• The Edge

  What the Middle East conflict means for oil and LNG

  • 03 10月 2024

  With escalating Middle East tensions involving Iran, the geopolitical risks are high, yet oil, gas, and LNG market responses remain muted. How much production is at risk? What vulnerable infrastructure points could disrupt supply? Why has the price reaction been subdued compared to recent regional flashpoints?

• The Edge

  Future energy: biomethane’s time has come

  • 17 10月 2024

  Investment in the nascent biomethane sector, also known as renewable natural gas (RNG), is picking up, including large-scale M&A as Big Oil and manufacturers build positions. Simon asked Kateryna Filippenko, who leads our new Biomethane/RNG service, how she sees the market developing.

• The Edge

  What’s driving the upstream revival in Southeast Asia?

  • 19 9月 2024

  Four reasons the industry has started to invest again.

• The Edge

  Three factors driving US liquids production to new heights

  • 05 9月 2024

  Our US upstream team identify three drivers of the US’ ascent to the top of the global supply league table and why it’s now the main growth engine for three of the four largest Majors.

• The Edge

  Unlocking the potential of white hydrogen

  • 25 7月 2024

  Faced with high costs, midstream transportation challenges and the slow development of demand, the low-carbon hydrogen economy is facing lowered expectations around its growth in the near term. Gavin Thompson, Vice Chair, EMEA, spoke to Richard Hood and Kate Adie from our Subsurface research team, authors of our recent analysis of white hydrogen’s potential.

• The Edge

  Is it time for a global climate bank?

  • 18 7月 2024

  Financing any aspect of the energy transition is tough. Funding the developing world’s transition, a topic central to the first Global Energy Transition Congress in Milan two weeks ago, is one of the most complex challenges that must be overcome in tackling climate change.

• The Edge

  A window opens for OPEC+ oil

  • 20 6月 2024

  Based on our analysis of supply and demand, a window is opening to absorb more OPEC+ oil.

• The Edge

  Artificial intelligence and the future of energy

  • 27 6月 2024

  Artificial Intelligence is the next big thing in energy, dominating discussions at all levels in companies, banks, investment funds and governments. Prakash Sharma and I asked WoodMac’s experts what role AI might play in the energy and resources sectors and where the greatest opportunities and risks are.

• The Edge

  What will define LNG’s three phases of market growth?

  • 06 6月 2024

  Our recently released Global gas strategic planning outlook (SPO) identifies three distinct phases of LNG market growth through the coming decade. What are the drivers of each market cycle? How low will prices go? What are the risks to each phase of LNG market growth? The WoodMac team stress-tested our new outlook on the ground at this week’s Japan Energy Summit in Tokyo.

• The Edge

  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 Edge

  Will oil companies start spending again?

  • 26 2月 2021

  The oil and gas sector is bouncing back strong. After savaging costs and spend in response to last year's crisis, and with Brent soaring over US$65/bbl, we expect a resurgence of upstream cash generation in 2021. How much free cash flow will the sector generate? What will companies do with it?

• The Edge

  Could 2021 be the start of a new super-cycle?

  • 29 1月 2021

  Led by Asia, and with vaccine roll-out underway, global economic growth should bounce back strong in 2021. It sets the scene for a much better year in commodity markets. But do surging oil, gas and metals prices point to something more lasting?

• The Edge

  The narrowing trans-Atlantic divide on the energy transition

  • 24 4月 2025

  Big Oil is rebalancing. Discover how strategy shifts, energy security and policy are reshaping oil, gas and low-carbon investment outlooks across the Atlantic.

• The Edge

  How gas could displace renewables in meeting surging US data centre demand

  • 06 3月 2025

  With the future of the IRA in doubt, the renewable energy sector faces significant challenges in meeting growing US power demand - discover what’s at stake for solar, wind and storage industries.

• The Edge

  What next for East Med gas?

  • 20 2月 2025

  How can the East Med accelerate gas development? Explore five key solutions driving growth in Egypt, Israel and Cyprus.

• The Edge

  Why upstream companies might break their capital discipline rules

  • 13 2月 2025

  Stronger oil and gas demand could drive higher investment, rising prices, and more M&A in a slower energy transition.

• The Edge

  No country for oil men (and women)

  • 30 1月 2025

  UK and EU energy policies risk undermining energy security and economic growth by discouraging domestic oil and gas investment, increasing reliance on costly imports and jeopardising net zero goals. Discover how regulatory uncertainty, high taxes and declining North Sea production threaten the future of Europe’s energy transition.

• The Edge

  Walking Japan’s energy tightrope

  • 06 2月 2025

  Japan’s new energy plan reshapes its path to net zero, balancing nuclear, renewables and LNG for a secure energy future.

• The Edge

  Five themes shaping the energy world in 2025

  • 08 1月 2025

  What opportunities, challenges and risks does the world of energy and natural resources face in 2025? From geopolitics to Big Oil M&A and innovation in power. Our experts share their thoughts.

• The Edge

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

  • 07 9月 2017

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

• The Edge

  The smart money moving back into conventional exploration

  • 17 10月 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

  Brent’s rally toward US$60/bbl – a false dawn?

  • 10 10月 2017

  Share price movements can be a good early indicator of changing fortunes. The oil and gas sector had a great month in September, jumping 8% and outperforming the broader global stock market by 6%. It’s more than just rotational buying.

• The Edge

  Monetising the East Med’s giant gas finds

  • 10 7月 2020

  The discovery of huge gas resources has made the Eastern Mediterranean an industry hot spot. Majors, NOCs and independents see a growth opportunity that could last for decades. LNG exports might be the path to full commercialisation. But geopolitics stand in the way. How can the interested parties find a way forward?

• The Edge

  Decarbonisation and peak gas demand

  • 31 7月 2020

  Gas is to be the bridging fuel of the transition, its lower carbon intensity supporting its position in the energy mix longer than coal and oil. Yet nothing can be taken for granted as decarbonisation policy tilts the playing field away from fossil fuels.

• The Edge

  How Big Oil’s M&A targets have changed

  • 24 7月 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

  Stemming the tide of plastic waste

  • 18 9月 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

  What’s on the minds of CEOs?

  • 16 10月 2020

  We hosted the CEOs from Shell, Total, Eni and SSE as well as senior executives from numerous other leading oil and gas companies and utilities over three days at our EMEA Energy Summit. So what were the hot topics?

• The Edge

  Building a net-zero energy system

  • 05 10月 2020

  The UK's commitment to net-zero carbon by 2050 is a wake-up call for the oil and gas industry. Could the offshore industry pivot to zero-carbon technologies and become a core part of the UK's sustainable future?

• The Edge

  Five constraints on US tight oil production

  • 23 10月 2020

  The 2020 collapse in oil price hasn’t just killed tight oil’s growth, it smashed volumes down in the space of just a few months. The big question is whether it will ever return to a growth path.

• The Edge

  Future energy – biodiesel

  • 13 11月 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.