Podcasts
An audio version of my World Energies Summit 2026 speech on the new global energy order: stronger oil & gas demand, renewed exploration, higher costs of capital, and what the next upstream growth cycle means for companies and investors.
Podcasts
Suncor’s turnaround shows what can happen when a mature oil-sands business refocuses on execution, reliability and accountability. We look at how stronger operating discipline has improved performance, cash generation and investor confidence.
Podcasts
BW Energy’s $1.5 billion Maromba project could transform the company. We examine the field’s history, subsurface and execution risks, its sophisticated financing, and whether BWE shareholders are ultimately carrying too much concentrated exposure.
Podcasts
Jadestone built a broader asset portfolio, but shareholders still suffered heavily. This article looks at how growth, operational setbacks and financing strain combined and why the board’s response matters as the company enters its next phase.
Podcasts
Ian Tyler is BP’s new permanent chair, but the bigger question is whether BP’s real problem is now governance rather than strategy. We examine why Elliott may have won arguments on costs, assets and spending while BP has retained control of what happens next.
Podcasts
Energean’s investment case rests on more than Karish. We examine its wider portfolio, reserves revisions, the acceleration of Katlan and the implications of pursuing growth while leverage remains high — before asking whether the equity offers enough upside for the risks.
Podcasts
Higher sovereign yields are changing the economics of corporate debt, refinancing and capital allocation. For oil and gas, the risk is sharper: financing costs can stay high even if oil falls, leaving balance-sheet strength to determine who can invest, acquire and survive.
Podcasts
Talos replaced founder Tim Duncan with Shell veteran Paul Goodfellow. What can Big Oil executives bring to independents, what may their careers leave untested, and why does the right CEO depend on what the company needs next?
Podcasts
In the final Boardroom Special, Jessica and Oberon ask who might act on their Shell–BP analysis. The search for a mandate leads somewhere unexpected: Houston, and a potential sale or US listing of BP’s American upstream business.
Podcasts
PES tourmailine and karoon0:00/1309.046191× Oil and gas investors have spent a decade demanding more cash back. Tourmaline and Karoon show why that discipline was necessary — but also why exceptional management may sometimes create more value by keeping some financial capacity intact and waiting for the right opportunity.
Podcasts
We are still inside the fictional PetroEquity investment bank, Oberon and Jessica develop the theoretical Shell acquisition of BP into an internal pitch book, exploring the valuation, history and confidence problem that could make the idea worth taking seriously.
Podcasts
Kosmos Energy proved it could find major hydrocarbons. The harder problem was building a public company around discoveries that are rare, unpredictable and impossible to schedule.