Private equity in the North Sea

• 10 8月 2017

These companies have an appetite to invest, and we estimate there are close to 20 PE-backed vehicles with war-chests approaching US$15 billion for North Sea acquisitions.

Centennial Resource Development acquires Permian acreage

• 01 4月 2017

Our team assesses Centennial Resource Development's recent acquisition and what it means for its portfolio.

China and shale gas: growing operational confidence from CNPC and Sinopec

• 05 7月 2017

At the workshop, representatives from both CNPC and Sinopec shared progress updates on their shale gas projects.

Cautiously optimistic: global upstream outlook for 2017

• 11 1月 2017

We look to 2017 as the dawn of a cautious recovery for the E&P sector, with investment edging upward.

Will deals walk the optimistic talk of NAPE?

• 21 2月 2017

NAPE 2017 was a great show, and optimism is back in the oil patch.

‘Permania’ prevails, and other learnings from the 2017 DUG Permian Conference

• 11 4月 2017

At the 2017 DUG Permian Conference, three main themes stood out.

US upstream: what to watch for in 2017

• 23 1月 2017

We present five of our predictions for 2017, focusing on the US upstream industry.

Road to recovery for OFS giants

• 31 1月 2017

In our latest report, our analysts discuss whether the OFS giants have turned a corner and what's in store in North America and internationally.

M&A Service

Keep abreast of M&A developments, emerging trends and acquisition opportunities.

How deep water projects can compete with tight oil - more progress on costs and tight oil may get a run for its money

• 28 3月 2017

Tight oil has garnered all the plaudits in the last few months, but we can foresee in the not too distant future green field deep water projects giving tight oil a run for its money in competing for capital.

Upstream M&A erupts - Intensifying activity is strengthening portfolios and finances

• 03 5月 2017

Business development teams are back in the front line as companies look to position for longer term growth.

Tight oil's second great growth phase gains momentum - Permian and emerging plays show still more promise

• 23 5月 2017

After two years of retrenchment, review how 2017 is shaping up to be a year of growth for tight oil.

Questions of science – challenging our tight oil forecasts

• 20 6月 2017

We have raised our long-term estimates, now expecting volumes to rise from 4 million b/d currently to 10 million b/d by 2025 – 1.4 million b/d higher at peak than before.

US independents’ retrenchment to tight oil is paying off - will others follow?

• 15 9月 2016

The downturn should be an opportunity for the Majors and perhaps NOCs to move into tight oil.

Upstream M&A: taking advantage of the down-cycle

• 22 11月 2016

With the M&A market showing signs of life and the value of the M&A being done rising, the time is ripe for buyers in the upstream market.

The Russian oil miracle - how production has soared despite low oil prices

• 28 11月 2016

As other countries suffer production declines under the pressure of low oil prices, Russia is bucking the trend. What’s different about Russia?

The accelerating recovery in tight oil: conventional investment at risk of stagnating

• 02 2月 2017

Tight oil will drive a 4% increase in global upstream investment in 2017, while investment in conventional projects will be flat at just under US$340bn.

The future of exploration

• 29 6月 2017

We surveyed 200 senior exploration leaders and professionals to get a clearer vision of exploration as signs of a recovery emerge. What are the next steps for explorers? Who are the most admired explorers and why?

New project sanctions on the rise?

• 21 6月 2017

At the start of the year, we predicted that around 20 to 25 major new upstream projects would be sanctioned in 2017, roughly double the score for 2016. So, as we approach the year’s halfway mark, how is our forecast faring?

The state of the upstream industry

• 05 7月 2017

Understand and review the outlook for upstream markets and the major players for the short and medium term.

OPEC's dilemma

• 25 5月 2017

With OPEC agreeing to roll over production for nine more months, our 2017 oil price forecast of US$55/bbl for Brent is largely unaffected. But as fundamentals tighten in the second half of 2017, we believe a firmer oil price will further support the US tight oil industry.

Marathon's US$700 million Delaware bolt-on acquisition

• 30 3月 2017

On March 21, Marathon bought 21,000 net acres in the Delaware Basin for US$700 million from Black Mountain Oil & Gas and other private sellers. The deal comes soon after Marathon entered the Permian through a US$1.1 billion deal with BC Operating. In our latest Insight, our analysts examine the deal and weigh the potential risks and benefits of expanding Marathon's acreage.

Mexico hopes to benefit from its own shale boom

• 14 3月 2017

Mexico announced a licensing round scheduled for this June, opening up its unconventional acreage just as we're heading out of the downturn.

Upstream companies to spend US$25 billion more in 2017

• 10 3月 2017

As the price of oil creeps up, are upstream companies primed to ramp up activity?

Pioneer's Permian pathway to 1 million boe/d

• 21 2月 2017

Pioneer Natural Resources guided to one million barrels equivalent per day (70% oil) by 2026 and pledged cash flow neutrality in 2018. Sounds great, but is it doable?

Tight oil opportunity update: the Permian is only part of it

• 09 6月 2017

Although West Texas is consuming over 30% of all Lower 48 capex this year, the Bakken, Eagle Ford, SCOOP/STACK and Powder River Basin account for another 25% of total US onshore spend in 2017. With investors increasingly focused on tight oil activity outside of the Permian, what does the future look like for these key plays?

The ageing process: carbon emissions and asset maturity

• 22 2月 2017

The carbon emissions targets set by the Paris Agreement look set to have far-reaching implications for long-term corporate strategies.

What opportunities does decommissioning offer?

• 15 12月 2016

Decommissioning is estimated to be worth US$1 billion annually in Asia alone. What can be done to take advantage of this opportunity?

Breaking the cycle? Cost efficiency in upstream oil and gas

• 10 12月 2015

The fact is that the industry faces a structural cost problem which was easy to hide in the days of US$100 oil but less so today.

Progress on opex, but will it stick?

• 30 9月 2016

The dramatic fall in oil prices has forced the industry to look hard at capex plans and the efficiency of operating assets and functions, with significant downward pressure on rates.