A podcast series about starting over featuring conversations about the ups and downs of business, life and everything in between. Hosted by Nate DuFort
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Midstream Podcast
Welcome to East Daley's Midstream Edge (MEDGE) podcast, where we connect the molecules in the ground to the money that moves oil and gas markets. East Daley Capital is a leading oil and gas data and research firm that lives at the intersection of commodity fundamentals and midstream equity analysis. For more information, please contact us at [email protected].
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The World Pipelines podcast, with Elizabeth Corner, is a podcast that connects and unites pipeline professionals to learn about issues affecting the midstream oil and gas industry.
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Unconventional Thinking for an Uncertain World
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The Hydrocarbon Engineering podcast: a podcast series for professionals in the downstream refining, petrochemical and gas processing industries.
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Podcast by kerksondermure
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Energy Markets Daily delivers essential intelligence for global energy capital. Hosted with institutional authority, this daily brief covers WTI/Brent crude analysis, natural gas markets, energy M&A activity, drilling intelligence, and the geopolitical developments that drive billion-dollar energy decisions. Providing superior energy market intelligence sourced from the same trading floors, boardrooms, and energy desks where your competition operates. Essential listening for oil & gas execut ...
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Sharing insights on energy, investing & business related items.
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CL Talk is the official podcast of Canadian Lawyer magazine. It will hear from leaders in the legal profession in Canada and beyond. Our editorial team interviews legal leaders about topical issues affecting lawyers from coast to coast.
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The Minerals & Royalties Authority is the go-to platform for Executives and Investors in the minerals & royalties space, both for oil & gas and renewables. The Minerals & Royalties Podcast is one of the content platforms leveraged by the Minerals & Royalties Authority to help educate investors on the relevant companies and trends in the royalties space.
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Listen and subscribe to Global Research Unlocked. A podcast from BofA Global Research. Nuanced insights that can help you chart the right path. Our industry-leading analysts discuss what’s emerging – from risks and opportunities to growth themes like AI and energy transition.
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Accelerating energy market analytics through collaboration, networking and alliances
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In this episode of the Hydrocarbon Engineering Podcast, Sarah Miller, President and CEO of the GPA Midstream Association, and CEO of GPSA, joins us to discuss the technical and economic importance of the midstream sector to the oil and gas industry. We consider some of the biggest challenges and opportunities facing the sector, and how midstream wi…
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Energy markets close the week with their strongest performance since June on Friday, September 26, 2025. Both WTI and Brent crude are heading for weekly gains of approximately 4.4%, marking their largest weekly advance in over three months, as geopolitical tensions override growing oversupply concerns. The week's rally was driven primarily by escal…
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#245: Kaes Van't Hof (Diamondback) - Diamondback Origins, $60 Oil & Growth in the Permian
51:32
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51:32Greetings, and welcome back to the podcast. This episode we are joined by Mr. Kaes Van't Hof - CEO of Diamondback Energy - a NASDAQ listed energy company with a market cap of ~$45 billion. Mr. Van’t Hof has served as the Chief Executive Officer and as a director of Diamondback since May 2025. Prior to his current position, he served as our Presiden…
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Energy markets face a critical inventory paradox on Thursday, September 25, 2025. While current EIA data shows surprising crude draws of 607,000 barrels (against expectations for builds), gasoline down 1.1 million barrels, and distillates falling 1.7 million barrels, the bigger picture reveals mounting oversupply pressures ahead.OPEC+ production su…
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Chances Are - Once Stuck in the Doldrums, Weather Derivatives May Have the Wind at Their Back
11:16
11:16
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11:16The popularity of weather derivatives has ebbed and flowed since their introduction in the late 1990s but trading activity has rebounded in recent years as the trading community has increasingly begun to reassess the need to hedge weather-related risks — everything from high temperatures and rainfall levels to power prices and cooling demand. In to…
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In this episode of the Hydrocarbon Engineering Podcast, David Wilson, CEO, Energy Exemplar, talks us through the data centre boom and the vital role that oil and gas has to play in the energy mix. David explores whether oil and gas is keeping up with demand so far and whether it will continue to do so as data centres grow and expand. Other topics i…
