• Opinion

  A new model for M&A in US oil

  • 06 10月 2020

  Consolidation is one way for the beleaguered shale industry to achieve badly needed cost cuts. Devon and WPX have shown one way it could be done

• Content

  Oil

  • 16 11月 2020

  Stay ahead of the oil market with our real-time, proprietary data collected by patented monitoring technology.

• Opinion

  Radical reform and China’s pathway to carbon neutrality

  • 30 9月 2020

  Despite being both the world’s largest energy market and largest carbon emitter, China’s position has long been that responsibility to reduce global emissions rests with rich countries: you broke it, you fix it.

• Opinion

  The coronavirus second wave hits demand for oil

  • 06 11月 2020

  The numbers of new reported Covid-19 cases have been surging in Europe and the US, forcing lockdowns and putting a brake on the economy. In other news, China plans to end sales of conventional internal combustion engine cars by 2035, counting the cost of plugging old wells, and world oil and gas demand will peak around 2030, Equinor says.

• Opinion

  Big Oil commits to dividends in troubled times

  • 30 10月 2020

  The US and European majors showed how cash distributions are a crucial part of their appeal to investors in the energy transition

• Opinion

  Oil producers cautious as recovery hopes rise

  • 20 11月 2020

  Good news on Covid-19 vaccines points to a rebound next year, but there are still some difficult months ahead

• Opinion

  Henry Hub prices have gone global

  • 24 11月 2020

  Henry Hub gas prices have gone global. Historically, unlike WTI oil prices, Henry Hub gas prices were an “island” and not impacted by global market dynamics. However, times have changed as US LNG feed gas requirements for exports have reached close to 10 bcfd, or 10% of the total US gas market.

• Opinion

  Biden administration set fair for US offshore wind

  • 13 11月 2020

  Priorities for the new president will be creating jobs and cutting emissions. Offshore wind can help him do both

• Opinion

  There's light at the end of the tunnel for refiners

  • 31 1月 2019

  The second half of 2018 was a very challenging time for refining. This weak commercial performance was due to a whole host of adverse market developments. Are these developments temporary or are they here to stay?

• The Edge

  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.

• Featured

  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

  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.

• Editorial

  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.

• Editorial

  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?

• Opinion

  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.

• Featured

  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.

• Editorial

  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.

• Editorial

  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.

• Editorial

  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.

• Editorial

  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?

• Opinion

  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?

• The Edge

  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.

• Editorial

  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?

• Opinion

  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?

• Editorial

  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.

• Editorial

  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.

• Opinion

  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?

• Editorial

  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.

• Webinar

  The energy transition of the oil and gas sector: key drivers and outlook

  • 14 5月 2020

  This webinar will analyse the impact of the coronavirus and the subsequent precipitous drop in oil prices on the Majors’ new energy strategies. We will look at how the announced cost cutting measures may affect the peers’ carbon reduction and renewables budgets. We will also discuss a deepening transatlantic divide between the European and the US Majors and key reasons that underpin their different approaches to the energy transition.

• News Release

  UK gas market faces Covid-19 deadlock

  • 21 5月 2020

  The UK gas balance has reached a deadlock for the summer. Resilient UK production, Norwegian imports and baseload LNG imports are overwhelming the market with supply. And with lockdown placing huge pressure on electricity and fuel markets, demand will be weak throughout the summer.