Sponsored by Cognite – https://www.cognite.com/en/ogpodcast Exxon suing the California Attorney-General and several environmental groups  https://au.finance.yahoo.com/news/andrew-forrest-named-exxon-defamation-101551328.html Keystone oil pipeline shutdown could quickly lead to higher gasoline prices https://apnews.com/article/keystone-oil-pipeline-north ... Show More
Mar 2024
Oil production and carbon capture takeaways from CERAWeek
The 2024 CERAWeek by S&P Global conference just wrapped up in Houston, where oil industry executives were talking up, often aggressively, the need for oil and gas to remain in the mix during the transition to cleaner energies. They also discussed environmental solutions which wil ... Show More
19m 47s
Apr 2025
Hurray Lower Gas Prices. Oh Darn, Lower Gas Prices
Back in the 1970’s there was a very popular graphic of a Lincoln US one cent coin. The original coin on the back has the words engraved “In God we Trust”. The coin had been altered to say, in Oil we trust. At the time, that meme rang true as people were lining up at gas stations ... Show More
5m 5s
Mar 2023
Martijn Rats: Differing Prospects for Oil & Gas
While oil and gas prices generally move in similar directions, their current situation has deviated from market norms.
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Welcome to Thoughts on the Market. I'm Martijn Rats, Morgan Stanley's Global Commodities Strategist. Along with my colleagues, bringing yo ... Show More
4m 24s
May 2024
How shale rewrote the global oil order
For decades, countries in the Middle East have dominated the oil market, pumping large quantities of the world’s supply. Along with that has come a pattern: when there’s conflict in the region, oil prices rise. The pattern seems to be breaking though, mainly because of one thing: ... Show More
17m 41s
Mar 2025
How to deconstruct an oil rig
Thousands of oil and gas rigs are becoming redundant around the world – and taking them out of service, known as decommissioning, is a multi-billion dollar business. It’s also a complex operation beset by sometimes opposing interests. In this programme, we meet the makers of the ... Show More
17m 27s
Oct 2024
Why oil and gold prices could keep rising
Escalating conflicts in the Middle East, coupled with China’s latest round of stimulus, are changing the supply-and-demand dynamics for oil prices. Goldman Sachs Research’s Daan Struyven, co-head of commodities research, explains the implications for oil and gold prices. Learn mo ... Show More
17m 44s