Energy view to 2035 in five charts

• 15 6月 2017

We've distilled our outlook into five charts that examine global supply by fuel, demand by country and emerging markets in Asia Pacific.

5 questions about federal lands leasing in a Trump era

• 20 1月 2017

As Donald Trump's inauguration as President of the United States ushers in a new policy era, what can the energy and natural resources industries expect?

Qatar lifts North Field moratorium

• 03 4月 2017

On the eve of Gastech, Qatar has grabbed headlines with a plan to grab more long-term LNG market share.

European oil storage: Competitiveness is key to identifying sustainable investments

• 22 3月 2017

Major transactions within Europe’s oil storage sector have resulted in an estimated 22 million barrels of capacity changing hands in 2016.

‘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.

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.

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.

Global LNG – shadow cast over price recovery

• 18 7月 2017

The maths supports a bearish view for the next three years, based on our latest long-term outlook. We forecast LNG supply to increase by over 30% by 2020 as US, Australian and Russian projects crank up.

Jagged Peak IPO hits a snag

• 06 2月 2017

Our US Lower 48 upstream analysts look deeper into the Jagged Peak IPO and the factors that led to its lower-than-expected price.

M&A Service

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

The Majors’ gambit to lure investors from the tech sector

• 09 3月 2017

Fresh from a dismal round of Q4 2016 earnings, replete with weak earnings and balance sheet write downs, come new, raised growth targets from a number of the industry’s biggest players.

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.

Global Gas Service

Global gas outlooks and insight to build a strategic view of the market

LNG Corporate Service

Gain a corporate perspective on investments in LNG to mitigate risks and optimise your position.

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

• 11 4月 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.

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

• 11 5月 2017

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

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.

How the US sets global oil and gas prices

• 27 6月 2017

Tight oil and shale gas, through LNG exports to Europe, are likely to be cap and collar in their respective markets for the next few years – tight oil setting the ceiling price, US gas the floor.

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.

Bullish outlook for US gas - LNG exporters face margin squeeze in glutted market

• 01 12月 2016

The sharp response of the physical market to the arrival of cold weather suggests fundamentals are tight and prices could go higher, whether it’s a cold winter or not. There are four main reasons why.

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.

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?

Five risks to global oil demand

• 30 6月 2017

Global oil demand is in for a year of strong growth in 2017 but we expect growth to decelerate next year. Our experts explain how minor changes in the market and operating environment could bring major implications for price. Understand the five factors which we believe will have the biggest impact on our demand outlook to 2018.

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.

2035: The evolution of a global gas market

• 14 4月 2017

Assess the shifting supply and demand dynamics that will foster the growth of the international gas trade.

Permian produced water: slowly extinguishing a roaring basin?

• 11 6月 2018

With the recent rise oil prices, operators have been adding rigs and ramping up completions in the Permian Basin – the largest and most important source of oil supply growth in the world. However, persistent operational water challenges present a material risk to companies' future profitability and production.