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Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Wednesday, September 24, 2025 — Macro Context. Under 4 minutes. Opening snapshot (quick): WTI ~$62 testing $61.92. Brent ~$66.1. Henry Hub ~$2.80/MMBtu (range low). USO ~$73.45. UNG ~$12.15. UST 10Y ~4.12%–4.15%. Macro: Fed -25 bps digested; softer dollar mildly supportive, …
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Missing Piece - Natural Gas Pipeline Data is Crucial to Uncovering Critical Market Insights
10:41
10:41
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10:41Natural gas prices at the Waha hub in West Texas plunged below zero again recently after force majeure and maintenance events across multiple pipelines left Permian producers scrambling to move their gas out. Persistent congestion will remain a big headache this fall and likely again in the spring, before the new Blackcomb and Hugh Brinson pipeline…
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Open dialogue, not policing, should guide DEI, Sandeep Tatla tells legal leaders
31:30
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31:30In this episode, Sandeep Tatla speaks about why open dialogue and psychological safety are essential for meaningful progress in diversity, equity, and inclusion (DEI) within law firms. She explains why policing and cancel culture undermine DEI efforts, and shares practical strategies for building trust and fostering inclusion in legal workplaces. D…
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Energy Markets Daily's Tuesday Market Analysis - September 23, 2025. Under 4-minute briefing for energy executives and institutional capital. Opening snapshot: WTI $62.00/bbl (-0.45% daily, fifth consecutive session decline), Brent $66.25/bbl (-0.48% daily, extending losses to fifth session), Henry Hub $2.80/MMBtu (testing bottom of trading range).…
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Evolution - How LNG Exports Came to Dominate U.S. Natural Gas, and Where the Market is Heading
10:23
10:23
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10:23Ten years ago, U.S. exports of natural gas in the form of LNG were a footnote in the market. But that all changed in 2016. In February of that year, the first shipment of LNG from the Lower 48 states set sail when the vessel Asia Vision departed from Cheniere Energy's Sabine Pass export terminal in Louisiana. This was the culmination of a remarkabl…
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Energy Markets Daily's Monday Strategic Positioning - September 22, 2025. Under 4-minute briefing for energy executives and institutional capital. Opening snapshot: WTI $63.02/bbl (recovering from weekly decline, Asian trading higher), Brent $67.06/bbl (November delivery, up during Asian hours), Henry Hub $2.93/MMBtu (+1.30% daily rebound). Energy …
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Louisiana Saturday Night - Meta's Massive Data Center Development Puts Focus on the Bayou State
11:41
11:41
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11:41Data center mania is sweeping across the U.S., grabbing headlines and spurring investor interest. It has now reached Louisiana, where Meta is building one of the largest developments in the Western Hemisphere. In today’s RBN blog, we’ll look at two gigantic projects planned for Louisiana, the early challenges the Bayou State faced in luring develop…
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Stablecoins progressing but at the speed of a mailed-in check
13:59
13:59
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13:59Stablecoin progress to come with time and reg. clarity Ebrahim Poonawala has been busy exploring the topic of stablecoins and the impact on banks. He's hosted expert events, started a series of notes on the topic and has communicated with bank CEOs on developments and potential bank offerings. Ebrahim joins the podcast to talk about regulatory prog…
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Energy Markets Daily's Friday Weekend Wrap - September 19, 2025. Under 4-minute briefing for energy executives and institutional capital. Opening snapshot: WTI $63.57/bbl (flat daily, +1.38% monthly), Brent $67.52/bbl (+0.12% daily, +1.03% monthly), Henry Hub $2.94/MMBtu (flat daily after volatile week). Energy ETFs: USO $74.69 (-0.37%), UNG $12.67…
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New Mexico - The Sour-Gas-Related Infrastructure of the Booming Northern Delaware Basin
12:31
12:31
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12:31The numbers out of Eddy and Lea counties in southeastern New Mexico are nothing short of staggering. Crude oil production at 2.3 MMb/d, or one-sixth of total U.S. output. Natural gas production north of 9 Bcf/d and rising fast. More than 90 active rigs — again, one-sixth of the U.S. total. Many top E&Ps are stoked about the Northern Delaware Basin …
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Energy Markets Daily's Thursday EIA Focus - September 18, 2025. Under 4-minute briefing for energy executives and institutional capital. Opening snapshot: WTI $63.70/bbl (-$0.35 daily, range $63.45-$64.47), Brent $67.66/bbl (-0.43% daily, range $67.34-$68.36), Henry Hub $3.08/MMBtu (-0.53% daily, one-week low). Energy ETFs: USO $75.15 (+0.12%), UNG…
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#244: Ian Anderson (Trans Mountain) - 40 Years of Building Canadian Infrastructure
1:14:55
1:14:55
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1:14:55Greetings, and welcome back to the podcast. This episode we are joined by Mr. Ian Anderson - former CEO of Trans Mountain Corp. & Kinder Morgan Canada Inc. Mr. Anderson retired in 2022 after 17 years as the CEO and President of Trans Mountain Corp, and predecessor companies, including Kinder Morgan Canada Inc. Mr. Anderson had a 44 year career in t…
