Tighter at the top: taking a look at the premium end of iron ore's two-tier market

• 21 5月 2018

We think demand for premium iron ores will stay strong, but supply will struggle to keep up: it is getting tighter at the top.

Venezuela’s slump, Iran sanctions, oil prices

• 15 5月 2018

Global oil supply will break through the 100 million b/d mark for the first time later this year. Producers the world over, through innovation and risk-taking, have invariably contrived to meet the unstoppable train that is demand growth.

Maximising upstream value in the long term

• 08 5月 2018

Life’s good again in the upstream sector. All the hard work through the downturn is paying dividends, literally. Brent over US$70/bbl means everyone is in the money given the sector’s cash flow breakeven of US$53/bbl.

The changing face of global energy: Latin America takes centre stage

• 14 5月 2018

As market share for renewables gains momentum, key players are entering the scene across Latin America. With Mexico's Energy Reform enabling solar and wind capacity to grow, Brazil making a comeback in wind power and Argentina emerging as the fastest-growing regional market for renewable energy, it's clear that these countries will continue to dominate the spotlight.

Digitalisation and the race to work 'smarter'

• 30 4月 2019

It's nearly impossible to read the headlines every morning without seeing phrases like 'Big Data' or ‘Analytics’. These are now also an integral part of how companies in the energy and natural resources (E&NR) sectors operate.

Why the Permian is set for a shakeout

• 24 4月 2018

The best accessible upstream growth opportunity in fifty years? US tight oil. Correction: the Permian Basin. Second correction: the Wolfcamp formation spread across the Delaware and Midland sub-basins.

Patrick Kirby speaks to Dukascopy TV on the state of petrochemicals in the Russian Commonwealth

• 20 4月 2018

Patrick Kirby speaks to Dukascopy TV on the state of petrochemicals in the Russian Commonwealth

The potential impact of US tariffs on aluminium and steel markets

• 13 4月 2018

We spoke with Thomson Reuters on the recent steel tariffs at their Global Base Metals Forum. Will they support the US steel industry? Read the Q&A.

The Edge: Downstream’s role in the energy transition

• 01 5月 2018

How to stay relevant? Every oil and gas company is pondering the energy transition, and how to adapt a business model that’s served well for the last century to be fit-for-purpose through the 21st and beyond.

Building grid resilience with microgrids

• 17 4月 2018

Conversations on grid resilience have come to the fore in the wake of severe weather.

Chinese shale gas production will almost double in two years

• 17 4月 2018

We've seen progress for shale gas in China over the last year, but is it enough? Our report looks at what Chinese National Oil Companies need to do to meet government targets.

Mexico Gas & Power Service

Anticipate trends and make smarter decisions with short- and long-term outlooks detailing the economics of Mexico gas, power, & renewables markets.

Southern Cone Gas & Power Service

Quickly identify opportunities with unrivalled insights and analysis of the natural gas, power and renewables markets for the Southern Cone region.

Could a bidding war erode Brazil's pre-salt value?

• 27 3月 2018

Aggressive pre-salt bids could risk play’s economics in Brazil. What will the government do to mitigate this risk?

Time to get involved with the offshore wind business?

• 12 4月 2018

Policies and technology build positive momentum for global offshore wind

Wind and solar are peaking in Latin America

• 12 4月 2018

Tender by tender, wind and solar energy have undersold other renewables in Brazil and Argentina

Can conventional oil projects compete with L48 oil?

• 14 3月 2018

US tight oil has arrived with a bang, disrupting the oil market. But can conventional oil projects compete? Our latest report looks at where tight oil and other pre-FID conventional projects sit on the global cost curve.

Diamonds in the rough - identifying exploration potential in Asia Pacific

• 21 3月 2018

Although regulatory and fiscal policy issues continue to hamper development in Asia Pacific, our report identifies 5 potential farm-in opportunities. And with the ability to apply the same metrics across other regions, exploration possibilities are truly endless.

Norway upstream project NOAKA – a blueprint for the future

• 07 3月 2018

With around 500 stranded discoveries in Norway and the UK, the NOAKA project could be a gamechanger for the area. Could cooperation amongst companies make this a blueprint for new developments across the North Sea?

Finding the balance between capital discipline and growth

• 06 3月 2018

Capital discipline or growth? It’s THE big question hanging over commodity producers, mining as much as oil and gas.

7 solar trends utility companies need to know

• 15 3月 2017

It's going to be a big year for solar around the world. The global solar market grew by 26 percent last year, with 99 gigawatts of grid-connected PV capacity installed.

Is investment in natural gas the key to positioning upstream portfolios for a low-carbon future?

• 15 3月 2018

Is investment in natural gas the key to positioning upstream portfolios for a low-carbon future?

Is oil sands divestment the key to positioning upstream portfolios for a low-carbon future?

• 06 3月 2018

Is oil sands divestment the key to positioning upstream portfolios for a low-carbon future?

US crude exports set to more than double: where, what, how, when?

• 04 4月 2018

The global crude export landscape continues to shift as the US Lower 48 pumps more light sweet crude into the market. With little forecast incremental demand for these volumes domestically, US producers will look first to Europe and then Asia to absorb this excess production.

Is cost reduction the new normal?

• 15 2月 2018

We look at the results of our third annual Global Upstream Cost Survey

Delaware Wolfcamp still leads the pack

• 26 2月 2018

The Delaware Wolfcamp has been the focus of much of the increase in Lower 48 drilling activity in the past eighteen months. While breakevens continue to trend down and the play has attracted a number of new entrants, there are clear signs that growth is plateauing. Is tight oil's crown jewel losing some of its shine?

Groningen's annual production cap to be reduced to 12 bcm per year

• 05 2月 2018

Groningen's annual production cap to be reduced to 12 bcm per year. How will Europe make up the gas shortfall?

Carbon Intensity: not all assets are created equal

• 08 2月 2018

Understanding asset-level variation is essential to portfolio management for a low-carbon future.

Mexico and Shell win big in Round 2.4

• 01 2月 2018

Our Latin America Upstream analysts share insights from Round 2.4 closing and what it means for Mexico's future.

How four trading houses are shaking up the LNG industry

• 31 1月 2018

Trafigura, Vitol, Gunvor and Glencore are dominating the LNG trading landscape, trading 9% of total LNG sold worldwide. What do they have to offer?