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The Edge
Global LNG and coronavirus
- 18 February 2020
LNG demand has boomed globally in recent years, with rampant demand from China the main driver. But as coronavirus spreads, the economy is weakening, as is demand across all commodities. How will this impact the global LNG market? Find out in this week's Edge.
The Edge
The Majors have got bigger – but are they better?
- 29 October 2019
Bigger the Majors may be, but are the companies better placed to cope with future price uncertainty and the energy transition? Find out in this week's Edge.
The Edge
Shipping fuels, crude oil markets and the environment
- 22 October 2019
How will the new IMO 2020 regulations affect the demand for different crudes? Will the refining industry cope with the change specification? Who will be the winners and losers among producers and refiners? Latest analysis here.
The Edge
Challenges to tight oil’s growth as spend tapers
- 01 October 2019
How is US tight oil performing in this febrile environment? Simon Flowers asks R.T. Dukes and his team of Lower 48 researchers.
The Edge
Challenges in a growing LNG market
- 17 September 2019
LNG is on track for prodigious growth in the next two decades. Is the traditional business model that’s worked for six decades fit for purpose? How should a 21st-century LNG player tool up to maximise value?
The Edge
How to kick the hydrocarbon habit
- 10 September 2019
Three steps to tackling climate change
The Edge
Deepwater investment bounces back
- 25 June 2019
Upstream investment is set to rise for the third year in a row following the 2016 low, albeit at a modest, single-digit rate. Learn more about the sources of growth.
The Edge
LNG confronts its demons
- 28 May 2019
The world needs more LNG. But LNG has been synonymous with poor project management. Can the industry deliver future projects on time and on budget?
The Edge
US policy cranks up the risks to oil supply – and price
- 14 May 2019
Dwindling spare OPEC capacity leaves market vulnerable to disruption. Learn more.
The Edge
Saudi Aramco opens its books
- 09 April 2019
Aramco’s financials are enough to turn any CEO green with envy. Why has Aramco opened its books now, and what will it do with its wealth? Get our analysis here.
The Edge
Sizing up the digitalisation prize for upstream oil and gas
- 24 January 2019
Where does the real value of digitalisation lie for the global upstream industry? Simon Flowers and Greig Aitken look at three areas where technology could have the greatest impact.
The Edge
Five reasons we might have hit peak Permania
- 20 November 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
Could Iran sanctions see Brent spike to U.S.$100 a barrel?
- 07 November 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 Majors and US tight oil
- 30 October 2018
Simon Flowers looks at what tight oil has in common with top tech stocks.
The Edge
Is the Global Energy Transition on track?
- 16 October 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 October 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 July 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
Unlocking investment for deepwater projects
- 05 June 2018
Not long ago, West Africa was at the top of the list for international E&P companies looking for high-impact growth.
The Edge
Upstream M&A and oil price uncertainty
- 22 May 2018
Will this latest bull run in oil prices trigger a new phase of upstream M&A? The sector is feeling emboldened again – a confidence that’s justified up to a point.
The Edge
Maximising upstream value in the long term
- 08 May 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 Edge
The Edge: Downstream’s role in the energy transition
- 01 May 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.
The Edge
Why the Permian is set for a shakeout
- 24 April 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.
The Edge
Finding the balance between capital discipline and growth
- 06 March 2018
Capital discipline or growth? It’s THE big question hanging over commodity producers, mining as much as oil and gas.
The Edge
Positioning for the energy transition
- 23 January 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
Just how dependent oil markets are on tight oil delivering
- 05 December 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
The smart money moving back into conventional exploration
- 17 October 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 October 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
To-do list: how to attract capital back to the oil sector
- 07 September 2017
The mood has definitely changed. That much has been clear at the biannual Offshore Europe mega conference in Aberdeen.
The Edge
Global LNG – shadow cast over price recovery
- 18 July 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
Questions of science – challenging our tight oil forecasts
- 20 June 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.

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