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Counter-cyclical investment: the industry's silver lining Aug 2016

Counter-cyclical investment: the industry's silver lining

We have cut US$55 billion from our investment forecast in the North Sea between 2016 and 2020 with over 20 major projects re-scoped, deferred or cancelled. Cost savings are keeping the industry afloat with a raft of project delays and corporate spending cuts providing the means. But when will we start to see a recovery in projects sanctioned? And will this cause a corresponding rise in costs as supply chain demand picks up?

Jones Energy SCOOPs up acreage in the Anadarko Basin Aug 2016

Jones Energy SCOOPs up acreage in the Anadarko Basin

In a deal valued at more than US$136 million, Jones Energy has agreed to acquire acreage in the western Anadarko Basin. Our US Lower 48 upstream analysts look into the surrounding SCOOP/STACK acreage for implications of what may be ahead for Jones in coming months. Our Crude for Thought podcast takes a deeper look into how operators are navigating Mid-Continent deals.