• The Edge

  Africa’s energy future, on Africa’s terms

  • 14 11月 2024

  Africa’s energy statistics make for a disappointing read. As world leaders meet this week for the COP29 talks, some 600 million Africans still have no access to electricity and per capita energy consumption remains the lowest globally.

• The Edge

  A second Trump administration

  • 07 11月 2024

  A new Trump administration will have huge influence across both the domestic and international arenas. Introducing more import tariffs, abandoning climate policy and resolving conflicts are all high on the agenda. There are major implications for the energy and natural resources sectors.

• The Edge

  How ultra-deepwater is revitalising oil and gas exploration

  • 05 12月 2024

  Giant discoveries in Guyana and Namibia may be just the start.

• The Edge

  The complexity of capital allocation for oil and gas companies

  • 10 10月 2024

  The slower pace of the energy transition is influencing Big Oil’s capital allocation. What share of cash flow is the industry re-investing? How much will upstream spend rise in 2025? Why have NOCs become the biggest spenders on low carbon?

• The Edge

  Getting China back on track

  • 24 10月 2024

  Commodity markets are suffering from the impact of China's current economic difficulties on domestic energy demand. China’s government has just responded with an ambitious stimulus package aimed at shoring up its faltering manufacturing sector and boosting weak consumer confidence.

• The Edge

  Taking the pulse of the global LNG industry

  • 26 9月 2024

  The WoodMac team were out in force at last week’s Gastech 2024 in Houston, the gas and LNG industry’s leading conference. Here are our collective high-level takeaways.

• The Edge

  Low risk resource-capture strategies

  • 11 12月 2018

  Addressing the timely boom in access to giant oil and gas discoveries, Simon Flowers looks at some low risk resource-capture strategies in this week's issue of The Edge.

• The Edge

  Are voters turning their backs on the EU’s 2030 climate objectives?

  • 10 7月 2024

  European voters just threw a spanner in the works of the EU’s 2030 decarbonisation targets. Last month’s European parliamentary elections saw a dramatic shift in power to nationalist and populist parties, which tapped into, among other issues, voter scepticism over the pace and sheer cost of the energy transition. We look at the impact of the elections on tackling climate change.

• The Edge

  Lessons in attracting upstream investment capital

  • 17 4月 2018

  Not long ago, Egypt’s gas industry was in crisis. Production fell by a third in the three years to 2015. A top ten LNG exporter in the prior decade, the country had, by then, become a top ten importer.

• The Edge

  Dividends or growth – Big Oil’s dilemma

  • 27 7月 2017

  The industry is adapting to low oil prices. But can upstream grow in this environment? The question is a profound one, the answer in reality more about sustaining the business and maximising returns rather than pursuing growth.

• The Edge

  OPEC underpins oil markets into 2018 - green light for tight oil growth

  • 29 5月 2017

  The firmer oil price we expect can only embolden the already resurgent US tight oil industry which is on course to displace the 1 million b/d OPEC has cut within the year. Three main aspects of the decision stand out.

• The Edge

  OPEC and how low prices have changed oil demand

  • 03 4月 2018

  How to sum up the effect on oil markets of OPEC’s strategy since 2014? Based on how the fundamentals have evolved, it's been a pretty mixed bag.

• The Edge

  How the price war is hurting US tight oil

  • 26 5月 2020

  Arresting the explosive growth of US tight oil was a clear target of the price war after the OPEC+ meeting collapsed in March. What's been the effect on drilling and investment? How much will production fall and how quickly? Will tight oil recover and get back on a growth path? Find out more in this week's Edge.

• The Edge

  Oil markets - OPEC restraint needs to stretch into 2018. A supply glut lurks just below the surface.

  • 22 3月 2017

  Why have oil prices come under renewed downward pressure? Our Macro Oils team, led by Ed Rawle, sees three main reasons.

