Insight
Global Upstream Update: our favourite slides and topics – December 2024
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The GUU is a regular Insight produced for global clients. This edition includes: 1) Resource replenishment: Malaysia is a licensing success case with block awards and growing exploration activity. High impact exploration is needed to renew the US GoM resource hopper. Non-US shale plays have been unlocked. 2) Gas growth opportunities: Algeria has strong momentum and growing upside. Guyana has huge LNG potential. 3) Decarbonisation dynamics: new analysis identifies the biggest opportunities, those assets with high emissions, strong cash flow and ongoing activity. Exploration can help too with new fields typically having lower emissions than the portfolio. 4) Cost pressures: in the Permian (Delaware), produced water to oil ratios average 4:1 and remaining in-basin disposal capacity is limited. An inflection point for disposal costs is looming. Offshore drilling and completion costs continue rising, driven by high demand for specialised equipment and labour.
Table of contents
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Executive summary
- Catch up on previous editions
- Pick of the slides
Tables and charts
This report includes 1 images and tables including:
- Algeria open for business
What's included
This report contains:
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