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Global upstream update: oil supply questions and portfolio resets

31 October 2024

In our latest Global Upstream Update, we explore the latest industry developments, reflect on their broader energy market impact, and consider what could happen next.

Opinion

Black gold to green future? Incentives uncertainty clouds Pathways Alliance economic feasibility

14 February 2024

World’s largest CCUS project up for FID in 2025, but long-term incentives in question

Opinion

The coronavirus second wave hits demand for oil

06 November 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

Energy Pulse: in brief (18 August)

18 August 2023

A step forward for Occidental Petroleum’s direct air capture strategy, growing demand for oil, and the rest of the week’s big energy news.

Opinion

Are APAC’s retail markets full of Eastern promise for oil majors?

11 October 2023

Retail fuel markets in APAC are set for continued growth – and big oil is taking notice.

Opinion

Oil price crash: how Middle East, Russian and US upstream industry responses compare

01 April 2020

In this month's MENA in Brief podcast: how the oil price crash is affecting upstream activity in the Middle East – and how that differs from the dynamics in Russia and the US.

Opinion

How the MENA region and its NOCs are diversifying into new energies

05 April 2024

The Middle East is faced with a significant challenge – building a new energy economy means accelerating nascent diversification efforts and pushing towards ambitious net zero goals.

Opinion

2020: the new oil sector supplier crunch bites

14 April 2020

The 2020 oil price crash is very different from the 2015 crash. Supply chain leaders will need to consider their contingency plans.

Opinion

COP26 oil demand: in the cross hairs of emissions reduction

18 August 2021

Our COP26 briefing considers the implications for the oil market and refining industry of a global concerted effort to reduce emissions and limit a temperature rise by 2050 to 2 °C.

Opinion

What’s next for Chevron?

17 June 2019

Chevron walked away from its bid for Anadarko, but it is still in an enviable position. What will the Supermajor do next? Analysis by Tom Ellacott.

Opinion

What will the 2020 elections mean for US energy?

21 October 2020

The 2020 elections bring US energy policy to a fork in the road. Trump offers continuity, with some further easing of regulations on the oil, gas and coal industries. Biden offers a return to the Obama administration’s strategy of using regulation to cut emissions, and more ambitious moves if the Democrats win control of Congress.

Opinion

Latin America: 5 things to look for in 2025

07 January 2025

The Latin America upstream sector will continue with its successful track record of expanding production but will also face challenges in 2025.

Opinion

Are Japan’s upstream players heading for the exit?

02 February 2021

Japan’s trading houses are re-thinking their long-term strategies around upstream investment.

Opinion

US oil demand on course for long, slow decline

10 February 2023

President Biden's state of the union speech focused on the future need for oil and the future of investment

Opinion

Could oil Majors and Independents generate record free cash flow this year?

25 February 2021

IOCs have just been through one of their toughest ever years. But the sector is primed for a V-shaped free cash flow recovery, potentially to record levels. What’s fuelling the shift in fortunes, and how will it shape corporate priorities?

Opinion

Can conventional oil projects compete with L48 oil?

14 March 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.

Opinion

Horizons Live: Taking the strain

29 January 2025

Watch the Horizons Live replay as industry experts analyse how the upstream sector can meet rising oil and gas demand amid a delayed energy transition. Discover insights on investment needs, supply challenges, and the impact on global energy markets.

Opinion

What a second Trump term could mean for US oil and gas

12 January 2024

If he wins a second term, former President Trump will aim to boost US oil and gas output. It will be easier to raise demand than supply.

Opinion

Horizons Live: Conflicts of interest

14 May 2024

Transitioning to a net zero global economy is a monumental investment challenge. Meeting the challenge, already an outside bet, will have to happen against a less favourable monetary backdrop than the world has been used to since 2009. This month's Horizons live panel discuss the cost of investing in the energy transition in a high-interest-rate era.

Opinion

Can the North Sea oil and gas industry survive the downturn?

