Around the world with ten investment ideas Report

Insight 28 February 2019

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Report summary

As upstream players return to growth we take a sprint round the world looking at investment ideas suggested by our upstream analysts. The guidance they were given was to ‘stay away from the crowds’. From mainstream to fringe there is something for everyone. Opportunities from across the globe, including: • Exploration in prospective Alaska or off the beaten track in Georgia • Upside in the US Gulf of Mexico, Norway and Brazil’s Campos basin • A second wave of investment in the US tight oil plays • Gas in the demand heavy Indian Sub-continent • Partnering Russian LNG players • A long-term play for Middle East unconventional gas