PetroEquity podcast · 4:51
Welcome to the Boardroom: Shell Acquiring BP
A short introduction to the Boardroom Series and the strategy, personalities, shareholders and decisions behind a major merger.
PetroEquity Conversations
Podcasts
Conversations with Oberon Houston exploring the evidence, personalities and strategic questions behind the analysis.
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PetroEquity podcast · 33:11
Beyond Shale: The Search for Resource Duration
From US shale to Canadian LNG and the oil sands: what should an upstream company own next?
PetroEquity podcast · 32:38
Who Could Buy BP’s UK Upstream Business?
Jessica and Oberon assess the credible buyers, financing, tax, offtake and decommissioning questions surrounding BP’s proposed exit.
PetroEquity podcast · 31:12
Exploration Made the Majors. Who Still Knows How to Do It?
Why exploration declined after 2014, how the majors responded and which companies preserved the capability to find new resources.
PetroEquity podcast · 38:29
Chevron’s Different Bet
Chevron’s move from megaprojects to the Permian and acquisitions—and what Guyana, gas-to-power and its next phase could bring.
PetroEquity podcast · 34:35
The Harbour Story — Part 2
From the Premier reverse takeover to Wintershall Dea, LLOG and the question of whether Harbour’s platform can deliver sustained growth.
PetroEquity podcast · 33:36
The Harbour Story — Part 1
The private-equity and North Sea dealmaking origins of Chrysaor, Premier Oil and the listed company now known as Harbour Energy.
PetroEquity podcast · 28:55
How Oxy Monetised California Without a Buyer
The high-stakes corporate separation that unlocked value for some shareholders, transferred risk to others and exposed the dangers of leverage.
PetroEquity podcast · 17:16
Shell’s Trading Machine
Why Shell’s trading and supply business is central to its strategy, yet difficult for investors to value and assess.
PetroEquity podcast · 17:29
When Big Oil Mistook a Bubble for the Future
How the extraordinary conditions of 2020 and 2021 distorted corporate strategy across the European oil majors.
PetroEquity podcast · 27:40
A Fortune Too Heavy to Carry: The Rise and Fall of Tullow Oil
How Tullow’s discoveries in Uganda, Ghana and Kenya were overtaken by development risk, rising debt and an overstretched balance sheet.
PetroEquity podcast · 21:37
Thirty-Three Days at BP
The rise and sudden removal of Albert Manifold as BP chairman and the deeper boardroom struggle it exposed.