23 March 2020

The coronavirus pandemic and collapse in OPEC+ production restraint has seen Brent reach its lowest point since 2003. Can the North Sea weather the storm?

Opinion

US oil producers live up to their promises on spending restraint

16 July 2021

The recovery in crude prices, taking WTI to over $70 a barrel, has meant that the cash flows coming in to US E&Ps have been soaring. But the industry’s response to these price signals, in terms of increased activity and production, has been much more cautious than has been typical over the past decade. Management teams have talked about strengthening balance sheets and returning cash to shareholders, and now they are delivering on those commitments.

Opinion

Stepping on the gas: the state of global methane policies and regulations

19 September 2024

As the world struggles to reduce greenhouse gas (GHG) emissions, international attention has turned to methane.

Opinion

Oil producers cautious as recovery hopes rise

20 November 2020

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

Opinion

Headwinds to tailwinds: are deepwater rig companies ready for a modernised upstream industry?

03 July 2023

How can deepwater rig companies turn current weaknesses and threats into strengths and opportunities?

Opinion

OPEC+ plans to boost oil production

07 June 2024

The OPEC+ countries are taking on the delicate task of trying to raise oil production without crashing the market. They are starting cautiously, but the global economic outlook holds plenty of downside risks for demand and prices.

Opinion

What does the Glasgow Climate Pact mean for Asia’s energy companies?

25 November 2021

Much has been discussed on the implications of the Glasgow Climate Pact for the global economy and energy markets. And while measurable progress has been made in each field, there is no denying much work remains to be done.

Opinion

Strong gas demand raises questions over emissions

11 September 2023

As demand for gas grows, it poses challenges for global climate goals. Suppliers will come under increased pressure to curb their emissions.

Opinion

Threats to oil supplies show the limits of US production growth

08 October 2024

The US is sometimes thought to be immune to the impact of a steep rise in crude prices, because of the strength of its oil industry. But that view is an oversimplification. How might US E&Ps respond to disruption to global oil supplies?

Opinion

The art of never letting a crisis go to waste

15 July 2020

I asked our experts what they believe governments and companies should be doing to ensure that they emerge stronger from the crisis.

Opinion

Shell takes a hit from the coronavirus downturn

02 July 2020

The company is taking a gloomier view of oil and gas prices over the next few years, prompting a writedown in asset values of up to $22 billion after tax

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Search results: 535

Global upstream update: oil supply questions and portfolio resets

Black gold to green future? Incentives uncertainty clouds Pathways Alliance economic feasibility

The coronavirus second wave hits demand for oil

Energy Pulse: in brief (18 August)

Are APAC’s retail markets full of Eastern promise for oil majors?

Oil price crash: how Middle East, Russian and US upstream industry responses compare

How the MENA region and its NOCs are diversifying into new energies

2020: the new oil sector supplier crunch bites

COP26 oil demand: in the cross hairs of emissions reduction

What’s next for Chevron?

What will the 2020 elections mean for US energy?

Latin America: 5 things to look for in 2025

Are Japan’s upstream players heading for the exit?

US oil demand on course for long, slow decline

Could oil Majors and Independents generate record free cash flow this year?

Can conventional oil projects compete with L48 oil?

Horizons Live: Taking the strain

What a second Trump term could mean for US oil and gas

Horizons Live: Conflicts of interest

Can the North Sea oil and gas industry survive the downturn?

US oil producers live up to their promises on spending restraint

Stepping on the gas: the state of global methane policies and regulations

Oil producers cautious as recovery hopes rise

Headwinds to tailwinds: are deepwater rig companies ready for a modernised upstream industry?

OPEC+ plans to boost oil production

What does the Glasgow Climate Pact mean for Asia’s energy companies?

Strong gas demand raises questions over emissions

Threats to oil supplies show the limits of US production growth

The art of never letting a crisis go to waste

Shell takes a hit from the coronavirus downturn

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