How great a financial risk do carbon costs pose to upstream oil and gas companies?

• 26 10月 2017

Akif Chaudhry discusses the impact of carbon pricing on upstream oil and gas company valuations.

How will peak oil demand affect the upstream industry?

• 20 10月 2017

With the world now considering a structural decline in oil demand, will upstream interest and investment in exploration be reduced?

What does peak oil demand mean for the supply chain?

• 20 10月 2017

With the world now considering a structural decline in oil demand, how will the supply chain follow their customers?

Growth and opportunities in Southeast Asian LNG and power

• 05 10月 2017

As the region grows richer, energy demand is booming, leading to buoyant gas, LNG and power markets.

ASEAN at 50: new ways to foster LNG and power cooperation

• 17 10月 2017

ASEAN has to explore new ways of energy cooperation among its members.

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.

Corporate Service: Latin American NOCs' Q2 results evaluation

• 22 8月 2017

Following the Q2 reports, we spotted a common theme for Petrobras, Ecopetrol, YPF and Pemex: extensive efforts to cut costs and increase efficiency.

Fiscal systems for oil in North America

• 03 10月 2017

Our analysts offer insight on the latest discussions.

Colombia's natural gas sector gains momentum

• 26 5月 2017

Declining legacy production and growing demand creates a window of opportunity for the right players.

Nickel Product Suite

Find clarity in the nickel industry with leading insights on supply-demand dynamics, project developments, costs of production, and future capacity requirements.

What are the emerging themes for the oilfield supply chain?

• 06 2月 2018

Five themes emerging within the upstream service sector

Has Covid-19 left the apparel industry hanging by a thread?

• 01 7月 2020

Fibres markets have been hit hard by coronavirus, and the apparel sector – where 55% of total fibre volume was consumed in 2019 – is where the value chain has been most exposed.

US LNG exports slump

• 25 6月 2020

The plunge in European gas prices has led buyers to cancel cargoes from the US, and export plants are running well below full capacity

European oil products market signposts: ships sitting in Southwold

• 23 6月 2020

Oil floating storage in Northwest Europe is a key signpost to watch for improvements in European oil demand. We take a closer look at diesel floating storage in the region and shipping flows that will change the supply/demand balance in the weeks ahead.

How the worst oil price crash in history changed the upstream industry

• 24 6月 2020

The oil price crash has wiped US$1.6 trillion off our valuation of the global upstream industry. This captures the impact of our downgraded long-term Brent price assumption – now US$50/bbl (2020 terms), previously US$60/bbl – and much more. Which regions and players have been hit hardest? What measures have been taken to survive?

Capital is still flowing into the US oil and gas industry

• 19 6月 2020

The US oil and gas industry has been a challenging sector for investors for years, and the fall in oil prices in 2020 has added to its difficulties. But recent bond issues by US E&Ps have shown that debt markets are still open for some

Exploration’s future in a low-cost, low-carbon world

• 01 7月 2020

The world will rely on oil and gas for much of its energy needs until well beyond 2040. Exploration will be critical in meeting this future demand. Yet exploration is widely perceived as discretionary, even unwarranted. Read on to learn more about exploration’s surprising role in a low carbon future.

Shell takes a hit from the coronavirus downturn

• 02 7月 2020

The company is taking a gloomier view of oil and gas prices over the next few years, prompting a writedown in asset values of up to $22 billion after tax

What’s behind the BP and INEOS petrochemical deal?

• 06 7月 2020

While most oil majors and NOCs are focusing on strengthening their petrochemical integration, BP is divesting petrochemical assets to INEOS in a US$5 billion deal.

The art of never letting a crisis go to waste

• 15 7月 2020

I asked our experts what they believe governments and companies should be doing to ensure that they emerge stronger from the crisis.

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?

US pipelines blocked by the courts

• 09 7月 2020

Campaigners against pipelines scored three notable successes this week. Their victories show challenges are mounting for pipeline operators

Why US solar tariffs (almost) worked – and why they don’t now

• 20 7月 2020

Despite early success, Section 201 solar tariffs on imported cells and modules could now limit market growth.

Pioneer plus Parsley: What’s our Permian prognosis?

• 27 10月 2020

News on Pioneer/Parsley broke less than 48 hours after ConocoPhillips announced its acquisition of Concho Resources. Tight oil consolidation is booming, and it's starting with the big, financially-strong producers. Find out some more important takeaways from the transaction that aren’t necessarily reflected in the publicized deal metrics?

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.

Natural gas: friend or foe in Europe’s 2030 emissions target?

• 24 7月 2020

Green hydrogen has grabbed the limelight in the drive to decarbonise. But is there a role for natural gas in a post-coronavirus Europe?

Can PTA producers survive plummeting polyester demand?

• 28 7月 2020

The PTA market was already grappling with global overcapacity when the pandemic piled on the pressure.

ERCOT summer update and what to look forward to in August

• 27 7月 2020

A look at ERCOT's summer trends and changing pricing dynamics.

Covid-19 reveals critical flaw in European power systems – lack of flexibility

• 23 7月 2020

Rory McCarthy, Principal Analyst, and Victor Laurent, Senior Product Manager for Power at Wood Mackenzie Genscape, look at the flexibility challenges facing European power markets, which have been laid bare by Covid-19

Are exploration’s days numbered?

• 17 7月 2020

Exploration spend is heading south again as companies slash budgets to conserve cash. This downcycle though is different, with companies formulating decarbonisation strategies and peak oil demand on the horizon. Is exploration now facing an existential crisis?