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Oil and Gas exploration review of 2021
Our analysis of the global oil and gas exploration sector, comparing its 2021 investment with our estimated valuation of its key discoveries. We re...
Oil and gas exploration: 2023 in review
Our analysis of the global oil and gas exploration sector shows that full-cycle value creation and returns remained positive. Total volumes of arou...
Oil demand to 2018: five risks to watch
In this insight we highlight the five key risks we think could have the most impact on our oil demand forecast. We are forecasting growth of 1.4 mi...
Oil price crash: can M&A save the day? Part one.
Though we are in unprecedented times, we can still take insights from previous downturns. We know, for example, that uncertainty stymies deal flow ...
Oil price crash: how will Asia Pacific's upstream sector respond?
The upstream sector in Asia Pacific is facing unprecedented uncertainty. The industry’s response to this oil price crash will reverberate for years...
Oil prices plunge: will China start filling its crude reserves?
Oil prices are plunging in March 2020 due to both demand disruption from COVID-19 and OPEC+ disintegration. As we have seen in previous oil price c...
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