• The Edge

  Tight oil’s impact on global gas markets

  • 24 octubre 2017

  The intensifying drilling up of the Permian Basin in Texas isn’t just delivering rapid growth in tight oil. There are huge volumes of gas too, the effects of which are rippling out into the US market and may have big implications for global gas prices too.

• The Edge

  Oil refining – facing up to structural overcapacity

  • 03 julio 2020

  Refining has been hit hard by the economic fallout of the coronavirus pandemic. Profitability in 2020 will be the lowest this century. When will margins recover? And how will the industry respond to this challenge?

• The Edge

  What a future Ukraine peace deal means for energy (Part 2)

  • 26 marzo 2025

  A windfall for Russian oil producers and impetus for upstream investment

• The Edge

  Tariffs - implications for the oil and gas sector

  • 10 abril 2025

  Tariffs could shake up oil and gas markets – find out how companies are preparing for price volatility, capital discipline and potential M&A opportunities in a turbulent landscape.

• The Edge

  Majors' capital allocation in a stuttering energy transition

  • 03 marzo 2025

  As energy transition challenges mount, oil and gas Majors are pivoting back to upstream - while NOCs step up their low-carbon commitments. What does this mean for the industry's future?

• The Edge

  CCUS’s breakthrough year

  • 16 enero 2025

  Explore the latest trends in CCUS as 2025 shapes up to be a breakthrough year, with rising optimism and record FIDs expected. Learn about project financing, policy support and the companies leading the charge in carbon capture and storage.

• The Edge

  Africa’s energy future, on Africa’s terms

  • 14 noviembre 2024

  Africa’s energy statistics make for a disappointing read. As world leaders meet this week for the COP29 talks, some 600 million Africans still have no access to electricity and per capita energy consumption remains the lowest globally.

• The Edge

  A second Trump administration

  • 07 noviembre 2024

  A new Trump administration will have huge influence across both the domestic and international arenas. Introducing more import tariffs, abandoning climate policy and resolving conflicts are all high on the agenda. There are major implications for the energy and natural resources sectors.

• The Edge

  How ultra-deepwater is revitalising oil and gas exploration

  • 05 diciembre 2024

  Giant discoveries in Guyana and Namibia may be just the start.

• The Edge

  Getting China back on track

  • 24 octubre 2024

  Commodity markets are suffering from the impact of China's current economic difficulties on domestic energy demand. China’s government has just responded with an ambitious stimulus package aimed at shoring up its faltering manufacturing sector and boosting weak consumer confidence.

• The Edge

  OPEC’s battle for control of the oil market

  • 18 junio 2019

  Persistent non-OPEC volume growth poses a challenge. Get our latest OPEC and non-OPEC supply forecasts.

• The Edge

  The new wave of internationalising NOCs

  • 04 junio 2019

  Oil and gas producing giants, Rosneft, Saudi Aramco and Qatar Petroleum, broaden their growth options with new international investments. Get Simon's analysis of what's driving the trio's moves.

• The Edge

  Permian consolidation heats up and there's more to come

  • 07 mayo 2019

  Anadarko bids echo the big M&A themes of the downturn. Simon Flowers investigates.

• The Edge

  LNG investment needed through the downturn

  • 16 abril 2019

  Oversupply in LNG markets will soon turn into a shortfall. Simon Flowers turns to Massimo Di-Odoardo, Head of Global Gas Research, to make sense of what’s going on.

• The Edge

  The automotive sector – twists on the road to transition

  • 02 abril 2019

  The future of light vehicles is electric; in time, perhaps autonomous. But the disruption won’t be quick, and the rise of the EV won’t be linear. Get our analysis here.

• The Edge

  Technology may be a game changer for future oil supply

  • 26 marzo 2019

  A giant oil supply gap looms. How to fill it? It’s the preoccupation of the E&P sector. Harry Paton, Senior Analyst, Global Oil Supply, identifies the contribution from each of the traditional four sources.

• The Edge

  Tight oil news: Majors go bullish as Independents rein in

  • 12 marzo 2019

  The Permian is being industrialised – fact. Chevron and ExxonMobil aggressively raised production targets this week, underlining the basin’s potential for growth.

• The Edge

  What can Guyana learn from the Venezuela crisis?

  • 19 febrero 2019

  Lessons for Guyana's oil and gas industry from Venezuela.

• 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.

• 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.

• 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.

• 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.

• 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.

• The Edge

  OPEC and how low prices have changed oil demand

  • 03 abril 2018

  How to sum up the effect on oil markets of OPEC’s strategy since 2014? Based on how the fundamentals have evolved, it's been a pretty mixed bag.

• 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.

• The Edge

  Can the oil industry learn from mining’s famine to feast?

  • 06 marzo 2018

  Different markets, different cycles. Mining companies suffered for their sins in the downturn a little earlier than the oil and gas sector. Now they are emerging into a new upturn, also ahead of the game.

• 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.