• The Edge

  How explorers can make money – three strategies

  • 12 febrero 2019

  How have oil and gas explorers started to make money at US$60/bbl? The industry finally got a grip on economic reality – lower costs and faster project delivery have begun to transform development economics. Get the analysis from our exploration team.

• The Edge

  Who needs to beef up Permian tight oil exposure?

  • 29 enero 2019

  US tight oil has been the biggest theme in the upstream M&A market over the last three years. We've mined our US L48 database of companies’ exposure to the basin, making a judgement on the depth and quality of portfolios by ranking metrics such as production growth, experience, productivity, variability, capital efficiency, asset size and location.

• Opinion

  Signs of renewed optimism in the global offshore upstream supply chain

  • 06 febrero 2019

  After a difficult few years, the global offshore upstream supply chain saw continued signs of recovery in 2018. Could 2019 mark a tipping point?

• The Edge

  How the big Gulf producers are investing in 2019

  • 15 enero 2019

  What are the upstream investment strategies of big Gulf producers? And how much are they spending? Find out here. With analysis from Simon Flowers and Jessica Brewer.

• Opinion

  North Sea exploration is making a comeback in 2019

  • 08 enero 2019

  What's in store for the North Sea industry in 2019? Neivan Boroujerdi, senior analyst for North Sea upstream, looks at five big themes in 2019, a year of increased exploration, some big transactions led by North American Majors and large caps, and a new wave of projects.

• The Edge

  Low risk resource-capture strategies

  • 11 diciembre 2018

  Addressing the timely boom in access to giant oil and gas discoveries, Simon Flowers looks at some low risk resource-capture strategies in this week's issue of The Edge.

• The Edge

  What are the key risks and uncertainties in 2019?

  • 18 diciembre 2018

  What are the key risks and uncertainties in 2019? Simon picks the ones our analysts worry could threaten our base case, including oil demand downside, tight oil upside and Iran export volumes.

• Opinion

  The future of exploration: Big wells mainly in deepwater and frontiers

  • 23 mayo 2018

  Over the next few years, we expect most of the 'wells to watch' will be operated by the Majors and a handful of bolder independents. And we expect, as has been the case throughout the downturn, the best discoveries to come from newly-proven plays and frontiers, with again, more than half of all volumes being found in deepwater. In the second part of his three-part series following EAGE in Copenhagen, Andy Latham highlights our 'wells to watch' in 2018.

• The Edge

  What should the E&P sector do with a wall of cash?

  • 19 junio 2018

  The biggest lottery prize of 2018? A contender is the windfall oil and gas companies find drops into their bank account.

• The Edge

  Exploration gets its mojo back

  • 12 junio 2018

  Exploration is staging a remarkable turnaround in its fortunes, with a string of big discoveries in recent months. Many of these look to be potentially commercial, a sign that the industry can still create value.

• Featured

  Are frontier plays worth the risk?

  • 06 junio 2018

  With deepwater project economics becoming competitive to tight oil and a renewed international interest in such areas as deepwater Mexico and pre-salt Brazil, exploration is once again in the limelight.

• Editorial

  New metrics for benchmarking upstream resilience to a low-carbon future

  • 23 mayo 2018

  Our carbon efficiency measure, NPV/tonne, helps investors and companies benchmark the carbon performance of corporate upstream portfolios.

• Featured

  Great expectations for great exploration

  • 08 mayo 2018

  We surveyed over 200 senior exploration leaders and professionals to get a clearer vision of how the industry is making headway and whether the foundations of success set in 2017 are strong enough to sustain future activity.

• The Edge

  Lessons in attracting upstream investment capital

  • 17 abril 2018

  Not long ago, Egypt’s gas industry was in crisis. Production fell by a third in the three years to 2015. A top ten LNG exporter in the prior decade, the country had, by then, become a top ten importer.

• Editorial

  Video: Which projects will be sanctioned in 2018 and how do they compare to 2017?

