Advertise on podcast: Cracking & Fracking

In this episode of Cracking & Fracking, Tom gives an update on the oil and gas markets, the impact of the Russian/Ukraine conflict and what it means for oil prices.

In this episode of Cracking & Fracking, Tom Watters discusses the causes of the global energy crisis, could it get worse and what’s the likelihood this scenario plays out in the U.S. Tom also discussed our recent change to our hydrocarbon price deck and what it means for ratings.

Find out what upstream rating actions the S&P Corporate Ratings Oil & Gas team took following the revision of its price deck in March. Also, find out what some of the thematic questions that are being posed to our team.

On today’s episode of Cracking & Fracking, we explore the reasons behind the change to the industry risk assessment, what it means for credit quality and the challenges faced by operators operating in these sectors.

In this edition of Cracking & Fracking, S&P Ratings takes a deep dive into each candidates energy policy and the potential credit impact on the various energy related sectors and states that have a meaningful energy exposure.

On this episode of Cracking & Fracking, our guest Paul O’Donnell discusses the E&P revolving credit facility borrowing based, spring redeterminations that were just completed for E&P companies. Related Article: Spring Reserve-Based Lending Redeterminations Result In A Liquidity Squeeze For Speculative-Grade E&P Companies

In this episode of Cracking & Fracking, find out what has been happening in the chemicals space and related rating actions due to COVID-19.

Sector Lead Tom Watters discusses the recent price volatility in oil and what it means for the price deck. He also gives an update on rating actions in the upstream space and what were some of the drivers.

In this episode of Cracking & Fracking, we explore the recent rating actions we took on several E&P gas producers. Find out what the key drivers were and what our analysts are thinking will be the rating drivers going forward.

Host Tom Watters and S&P Global Ratings' lead analyst for the chemicals sector, Allison Schroeder, explore the reasons for the recent rating action on Dupont and what S&P Global Ratings will be looking for to resolve it.

Cracking & Fracking host Tom Watters and S&P Global Ratings' Transportation and Refining Sector Leads, Rachel Gerrish and Mike Grande, discuss the impending regulation to reduce marine ship sulfur emissions and its implications for oil prices and the shipping and refining industries.

In this episode, Tom Watters and Paul Kurias recap some of the main topics and issues that were on investor’s minds following meetings with buy side Chemical analysts in Boston and Chicago.