First, Kat Schmidt takes us through some interesting data points from the Freeport-McMoRan Oil & Gas prospectus, particularly on Shell's Vito project. (0:45 - 5:15)
Then Noah Brenner asks if the high-cost, oily TMS is dead, given the state of commodity prices. (5:19 - 9:20)
We also talk with Upstream correspondent Nassir Shirkhani about paranoid feelings in Saudi Arabia evident in the Wikileaks data dump and what that might mean for the broader region.