Insight
Global Upstream Update: our favourite slides and topics – July 2024
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The Global Upstream Update is a regular Insight produced for global clients. This edition includes: 1. Growth in gas: vast Latin American gas giants lie waiting to be unlocked, stifled by above-ground issues. Unlike Israel’s huge Leviathan project, which is poised to increase supply into gas-hungry Egypt. 2. Exciting deepwater upside: deepwater continues to dominate the exploration the value creation benchmarks of the Majors. One of their hottest plays is the Orange basin, where we have mapped the sweet spots. 3. The M&A market rumbles on: a cold Alaskan M&A market thaws, as Eni sells non-core oil assets, in SE Asia, TotalEnergies both buys and sells gas assets, Carlyle Group creates a new standalone Mediterranean gas player. 4. The global impacts of efficiencies: US Lower 48 operators are delivering more with less, as reduced downtime and higher-spec equipment creates efficiency wins, while new FPSO contractor/operator business models are emerging in a tightening market.
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:
- US Lower 48 efficiency gains have reduced total equipment demand
What's included
This report contains:
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