EdisonTV
EdisonTV | Oil & gas | 05/02/2019
Bitesize briefing - Exploration watch
Elaine Reynolds gives an overview of high impact exploration wells to look out for in 2019, as highlighted in our latest Exploration Watch report. Download full report.
Carbon Infrastructure Partners - executive interview
Carbon Infrastructure Partners (CIP) is a leading oil, gas and carbon management investor in western Canada. The firm has made investments in 65 early-stage companies over the last 21 years. With continued growth in demand for oil and gas and falling capital expenditure over the last decade, the industry is structurally underinvested in and, coupled with historically low valuations, presents an opportunity for investment in the sector. Canada is distinguished by having world-class environmental standards and CIP focuses on reducing emissions and water usage through newer more efficient technologies.
In this video, Craig Golinowski, president and managing partner of CIP, discusses the macro environment and how their new fund is best placed for investing in and developing assets in the area. They seek to raise between $50m and $150m for private upstream energy projects in the Western Canadian Sedimentary Basin.
Watch »
19/06/2023 |
Webinar: How energy security fears are affecting the sector
As part of Edison Open Forum: Geopolitics and renewables, Edison’s Ian McLelland chaired an in-depth discussion on how the current geopolitical conflict is driving the surge in renewables, touching on sector structure and growth expectations, policy and market reforms, as well as geographical and investment considerations.
Featuring:
Ian McLelland, Managing Director, Energy and Resources, Edison Group
James Magness, Director, Energy, Edison Group
James Smith, Fund Manager, Premier Miton Global Renewables Trust
For more, read our research report, Geopolitical conflict to drive renewables surge.
Watch »
21/10/2022 |
Guyana: Exploration beyond Stabroek
Elaine Reynolds discusses recent drilling results beyond the Stabroek block offshore Guyana and highlights further activity to look out for.
Watch »
30/09/2021 | Acta
Exploration success in Suriname - bitesize briefing
Elaine Reynolds discusses the exploration successes and upcoming activity offshore Suriname.
Watch »
29/01/2021 |
Brooge Energy – executive interview
To accompany our recent initiation of coverage of Brooge Energy, its CEO, Nico Paardenkooper, gives an overview of the company, the reasons for its recent listing on Nasdaq and its growth plans, both short- and longer-term.
Watch »
18/08/2020 | Brooge Energy
Bitesize briefing: Oil price outlook and equity market impacts
Ian McLelland, Edison’s head of oil & gas, talks to Nicky Stewart about oil price volatility and its prospects over the next few months. He also gives his view on the implications for the oil shock on renewables and whether it is likely to accelerate or delay the anticipated energy transition.
Watch »
07/05/2020 |
Bitesize briefing - Renergen
In this video Ian McLelland discusses his visit to Renergen’s facilities in the Free State, South Africa in early February. The visit took in Renergen’s gas processing facilities, ongoing drilling activities and a visit to a customer’s site, which uses Renergen’s gas to run a fleet of buses. Ian also visited the early construction facilities for Renergen’s LNG and liquid helium production facilities.
Renergen is an emerging producer of helium and natural gas. Currently, it produces compressed natural gas which is used by local transportation companies. Renergen is due to start producing liquefied natural gas (LNG) and helium in 2021.
Watch »
24/02/2020 | Renergen
Bitesize briefing: Alaska’s North Slope
In this video, we look at Alaska’s North Slope, an area of renewed industry interest. In particular, we focus on Charlie-1, a potentially high-impact well targeting gross prospective resources of 1.6bnbbls in the Cretaceous Brookian play, which is due to spud in February 2020 and will be drilled by 88 Energy with partner Premier Oil.
Watch »
29/01/2020 |
Bitesize briefing: Oil discoveries in Suriname and Guyana
In this video we look at a breakthrough discovery offshore Suriname and further developments in neighbouring Guyana.
Watch »
22/01/2020 |
Bitesize briefing - Heavy oil in Guyana
This video looks at the implications of the recent heavy oil discoveries offshore Guyana.
