Horizons podcast: The Great Reopening

• 30 3月 2023

On the podcast today, we look at the possible pathways to growth for the Chinese economy, and the impact of its reopening on energy supply, markets and prices.

Crude Trade Service

Get a global view of future crude trade and accurately assess how market events affect crude supply, demand, trade and crude price differentials.

Macro Oils Service

Easily understand trends in the global oil market with our informed, independent view on oil prices and their key drivers.

Upstream M&A and oil price uncertainty

• 22 5月 2018

Will this latest bull run in oil prices trigger a new phase of upstream M&A? The sector is feeling emboldened again – a confidence that’s justified up to a point.

Venezuela’s slump, Iran sanctions, oil prices

• 15 5月 2018

Global oil supply will break through the 100 million b/d mark for the first time later this year. Producers the world over, through innovation and risk-taking, have invariably contrived to meet the unstoppable train that is demand growth.

The changing face of global energy: Latin America takes centre stage

• 14 5月 2018

As market share for renewables gains momentum, key players are entering the scene across Latin America. With Mexico's Energy Reform enabling solar and wind capacity to grow, Brazil making a comeback in wind power and Argentina emerging as the fastest-growing regional market for renewable energy, it's clear that these countries will continue to dominate the spotlight.

The Edge: Downstream’s role in the energy transition

• 01 5月 2018

How to stay relevant? Every oil and gas company is pondering the energy transition, and how to adapt a business model that’s served well for the last century to be fit-for-purpose through the 21st and beyond.

Chinese shale gas production will almost double in two years

• 17 4月 2018

We've seen progress for shale gas in China over the last year, but is it enough? Our report looks at what Chinese National Oil Companies need to do to meet government targets.

Mexico Gas & Power Service

Anticipate trends and make smarter decisions with short- and long-term outlooks detailing the economics of Mexico gas, power, & renewables markets.

Southern Cone Gas & Power Service

Quickly identify opportunities with unrivalled insights and analysis of the natural gas, power and renewables markets for the Southern Cone region.

Could a bidding war erode Brazil's pre-salt value?

• 27 3月 2018

Aggressive pre-salt bids could risk play’s economics in Brazil. What will the government do to mitigate this risk?

Can conventional oil projects compete with L48 oil?

• 14 3月 2018

US tight oil has arrived with a bang, disrupting the oil market. But can conventional oil projects compete? Our latest report looks at where tight oil and other pre-FID conventional projects sit on the global cost curve.

US crude exports set to more than double: where, what, how, when?

• 04 4月 2018

The global crude export landscape continues to shift as the US Lower 48 pumps more light sweet crude into the market. With little forecast incremental demand for these volumes domestically, US producers will look first to Europe and then Asia to absorb this excess production.

Asia-Pacific: gas on, deals off

• 15 11月 2017

In our recent travels to North Asia, our clients consistently brought up a few key issues.

Exploring the strategies of the Asian NOCs

• 12 9月 2017

Our Asia Pacific upstream research team discusses the highlights and strategies of the Asian NOCs following the H1 2017 earning announcements.

Geopolitical risk on the rise?

• 05 10月 2017

Our Asia Pacific upstream team discuss geopolitics, above ground risk and the impact on the energy sector related to rising tensions in the South China Sea and North Korea.

What's top of the agenda at industry and investor roadshows?

• 11 12月 2018

Listen to Crude For Thought, episode 42: What's top of the agenda at industry and investor roadshows?

Will drivers see a repeat of 2014's gasoline price reprieve?

• 02 11月 2018

The average retail gasoline price in the United States is now close to U.S.$3 a gallon, while in Germany, gasoline is retailing at an average of €1.40 per litre. We last saw prices like these in November 2014. Could we see a repeat of the 2014 reprieve?

Could Iran sanctions see Brent spike to U.S.$100 a barrel?

• 07 11月 2018

Could Iran Sanctions See Brent Spike to U.S.$100 a barrel? The oil market faces a precarious few months. The imposition of U.S. secondary sanctions on Iranian exports on November 5 is the critical factor behind Brent’s rally to more than U.S.$80 a barrel in October. There’s enough supply to meet demand this winter, but the margin for error is worryingly narrow.

How green is an electric vehicle?

• 11 9月 2018

Electric vehicles (EVs) offer a solution to reducing carbon emissions from the transport sector in a bid to address climate change. But how green are EVs really in comparison to internal combustion engine (ICE) cars on a well-to-wheel basis?

Australia's east coast gas market – how LNG changes everything

• 27 9月 2018

At last count four separate project developers are proposing LNG import terminals in Australia. These come just as Australia is ramping up LNG production to overtake Qatar as the world's largest LNG exporter. So what is going on?

5 things to know about investing in Mexico power and gas

• 17 10月 2016

Mexico’s power and gas reforms are creating competitive investment markets.

North America Gas Service

Gain a holistic view of the US and Canadian gas markets — and a clear competitive advantage — with detailed supply, demand, and price forecasts.

Oil sands exodus: an opportunity in disguise?

• 01 5月 2017

After a tumultuous 24 months oil sands got a jolt with close to US$25 billion in M&A deals announced in March and April 2017.

Is the Southern Cone gas industry finally ready for lift off?

• 05 11月 2015

Brazil’s natural gas industry and that of its neighbors in the Southern Cone, such as Argentina and Chile, have labelled gas the ‘fuel of the future’. Has that future finally arrived?

President Trump’s EPA nominee Pruitt will place a steady hand on the agency’s tiller

• 26 1月 2017

As captain of the EPA ship, Scott Pruitt, President Trump’s nominee for the agency’s administrator, is unlikely to run it aground by dismantling current regulations.

Energy view to 2035 in five charts

• 15 6月 2017

We've distilled our outlook into five charts that examine global supply by fuel, demand by country and emerging markets in Asia Pacific.

5 questions about federal lands leasing in a Trump era

• 20 1月 2017

As Donald Trump's inauguration as President of the United States ushers in a new policy era, what can the energy and natural resources industries expect?

European oil storage: Competitiveness is key to identifying sustainable investments

• 22 3月 2017

Major transactions within Europe’s oil storage sector have resulted in an estimated 22 million barrels of capacity changing hands in 2016.

Jagged Peak IPO hits a snag

• 06 2月 2017

Our US Lower 48 upstream analysts look deeper into the Jagged Peak IPO and the factors that led to its lower-than-expected price.