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The Edge

Weekly insights from our chairman and chief analyst, Simon Flowers, on the issues shaping your industry

 

Meet our Chief Analyst

Welcome to the Edge, the exclusive column from our Chairman & Chief Analyst, Simon Flowers. Drawing on the expertise, intelligence, deep insight and data from across the business, Simon gives his views on the subjects driving debate and shaping our markets.

View Simon's full profile

Latest Post

How serious are oil and gas companies about the energy transition?

How serious are oil and gas companies about decarbonisation? What are Majors investing in? How much have they spent? Latest energy transition insights from Wood Mackenzie.

Recent Posts

Deepwater investment bounces back

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 new wave of internationalising NOCs

Oil and gas producing giants, Rosneft, Saudi Aramco and Qatar Petroleum, broaden their growth options with new international investments. Get Simon's analysis of what's driving the trio's moves.

LNG confronts its demons

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?

3 things to consider before you buy a deepwater rig

Rising drilling activity could lead to a rig market squeeze. The collapse of upstream investment since 2014 has hit the offshore rig market hard. But signs of recovery may be emerging with more new projects coming forward to FID.

US policy cranks up the risks to oil supply – and price

Dwindling spare OPEC capacity leaves market vulnerable to disruption. Learn more.

Permian consolidation heats up and there's more to come

Anadarko bids echo the big M&A themes of the downturn. Simon Flowers investigates.

Storage, the energy transition’s flexible friend

Simon Flowers investigates storage's emerging role in balancing intermittent renewables.

LNG investment needed through the downturn

Oversupply in LNG markets will soon turn into a shortfall. Simon Flowers turns to Massimo Di-Odoardo, Head of Global Gas Research, to make sense of what’s going on.

Saudi Aramco opens its books

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.