  • 06 abril 2018

  Research Director Angus Rodger shares a series of client questions on projects up for sanction in 2018.

• Editorial

  Four themes to watch as the Majors position for a new era

  • 02 abril 2018

  With the Majors emerging from the downturn standing strong, they're transitioning from 'survive' to 'thrive'. Although capital discipline remains central to the strategic framework of these companies, they must still position their portfolios for the fundamental changes reshaping energy demand in the coming decades.

• Case Study

  How can investors assess the climate-related risk in their portfolios?

  • 29 marzo 2018

  How can investors assess the climate-related risk in their portfolios?

• Opinion

  Five issues keeping executives awake at night

  • 22 marzo 2018

  We've come up with a list of concerns plaguing upstream executives that - if left unresolved - will consume leadership and erode shareholder value.

• The Edge

  Future cost of new oil supply: shale vs conventional

  • 20 marzo 2018

  How much new oil does the world need over the next decade? Where are the competitive plays? What are the economic breakeven prices? Our chief analyst, Simon Flowers, explores in the latest edition of The Edge.

• The Edge

  Risk appetite returns as global upstream investment picks up

  • 27 marzo 2018

  Investment is making a comeback. Much of the action, as ever, is in the US Lower 48, with operators responding to higher prices by upping 2018 budgets by 15-20%. But there’s stuff happening, too, in the big wide world beyond onshore USA.

• Editorial

  Wave of large upstream project FIDs could signal a new cost cycle

  • 05 abril 2018

  Final Investment Decisions (FID) in 2017 more than doubled from 2016. We look at the cost cutting that has led to the jump and which projects are likely to get sanctioned next year.

• The Edge

  Tight oil set to make money in 2018

  • 13 febrero 2018

  A teenage growth spurt – US onshore liquids production is on a tear again. Already rebounding from the downturn for a year, right now it’s turbo-charged.

• The Edge

  Improving upstream performance and winning over investors

  • 27 febrero 2018

  Delivering production growth after three years of low oil prices is an achievement, and combined with higher oil prices, was the primary factor behind good upstream earnings.

• The Edge

  Mexico upstream – hot as a habanero

  • 07 febrero 2018

  Mexico is hot – as hot as a habanero, the spiciest of Mexicano chillies. The bidding round for deep water blocks this week has attracted a who’s who of industry players, scooping up two-thirds of the blocks on offer.

• The Edge

  Rising US oil exports, market disruption, Brent-WTI spread

  • 30 enero 2018

  What will US tight oil growth do to crude markets? The build-up in volumes early this decade led to a supply glut that undermined prices in 2014.

• Editorial

  What is the outlook for the oilfield supply chain?

  • 24 enero 2018

  The impact of the lingering low oil price and how the sector might evolve

• Featured

  Global exploration: 5 things to look for in 2018

  • 04 enero 2018

  2018's mantra will be to keep the focus on simpler wells. With investment down and competition up, companies will focus on newly proven plays and frontiers, and capturing new acreage for the longer term.

• Editorial

  Decommissioning – will the time ever be right?

  • 12 diciembre 2017

  The North Sea faces a decommissioning bill of US$32 billion between 2018 and 2022, but does the supply chain have an appetite to make the investment needed?

• The Edge

  Making the case for upstream M&A

  • 16 enero 2018

  Obstacles to M&A have abounded these last three years. Money’s been tight, and for many companies acquisitive growth wasn’t needed after a period of heavy of investment earlier in the decade.

• Featured

  Corporate upstream: 5 things to look for in 2018

  • 14 diciembre 2017

  At the outset, 2018 seems to be a year full of opportunity for upstream companies. After three years of fighting to survive the price collapse, companies are ready to deliver and to continue rebuild in anticipation of a new era of lower prices. We identify five key strategic themes for the new year that point to a turning point in the evolution from 'survive' to 'thrive'.