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The Enverus Intelligence podcast delivers key themes on emerging and important topics in energy through honest conversations with the passionate personalities behind the mountains of research, publications, articles and scout reports delivered to Enverus Intelligence customers daily. Enverus is the largest SaaS company solely dedicated to the energy space, influencing the world’s most important energy decisions by connecting the industry through intelligence, data analytics, and smart network technologies. Join our team behind the scenes every few weeks as they tackle the most important questions in energy. Disclosures Enverus Intelligence Research, Inc. provides leading energy industry research and is a subsidiary of Enverus, the largest SaaS company in the world solely dedicated to the energy market. Therefore, any company mentioned in this podcast may be a subscriber or client of Enverus Intelligence Research, Enverus or their affiliates. However, any views expressed in this podcast accurately reflect the speaker’s personal views about any subject securities referenced. The information contained in this recording is provided for information purposes only and is not to be used or considered as investment advice or recommendation or offer to buy or sell any securities or other financial instruments. Please visit www.enverus.com/disclosures for additional information.

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Check latest episodes from Enverus Intelligence podcast

Global Upstream Scouting | Americas | Neuquén Bid Round Analysis, Alaska E&P Uptick, Brazil Update

2026/11/10

Host Patrick Rutty and guests Vishnu Gopakumar, Tommy Liskey, Victoria Phillips discuss recent block awards in Argentina's Neuquén Basin and how acreage prices in the Vaca Muerta compare to North American early-stage unconventional plays. They then highlight anticipated Alaskan oil production growth of almost 50% by 2031 – with competitive breakevens near $50 per barrel – as well as continuing exploration and appraisal drilling. Lastly, a Brazil update touching on Morpho, Tupinambá, Bumerangue, and the impact of newly re-elected President Lula’s legacy on the oil and gas industry. For more information, please visit https://www.enverus.com/solutions/the-global-suite/

Global Upstream Scouting | Middle East North Africa | Chevron Nargis-2 Update, Bapetco Egypt Fracking, TPAO-Eni Collab

2026/11/03

Host Patrick Rutty and Senior Regional Analyst Sheik-Imran Azim Rahman discuss what little detail has been released on CVX’s appraisal of its 2023 Nargis discovery and speculate as to the age of a reported additional gas-bearing interval, have a short chat about Bapetco JV (Cheiron/Capricorn/EGPC) plans to frack a 1600-meter lateral in Obaiyed, Egypt's largest onshore gas and condensate field, and then finish by noting Eni is about to become the last supermajor to sign an upstream agreement with an increasingly expansive TPAO. For more information, please visit https://www.enverus.com/solutions/the-global-suite/

Global Upstream Scouting | The Vaca Muerta Growth Engine

2026/10/29

Vaca Muerta has the rock. The question is how fast everything above ground catches up. Patrick Rutty sits down with Andy McConn, Dani von Bassenheim and Vishnu Gopakumar of Enverus Intelligence® Research to cover why wells recovering more than 100 barrels per foot still cost more to drill than the Permian, how Argentina’s RIGI incentive regime is pulling in capital and why all three analysts see tailwinds for North American entrants.

Global Upstream Scouting | Sub-Saharan Africa | West African Transform Margin getting busier and Nigerian investment expands in East Africa

2026/10/27

Licensing opportunities continue to surge with Cameroon, Liberia and Nigeria all launching bid rounds in Q4 2026. Along the West African Transform Margin, Murphy concludes a successful appraisal well in Côte d’Ivoire, while newcomer Planet One spuds its first NFW in Ghana. Aiteo's new acreage in Madagascar and Dangote's planned refinery in Kenya underline the wider investment ambitions of Nigerian companies across the continent. The Sub-Saharan Africa team of Jimmy Boulter, Archie Rowland, and Polly Young join host Bruce Walker for the podcast.

Supply, Demand & Pricing | Still Bullish Oil, Cautious Gas

2026/10/21

On the latest Enverus Intelligence Podcast, host Gibson Scott sits down with Al Salazar, Director of Macro Research, to unpack the October Fundamental Edge report, Still Bullish Oil, Cautious Gas. Al explains why the oil call has not moved since the war began: commercial stocks, not headline flows, set the price, and those stocks keep drawing even as more barrels clear the Strait of Hormuz. On gas, the newly sanctioned Solitude pipeline, two 48-inch lines built to move 4.5 Bcf/d of Permian associated gas to Katy by 2030, puts the Haynesville on notice. In Canada, AECO has barely moved despite LNG Canada, and Al prices the Pacific Link pipeline against 240,000 brand-new BMWs parked bumper to bumper. The open question: does demand give way before inventories rebuild?

Global Upstream Scouting | Europe | Faroes Exploration Application, COP Mulls Norway Exit

2026/10/20

ConocoPhillips have received an unsolicited offer for their $7B Norway+Teesside business. Why does the transaction makes sense? Who is likely the suitor, and which other potential buyers could surface, now that COP have taken the package to the market? In the Faroe Islands, minnow Atlantic Petroleum (ATLA-DKK) has applied for 16 frontier blocks – on behalf of an unnamed company currently under formation in which Atlantic expects to hold a 40% carried interest. Just across the border in the UK, Rosebank and Cambo field developments by Adura and Ithaca could potentially provide tieback opportunities for future Faroese developments. Anne Jones joins Patrick Rutty for this one.

