In 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 Th

Episode 18

Aug 3rd, 2022 14m 37s

In 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 f

Episode 17

Aug 1st, 2022 19m 1s

In 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 credit

Episode 16

Jul 26th, 2022 20m 1s

This 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 cre

Episode 15

May 10th, 2022 9m 25s

In 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.?

Oct 22nd, 2021 7m 52s

In 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

Episode 13

Apr 29th, 2021 11m 14s

Find 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

Apr 5th, 2021 18m 53s

On 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

Oct 29th, 2020 20m 31s

In 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

Jul 2nd, 2020 10m 54s

On 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 Rede

Episode 9

Jun 4th, 2020 10m 40s

In 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 1st, 2020 7m 46s

Sector 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

Feb 21st, 2020 9m 35s

In 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

Feb 4th, 2020 4m 58s

Host 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

Nov 7th, 2019 14m 25s

Cracking & 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 a

An Investor Tour Recap Of The Chemicals Space

Oct 11th, 2019 14m 11s

In 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!

Sep 9th, 2019 6m 27s

The 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 occu

Episode 2

Jul 30th, 2019 7m 45s

Activist 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 a

Introduction: Episode 1

Jun 6th, 2019 5m 4s

In 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 b

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