show episodes
 
Richard & John Spears answer your questions & discuss the oilfield services business. The Spears brothers have a combined 75+ years as leading industry experts and are prized speakers for events all across the globe. The Drilldown will visit all topics in the oilfield services & equipment and discuss industry current events. New episode every Monday! Got a question? Send it to drilldownshow@gmail.com
 
Control Risks is a specialist global risk consultancy that helps organisations succeed in a volatile world. Through insight, intelligence and technology, we help you seize opportunities while remaining secure, compliant and resilient. When crises and complex issues arise, we help you recover. See acast.com/privacy for privacy and opt-out information.
 
Alpha Trader taps into topics and trends offering in-depth analysis of the market from the perspective of a trader. Hosted by former Seeking Alpha VP of Content Aaron Task and Seeking Alpha Managing Editor of News, Stephen Alpher, the show will feature discussions of the latest news and regular guests from among the smartest traders in the market today.
 
The financial markets have so much to offer beyond mere numbers and charts. Between the highs and the lows, amidst the bulls and the bears, there are plenty of themes to explore. Join Han Tan, FXTM Market Analyst, as he ponders the major topics that are moving markets and shaping investor sentiment. From a deep-dive into the latest headlines, to examining the wildest price swings, or even debating contrasting views within the investing community, Han and his guests are always ready to engage ...
 
INTL FCStone Inc. (Nasdaq: INTL) provides clients across the globe with a comprehensive range of customized financial services and tools to help them protect their margins and manage volatility. A pioneer in specialized financial services, we open markets for underserved mid-market clients with insight, guidance and access. Our Vision We believe that every company—regardless of size, regardless of industry, regardless of how long they’ve been in business—deserves access to the best advice, t ...
 
Mint Lite Morning Shot offers a quick update on the news you need to know before you start your day. From politics to markets, and a little dollop of positive cream, Sohini Sen from Mint offers a fresh perspective on everything. So, grab a cup of coffee and let's get started. This is a Mint production, brought to you by HT Smartcast.
 
Marita Noon Since accepting the position of Executive Director for the Albuquerque-based Citizens’ Alliance for Responsible Energy (CARE) in 2007, Marita’s influence has grown beyond the borders of New Mexico. Her commentaries on energy, politics and their impact on the economy are read by thousands of people each week on many online commentary sites and in newspapers from coast-to-coast. She’s written more on Obama’s green-energy crony-corruption scandal than any other single entity. Marita ...
 
Modern, engaging, and unique, Aviation LO Down is the official podcast of David Lombardo, also known by his operating initials, LO. Full of the passion, humor, and the famous improvisational style found on many of his past social media projects, Aviation LO Down features fascinating interviews and soundbites from across the industry in an exciting and energy-fueled format anyone can enjoy. A podcast that explores not just flying, but the art and science of what makes people in aviation tick. ...
 
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show series
 
Originally Posted On: https://www.digitalwildcatters.com/opec-oil-prices-and-opaqueness-on-petronerds-podcast/ In episode 18 of the PetroNerds podcast, Trisha Curtis comes out swinging on OPEC, Iran, and inflation. This is an episode you do not want to miss. Trisha and Ethan discuss OPEC’s latest moves, rising oil prices in the context of rising in…
 
OPEC+ has started to reverse oil production cuts in expectation of a return to strong oil demand. What does this mean for business? Join Charles Hecker and Claudine Fry for a conversation with in-house experts Oksana Antonenko and Patrick Osgood about why OPEC+ still matters, the bloc's role in the coming energy transition, and the impact of oil pr…
 
This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with Bob Iaccino, co-portfolio manager of The Stock Think Tank, and host of The Market Think Tank. Talking as oil (CL1:COM) jumps 3% to a new cycle high, a bullish Bob Iaccino says demand for crude is rising a lot faster than OPEC is willing to supply it. With th…
 
It's no secret that the power sector is undergoing dramatic changes. Market dynamics and ambitious decarbonization goals set by the Biden administration are driving a transition away from fossil fuels and toward more renewable energy and electric vehicles. Consumers and investors are also expressing new expectations for sustainability and a cleaner…
 