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Return to Me - Increasing Gasoline Grade Differentials Draw Attention Back to the Octane Market
12:22
12:22
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12:22The last three years have seen historic changes in the U.S. octane market. The wholesale value of octane, the primary yardstick of gasoline quality and price, spiked threefold in 2022, followed by another year of high values in 2023. The numbers for 2024 and (so far) 2025 have been more stable, but still historically high. In today’s RBN blog, we l…
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Energy Markets Daily's Wednesday China Focus - September 17, 2025. Under 4-minute briefing for energy executives and institutional capital. Opening snapshot: WTI $64.44/bbl (post-FOMC positioning), Brent $68.36-$68.46/bbl, Asian energy JKM LNG pricing dynamics, Singapore fuel oil complex. China industrial production focus: August data +5.2% YoY vs …
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Let's Wait Awhile - E&Ps Worried About Oil Prices Keep Spending in Check as Acquisitions Boost Output
15:19
15:19
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15:19Although Labor Day has passed, most of the country is still enjoying balmy and relatively tranquil weather as we approach the onset of fall. However, a decline in crude oil prices since a mid-June peak has induced a profound chill in the boardrooms of oil and gas producers. Investors are becoming increasingly nervous as the crude spot price approac…
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Fatherhood and law: Steven Ngo redefines leadership at Rivian
21:58
21:58
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21:58On this episode, Steven Ngo, senior counsel at Rivian and co-founder of Beyond the A, joins us to discuss how fatherhood, legal innovation, and mental health advocacy have shaped his career and outlook. Ngo shares candid insights on breaking barriers in the legal profession, navigating complex regulatory challenges at Rivian, and why honest convers…
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Energy Markets Daily's Tuesday FOMC Focus - September 16, 2025. Under 4-minute briefing for energy executives and institutional capital. Opening snapshot: WTI $63.47/bbl (range $63.31-$63.52), Brent $67.63/bbl (+0.25% daily, +19 cents), Henry Hub $3.02/MMBtu (-0.90% daily). Energy ETFs: USO $74.23 (+1.25%), UNG $12.91 (+3.20%). FOMC decision focus:…
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Apples and Oranges - In Midstream Space, a Medley of Natgas and Produced Water M&A and IPOs
11:18
11:18
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11:18This summer, like the spring, winter and fall that preceded it, has seen a lot of dealmaking among midstreamers. And not just M&A and divestitures by the folks who gather, transport and process hydrocarbons but a major acquisition — and a rare IPO! — in the produced water slice of the midstream pie. Apples and oranges, maybe, but there are two comm…
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Energy Markets Daily's Monday Strategic Positioning - September 15, 2025. Comprehensive briefing for energy executives and institutional capital. Opening snapshot: WTI $63.14/bbl (+0.93% daily), Brent $67.36/bbl (+0.66%), Henry Hub $2.974/MMBtu. Weekend developments: Ukrainian strikes on Russian energy infrastructure intensified, stalled peace nego…
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God Blessed Texas - Proposed Data Centers in Texas Would Be Enormous, But How Many Will Be Built?
11:44
11:44
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11:44The data center boom is sweeping across the country and Texas has garnered more proposals for new centers than almost any other state. If every planned project were to go forward, it would mean nearly 9 gigawatts (GW) of additional electricity demand, or just over 1 Bcf/d of natural gas. That’s enough to power the entire country of Switzerland. In …
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Oil Price Drivers, Geopolitics, and the Economy
1:11:13
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1:11:13Recorded on September 11, 2025 and August 28, 2025 https://youtu.be/Z2sqvKk7bCo Episode 140 of the PetroNerds podcast is another energy dense, hot off the press, keynote address that Trisha Curtis recently gave in Midland, Texas. Trisha introduces this podcast with a fresh market update on oil prices, the Fed, escalating geopolitical risk with Russ…
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Managed care suffering but eventual recovery likely
28:31
28:31
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28:31Still managing to add value for patients and payor While US markets make new highs, the S&P managed care index is half the level it was a year ago. We talk to Kevin Fischbeck about what's driven the substantial weakness and whether deterioration in medical loss ratios (MLR) is temporary or something that will last and prevent these companies from r…
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Energy Markets Daily Weekend Wrap - Friday September 12, 2025. 4-minute strategic synthesis for energy executives. Friday close: WTI $61.85/bbl (-0.71%), Brent $65.85/bbl (-0.58%), Henry Hub $2.91/MMBtu (-0.38%). Weekly gains: WTI +$0.39 to $62.26, natural gas +$0.04 to $3.09. Baker Hughes milestone: Total rigs 537 (+1, first increase in 7 weeks), …
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Don't Worry, Be Happy - NGL Markets Relying on the Permian Ask, What If Crude Production Is Peaking?
