economics, supply chain constraints, and the evolving role of the grid in powering it all.

Stephen Sagriff is joined by Dane Gregoris to discuss key takeaways from a recent oil and gas investor roadshow on the East Coast of the U.S. The Permian basin and recent headlines surrounding lightweight proppant and surfactant usage were highly topical.

Host Patrick Rutty, Senior Regional Manager Tom Richards, and Senior Analyst Sheik-Imran Azim Rahman discuss Syria’s rise from the ashes as an area for renewed E&P focus and Egypt’s remarkable progress in erasing its arrears to oil and gas companies. They then turn their attention to Israel’s just-announced offshore bid round and briefly cover Zion Oil & Gas’s exploration of what seems an unconventional play onshore, before wrapping up with TPAO and Shell new country entries.

New finds for Murphy in Cote d'Ivoire, RAEC in Nigeria, and the Rhino-Azule partnership in Namibia. Meanwhile, Shell returns to Gabon with a deepwater MoU. Regional Manager Jimmy Boulter and Regional Senior Analyst Archie Rowland join host Bruce Walker for this West Africa-focussed discussion.

Sheikh Imran Azim-Rahman joins Bruce Walker to discuss the southern portion of Europe bordering the eastern Mediterranean Sea. Italy and Croatia persist with E&P efforts in spite of regulatory headwinds, limited resources, and problems between key stakeholders Eni and Energean. Whilst sanctions continue, Russia still casts influence on Serbia's NIS, with a pathway to Gazprom's exit yet to be resolved.