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Insight
Continental and Mediterranean Europe upstream: 2017 in review
In this report, we discuss the what's happened in the upstream sector across Continental and Mediterranean Europe.
$1,350.00
Summary
It was a mixed year for the upstream industry across Continental & Mediterranean Europe (CME). Overall, licence awards were down resulting in a 70% drop in awarded acreage versus 2016, although Majors did move into some potentially high-impact areas. Exploration and appraisal drilling was flat, with both positive and negative results across the frontier plays. Governments across Europe took different approaches to try and attract future investment which led to a very strategic FID in Denmark. M&A activity once again was high, with some large deals struck by the Majors as they rationalise portfolios. In this report, we discuss the what's happened in the upstream sector across Continental and Mediterranean Europe. We cover the UK and Norway in separate reports.
What's included
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Insight
Majors’ Renewables Project Tracker
The Majors’ Renewables Project Tracker allows you to track the renewables portfolios and strategies of the seven Major oil companies.
$1,350.00
Summary
The Majors are still at the early stages of moving beyond their core legacy oil and gas operations into renewables. The transition will require huge investment in a range of asset classes and will play out over decades. The Majors’ Renewables Project Tracker is a new addition to the Corporate Service. It allows you to track the renewables portfolios and strategies of the seven Major oil companies as this energy transition unfolds. The companies covered are ExxonMobil, Shell, BP, Chevron, Total, Eni and Statoil.
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Asset report
$13,500.00
Summary
The Eagle Ford stands out as an institution of tight oil development. Throughout the downturn, the Eagle Ford remained the single largest contributing play to US tight oil supply, and it has remained resilient in the face of continued price volatility. Our Eagle Ford key play report has been updated to reflect our latest views on production, costs, well productivity and company performance. In the attached slide pack, we break the Eagle Ford into nine sub-play areas. To find out what is driving changes in well performance, efficiencies and value, please see the PowerPoint and Excel file in the downloads section for a full update.
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Commodity market report
Global copper short-term outlook February 2018
February proved to be a volatile month for copper, with prices swayed by movements in the US dollar and significant nervousness in equities
$1,350.00
Summary
February proved to be a volatile month for copper, with prices swayed by movements in the US dollar coupled with significant nervousness in equity markets. This was despite a Chinese market that was in wind down mode ahead of the Lunar New Year break that took place between the 15th and 21st February. The latest macro-economic indicators suggest that the underlying global economy remains in good health. This should translate into refined copper consumption growth of 2.1% in 2018 and an average of around 2.0% over 2019 and 2020. Copper concentrate availability benefitted from a quiet Chinese market, production problems at smelters in Asia and rising mine supply at Grasberg. The result of higher Indonesian production was the emergence of a two-tier spot market between miners and traders, with sales of elevated precious metals-bearing material incurring higher TCRCs.
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Commodity market report
North America coal long-term outlook H2 2017: The last rally?
US coal demand declines while coal prices remain flat as natural gas and renewables erode coal generation.
$6,750.00
Summary
US coal demand and prices rallied in 2017, after collapsing natural gas prices in 2016 allowed natural gas to displace significant coal demand for electric generation. A rally in natural gas prices in 2017 led the way for a recovery in coal markets but the recovery will be short-lived. A glut of natural gas supply will push coal out of electricity markets over the short term while increased renewable generation and carbon regulation will prevent a long-term recovery for coal.
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Insight
Global Oil Cost Curves and Pre-FID Breakevens
Breakeven costs are down, but can conventional pre-FID projects compete with US Lower 48 tight oil?
$5,000.00
Summary
Breakeven costs are assigned to every element of our global liquids supply view allowing a comprehensive view of the global cost of supply. Key analysis includes: 1) How the cost of supply will change through to 2035. 2) The importance future drilling in US Lower 48 and pre-FID projects. 3) Where each sub-play and pre-FID conventional project sits on the cost curve in ten years time. 4) How have offshore breakevens changed since before the price crash.
What's included