9:05
9:05
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9:05OPEC+ is ramping up production, WTI is hanging below $65/bbl, and Permian crude oil production growth has slowed to a crawl, raising the question of whether oil output in the U.S.’s #1 shale play might, in fact, be peaking. That’s making some folks on the NGL side of things a little skittish. They’re wondering what a leveling off — or an outright d…
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#243: JP Lachance (Peyto Exploration) - Low Costs, Profitable Growth & 27 Years in the Deep Basin
1:12:23
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1:12:23Greetings, and welcome back to the podcast. This episode we are joined by Mr. JP Lachance - CEO of Peyto Exploration - a TSX listed energy company with a market cap of ~$4 billion. Jean-Paul (JP) Lachance joined Peyto in 2011 as VP Exploitation before being promoted to COO on Feb. 1 2018 and subsequently assumed the role of President and CEO on Jan…
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Energy Markets Daily's Market Update following yesterday's pivotal EIA Weekly Petroleum Status Report. Opening price snapshot: WTI $63.64/bbl (-0.05% daily, -7.73% YoY), Brent $67.46/bbl (-0.05% daily, -6.27% YoY), Henry Hub $3.02/MMBtu (-0.36% daily, +28.04% YoY). Critical EIA results: Crude inventories +3.9M barrels to 424.6M barrels (vs -1M expe…
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Do Ya Think I‘m Waxy? - A New Drill Down Report on Waxy Crude Production in the Uinta Basin
9:54
9:54
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9:54Oil and gas producers’ interest in each of the U.S.’s shale and tight-rock production areas has waxed and waned over the past quarter century or so. First it was the Barnett Shale, the birthplace of the Shale Revolution in the late 1990s. Then came the Fayetteville, Haynesville, Marcellus/Utica, Eagle Ford, Bakken, Permian, Denver-Julesburg (DJ) an…
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Keyera’s Christy Elliott redefines general counsel’s business role at energy midstream firm
21:47
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21:47Christy Elliott, Senior Vice President, Sustainability, External Affairs and General Counsel at Keyera, shares her insights on the evolving role of the general counsel and the intersection of legal leadership with business strategy in Canada’s energy sector. Elliott will be featured in a roundtable discussion at the Canadian Legal Summit on October…
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Insights into the UN Global Plastics Treaty negotiations
14:28
14:28
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14:28In this episode of the Hydrocarbon Engineering Podcast, we’re joined by Rob Benedict, Vice President, Petrochemicals and Midstream, American Fuel & Petrochemical Manufacturers (AFPM), to discuss the outcomes of the final round of UN negotiations for a Global Plastics Treaty. Rob provides background on the negotiations and updates us on how they are…
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Energy Markets Daily's EIA Focus - pure data density ahead of today's critical EIA Weekly Petroleum Status Report at 10:30 AM ET. Opening price snapshot: WTI $63.24/bbl (+1.04% daily, -3.8% YoY), Brent $67.18/bbl (+1.25% daily, -2.9% YoY), Henry Hub $3.12/MMBtu (+1.3% daily, +38.4% YoY). Critical EIA expectations: Market expects crude draw 2.1M bar…
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Get Together - Alberta Oil Sands Consolidation Fires Up With Cenovus-MEG Merger — Maybe!
