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How India is redefining its energy future

17 February 2023

Investors eye up huge low-carbon and oil and gas opportunities.

Balancing scale and concentration risk in US shale

28 October 2022

US shale independents have made the most of the rapid growth of unconventional oil and gas this century. A handful are now among the biggest single play producers in the world.

The Edge

How to rate IOCs’ resilience and sustainability

20 May 2022

The big themes of resilience and sustainability will be increasingly important for oil and gas as the transition gains pace. Our new CoRSI analysis shows how the industry is preparing for tougher times.

The Edge

How to scale up carbon capture and storage

09 July 2021

Industrialising a nascent technology that’s critical for net zero targets

The Edge

Why upstream needs to be more ambitious to cut emissions

25 June 2021

What is the oil and gas industry doing to cut carbon emissions? Tougher policy will help but much is in the upstream industry’s gift.

The Edge

US tight oil – the investment dilemma

05 March 2021

US Lower 48 Independents’ finances are looking rosier as capital discipline and higher oil prices work their magic. Will a cash flow bonanza lead to more drilling?

The Edge

Future energy – biodiesel

13 November 2020

Structural oversupply has already led to refinery closures, with more to follow. But some competitively weak refineries can be repurposed to produce low-carbon biodiesel, one of the few segments of oil demand with strong growth prospects.

The Edge

Stemming the tide of plastic waste

18 September 2020

Alongside climate change, the rising tide of environmental waste, plastic included, is society’s other sustainability challenge. Simon Flowers asked Guy Bailey and his Petrochemicals Research team how we can get on top of the problem.

The Edge

How Big Oil’s M&A targets have changed

24 July 2020

It's no surprise that a downturn sparks oil and gas sector consolidation. What's interesting about Chevron's bid for Noble Energy is how Big Oil's strategy has changed. In the Edge this week, Simon Flowers takes a closer look.

The Edge

Building upstream portfolio resilience

12 June 2020

How resilient are the Majors' upstream portfolios? Which Majors lead on resilience metrics? How do companies build resilience into portfolios? Find out in this week's Edge.

The Edge

Guyana – global oil’s new king of the heap

10 March 2020

Guyana’s oil, only just being commercialised, promises to transform the nation’s wealth. How can the South American country make the most of it? Find out more in this week's Edge.

The Edge

Global LNG and coronavirus

18 February 2020

LNG demand has boomed globally in recent years, with rampant demand from China the main driver. But as coronavirus spreads, the economy is weakening, as is demand across all commodities. How will this impact the global LNG market? Find out in this week's Edge.

The Edge

Challenges in a growing LNG market

17 September 2019

LNG is on track for prodigious growth in the next two decades. Is the traditional business model that’s worked for six decades fit for purpose? How should a 21st-century LNG player tool up to maximise value?

The Edge

Deepwater investment bounces back

25 June 2019

Upstream investment is set to rise for the third year in a row following the 2016 low, albeit at a modest, single-digit rate. Learn more about the sources of growth.

The Edge

LNG confronts its demons

28 May 2019

The world needs more LNG. But LNG has been synonymous with poor project management. Can the industry deliver future projects on time and on budget?

The Edge

Saudi Aramco opens its books

09 April 2019

Aramco’s financials are enough to turn any CEO green with envy. Why has Aramco opened its books now, and what will it do with its wealth? Get our analysis here.

The Edge

Sizing up the digitalisation prize for upstream oil and gas

24 January 2019

Where does the real value of digitalisation lie for the global upstream industry? Simon Flowers and Greig Aitken look at three areas where technology could have the greatest impact.

The Edge

Capital efficiency: the big question for US unconventionals

09 October 2018

Is US shale the paragon of upstream productivity it’s cracked up to be? As the marginal suppliers, shale gas and tight oil operators ought to be adept at managing for margin and all that’s about. Simon Flowers investigates.

The Edge

Securing exposure to Permian tight oil – Part 1

03 July 2018

What do Total, BP, Eni, CNPC, Sinopec Group have in common? Each is among the biggest oil and gas producers in the world, with a portfolio diversified geographically and across multiple resource themes.

The Edge

Unlocking investment for deepwater projects

05 June 2018

Not long ago, West Africa was at the top of the list for international E&P companies looking for high-impact growth.

The Edge

Upstream M&A and oil price uncertainty

22 May 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.

The Edge

Maximising upstream value in the long term

08 May 2018

Life’s good again in the upstream sector. All the hard work through the downturn is paying dividends, literally. Brent over US$70/bbl means everyone is in the money given the sector’s cash flow breakeven of US$53/bbl.

The Edge

Why the Permian is set for a shakeout

24 April 2018

The best accessible upstream growth opportunity in fifty years? US tight oil. Correction: the Permian Basin. Second correction: the Wolfcamp formation spread across the Delaware and Midland sub-basins.

The Edge

Finding the balance between capital discipline and growth

06 March 2018

Capital discipline or growth? It’s THE big question hanging over commodity producers, mining as much as oil and gas.

The Edge

The smart money moving back into conventional exploration

17 October 2017

Oil and gas companies are trying to balance playing a short game and a long game. The dominant strategic theme is strict capital discipline; higher risk investment is off the agenda.

The Edge

To-do list: how to attract capital back to the oil sector

07 September 2017

The mood has definitely changed. That much has been clear at the biannual Offshore Europe mega conference in Aberdeen.

The Edge

Questions of science – challenging our tight oil forecasts

20 June 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.

The Edge

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

23 May 2017

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

The Edge

The commodity upcycle and the end of the dollar’s bull run - implications for oil, gas and mining producers

11 May 2017

A strong US Dollar means weak commodities. With the greenback at record highs, and commodities buoyant, is a reverse looming?

The Edge

The changing global energy mix…and the strategic challenge for energy producers.

11 April 2017

Our Energy view to 2035, led by Paul McConnell of our Global Trends team, distils the work of our team of analysts working across energy commodities. Five main themes leap out.

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Search results: 1964

How India is redefining its energy future

Balancing scale and concentration risk in US shale

How to rate IOCs’ resilience and sustainability

How to scale up carbon capture and storage

Why upstream needs to be more ambitious to cut emissions

US tight oil – the investment dilemma

Future energy – biodiesel

Stemming the tide of plastic waste

How Big Oil’s M&A targets have changed

Building upstream portfolio resilience

Guyana – global oil’s new king of the heap

Global LNG and coronavirus

Challenges in a growing LNG market

Deepwater investment bounces back

LNG confronts its demons

Saudi Aramco opens its books

Sizing up the digitalisation prize for upstream oil and gas

Capital efficiency: the big question for US unconventionals

Securing exposure to Permian tight oil – Part 1

Unlocking investment for deepwater projects

Upstream M&A and oil price uncertainty

Maximising upstream value in the long term

Why the Permian is set for a shakeout

Finding the balance between capital discipline and growth

The smart money moving back into conventional exploration

To-do list: how to attract capital back to the oil sector

Questions of science – challenging our tight oil forecasts

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

The commodity upcycle and the end of the dollar’s bull run - implications for oil, gas and mining producers

The changing global energy mix…and the strategic challenge for energy producers.

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