• The Edge

  Upstream KPIs turn positive

  • 19 12月 2017

  We've had the best year for the oil and gas industry for some time: KPIs have turned positive. Brent looks set to end 2017 over US$60/bbl, up 40% from the summer lows.

• The Edge

  Just how dependent oil markets are on tight oil delivering

  • 05 12月 2017

  What’s the most unexpected outcome three years on from the price crash? There are a few contenders. OPEC’s zealous adherence to production restraint is right up there. US tight oil is another, briefly inconvenienced by low prices but now embarking on a second great phase of growth.

• The Edge

  Capital efficiency: the big question for US unconventionals

  • 09 10月 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

  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.

• The Edge

  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.

• The Edge

  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.

• The Edge

  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 Edge

  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?

• The Edge

  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.

• The Edge

  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.

• The Edge

  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.

• The Edge

  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.

• The Edge

  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 Edge

  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 Edge

  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 Edge

  Making Australia an energy transition leader

  • 03 8月 2023

  Investment barriers still to be tackled

• The Edge

  Positioning for global LNG’s next big growth phase

  • 06 7月 2023

  How developers can be more competitive

• The Edge

  Does the bull market in oil rigs signal a slower transition?

  • 08 6月 2023

  Deepwater hot spots drive up demand for drilling

• The Edge

  Can China’s recovery turn the oil market around?

  • 15 6月 2023

  Government starts pulling the levers to bolster the economy

• The Edge

  Is there more upside for oil prices in 2023?

  • 13 4月 2023

  OPEC+ output cuts hasten market tightening

• The Edge

  How the war is shaping Big Oil’s transition strategy

  • 09 3月 2023

  The Majors have shown there can be different approaches to decarbonisation and achieving net zero, but divergent strategies are showing signs of converging again.

• The Edge

  How India is redefining its energy future

  • 17 2月 2023

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

• The Edge

  The new investment cycle in energy and metals

  • 03 2月 2023

  On this week's The Edge, Simon Flowers examines the new investment cycle underway for commodities to meet the growing demand from both a recovering global economy and the energy transition.

• The Edge

  Decarbonising crude

  • 11 11月 2022

  Crude oil’s centrality to the global economy has been reinforced in the energy crisis of 2022. Oil demand has recovered strongly from the Covid-induced dip and, despite an economic slowdown, could reach record highs next year. But COP27, underway in Egypt, is a reminder that oil consumption must fall if the world is to achieve net zero.

• The Edge

  Building upstream portfolio resilience

  • 12 6月 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

  Why oil price recovery has further to run

  • 05 6月 2020

  Will the effect of coronavirus be more lasting for demand or supply? Will the oil price be lower-for-longer? Or, if demand recovers, could the sharp reduction in upstream investment lead to a tighter market and higher prices? Find out more in this week's Edge.

• The Edge

  How will Covid-19 change corporate strategy?

  • 01 6月 2020

  Future energy demand patterns could look very different depending on policy choices and the societal response to the pandemic. Our three scenarios suggest oil demand in particular is at risk. How will the increased uncertainty influence corporate strategy? Will we see diversifying companies speed up investment in decarbonisation? What are the options for pure oil and gas players, big or small?

• The Edge

  Future energy – zero-carbon heating

  • 12 5月 2020

  Heat pumps are proven zero-carbon technology that could displace fossil fuel systems in the home. How do they work? What are the economic challenges to scale up for the mass market? How is policy shaping up to incentivise switching? How much gas demand is at risk and when? Find out in this week's Edge.

• The Edge

  Oil closes in on peak oversupply

  • 28 4月 2020

  The steep decline in oil demand is putting the entire system under pressure. Will there be sufficient storage globally to cope? Will we see more production shut-in? What are the prospects for demand recovery? Find out more in this week's Edge.

• The Edge

  Coping with negative cash flow

  • 24 3月 2020

  The oil price collapse has plunged the oil sector into negative cash flow. Can the M&A market help companies bolster finances? Find out more in this week's Edge.