Enverus Intelligence

Host Patrick Rutty challenges Shankar Krishnan to weave several seemingly disconnected threads – the Malaysian NOC’s surge in exploration drilling activity in Suriname, its collaboration with TotalEnergies and Eni in Southeast Asia, and its ongoing challenges in Sarawak – into a coherent story.(Spoiler alert: Shank succeeds.)

Join Gibson Scott, Head of Intelligence at Enverus, as he dives deep into the latest energy market turbulence with two of the industry's leading analysts. In this must-listen episode, Director of macro research Al Salazar breaks down the puzzling natural gas supply surge from Louisiana's Haynesville region, while Senior Analyst Josephine Mills analyzes the unprecedented stability in global oil markets and what it means for investors.

From questionable production data to bloated storage levels, LNG export growth to OPEC production volatility - this power-packed conversation delivers the critical intelligence you need to navigate today's complex energy landscape. Whether you're trading Henry Hub futures or positioning for long-term oil investments, this episode cuts through the market noise with data-driven insights.

3 Key Takeaways:

This episode is essential listening for energy professionals navigating suspect supply data and evolving market dynamics.

Host Patrick Rutty talks with Tommy Liskey and Arthur Keep about above-ground risk in the hottest unconventional play outside North America, whether Ecopetrol’s talks with Canadian junior and top-notch Colombian explorer Canacol will amount to nothing more than a (political) resource grab, and the excitement surrounding Petrobras’ Morpho prospect on Brazil’s Equatorial Margin.

Host Patrick Rutty sits down with EMEA Sr. Regional Manager Tom Richards to recap EOG’s exploration collaboration with Bahrain’s state oil company Bapco, try to understand how the new Egyptian oil VAT will work, and riff on Chevron’s semi-surprising Iraq overture.

Host Patrick Rutty and SSA Regional Manager Jimmy Boulter discuss Shell’s exploration ambitions in Angola and Namibia, the imminent spud of Azule’s high-impact Quitexe new-field wildcat, and the further decline of South African E&P.

Host Patrick Rutty, Europe Regional Manager Anne Jones and EMEA Senior Regional Manager Tom Richards put Norway’s newly announced 2026 bid round in context, chat about ExxonMobil’s deepwater Greece exploration blocks and the four new ones that Chevron and others are eyeing, and celebrate Central Europe Petroleum’s Wolin East oil discovery in Poland’s Baltic Sea.

This week, Senior Regional Managers Shankar Krishnan and Chester Chua talk with host Bruce Walker about recent activity in the Asia-Pacific region. New Zealand's government has now lifted an offshore ban, potentially clearing the way for new E&P licensing by year-end. Regionally, a number of supermajors are rationalising their portfolios with BP exiting the Australian Renewable Energy Hub whilst Chevron has divested E&P acreage in the Malaysia-Thailand JDA.

In this episode, Enverus' Head of Intelligence Gibson Scott leads a sharp discussion with Director of Macro Research Al Salazar and Senior Analyst Josie Mills on the evolving energy landscape.

The team breaks down the latest oil and gas outlooks from Enverus Intelligence Research (EIR), including:

Tune in for data-driven insights and forward-looking perspectives from EIR’s top minds.

Senior Regional Manager Tom Richards joins host Bruce Walker to discuss activity around the Southern and Easter Mediterranean. This includes an update on Libya and Algerian licensing interest, how Cyprus might commercialise the recent Pegasus discovery and other gas finds and the potential impacts of recent drone attacks in Kurdistan, while Tom highlights Turkey's growing energy ambitions as a key point to watch.

Host Patrick Rutty and SSA Regional Manager Jimmy Boulter ponder West Africa's role in meeting 2030+ oil and gas supply shortfalls and examine Eni, ExxonMobil, and TotalEnergies success in recent drilling and contractual activity resulting from Angola's modernized petroleum law and production incentives, and Jimmy makes a prediction about Chevron.