show episodes
 
Exclusive energy insights & analysis. Engage with our experts as we explore the complex environment that shapes global energy markets. Follow our two podcast series- Upstream in Perspective, which focuses on trends within the upstream industry- and EnergyCents, which features our experts discussing the intersection of the financial and energy industries.
 
Gear in Review is a podcast that explores the many gadgets, gizmos, and widgets used everyday to capture and tell stories inside hospitals. We are constantly asked what camera do you use, what microphone records the best podcast, and even which drone is best for our hospital. We discuss the many gadgets in our tool bag that can help us capture and tell great stories.
 
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show series
 
Nearly all forms of renewable energy continue to attract investment as myriad technologies fight for market share amid a rapidly changing energy landscape. IHS Markit’s Head of Global Cleantech Research Eduard Sala de Vedruna joins EnergyCents this week to discuss the growth of global renewables, and consider differences in momentum by region and b…
 
This we, we chatted about: Evil Crypto Teletubbies Voltswagon Fathom has acquired Google Jon is trying out a new private office, in a coworking space (Deskpass) Justin had a quick chat with Derrick Reimer, SavvyCal Tweet: Two years ago (March 2019), Justin posted a screenshot of our revenue numbers and we were just about to hit $10k in MRR. Jason F…
 
Economic activity is set to rebound after 2020s COVID-induced lockdowns, and oil prices are up more than 30% since January in response. The prudence of a reorganized shale sector will be tested, as operators are asked to temper any supply-growth ambition. IHS Markit shale experts Reed Olmstead and Prescott Roach join EnergyCents to discuss the resi…
 
Barriers to entry rise for offshore wind projects as oil and gas majors and large-scale utilities partner and/or compete to win in one of renewable energy’s more consolidated sectors. IHS Markit Global Cleantech Research Analyst Andrei Utkin shares his observations with EnergyCents on the competitive environment for offshore wind, and how big of a …
 
The shale and solar sectors have profoundly disrupted their respective markets over the past decade. But each is expected to follow very different paths in the future. IHS Markit’s Raoul LeBlanc, an expert in shale, and Cormac Gilligan, an expert in solar, join EnergyCents to share their views on the two technologies’ paths thus far, and expectatio…
 
Texas suffered through an arctic blast during the week of 15 February 2021 that left millions without power after the Electric Reliability Council of Texas (ERCOT) was faced with dual challenges of a demand surge and power-supply shortfall. IHS Markit North American Power Market Research Directors Doug Giuffre, Mike Pickens, and Wade Shafer join En…
 
A dramatic recovery in price, over a relatively short amount of time, amidst a global-wide pandemic. The oil market is, once again, full of surprises. In this episode, Karim Fawaz quarterbacks a conversation about the strong conviction that has seemingly emerged in the market and how now it will be up to the fundamentals to prove the market right o…
 
Institutional investors are showing renewed interest in energy-sector equities in 2021 across both traditional and low-carbon themes. IHS Markit Research Directors Michael Schpero and Brian Manalastas return to EnergyCents to discuss the trend in more detail, and share expectations for the future.Send your comments and questions: energycents@ihsmar…
 
2020 served as a pivot point for the upstream industry; the Energy Transition has accelerated and operators and service companies will continue working towards decarbonizing their operations and supply chains. In this episode of Upstream In Perspective, Upstream Cost & Technology expert Prashanth Pillai discusses how the industry is doing in these …
 
Asia has stolen the spotlight this winter with record-breaking spot LNG prices to kick off the New Year. Even general market observers were distracted by the upside volatility with LNG cargo prices at one point in mid-January rising faster than Bitcoin. In this episode of EnergyCents, James Taverner and Simon Wood deliver valuable insight into the …
 
Real humans making a business together: Taking the leap Why is Justin jealous of Ben? Pros and cons of building a remote company in 2021 Limited exposure to your co-founder What would take to get Jon to move to Canada? Story: confronting a burglar with a crowbar The algorithm rewards you for being early Spending a lot of time on Clubhouse Apple Pod…
 
Substantial demand for liquid fuels—and therefore a refining industry—is probable for the foreseeable future. However, the structure of the refinery, its feedstock sources, and its success factors could be quite different as successful companies pivot to a low-carbon supply business. In this episode of EnergyCents we are joined by Kurt Barrow, Vice…
 
Jon's back! He and Justin share their feelings/thoughts about the new year: Closing the door on the past Exciting revenue milestone Podcast companies losing money https://podnews.net/update/pocket-casts-for-sale https://www.cnbc.com/2021/01/15/spotifys-big-bet-on-podcasts-is-failing-citi-says.html https://www.macrumors.com/2021/01/15/apple-podcast-…
 
Solar technologies, and renewable energy more broadly, have become mainstream as consumers seek low-carbon power supply. IHS Markit Research Director Sam Wilkinson joins EnergyCents to share his views on the trend, and expectations for the future.Send your comments or questions to our podcast team via email at energycents@ihsmarkit.com.…
 