Global Upstream Scouting | Asia Pacific | China Offshore Exploration, Beetaloo First Gas and Overrides

2026/10/13

Host Patrick Rutty connects with Senior Regional Manager Chester Chua to talk about the sustained offshore exploration activity in the Bohai Bay and South China Sea, the various play types CNOOC are chasing, and what they’re finding in terms of resources. They then get caught up on Tamboran and partners achieving first gas from their Australia unconventional pilot, including a potted history of the various entries and exits over the years and a rough accounting of overriding royalty interests in the play.

Global Upstream Scouting | Americas | Booming Santos Production and Morpho Progress in Brazil, Oxy Prepping Peru Wildcat, Falklands Forging Ahead

2026/10/06

Host Patrick Rutty and guest Tommy Liskey discuss Brazil’s record 4.6 MMbbl/d oil output, with Búzios alone topping 1 MMbbl/d and the country potentially approaching 5 MMbbl/d within five years. They then turn to whether Morpho’s light-oil discovery is genuinely commercial, particularly given the delay to the Manga follow-up well and the country’s election politics. Next they tackle Peru, where Oxy is preparing a deepwater wildcat as Chevron considers leaving the commitment block while retaining adjacent exposure. The episode closes with Sea Lion’s route toward first oil amid Argentine sanctions and supplier risks.

Global Upstream Scouting | MENA | Zawiya & Sharara undermine Libyan target

2026/09/29

Outages at the Zawiya refinery and Sharara export pipeline caused by labour disputes have constrained 130,000 bo/d, impinging on Libya's 1.5 MMb/d target. BP has commenced a new exploration well in Egypt ongoing drive to grow reserves and stabilise production. Meanwhile, DNO and Genel continue their protracted battle for Capricorn Energy. North Africa senior analyst Sheikh Imran Azim Rahman joins host Bruce Walker for the podcast.

Global Upstream Scouting | Sub-Saharan Africa | Eni Enters Senegal, Petrobras Claims Côte d’Ivoire Prize, SOCAR Into Baleine, Ghananza, Angola Deepwater Awards

2026/09/22

Senior Regional Manager Jimmy Boulter, Senior Regional Analyst Archie Rowland, and host Patrick Rutty discuss Eni’s latest exploration MoU over five blocks in Senegal. They then review a flurry of Côte d’Ivoire & Ghana exploration licencing, MoUs, and A&D, starting with Petrobras’ massive eight-block deepwater award and expanding to include Eni, SOCAR, Chevron, and Shell. The conversation finishes with Angola, where Chevron, Shell, TotalEnergies, and ExxonMobil have all signed deepwater blocks out of prior study agreements or MoUs – demonstrating the viability of those reconnaissance instruments.

Energy Market Dynamics | Houston and Midland Roadshow Recap

2026/09/17

Dane Gregoris and Steve Diederichs recap a Houston and Midland roadshow, where higher oil prices have operators testing new ways to pull more barrels out of existing rock. Surfactants, lightweight proppant and four-mile u-turn wells are all showing early promise, but the takeaway is incremental than a step change for U.S. shale oil productivity.

Global Upstream Scouting | Europe | Vermilion Victorious in Germany, Greenland Energy to Acquire 80 Mile, Chevron Gains in Greece

2026/09/15

Europe Regional Manager Anne Jones and host Patrick Rutty talk about VET’s first gas from and future plans at their 68 Bcf Wisselshorst field in Lower Saxony, discuss commercial movements and operational delays in Greenland’s Jameson Land Basin and offer a wee bit of speculation on what comes next, and marvel at the CVX acreage and exploration-to-be juggernaut offshore Greece.

Energy Market Dynamics | Canadian Pipelines and Oil Sands Growth

2026/09/11

For the last decade oil pipelines moderated production growth from Canada's oil sands. That ceiling is lifting, and the constraint is moving. Dane Gregoris hosts Kyle Bertamini and Trevor Rix to talk about the five oil egress projects now on the table. Behind the pipes, there is plenty of resource but what could bite instead is producer capital discipline and diluent supply, with domestic condensate resource an order of magnitude short of bitumen.

Global Upstream Scouting | Asia Pacific | Regional Gas Project Roundup, Vijayapuram Andamonium, Supermajors Slowly Slinking In

2026/09/08

Host Patrick Rutty connects with Senior Regional Manager Shankar Krishnan to talk about how much gas can be expected from the region’s FID’d and pre-FID projects and what’s required to keep things moving forward on INPEX’s Abadi and PTTEP’s Lang Lebah. They then turn their attention to Oil India Limited’s exploration campaign in the Andaman Sea to discuss what the initial gas shows and tests portend and – with the rig back on Vijayapuram-1 – whether the dry hole is getting an uphole test or a P&A. The episode finishes with a short bit on the India ambitions of supermajors Shell, ExxonMobil, BP, and TotalEnergies.

Supply, Demand & Pricing | You Can't Print Barrels

2026/09/04

Enverus Intelligence host Gibson Scott sits down with Al Salazar, director of macro research, and Josephine Mills, senior macro research analyst, to break down this month's Fundamental Edge report, "You Can't Print Barrels." The team continues to hold their $100 Brent call, a position they've held since March, but the demand and supply assumptions underneath shifted sharply on Strait of Hormuz outages and Russian refinery losses. The team also cuts its Henry Hub forecast further, flags constrained Permian gas takeaway as an upside price risk, and unpacks Europe's tightening storage picture ahead of a historically strong El Niño winter. Plus: early signs of real upside from data centers in ERCOT, and a closing note on Chevron's expanded Venezuela guidance.