How the big Gulf producers are investing in 2019

• 15 1月 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.

North Sea exploration is making a comeback in 2019

• 08 1月 2019

What's in store for the North Sea industry in 2019? Neivan Boroujerdi, senior analyst for North Sea upstream, looks at five big themes in 2019, a year of increased exploration, some big transactions led by North American Majors and large caps, and a new wave of projects.

Is 2019 the year of the much-talked-about LNG oversupply?

• 07 1月 2019

As we enter 2019, the mood in the LNG market is mixed. The big LNG buyers are back, and we are set for a record year for supply in terms of both production growth and new project FIDs. What will 2019 look like? And what could happen that will shape the market longer term?

What are the key risks and uncertainties in 2019?

• 18 12月 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 future of exploration: Big wells mainly in deepwater and frontiers

• 23 5月 2018

Over the next few years, we expect most of the 'wells to watch' will be operated by the Majors and a handful of bolder independents. And we expect, as has been the case throughout the downturn, the best discoveries to come from newly-proven plays and frontiers, with again, more than half of all volumes being found in deepwater. In the second part of his three-part series following EAGE in Copenhagen, Andy Latham highlights our 'wells to watch' in 2018.

What should the E&P sector do with a wall of cash?

• 19 6月 2018

The biggest lottery prize of 2018? A contender is the windfall oil and gas companies find drops into their bank account.

Exploration gets its mojo back

• 12 6月 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.

Global LNG markets move from oversupply to rebalancing

• 13 6月 2018

Fears of an oversupplied liquefied natural gas (LNG) market are beginning to ease as indications point towards a more modest rebalancing. Much of last year’s oversupply was absorbed by record demand from China. But can the market, particularly in Europe, absorb future LNG supply?

Four themes shaping the energy transition

• 29 5月 2018

In Energy View to 2035, our latest assessment of the energy landscape over the next two decades, we use cross-commodity data to analyse what will shape future trends in global energy consumption.

Are frontier plays worth the risk?

• 06 6月 2018

With deepwater project economics becoming competitive to tight oil and a renewed international interest in such areas as deepwater Mexico and pre-salt Brazil, exploration is once again in the limelight.

New metrics for benchmarking upstream resilience to a low-carbon future

• 23 5月 2018

Our carbon efficiency measure, NPV/tonne, helps investors and companies benchmark the carbon performance of corporate upstream portfolios.

Great expectations for great exploration

• 08 5月 2018

We surveyed over 200 senior exploration leaders and professionals to get a clearer vision of how the industry is making headway and whether the foundations of success set in 2017 are strong enough to sustain future activity.

Lessons in attracting upstream investment capital

• 17 4月 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.

Video: Which projects will be sanctioned in 2018 and how do they compare to 2017?

• 06 4月 2018

Research Director Angus Rodger shares a series of client questions on projects up for sanction in 2018.

Four themes to watch as the Majors position for a new era

• 02 4月 2018

With the Majors emerging from the downturn standing strong, they're transitioning from 'survive' to 'thrive'. Although capital discipline remains central to the strategic framework of these companies, they must still position their portfolios for the fundamental changes reshaping energy demand in the coming decades.

How can investors assess the climate-related risk in their portfolios?

• 29 3月 2018

How can investors assess the climate-related risk in their portfolios?

OPEC and how low prices have changed oil demand

• 03 4月 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.

Five issues keeping executives awake at night

• 22 3月 2018

We've come up with a list of concerns plaguing upstream executives that - if left unresolved - will consume leadership and erode shareholder value.

Future cost of new oil supply: shale vs conventional

• 20 3月 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.

Risk appetite returns as global upstream investment picks up

• 27 3月 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.

Wave of large upstream project FIDs could signal a new cost cycle

• 05 4月 2018

Final Investment Decisions (FID) in 2017 more than doubled from 2016. We look at the cost cutting that has led to the jump and which projects are likely to get sanctioned next year.

Teaming up with CWC for the LNG and Gas Summit

• 12 3月 2018

Reactions from the CWC LNG and Gas Summit held this year in Tokyo.

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

• 06 3月 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.

Tight oil set to make money in 2018

• 13 2月 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.

Global Gas Model

The Global Gas Model runs global gas market simulations under various supply, demand, piped, storage, contract sales and producer behaviour assumptions.

Improving upstream performance and winning over investors

• 27 2月 2018

Delivering production growth after three years of low oil prices is an achievement, and combined with higher oil prices, was the primary factor behind good upstream earnings.

Mexico upstream – hot as a habanero

• 07 2月 2018

Mexico is hot – as hot as a habanero, the spiciest of Mexicano chillies. The bidding round for deep water blocks this week has attracted a who’s who of industry players, scooping up two-thirds of the blocks on offer.

Rising US oil exports, market disruption, Brent-WTI spread

• 30 1月 2018

What will US tight oil growth do to crude markets? The build-up in volumes early this decade led to a supply glut that undermined prices in 2014.

Downstream integration: a peak demand strategy for NOCs

• 27 11月 2018

The prospect of peak oil demand undoubtedly introduces risks to the world's crude exporters. Although we predict global demand to continue to grow through 2035, there are already signals that decline is could be coming. So what does the scenario look like for resource-rich NOCs?

What is the outlook for the oilfield supply chain?

• 24 1月 2018

The impact of the lingering low oil price and how the sector might evolve