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Chief Analyst Simon Flowers sees optimism after a flush of project FIDs, a pick up in US drilling and M&A activity.
As energy transition challenges mount, oil and gas Majors are pivoting back to upstream - while NOCs step up their low-carbon commitments. What does this mean for the industry's future?
A windfall for Russian oil producers and impetus for upstream investment
Tariffs could shake up oil and gas markets – find out how companies are preparing for price volatility, capital discipline and potential M&A opportunities in a turbulent landscape.
Surging gas demand set to push Henry Hub higher
The industry needs to look beyond short-term price volatility.
US LNG confidence is high, but is the industry heading toward oversupply? Explore the risks and opportunities revealed at Gastech 2025
How much new oil is needed? Can AI analogues help unlock the additional barrels and close the supply gap? Will AI make subsurface teams redundant?
From AI’s power surge to oil’s comeback, here are six key takeaways from ADIPEC 2025 - the world’s biggest energy conference shaping the future of global energy
From volatile geopolitics and falling LNG prices to AI-driven power demand and shifting investment, these five themes will define the global energy landscape in 2026
Despite political rhetoric, Greenland’s harsh conditions and high costs make its strategic location far more valuable than its natural resources
A cold snap exposed just how interconnected global gas markets have become and why volatility is here to stay
Global momentum is slowing, but Europe and China may still hold the key to decarbonising hard-to-abate sectors
Prolonged disruption of Gulf exports will necessitate demand destruction.
Simon covers energy markets and geopolitics, analyzing how global crises shape oil, gas, and LNG supply and pricing
As oil prices surge, Asia faces mounting economic pressure, can governments sustain the cost of shielding consumers?
The Iran war is pushing countries to rethink energy independence, what does this mean for oil, gas and the future of power?
A ceasefire offers relief but the path to restoring Gulf energy flows is far from certain.
With a looming supply gap and billions at stake, Big Oil is doubling down on frontier exploration to secure the next wave of high-value resources
Could Argentina's Vaca Muerta become the next Midland Basin?
The oil price spike may be over, but a bumpy ride lies ahead as markets wait to see whether US-Iran negotiations deliver a lasting reopening of the Strait of Hormuz
Fervo Energy is close to starting up its first large-scale enhanced geothermal systems plant.
As conflict in the Gulf drags on, governments and energy markets are scrambling to adapt to disrupted oil flows, rising prices and a rapidly shifting global energy landscape.
As US oil flows overseas to meet global demand, shrinking inventories at home are pushing fuel prices closer to record highs and the worst may be yet to come
From Venezuela to Alaska, new momentum in Western Hemisphere energy production is reshaping the future of oil, gas and energy security.
A look at how Middle East disruption is exposing the limits of US energy independence, and what it means for global oil and LNG supply
As US tight oil matures, consolidation, scale and shareholder returns are reshaping the industry’s next phase
Five years after Uri, a brutal winter storm put US grid resilience to the test
Ten under-the-radar and headline-making moments that reshaped global energy in 2025
The US tight oil industry is racing to boost recovery and reshape the future of shale - with new technologies, bold government targets and huge stakes for energy security
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