Deepwater Investments, African Growth, & Market Volatility

Explore the shifting dynamics shaping the upstream energy sector as we enter Q4 2025. From billion-dollar deepwater approvals to policy reforms driving African output, our discussion highlights both opportunities and risks in a volatile market.

Episode Highlights:

• BP’s $5B Tiber-Guadalupe Deepwater Project – Why the U.S. Gulf of Mexico remains resilient and what it signals about long-cycle oil demand.
• Nigeria’s Petroleum Industry Act Reforms – How policy changes are attracting investment and boosting crude production.
• Market Volatility Factors – The “triple whammy” of OPEC+ decisions, China’s crude imports, and geopolitics.
• Permian Basin Electrification – New gas-fired power plants reshaping oilfield operations and emissions strategies.
• Capital Discipline vs. Optimism – How TotalEnergies, BP, and others are tightening investments while pursuing growth.
• Innovation in Flowline Risk Management – GIS + machine learning transforming field safety and predictive maintenance.

As the industry navigates uncertainty, operators are balancing capital discipline, operational efficiency, and adaptability. Tune in for expert insights into deepwater resilience, African growth potential, and how upstream players can prepare for shifting global dynamics.