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Oil prices under a 2-degree scenario
What levels could oil and gas prices trade at under a 2 oC scenario? In this report we examine the potential pathways for oil and refining markets ...
Oil’s limited role in the current energy crunch
The oil market is not exactly experiencing a supply crunch the same way natural gas is. For oil, fear of a future supply shortage, rather than an a...
North America gas weekly update: Spring break
March has proved to be milder and no cold is in sight as we enjoy Spring break. Winter may not be fully over but essentially it is closing out. Thi...
North Sea private equity playbook: US$13 billion on hand for future M&A
A new group of mid-sized players has shaken up the European corporate landscape over the last few years. But it is the record M&A from a wave of (P...
Molybdenum: wrecked by Covid-19 in 2020, bouncing back in 2021
Weakening demand forced molybdenum oxide prices down from their US$12/lb plateau in the second half of 2019. Despite recovering moderately in early...
Navigating the depths: ranking oil EUR per well around the deepwater Atlantic
The Atlantic basin holds over 90% of the world’s deepwater oil reserves. Estimated Ultimate Recovery (EUR) offers invaluable insights into reservoi...
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