• The Edge

  Positioning for the energy transition

  • 23 1月 2018

  We've seen a wave of new energy deals by the Majors. The spectre of peak oil demand and disruption from renewables and EVs has sparked a response – if you can’t beat them, join them. 2017 was the year Big Oil started to position for a low-carbon future.

• The Edge

  The Majors and US tight oil

  • 30 10月 2018

  Simon Flowers looks at what tight oil has in common with top tech stocks.

• The Edge

  Five reasons we might have hit peak Permania

  • 20 11月 2018

  The US’s premier tight oil play has been the beating heart of industry activity these last few years. Soaring rig numbers, prolific production growth and the gravitational pull of a black hole when it comes to M&A. US L48 tight oil accounted for one-third of global upstream M&A spend in the last three years, with the Permian attracting US$2 out of every US$3 of that. But have we now passed peak Permania? Simon Flowers investigates.

• The Edge

  Is the Global Energy Transition on track?

  • 16 10月 2018

  Global targets and societal pressure are driving innovation, but are we doing enough? Simon Flowers investigates.

• 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

  Securing exposure to Permian tight oil – Part 1

  • 03 7月 2018

  What do Total, BP, Eni, CNPC, Sinopec Group have in common? Each is among the biggest oil and gas producers in the world, with a portfolio diversified geographically and across multiple resource themes.

• 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

  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

  Upstream M&A erupts - Intensifying activity is strengthening portfolios and finances

  • 03 5月 2017

  Business development teams are back in the front line as companies look to position for longer term growth.

• The Edge

  Pros and cons of US energy policy shifts

  • 14 6月 2017

  An ‘America First’ energy policy is meant to be great news for US producers, but will these moves boost investment and company behaviour as much as the administration hopes?

• 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

  Managing for margin: a new way for upstream or back to basics

  • 06 10月 2016

  It’s a good sound bite at a time of low prices and high uncertainty, and a reassuring message to investors about risk appetite, but what does ‘managing for margin’ really mean?

• 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

  Positioning for global LNG’s next big growth phase

  • 06 7月 2023

  How developers can be more competitive

• 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

  Could Iran sanctions see Brent spike to U.S.$100 a barrel?

  • 07 11月 2018

  Could Iran Sanctions See Brent Spike to U.S.$100 a barrel? The oil market faces a precarious few months. The imposition of U.S. secondary sanctions on Iranian exports on November 5 is the critical factor behind Brent’s rally to more than U.S.$80 a barrel in October. There’s enough supply to meet demand this winter, but the margin for error is worryingly narrow.

• 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

  US upstream gas sector poised to gain from higher Henry Hub prices

  • 29 5月 2025

  Discover why US gas producers are poised for gains as Henry Hub prices surge, and what it means for Big Oil's investment strategies

• 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

  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

  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

  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

  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

  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

  Can China’s recovery turn the oil market around?

  • 15 6月 2023

  Government starts pulling the levers to bolster the economy

• The Edge

  Have we passed ‘peak growth’ for tight oil?

  • 25 2月 2020

  Have we passed 'peak growth' for tight oil? What are the implications of slowing growth for the crude market? And how will pipeline owners adapt their strategies? Find out in this week's Edge.