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.
Latest episodes
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12 min
Episode 19
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. Relat…
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15 min
Episode 18
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…
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19 min
Episode 17
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 m…
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19 min
Episode 17
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 m…
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20 min
Episode 16
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…
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9 min
Episode 15
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.
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8 min
Could The Global Energy Crisis Play Out In The U.S.?
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.…
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11 min
Episode 13
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 ques…
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19 min
What Was Behind The E&P And Midstream Industry Risk Assessment Changes And What Does It Mean For Credit Qualit…
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 op…
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21 min
A Review Of The Each Presidential Candidate's Energy Platform And What It Means For Credit Quality
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 s…
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11 min
Episode 10
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…
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11 min
Episode 9
In this episode of Cracking & Fracking, find out what has been happening in the chemicals space and related rating actions due to COVID-19.
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8 min
Episode 8
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…
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10 min
Episode 7
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 thin…
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5 min
What's Behind S&P Global Ratings CreditWatch Placement On Dupont
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 Ra…
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14 min
IMO 2020 – The Coming Storm
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 ma…
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14 min
An Investor Tour Recap Of The Chemicals Space
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…
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6 min
Lions And Tigers And Bears, Oh My!
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 & Frack…
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8 min
Episode 2
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 thi…
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5 min
Introduction: Episode 1
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 Chemical…