EnergyCents Hosts Breanne Dougherty and Hill Vaden are joined by Producer Jessica Nelson on this year-end episode to consider lessons learned from podcasting in 2020, and share the three energy topics about which they are most excited to watch develop in 2021.Have a topic you'd like us to cover in 2021? Submit it to our team at energycents@ihsmarki…
 
This week, Justin and Jason discuss the dynamics of market demand. Justin's original tweet Jason's response What should we talk about next? Twitter: @buildyoursaas, @mijustin, @jonbuda, @jasonfried Leave a comment on PodHunt; it's like Reddit, but for podcasts. Email us: mail@transistor.fm Thanks to our monthly supporters: Take It EV podcast Ethan …
 
IHS Markit Upstream Research Directors Reed Olmstead and David Vaucher return to review the accuracy of their 2020 predictions for the Upstream sector, and share new predictions for the coming new year. We also quiz Reed and David on their favorite pop-culture hits of 2020 in this year-end episode.Send your questions and comments to us via email to…
 
This week, Justin catches up with Simon Bennett of Snapshooter: Every once in a while, we highlight one of our listeners who are building their own SaaS. This week: Simon Bennett, comes back to tell us what's happened since he left his full-time job 7 months ago. Looking for automatic backups for Digital Ocean, AWS, WordPress, or Laravel? Check out…
 
Upstream oil & gas companies face increasingly complex strategic decisions as they seek to meet growing energy demand while at the same time maintaining capital discipline, reducing emissions and meeting investor expectations amid the energy transition. How are upstream companies responding to this challenge? Portfolio investments, adoption of new …
 
ExxonMobil announced plans in November to focus its upstream attention on three core growth positions in the US Permian Basin, Guyana, and Brazil. Tony Reinsch, IHS Markit senior advisor, shares his views on the announcement and what a concentration of growth from select basins and dominant operators means for the future of the Upstream sector.Send…
 
With a rapid acceleration of countries around the world announcing net-zero targets, the conversation livens around which technologies will support these ambitions. Governments, utilities, and traditional energy players are all seemingly potential players in the rise of hydrogen, which provides a good foundation for the commodity becoming a great d…
 
The past two US presidencies have overseen surges in domestic oil production, market-share declines for coal, and exponential leaps in renewable technologies. How might the domestic energy landscape change under a Biden administration? IHS Markit Principal Analyst Justin Jacobs rejoins EnergyCents this week to share his views on the incoming admini…
 
Justin is joined by everybody's favorite Twitter Uncle: Ian Landsman (founder of HelpSpot). Ian's encounter with his internet hero Joel Spolsky Do you get worried that this all going to go away? How scared should we be of the competition? How do you hedge your bets? We prognosticate about what our bootstrapper friends' blind spots are. 🤣 We both as…
 
Electric vehicles are emerging as an increasingly pivotal part of a more carbon conscious future. Fellipe Balieiro, who leads our Mobility and Energy Future service, joins EnergyCents this week to discuss how surging investment in EV technologies and expanded government policies are driving the industry’s evolution globally.Send your comments and q…
 
We're back! Justin's voice sounds terrible (sorry!) When is the next wave of economic despair going to happen? The maker/creator market is on 🔥 right now. How long will it last? How "soft" is the prosumer market? How fragile is it? A BUNCH OF NEW TRANSISTOR FEATURES: Zapier integration Podcast:locked Easily submit your podcast to the major podcast …
 
LNG markets are at a crossroads as oil producers remain under pressure, and political and financial support shifts toward lowest carbon alternative energies. IHS Markit Vice Presidents Michael Stoppard and Roger Diwan join EnergyCents this week to consider the players driving both markets, and the significance of recent events to the future of each…
 
Upstream digitalization continues to make progress and accelerate but companies are struggling to deliver their goals of data democracy which is crucial to getting value from all available content and driving new workflows. In this installment, we explore the essential steps of ultimate data discoverability and accessibility and think about when th…
 
Many of the Oil and Gas industry’s largest companies are charting very different futures dependent on how each prioritizes low-carbon projects within their respective portfolios. Chris DeLucia, of IHS Markit’s Companies & Transactions research team, joins EnergyCents this week to share his views on the strategic imperatives shaping these companies,…
 
Chinese President Xi Jinping announced in September 2020 that China will strive to achieve net carbon neutrality by 2060. China is the world’s largest emitter of carbon globally, making the implications huge for the world’s environment, the economy, and the energy sector. Xizhou Zhou, IHS Markit Vice President of Power and Renewables, joins the pod…
 
Oil prices have hovered around $40/bbl for several weeks after extreme volatility led to negative prices in April 2020. Investors are watching OPEC+, the potential resiliency of North America shale, and a US presidential election for signs of what to expect from oil markets in 2021. Karim Fawaz and Raoul Leblanc return to EnergyCents this week to s…
 