Watch »
05/12/2019 |
Bitesize briefing - UK Southern North Sea
In this video we look at recent activity in the UK Southern North Sea.
Watch »
12/11/2019 |
Executive interview - Northbridge Industrial Services
In this short video, Northbridge's CEO Eric Hook introduces the company, explains how it has returned to profitability following the oil price downturn, how it is expanding its customer base across both its load bank and oil services divisions, and developing growth options for the company.
Watch »
28/10/2019 |
Bitesize briefing: Recent exploration developments offshore Guyana, Mexico and Ireland
This is the first in a series of videos looking at activities in the oil and gas sector with a particular focus on exploration. In this video we look at recent developments in Guyana, Mexico and the Porcupine Basin, offshore Ireland.
Watch »
15/10/2019 |
Executive interview - Quadrise Fuels International
Quadrise Fuels International's executive chairman, Mike Kirk, begins by exploring what a typical MSAR project could deliver in licence revenues, then explains how MSAR’s attractiveness is linked to gas oil distillate margins. He continues with a review of the network of agents that management has set up and concludes with a discussion of funding.
Watch »
09/09/2019 |
_thumb.jpg)
Executive interview - London Stock Exchange
Sarah Baker, head of North American strategic engagement at London Stock Exchange, and Ian McLelland, global head of natural resources for Edison Group, discuss how North American resources companies are increasingly seeking access to the diverse and sophisticated pools of investment capital in the UK. They outline recent examples and offer advice on how to best unlock additional pools of accessible capital.
Watch »
12/06/2019 |
_thumb.jpg)
Executive Interview - Vermilion Energy
In this video, CEO Tony Marino provides an insight in to Vermilion’s ability to sustain a peer leading yield, rank highly in terms of ESG performance and continue to grow production through investment in the company’s high return drilling inventory.
Watch »
08/04/2019 | Vermilion Energy
Bitesize briefing - Exploration watch
Elaine Reynolds gives an overview of high impact exploration wells to look out for in 2019, as highlighted in our latest Exploration Watch report.
Watch »
05/02/2019 |
Bitesize briefing - Faroe Petroleum
Sanjeev Bahl discusses our recent initiation on Faroe Petroleum and the company’s exploration-led growth strategy. Norwegian exploration tax incentives, combined with recent success at Iris/Hades, underpin finding costs of c $1/boe (post-tax) and have delivered a portfolio of projects with point-forward IRRs ranging from 21% to 41% at $70/bbl. We believe that the market is not fully valuing the risked value of Faroe’s upcoming seven-well E&A programme that targets un-risked prospective resource of 144mmboe, or is not fully taking into consideration the positive cash flow impact of tax depreciation carry-forwards/consolidation in Norway.
Watch »
11/10/2018 | Faroe Petroleum
Executive interview - Hurricane Energy
Robert Trice, CEO of Hurricane Energy, discusses how the company has amassed over two billion barrels of oil equivalent in 2P reserves and 2C resources and is on track to deliver first oil from the Lancaster early production system (EPS) in H119. Robert describes Hurricane’s recent deal with Spirit Energy, which accelerates the de-risking of the company’s Rona Ridge asset base, both in terms of the Greater Warwick Area (GWA) resource and the ability to focus Lancaster EPS cash flows on fast-track appraisal of the Greater Lancaster Area (GLA) resource base. Lastly, he discusses the outlook for 2019 including upcoming exploration and appraisal activity.
Watch »
01/10/2018 | Hurricane Energy
Bitesize briefing - Exploration Watch report
In the latest of our Exploration watch series of reports, Elaine Reynolds takes a look at high-impact exploration wells with independent company involvement that investors should look out for in 2018.
Watch »
02/05/2018 |
Bitesize briefing – AJ Lucas Group
Sanjeev Bahl discusses AJ Lucas Group.
Watch »
20/04/2018 | AJ Lucas Group