Did the 2021 G7 Summit in Cornwall this past weekend make the world better for business? Join Charles Hecker and Claudine Fry for a conversation with in-house experts Alexandra Kellert and Jonathan Wood about what the summit tells us about the status and alignment of G7 on four Cs: climate change, commerce, COVID-19 and cyber security.…
 
The Fed has delivered a hawkish surprise after the conclusion of its policy meeting this week. In the immediate aftermath, the US dollar soared, gold prices tumbled, and US stocks are pulling away from their record highs. Han Tan and his guest, Exinity Chief Market Strategist Hussein Sayed unpack the Fed’s latest statements to the markets, and what…
 
This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Sylvia Jablonski, co-founder and CIO of Defiance ETFs. Among the topics covered: The conundrum of falling long-term Treasury yields as inflation moves higher Jablonski’s expectation that the inflation scare will be transitory, and won’t derail the continuatio…
 
In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses: Oil prices closed at a 2-year high as road traffic picks up in the U.S. and Europe Non-core asset sales from midstream companies indicate that natural gas will be a critical source of energy over the long-term Canadian and U.S. energy companies announce programs to red…
 
Venezuelan sanctions and the Maduro regime have been a backburner issue so far for US President Joe Biden. When he was elected, many energy analysts predicted he would grant some sanctions relief on humanitarian grounds. Fernando Ferreira, director of Rapidan Energy Group’s Geopolitical Risk Service, predicts we'll start to see the White House's di…
 
Originally Posted On: https://www.digitalwildcatters.com/exxon-activism-executive-orders-and-dapl-on-petronerds-podcast/ In episode 19 of the PetroNerds podcast, your host Trisha Curtis, CEO of PetroNerds, and cohost Ethan Bellamy get into the very hot topics of ExxonMobil’s board seat debacle with activist investor group Engine No.1, Biden’s doubl…
 
This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Jim Bianco, president of Bianco Research. It doesn’t take too long of a memory to remember the days when then-Fed Chair Janet Yellen was none too pleased about President Trump sticking his nose into monetary policy. Now that Yellen has moved to the Executive …
 
ExxonMobil might change its tune on regulatory matters WTI Oil Hits $70 for First Time Since 2018 as Market Tightens https://financialpost.com/pmn/business-pmn/wti-oil-hits-70-for-first-time-since-2018-as-market-tightens - China importing less oil now. 11.34 mbpd in May 2020, 9.86 mbpd in May 2021 - OPEC deciding not to increase production more tha…
 
In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses: The economic recovery continues as job creation and Memorial Day driving numbers exceed expectations Merger & acquisition activity this week points to the fact that traditional energy companies will play a leading role in the energy transition Oil inventories remain belo…
 
The US and Iran are entering a sixth round of indirect talks in Vienna aimed at restarting the 2015 nuclear deal. S&P Global Platts Analytics still expects the sides to reach a deal in the coming months, with the Biden administration removing sanctions on Iran's oil, petrochemical, shipping and other sectors by September. This sanctions relief woul…
 
Global investors are keenly watching the release of the May US nonfarm payrolls report, due on 4 June. If the official figure is anything like last month’s shocker, financial markets could be in for another volatile session. Han Tan and his guest, FXTM research analyst Lukman Otunuga, discuss the significance of the NFP report for the US inflation …
 
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses: Oil markets remained positive in anticipation of what could be a record summer driving season Pros and cons of the Cimarex / Cabot Oil and Gas merger Details on the Shell lawsuit ruling and possible courses of action for the company ExxonMobil shareholders voted to put at…
 
Investors are proving they have climate change and the energy transition on the their minds. Last week, activist investors got at least two seats on the ExxonMobil board of directors, and Chevron's shareholders approved Scope 3 emission targets, both which could lead to lower oil and gas production ahead. The popularity of ESG (environmental, socia…
 
