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The impact of lower reinvestment rates on tight oil supply
Stakeholders have demanded tight oil players cap reinvestment rates at 70% to reduce leverage, generate consistent free cash flow and increase shar...
The last frontier in Russia: Taimyr Peninsula
In spring 2017, BP, Rosneft and LUKOIL began drilling expensive exploration wells on the Taimyr Peninsula. The remote region in the Russian north a...
The Majors: positioning in low-carbon energy
The Majors have stepped up new energy growth over the last year. In renewable power alone, capacity has jumped by 95% or 40 GW. More investment is ...
The Russian Majors sit pretty at US$60bbl
In this slide-pack, we analyse the three largest Russian oil and gas producers - Gazprom, Rosneft and LUKOIL - and look at their positioning in the...
Kashagan super-giant restarts on schedule
Kashagan wells have been brought onstream for pre-commissioning. However, official production restart is scheduled for 23 October - following oil a...
Kazakhstan’s gas outlook: has it overcommitted to China?
Kazakhstan’s gas sector is coming of age. In 2018, state-owned KazTransGas signed a five-year export deal to deliver up to 1.0 bcfd (10 bcm per yea...
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