• The Edge

  A cornerstone of global oil supply – Canada at a cross roads

  • 01 3月 2017

  Canada's investor sentiment soured by environmental concerns and competition for capital from tight oil have already begun to reshape the domestic corporate landscape.

• The Edge

  What higher oil prices in 2024 could mean for the economy and politics

  • 14 9月 2023

  The oil market has come to life, with prices finally delivering on our expectations for 2023. Our oil experts, Ann-Louise Hittle and Alan Gelder, join Simon Flowers to discuss where the market goes from here and what this could mean for the economy and politics.

• The Edge

  What different scenarios tell us about the future of oil and gas

  • 21 5月 2021

  What does a net-zero pathway mean for the oil and gas industry? As capital markets and an ever-widening stakeholder community demand clarity and action on decarbonisation, more of our customers are talking to us about how they should incorporate such scenarios into their planning.

• The Edge

  Making the case for upstream M&A

  • 16 1月 2018

  Obstacles to M&A have abounded these last three years. Money’s been tight, and for many companies acquisitive growth wasn’t needed after a period of heavy of investment earlier in the decade.

• The Edge

  Global upstream investment – set to rise in 2017

  • 08 12月 2016

  Chief Analyst Simon Flowers expects prices to rise and US tight oil to lead the industry out of the downturn.

• The Edge

  Risk appetite returns as global upstream investment picks up

  • 27 3月 2018

  Investment is making a comeback. Much of the action, as ever, is in the US Lower 48, with operators responding to higher prices by upping 2018 budgets by 15-20%. But there’s stuff happening, too, in the big wide world beyond onshore USA.

• The Edge

  The shrinking scale of greenfield oil and gas projects: slowing growth prospects outside the L48 bubble

  • 26 1月 2017

  Despite the uptick in numbers, investment in greenfield conventional projects is stuck at a low ebb.

• The Edge

  Oil in a decarbonising world

  • 22 9月 2022

  What is the trajectory of oil demand in a world that’s decarbonising and how will that influence prices?

• The Edge

  Low oil price could squeeze out 4 million b/d of non-OPEC supply

  • 19 4月 2020

  The OPEC+ ‘deal of the century’ last weekend changes oil market dynamics in the short run. Find out more in this week's Edge.

• The Edge

  Future cost of new oil supply: shale vs conventional

  • 20 3月 2018

  How much new oil does the world need over the next decade? Where are the competitive plays? What are the economic breakeven prices? Our chief analyst, Simon Flowers, explores in the latest edition of The Edge.

• The Edge

  Is net zero by 2050 at risk?

  • 18 4月 2024

  Our new Delayed Energy Transition scenario reflects the increasing risk that the transition will be much slower than a Paris-aligned pathway.  

• The Edge

  US tariffs – unpredictability is the strategic planners’ nightmare

  • 05 6月 2025

  Uncover how Trump's 'Liberation Day' tariffs are reshaping the energy landscape, forcing companies to adapt their strategies amidst economic uncertainty and shifting global trade dynamics

• The Edge

  Shifting risks in global oil supply

  • 06 10月 2017

  If the demand side of the equation is relatively predictable, oil supply is notoriously difficult. Many of the market’s most colourful moments through history have revolved around supply, with OPEC at the centre of most in the last six decades.

• The Edge

  Can upstream deliver the oil and gas supply the world needs?

  • 17 8月 2023

  Assessing the risks in a strong investment upcycle

• The Edge

  Geopolitics and the transition from oil to electric vehicles

  • 23 10月 2018

  Will geopolitics forever dog the transportation sector, even when electric vehicles (EVs) replace internal combustion engine (ICE) vehicles? Simon Flowers investigates.

• The Edge

  What’s holding back a new investment cycle?

  • 02 10月 2018

  Despite strong financial performance for the 48 IOCs and NOCs covered in our Corporate Service this year, investment activity is weak. Simon Flowers and Norman Valentine discuss.