Enverus Intelligence

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.

Host Patrick Rutty and EMEA Senior Regional Manager Tom Richards parse Chevron’s newly announced Iraq preliminary agreements in the context of the company’s R/P challenges and historic Iraq contract terms, then turn to possible U.S.–Iran scenarios and what they could mean for supermajors’ presence in the region.

In this episode, we welcome Morten Stahl, founding partner at Natural Hydrogen Ventures. Natural Hydrogen Ventures is one of the first venture firms dedicated exclusively to natural (subsurface) hydrogen, investing across geology, enabling software, transport and emerging production technologies. This episode was recorded on October 6th, 2025.

SSA Regional Manager Jimmy Boulter and podcast newbie Sr. Regional Analyst Archie Rowland join host Patrick Rutty to discuss the significance of Azule’s latest ILX hit in Angola and Eni’s successful Murene-1X in Côte d’Ivoire, compare the PSC terms on TTE's and Atlas Oranto's newly awarded deepwater Liberia blocks, make quick notice of TTE and PBR farming into the Luderitz Basin, and speculate about TPAO’s invitation for someone to join them offshore Somalia.

Europe Regional Manager Anne Jones and host Patrick Rutty first discuss the Vinekhh-1 Bulgarian Black Sea dry hole and whether it casts a shadow over the remaining exploration portfolio in the region. We then touch on 80 Mile’s plans to test Jameson Land Basin prospects in the second half of 2026 before finishing with a little spotlight on the potential development of Norway’s largest undeveloped gas field, Linnorm – named after the mythical serpent-dragon (attention all you Ragnarok fans!).

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.