Cracking & Fracking
22 episodes - English - Latest episode: over 1 year ago -S&P Global Ratings’ monthly corporate ratings podcast covering noteworthy topics, industry trends, and credit related matters in the oil and gas and chemicals space.
Homepage Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Episode 19
November 25, 2022 14:08 - 12 minutes - 28.7 MBIn this episode of Cracking & Fracking, Tom Watters and Nikolaos Boumpoulis discuss if the Chemical industry is prepared and how it is responding to the risk of cyberattacks. Related article: Chemical Companies Face Increasing Cyber Risk On The Road To Digitization
Episode 18
August 03, 2022 15:00 - 14 minutes - 33.6 MBIn this edition of Cracking & Fracking, Tom Watters interviews Mike Grande, Sector Lead for U.S. midstream and refining. The topics include the outlook for both sectors as well as discussions on the BB+ crossover candidates and the likelihood for upgrades to investment grade.
Episode 17
August 01, 2022 15:00In this episode of Cracking & Fracking, we delve into some of the frequently asked questions posed by investors from a recent investor road show. Topics discussed are the general macro trends for oil and gas as well as certain individual credits in the E&P space, particularly with respect to cross over candidates.
Episode 17
August 01, 2022 15:00In this episode of Cracking & Fracking, we delve into some of the frequently asked questions posed by investors from a recent investor road show. Topics discussed are the general macro trends for oil and gas as well as certain individual credits in the E&P space, particularly with respect to cross over candidates.
Episode 16
July 26, 2022 15:00 - 20 minutes - 46 MBThis episode of Cracking & Fracking summarizes the key topics raised by investors from a recent road show by analysts from S&P Ratings Chemical’s team. The topics center around the outlooks for some Chemical subsectors as well as cross over credits.
Episode 15
May 10, 2022 15:00 - 9 minutes - 21.7 MBIn this episode of Cracking & Fracking, Tom gives an update on the oil and gas markets, the impact of the Russian/Ukraine conflict and what it means for oil prices.
Could The Global Energy Crisis Play Out In The U.S.?
October 22, 2021 15:00 - 7 minutes - 18.2 MBIn this episode of Cracking & Fracking, Tom Watters discusses the causes of the global energy crisis, could it get worse and what’s the likelihood this scenario plays out in the U.S. Tom also discussed our recent change to our hydrocarbon price deck and what it means for ratings.
Episode 13
April 29, 2021 15:00 - 11 minutes - 25.9 MBFind out what upstream rating actions the S&P Corporate Ratings Oil & Gas team took following the revision of its price deck in March. Also, find out what some of the thematic questions that are being posed to our team.
What Was Behind The E&P And Midstream Industry Risk Assessment Changes And What Does It Mean For Credit Quality
April 05, 2021 15:00 - 18 minutes - 43.4 MBOn today’s episode of Cracking & Fracking, we explore the reasons behind the change to the industry risk assessment, what it means for credit quality and the challenges faced by operators operating in these sectors.
A Review Of The Each Presidential Candidate’s Energy Platform And What It Means For Credit Quality
October 29, 2020 13:00 - 20 minutes - 47.1 MBIn this edition of Cracking & Fracking, S&P Ratings takes a deep dive into each candidates energy policy and the potential credit impact on the various energy related sectors and states that have a meaningful energy exposure.
Episode 10
July 02, 2020 15:00 - 10 minutes - 25.1 MBOn this episode of Cracking & Fracking, our guest Paul O’Donnell discusses the E&P revolving credit facility borrowing based, spring redeterminations that were just completed for E&P companies. Related Article: Spring Reserve-Based Lending Redeterminations Result In A Liquidity Squeeze For Speculative-Grade E&P Companies
Cracking & Fracking - Episode 10
July 02, 2020 15:00 - 10 minutes - 25 MBOn this episode of Cracking & Fracking, our guest Paul O’Donnell discusses the E&P revolving credit facility borrowing based, spring redeterminations that were just completed for E&P companies. Related Article: Spring Reserve-Based Lending Redeterminations Result In A Liquidity Squeeze For Speculative-Grade E&P Companies
Cracking & Fracking: Episode 9
June 04, 2020 15:00 - 10 minutes - 24.5 MBIn this episode of Cracking & Fracking, find out what has been happening in the chemicals space and related rating actions due to COVID-19.
Episode 9
June 04, 2020 15:00 - 10 minutes - 24.6 MBIn this episode of Cracking & Fracking, find out what has been happening in the chemicals space and related rating actions due to COVID-19.
Episode 8
May 01, 2020 16:00 - 7 minutes - 17.9 MBSector Lead Tom Watters discusses the recent price volatility in oil and what it means for the price deck. He also gives an update on rating actions in the upstream space and what were some of the drivers.
Episode 7
February 21, 2020 17:00 - 9 minutes - 22 MBIn this episode of Cracking & Fracking, we explore the recent rating actions we took on several E&P gas producers. Find out what the key drivers were and what our analysts are thinking will be the rating drivers going forward.
What’s Behind S&P Global Ratings CreditWatch Placement On Dupont
February 04, 2020 17:00 - 4 minutes - 11.5 MBHost Tom Watters and S&P Global Ratings' lead analyst for the chemicals sector, Allison Schroeder, explore the reasons for the recent rating action on Dupont and what S&P Global Ratings will be looking for to resolve it.
IMO 2020 – The Coming Storm
November 07, 2019 17:00 - 14 minutes - 33.1 MBCracking & Fracking host Tom Watters and S&P Global Ratings' Transportation and Refining Sector Leads, Rachel Gerrish and Mike Grande, discuss the impending regulation to reduce marine ship sulfur emissions and its implications for oil prices and the shipping and refining industries.
An Investor Tour Recap Of The Chemicals Space
October 11, 2019 16:00 - 14 minutes - 32.6 MBIn this episode, Tom Watters and Paul Kurias recap some of the main topics and issues that were on investor’s minds following meetings with buy side Chemical analysts in Boston and Chicago.
Lions And Tigers And Bears, Oh My!
September 09, 2019 16:00 - 6 minutes - 14.8 MBThe upstream energy space has seen a mini-wave of defaults and bankruptcies this year and lately natural gas prices have declined rapidly. In the latest edition of Cracking & Fracking, Tom Watters discusses the reasons these events are occurring and what we can expect going forward.
Episode 2
July 30, 2019 16:00 - 7 minutes - 10.7 MBActivist investors have been involved in the Specialty Chemical space. This edition of Cracking & Fracking hosts Daniel Krauss who explores the reason why this is occurring, if this trend will continue and what it means for credit quality. We also take a look at the general outlook for chemicals and some of the drivers behind this outlook.
Introduction: Episode 1
June 06, 2019 16:00 - 5 minutes - 4.74 MBIn S&P Global Ratings’ inaugural Cracking & Fracking podcast, host Thomas Watters covers noteworthy topics, industry trends and credit related matters in the Oil & Gas and Chemicals space. In this episode, Tom discusses why S&P Global Ratings believes there has been a fundamental shift in the Oil Field Service industry and what are the primary factors behind this.