The business round table statement from last year explicitly said that all companies should have a social purpose, not just the purpose of generating profits. The discussion cannot be ignored and ESG has emerged as an increasingly integral aspect of valuations. This prioritization has the potential to present as either a threat or opportunity to co…
 
California is viewed by many as the vanguard of a greening power sector, but hot summer weather forced CAISO's first stage three emergency since 2001. In part two of our conversation, we continue to discuss potential lessons from California’s experience with IHS Markit power experts, Wade Shafer and Doug Giuffre, including the future of batteries a…
 
For years, oil and gas companies have implemented technologies to move their businesses forward - increase efficiency, prioritize safety and lower costs - as part of the energy transition. This year COVID-19 accelerated that for many companies. So, where are energy companies in this transition? Our upstream technology and innovation research team j…
 
Hot summer weather compelled the California Independent System Operator (CAISO) to impose blackouts on several hundred thousand customers in the middle of August 2020. These events marked CAISO’s first “Stage 3 Emergency” since the 2001 Energy crisis, and have attracted widespread attention as California is viewed by many as the vanguard of a green…
 
We have a bonus episode for you this week! Justin was on the Framework podcast. Check out the other Spec.fm shows Subscribe to Framework in Overcast Want to reply to something we said? Twitter: @buildyoursaas, @mijustin, @jonbuda, @tomcreighton, @therobhayes Leave a comment on PodHunt; it's like Reddit, but for podcasts. Email us: mail@transistor.f…
 
Jon and Justin talk about "optionality" in bootstrapping. (Justin is concerned, Jon thinks we should just enjoy the moment). DHH: "Part of what gave us the confidence to turn down the whole world of venture capital was a small sale of equity to Jeff Bezos. That gave our personal bank accounts just enough ballast that the big numbers touted by VCs a…
 
After years of struggling, Guyana's oil and gas industry found success in 2015 with the Liza discovery. Since that discovery, the success rate continued - leading to more growth and spreading to Suriname. Our experts join the podcast to discuss the exploration and discovery process and what might be ahead. Have a question or topic you want our team…
 
Late-summer update! This week on the program, we bring you a super spicy interview that Justin did on the TechZing podcast. Do you really need to build an audience before you build your product? Justin's tweet There's this idea that you need to grow an audience, talk to an audience, and then build something they want. Is that really necessary? Indi…
 
A global pandemic in 2020 introduced new variables to the potential timing and implications of a transitioning energy sector that increasingly prioritizes climate-change mitigation. In part one of a two-part topic, we discuss the value of scenario planning for uncertain futures and how COVID-19 has changed our experts’ expectations and assumptions.…
 
2020 is proving to be a tough year for oil and gas - no matter if its onshore or offshore activity. Low offshore activity, cost impacts and demand challenges have left the markets depressed. So, where will investments be made? Are there bright spots ahead? Our team of offshore and onshore experts discuss.…
 
Mid-summer update! This week on the program, Justin and Jon talk about: If you're bootstrapping SaaS, how many monthly trials do you need? Tweet: "You probably need more trials than you think." Breaking out of your own way of thinking "All it took was someone talking to me to have a different way of thinking about it." Want to reply to something we…
 
Two $10 billion gas-infrastructure deals may be leaving investors asking, “if it’s built, should we buy it?” as financial market participants seek relative cash-flow certainty in a low-rate environment. In this week’s episode, we consider with Michael Stoppard and Ed Kelly whether more infrastructure dollars may be on the prowl for other deals and …
 
Chevron agreed on July 20, 2020, to acquire Noble Energy for $5 billion, or $10.38 per share. The announcement comes a bit more than a year after Chevron’s unsuccessful bid for Anadarko Petroleum, and will increase Chevron’s upstream presence in Global Gas and North America unconventionals. We discuss with IHS Markit experts the deal’s implications…
 
This week on the program, Justin and Jon talk about: Updates on Transistor: new API is almost done, static site generator, growth slowed in June? Questioning whether we should slow down for the summer Talking about the Simplecast acquisition What would sell for? Mike: “Anything that’s a life-changing amount.” Want to reply to something we said? Twi…
 
After a chaotic start to 2020, perhaps we can say that the worst is behind us. Our North America onshore researchers discuss where there are signs of stabilization for 2020 onwards. Listen as they share recovery updates on the proppant, pressure pumping and upstream water segments.By IHS Markit
 
Media and forecasters are increasingly making past-is-prologue comparisons between the 1970s and the coming 2020s, flagging potential parallels in pandemics, protests, and presidential campaigns. What can we learn from the 1970s as we consider energy markets in the coming decade?By IHS Markit
 
This week on the program, Justin and Jon talk about: A friend, whose SaaS has grown 300% since the beginning of the quarantine. They just hit $6k in MRR. At that stage, he's in the "almost but not yet." You're either: Brainstorming how to make money faster Brainstorming how to work less Different stages: Pre-launch stage: you're working on your pro…
 
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