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The Edge
Storage, the energy transition’s flexible friend
- 30 April 2019
Simon Flowers investigates storage's emerging role in balancing intermittent renewables.
The Edge
The automotive sector – twists on the road to transition
- 02 April 2019
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.
The Edge
Technology may be a game changer for future oil supply
- 26 March 2019
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.
The Edge
Who needs to beef up Permian tight oil exposure?
- 29 January 2019
US tight oil has been the biggest theme in the upstream M&A market over the last three years. We've mined our US L48 database of companies’ exposure to the basin, making a judgement on the depth and quality of portfolios by ranking metrics such as production growth, experience, productivity, variability, capital efficiency, asset size and location.
The Edge
How the big Gulf producers are investing in 2019
- 15 January 2019
What are the upstream investment strategies of big Gulf producers? And how much are they spending? Find out here. With analysis from Simon Flowers and Jessica Brewer.
12844 related products from the Store that match
- Asset Report
  Indiana Harbor East steel plant
  - 02 March 2026
  Indiana Harbor East produces hot‑rolled, cold‑rolled, and HDG products and operates a single blast furnace (BF). The largest in North America, BF #7 holds a hot‑metal capacity of about 5.5 Mtpa, received a reline in 2021 and a succesful hydrogen‑injection trial in 2024. The plant, formerly part of ArcelorMittal USA, was acquired by Cleveland‑Cliffs in 2020. The transaction brought a legacy…
- Commodity Market Report
  Global lithium-ion battery supply and demand update Q4 2025
  - 25 February 2026
  This report analyzes the increasing demand of lithium-ion battery in electric vehicles and energy stationary storage systems and forecasts global supply from 2024 out to 2034 based on over 700 battery manufacturing facilities. This report reviews manufacturing capacity trends through battery supply chain and covers the battery component capacity, such as cell, cathode, electrolyte, and separators.…
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The Edge
What are the key risks and uncertainties in 2019?
- 18 December 2018
What are the key risks and uncertainties in 2019? Simon picks the ones our analysts worry could threaten our base case, including oil demand downside, tight oil upside and Iran export volumes.
The Edge
Low risk resource-capture strategies
- 11 December 2018
Addressing the timely boom in access to giant oil and gas discoveries, Simon Flowers looks at some low risk resource-capture strategies in this week's issue of The Edge.
The Edge
How to stop Nigeria’s oil industry losing relevance
- 04 December 2018
What would it take to make Nigeria's oil industry competitive again? Simon Flowers investigates.
The Edge
Could US gas producers capture more margin?
- 28 November 2018
A year of torpor, then the US gas market springs into life. Henry Hub price has shot up to over US$4.50/mmbtu in a volatile week after flat-lining below US$3/mmbtu since last March. What does this mean for global gas markets?
The Edge
What if the energy transition accelerates?
- 14 November 2018
What if the energy transition accelerates? And what that could mean for renewables, coal, oil, gas and emissions. Simon Flowers investigates.
The Edge
Geopolitics and the transition from oil to electric vehicles
- 23 October 2018
Will geopolitics forever dog the transportation sector, even when electric vehicles (EVs) replace internal combustion engine (ICE) vehicles? Simon Flowers investigates.
The Edge
What’s holding back a new investment cycle?
- 02 October 2018
Despite strong financial performance for the 48 IOCs and NOCs covered in our Corporate Service this year, investment activity is weak. Simon Flowers and Norman Valentine discuss.
The Edge
The case for investing more in exploration
- 25 September 2018
The industry isn’t finding enough oil. We need more Guyanas, a lot more, and we need them soon. Without them, the oil market is in danger of tightening in the not too distant future.
The Edge
Is LNG poised for a new growth cycle?
- 11 September 2018
This week in The Edge, Simon Flowers asks whether LNG is poised for a new growth cycle. And addresses three major challenges for the global LNG industry – competitive new supply, the effect of rising US supply, the need for gas advocacy.
The Edge
Electric Vehicles – transportation disruptor, part 2
- 31 July 2018
We explored how the market for EVs might develop in Part 1. This week Ed Rawle, Head of Oils Research, chats about the implications for global oil demand.
The Edge
Electric vehicles – transportation disruptor, part 1
- 24 July 2018
There will be just 5 million EVs on the road by the end of 2018, minuscule penetration into a global car stock of 1.2 billion cars. But with faster acceleration, longer life, fewer moving parts and less maintenance, and no tail pipe emissions EVs are going to be big – really big.
The Edge
Securing exposure to Permian tight oil – Part 2
- 10 July 2018
US tight oil's growth prospects are attracting the attention of any number of upstream companies. But new entrants need to go in with their eyes wide open - it's a very different business model to conventional E&P. In Part 2 of our assessment of buying into tight oil we look at the technical, logistical and valuation pitfalls.
The Edge
What should the E&P sector do with a wall of cash?
- 19 June 2018
The biggest lottery prize of 2018? A contender is the windfall oil and gas companies find drops into their bank account.
The Edge
Exploration gets its mojo back
- 12 June 2018
Exploration is staging a remarkable turnaround in its fortunes, with a string of big discoveries in recent months. Many of these look to be potentially commercial, a sign that the industry can still create value.
The Edge
Lessons in attracting upstream investment capital
- 17 April 2018
Not long ago, Egypt’s gas industry was in crisis. Production fell by a third in the three years to 2015. A top ten LNG exporter in the prior decade, the country had, by then, become a top ten importer.
The Edge
OPEC and how low prices have changed oil demand
- 03 April 2018
How to sum up the effect on oil markets of OPEC’s strategy since 2014? Based on how the fundamentals have evolved, it's been a pretty mixed bag.
The Edge
Risk appetite returns as global upstream investment picks up
- 27 March 2018
Investment is making a comeback. Much of the action, as ever, is in the US Lower 48, with operators responding to higher prices by upping 2018 budgets by 15-20%. But there’s stuff happening, too, in the big wide world beyond onshore USA.
The Edge
Future cost of new oil supply: shale vs conventional
- 20 March 2018
How much new oil does the world need over the next decade? Where are the competitive plays? What are the economic breakeven prices? Our chief analyst, Simon Flowers, explores in the latest edition of The Edge.
The Edge
Can the oil industry learn from mining’s famine to feast?
- 06 March 2018
Different markets, different cycles. Mining companies suffered for their sins in the downturn a little earlier than the oil and gas sector. Now they are emerging into a new upturn, also ahead of the game.
The Edge
Improving upstream performance and winning over investors
- 27 February 2018
Delivering production growth after three years of low oil prices is an achievement, and combined with higher oil prices, was the primary factor behind good upstream earnings.
The Edge
Why the commodity rally will get back on track
- 20 February 2018
Are we in the early stages of a sustained rise in commodity prices? And what does it mean for the US dollar? We posed these questions a year ago when robust global economic growth was driving commodity demand and the US dollar was starting to tip over from a 15-year high.
The Edge
Tight oil set to make money in 2018
- 13 February 2018
A teenage growth spurt – US onshore liquids production is on a tear again. Already rebounding from the downturn for a year, right now it’s turbo-charged.
The Edge
Mexico upstream – hot as a habanero
- 07 February 2018
Mexico is hot – as hot as a habanero, the spiciest of Mexicano chillies. The bidding round for deep water blocks this week has attracted a who’s who of industry players, scooping up two-thirds of the blocks on offer.
The Edge
Rising US oil exports, market disruption, Brent-WTI spread
- 30 January 2018
What will US tight oil growth do to crude markets? The build-up in volumes early this decade led to a supply glut that undermined prices in 2014.
The Edge
Making the case for upstream M&A
- 16 January 2018
Obstacles to M&A have abounded these last three years. Money’s been tight, and for many companies acquisitive growth wasn’t needed after a period of heavy of investment earlier in the decade.