Originally Posted On: https://www.digitalwildcatters.com/iran-iea-net-zero-by-2050-report-and-inflation-on-petronerds-podcast/ In episode 17 of the PetroNerds podcast, your host Trisha Curtis and cohost Ethan Bellamy discuss the implications for removing sanctions on Iran and the impact it could have on the oil market and is having on the oil marke…
 
The Biden administration surprised many last week in granting a sanctions waiver to the company building the Nord Stream 2 gas pipeline from Russia to Germany. The move allows work to continue on the almost-finished project, despite long-standing US opposition on the grounds that it will increase Germany's dependence on Russian gas supplies. We spo…
 
This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with Henry Blodget, co-founder and CEO of Insider, Inc., and a former top-ranked Internet stock analyst. Blodget was pitched an investment in Bitcoin (BTC-USD) all the way back in 2011 (price then was about $80 per coin). His conclusion then was that Bitcoin was …
 
COVID 19 IMPACT ON EUROPEAN AVIATION https://www.eurocontrol.int/sites/default/files/2021-05/covid19-eurocontrol-comprehensive-air-traffic-assessment-20052021.pdf - travel within Europe is down 57% — because of lockdowns as opposed to fear? - intra-Europe flow as increased 16% over 2 weeks but intra-Europe flight are still down 63% compared to 2019…
 
In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses: Oil prices fell with the potential for an agreement with Iran that would lift all major sanctions and increase supply to the market during the second half of the year The Dakota Access Pipeline ruling spells out a win for pipeline owners Key takeaways from the Energy Inf…
 
The White House and Democrats in Congress are looking at a number of ways to increase taxes and federal revenues from the oil and gas industry as part of their climate and clean energy agenda. They're looking at higher royalty rates on federal lands and eliminating deductions like intangible drilling costs and percentage depletion. We spoke with Da…
 
Covid-19 has fueled inequality in Colombia, leading to violent unrest and a likely shift to the left in the 2022 elections. Join Charles Hecker and Claudine Fry for a conversation with Raul Gallegos about what this means for businesses operating in the country and the wider region. Raul Gallegos heads the political risk practice in the Andean regio…
 
Originally Posted On: https://www.digitalwildcatters.com/permian-basin-earnings-and-market-trends-efficiency-petronerds-podcast/ In episode 16 of the PetroNerds podcast Trisha Curtis and Ethan Bellamy discuss the market trends and themes taking place in the US upstream space, specifically the Permian Basin. They review the earnings calls of EOG Res…
 
Spot gold is set to post a 6-day winning streak, having gained about 9.5% so far this quarter. What’s been fuelling bullion’s climb? Han Tan and his guest, FXTM Senior Research Analyst Lukman Otunuga, discuss the key factors that are pushing the precious metal higher, and contemplate how much further it could go. Music: www.bensound.com…
 
As the only ASEAN economy to achieve positive economic growth in 2020, Vietnam’s potential as an investment destination is evident. However, Vietnam’s political and business environment remains dauntingly opaque and complex to many foreign businesses and investors. Listen to our panel of Vietnam experts, Stephen Norris, Linh Nguyen and Edward Blenk…
 
Check out Ellen’s new column: Green Energy Solutions Start at Factory Gates https://www.bloomberg.com/opinion/articles/2021-05-17/green-energy-factories-can-solve-emissions-by-generating-own-power Blackouts Threaten Entire U.S. West This Summer as Heat Awaits https://finance.yahoo.com/news/u-west-facing-white-knuckle-111527363.html - the issue is t…
 
This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with David Lebovtiz, global market strategist at JPMorgan Asset Management. With the market coming off its worst week in three months, the inflation question is atop many investors’ minds. Lebovitz is willing to agree at least in part with the Fed that the curren…
 
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses: Combination of demand recovery and restrained supply draining oil storage How the stimulus, high savings rate and pent up demand are driving inflation Takeaways from the Citi energy conference and how the industry views the future of energy An update on the Colonial Pipe…
 
We're sizing up some of the top geopolitical factors influencing oil markets with Paul Sheldon, chief geopolitical adviser for S&P Global Platts Analytics. The US and Iran entered a fourth round of indirect talks in Vienna this month. Sheldon explains why he still sees good odds of a framework deal emerging within weeks and what that would mean for…
 
