1. Home
  2. Research
  3. The Edge
Commodities trading and spreads

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

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.

Recent Posts

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.

The automotive sector – twists on the road to transition

The future of light vehicles is electric; in time, perhaps autonomous. But the disruption won’t be quick, and the rise of the EV won’t be linear. Get our analysis here.

Technology may be a game changer for future oil supply

A giant oil supply gap looms. How to fill it? It’s the preoccupation of the E&P sector. Harry Paton, Senior Analyst, Global Oil Supply, identifies the contribution from each of the traditional four sources.

Developing Brazil’s Goldilocks oil riches

What makes some oil plays more valuable than others? The answer: big discoveries in excellent reservoirs that are cheap to exploit. Few places on earth do all three. Brazil does. Simon Flowers visits this global hotspot.

Tight oil news: Majors go bullish as Independents rein in

The Permian is being industrialised – fact. Chevron and ExxonMobil aggressively raised production targets this week, underlining the basin’s potential for growth.

The upstream supply chain’s emerging challenges

Oil and gas companies are back in the money. But radical change is needed to boost returns in the service sector, which faces challenges of investment levels, surplus capacity and disruption from new entrants. Simon Flowers investigates.

Can oil companies grow – and cut greenhouse gas emissions?

The call for action to cut carbon emissions is intensifying. How will oil and gas companies respond to pressure, while continuing to grow and meet growing demand? Simon Flowers examines the issues at play.

What can Guyana learn from the Venezuela crisis?

Lessons for Guyana's oil and gas industry from Venezuela.

How explorers can make money – three strategies

How have oil and gas explorers started to make money at US$60/bbl? The industry finally got a grip on economic reality – lower costs and faster project delivery have begun to transform development economics. Get the analysis from our exploration team.