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Search results: 5288

Storage, the energy transition’s flexible friend

The automotive sector – twists on the road to transition

Technology may be a game changer for future oil supply

Who needs to beef up Permian tight oil exposure?

How the big Gulf producers are investing in 2019

12844 related products from the Store that match

Indiana Harbor East steel plant

Global lithium-ion battery supply and demand update Q4 2025

What are the key risks and uncertainties in 2019?

Low risk resource-capture strategies

How to stop Nigeria’s oil industry losing relevance

Could US gas producers capture more margin?

What if the energy transition accelerates?

Geopolitics and the transition from oil to electric vehicles

What’s holding back a new investment cycle?

The case for investing more in exploration

Is LNG poised for a new growth cycle?

Electric Vehicles – transportation disruptor, part 2

Electric vehicles – transportation disruptor, part 1

Securing exposure to Permian tight oil – Part 2

What should the E&P sector do with a wall of cash?

Exploration gets its mojo back

Lessons in attracting upstream investment capital

OPEC and how low prices have changed oil demand

Risk appetite returns as global upstream investment picks up

Future cost of new oil supply: shale vs conventional

Can the oil industry learn from mining’s famine to feast?

Improving upstream performance and winning over investors

Why the commodity rally will get back on track

Tight oil set to make money in 2018

Mexico upstream – hot as a habanero

Rising US oil exports, market disruption, Brent-WTI spread

Making the case for upstream M&A

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