Originally Posted On: https://www.digitalwildcatters.com/colonial-pipeline-and-us-inflation-petronerds-podcast/ In episode 15 of the PetroNerds podcast, Trisha Curtis and Ethan Bellamy discuss the current status of the Colonial pipeline (which had not resumed operations at the time) and get into oil prices, the US dollar, and all things inflation a…
 
Colonial Pipeline - if things get fixed by Tuesday shouldn’t have problems. - If it goes on longer could really see problems - some reports that Motiva shut crude oil units due to this, but could be it was duet o a power outage US passes emergency waiver over fuel pipeline cyber-attack https://www.bbc.com/news/business-57050690 U.S. Pipeline Shutdo…
 
Will the cyberattack that forced the largest US oil pipeline to shut down for days be a wake-up call for the industry to rapidly shore up its cyber defenses? On this special episode, we have two interviews from cybersecurity experts. Both say they were not entirely surprised by the attack on the Colonial Pipeline, as they have witnessed the oil and…
 
This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with David Bahnsen, founder, managing partner, and chief investment officer at The Bahnsen Group. Speaking shortly after the cyberattack on the Colonial Pipeline, Bahnsen says the news speaks to the need for a robust, voluminous, highly effective, and technologize…
 
In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses: Factors driving strong performance in the broad energy and midstream energy sectors Earning’s season highlights and how Texas' winter storm has had lasting impacts on several midstream companies Details on the Colonial Pipeline ransomware cyber-attack Download Transcri…
 
Just how realistic are the ESG goals being set each quarter by US energy producers in the face of rising pressure from investors, banks and the government to become more environmentally sustainable? The Biden administration has ushered in new climate priorities across the government, including the Environmental Protection Agency reviewing methane l…
 
In the third of a two-part series Richard and John discuss how challenges in implementing net-zero emission (NZE) plans could revise the (bearish) long-term outlook for oil and gas demand. What are some of the key issues that could impact how quickly NZE goals will be realized?
 
Originally Posted On: https://www.digitalwildcatters.com/rip-and-review-bp-earnings-and-interview-of-saudi-arabias-crown-prince-mbs-petronerds-podcast/ Trisha Curtis and Ethan Bellamy come out swinging in the second part of this windy and nerdy two parter. They get into the color and commentary in BP’s Q1 2021 earnings call and the major themes dis…
 
What will Cuba be like without a Castro at the helm? Join Charles Hecker and Claudine Fry for a conversation with in-house expert Alan Zamayoa about the outlook for Cuba now that Raúl Castro, brother of former Cuban President Fidel Castro has stepped down and handed power over to President Miguel Díaz-Canel. Alan Zamayoa is an Associate Analyst for…
 
Come this time of year, the market adage, “Sell in May and go away” often makes its rounds (perhaps to the chagrin of seasoned market watchers). With US stocks showing some signs of jitters already this week, does this cliché still apply for 2021? Han Tan and his guest, market commentator Jamie Dutta, discuss the themes in play for US stocks as we …
 
Eliminating natural gas in housing could cost $5.9B https://www.sfexaminer.com/news/eliminating-natural-gas-in-housing-could-cost-5-9b/ Wyoming backs coal with $1.2M threat to sue other states https://columbiabasinherald.com/news/2021/may/03/wyoming-backs-coal-with-12m-threat-to-sue-2/ - San Francisco gets 60% of its electricity from the Hetch Hetc…
 
The US Interior Department has approved more than 500 drilling permits on federal lands and waters since January, despite the Biden administration's halt to new lease sales. The agency has not said when it might resume leasing, other than canceling any sales through June. Producer-state senators contend that this pause will turn into a permanent ba…
 
This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with Randy Frederick, vice president of trading and derivatives at the Schwab Center for Financial Research. “The risk of a larger pullback is growing even though [sentiment] indicators remain mostly neutral,” says Frederick, who has taken notice of the remarkabl…
 
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