North America gas: 5 things to look for in 2025

• 05 1月 2025

After a challenging 2024 for North American natural gas will 2025 see renewed growth? 

OPEC+ deal balances consumer pressure with need for stable prices

• 23 6月 2018

The OPEC+ meeting, held in Vienna on 23 June 2018, confirmed Saudi Arabia and Russia’s high-level commitment to co-operate to manage the oil market.

How will peak oil demand affect the upstream industry?

• 20 10月 2017

With the world now considering a structural decline in oil demand, will upstream interest and investment in exploration be reduced?

SEC 2025: Why the SEAPEX region still needs high-impact exploration

• 14 5月 2025

The critical role of high-impact exploration in securing energy supply and sustainability

Big Oil commits to dividends in troubled times

• 30 10月 2020

The US and European majors showed how cash distributions are a crucial part of their appeal to investors in the energy transition

Assessing the risks to future oil demand

• 15 5月 2020

A weak world economy, the backlash against globalisation, and more ambitious climate policies threaten to put a brake on growth

OPEC opts for a show of unity - and a clever compromise

• 22 6月 2018

On 22 June 2018, oil producers' group OPEC delivered a compromise which avoided a decision to fully lift production restraint by instead agreeing to lower its adherence to the current accord from the current 152% to 100%, a clever way to increase output without officially agreeing on an end to output curbs. This should bring a total of 0.6 million barrels per day (b/d) back into the market during H2 2018.

International tensions shape COP27 climate talks

• 14 11月 2022

COP27 is ongoing, but progress could be limited by the leaders of China and India staying away from the summit in Egypt

Gas prices enter a bearish spring amid crude market volatility

• 17 4月 2025

As winter fades, so too has the support for natural gas prices. Henry Hub is entering a bearish spring, driven by a potent mix of waning heating demand, surging supply, and mounting macroeconomic uncertainty.

The coronavirus second wave hits demand for oil

• 06 11月 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.

Will there be a bailout for the hard-pressed US shale industry?

• 13 3月 2020

As US E&Ps are battered by plunging oil prices, the Trump administration is considering offering them financial support. This and more in this week's Energy Pulse with Ed Crooks.

Conventional pre-FID breakevens give the Lower 48 a run for its money

• 14 3月 2018

Analysis of global oil cost curves indicates that many conventional pre-FID projects – even deepwater developments - are now competitive on a breakeven basis with US Lower 48 tight oil. However, this competitiveness has come at the expense of volumes. The trade-off of cost efficiency versus volumes means that in the medium- to long-term, the cost of supply is set to increase, highlighting the US Lower 48’s role as an important marginal barrel producer.

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?

Coal enjoys a temporary reprieve

• 09 7月 2021

Reports of the death of coal have been greatly exaggerated. Demand has been bouncing back this year as the world economy picks up again, and some prices have hit their highest levels for more than a decade.

Global upstream update: three key industry themes

• 06 9月 2023

From increasing M&A activity to supply wildcards, here’s the latest trends in upstream oil & gas

US tight oil – the investment dilemma

• 05 3月 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 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.

Balancing scale and concentration risk in US shale

• 28 10月 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.

Oil and refining market implications of Israel’s strike on Iran

• 16 6月 2025

Explore the ripple effects of Israel's attack on Iran's nuclear program and how it could reshape global oil markets and geopolitical dynamics in the Middle East

OPEC gets to eat the Permian’s lunch

• 30 5月 2018

In any commodity market, the marginal supplier makes hay when the sun shines. Oil prices are rampant, but tight oil is not behaving quite as expected. I caught up with R.T. Dukes, Head of US Lower 48 oil supply.

Learning the right lessons from the Texas crisis

• 03 12月 2021

The blackouts raise important questions about investment, innovation and electricity market design, as the share of variable renewable generation on the grid increases.

Why oil is pushing towards US$100/bbl…

• 18 2月 2022

What's driven the rally, what is the outlook for supply and demand fundamentals in 2022, and how will geopolitics, including the Russia/Ukraine crisis, play out?

Sub Saharan Africa upstream: 5 things to look for in 2024

• 08 1月 2024

Sub Saharan Africa upstream will be firing on all cylinders in 2024. Exploration, particularly the deepwater Atlantic margin, will remain strong with several big wells planned in Namibia, Angola, Congo and Equatorial Guinea.

North Sea upstream: 5 things to look for in 2024

• 08 1月 2024

Fiscal and political uncertainty will weigh on the UK upstream sector, Norway will continue to grow and Denmark will ramp up gas production.

Horizons podcast: The Great Reopening

• 30 3月 2023

On the podcast today, we look at the possible pathways to growth for the Chinese economy, and the impact of its reopening on energy supply, markets and prices.

Upstream Competitiveness Index

Identify countries offering the best fiscal terms relative to their exploration potential and make informed upstream investment decisions.

Upstream Service

In-depth insight and forward-looking analysis of the upstream oil and gas sector at the asset and country level.

LNG big chill podcast

• 11 12月 2018

Join Nicholas Browne and Giles Farrer for their view on the latest news in the gas and LNG sector.

Coronavirus Guide

• 09 3月 2020

How might the coronavirus outbreak affect your business? Get our view on the macroeconomic impact and browse latest news and analysis here.

Biomethane/RNG

• 14 5月 2024

Discover the benefits of biomethane/RNG as a low-carbon energy source. How it can be a sustainable solution for decarbonization & a direct substitute for fossil natural gas.