15:15
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15:15Merger activity this year has been frequent in Canada’s oil and gas sector as companies strive for scale and efficiencies in an increasingly competitive landscape. The latest M&A salvo arrived in late August when MEG Energy agreed to a takeover offer from Cenovus Energy to create the largest bitumen producer in Alberta’s oil sands. With billions of…
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Lawson Lundell's chief operating officer Derrick Li champions a clear AI strategy
20:24
20:24
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20:24Derrick Li, chief operating officer at Lawson Lundell, speaks about building a clear and actionable AI strategy for law firms. Drawing on his experience leading digital transformation, Li discusses aligning technology with client needs and explains how Lawson Lundell is navigating the challenges and opportunities of artificial intelligence. He offe…
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Energy Markets Daily's Market Brief - pure data density for institutional energy capital. Opening price snapshot: WTI $62.59/bbl (+0.53% daily, -4.88% YoY), Brent $66.35/bbl (+0.50% daily), Henry Hub $3.08/MMBtu (-0.26% daily, +4.33% monthly). Critical API inventory results: Crude +0.622M barrels vs -3.4M expected, gasoline -4.577M barrels, distill…
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Unpredictable - U.S. Refiners Must Adapt to Complex, Shifting Forces to Thrive in Today's Market
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10:54
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10:54The refining industry is complex and unpredictable. Recent plant closures in the U.S. and abroad, as well as mounting pressure to produce more renewable diesel (RD) and sustainable aviation fuel (SAF), have shifted the landscape. In addition, an eight-year battle over CITGO’s three U.S. refineries has taken a new direction. Despite these shifts, th…
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Go West - ONEOK Launches Open Season for Proposed Refined Products Pipeline to Phoenix
11:06
11:06
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11:06Strong demand for refined products (especially jet fuel) in Arizona and refinery closures in Southern California have spurred the development of a new refined products pipeline from West Texas to the Phoenix area. ONEOK, whose acquisition of Magellan Midstream Partners made it a player in refined products, has announced an open season for the propo…
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Energy Markets Daily's Week Ahead - pure data density for institutional energy capital. Opening price snapshot: Brent $62.65/bbl (+1.26% daily, -8.82% YoY), WTI $61.87/bbl, Henry Hub $3.073/MMBtu. Critical OPEC+ results: October output increase 137,000 bpd (significantly lower than September's 547,000 bpd). Baker Hughes rig count: 537 total (+1), o…
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Breaking Down the PHX Minerals Acquisition w/ Daniel Herz - CEO of Whitehawk Energy
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58:49Daniel Herz - CEO of Whitehawk Energy recently came back onto the podcast to break down their latest transactional activity in 2025, including their Marcellus minerals acquisition from San Jacinto Minerals and their acquisition of PHX Minerals. **Disclaimer: This podcast is meant for informational purposes only and does not constitute investment ad…
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Energy Markets Daily's Weekend Wrap - the strategic weekly synthesis that positions energy executives for weekend awareness and Monday advantage. We cover this week's crude performance with Brent at $66.83/bbl and WTI at $63.39/bbl, surprise 2.4 million barrel inventory build, natural gas dynamics with Henry Hub at $3.09/MMBtu and record LNG export…
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Two of Us - U.S., Canadian Energy Market Connections More Critical Than Ever Amid Rapid Changes
11:12
11:12
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11:12North America is an integrated energy market so deeply connected that it functions as one massive, interdependent system for the three “drillbit hydrocarbons”: crude oil, natural gas and NGLs. But the rapid changes happening in the market now — driven not only by supply/demand dynamics and evolving infrastructure but also regulatory policies and po…
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#242: Michael Culbert (ARC Resources/TC Energy) - The Home Oil Days, Early Montney & Building Canadian LNG in 2025
1:24:24
1:24:24
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1:24:24Greetings, and welcome back to the podcast. This episode we are joined by Mr. Michael Culbert - board member of ARC Resources & TC Energy. Mr. Culbert has 35 years of experience in the North American energy industry with expertise in operations, development, finance, marketing, regulatory and business development. Previously, he co-founded Progress…
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Energy Markets Daily's Market Update following today's pivotal EIA Weekly Petroleum Status Report. We analyze the surprise crude inventory build of 0.62 million barrels (contrary to expectations), gasoline inventory draw of 1.3 million barrels signaling continued strong demand, refinery utilization at historically low 75.8% vs typical 90% for late …
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Won't Get Fooled Again - Forecasting Texas/Louisiana Data Center Demand for Natural Gas
15:03
15:03
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15:03Which is true, A or B? (A) Data center demand to power AI applications is the most transformative force to hit energy markets in years, or (B) This is one of the most overhyped, inflated narratives ever. We hear a constant stream of announcements, promotions and proclamations from developers, tech giants, utilities and politicians, many predicting …
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Energy Markets Daily's EIA Focus - the critical market positioning that energy executives need ahead of tomorrow's pivotal EIA Weekly Petroleum Status Report, delayed to Thursday 12:00 PM ET due to Labor Day. We cover the setup for post-Labor Day demand data, crude inventories at 418.3 million barrels (6% below five-year average), refinery utilizat…
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Zero Sum Game - U.S. E&Ps Tilt Cash Allocation to Maintain Solid Balance Sheets as Cash Flows Ebb
13:14
13:14
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13:14For most of us, matching spending with income is the logical path to financial stability. However, after decades of aggressive investment in search of growth, the “dollars in equals dollars out” method of allocating free cash flow has been an adjustment for many U.S. oil and gas producers. Their post-pandemic concentration on keeping capital spendi…
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