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Notes from the road: tight oil operator plans for 2024-2025
Key themes include efficiency expectations, inventory growth, M&A momentum and opex risks. Cost metrics remain the near-term tool investors use to ...
NOVATEK corporate outlook
NOVATEK is a fast-growing Russian gas Independent. Backed by Total and Gazprom, the company is about to become the largest LNG producer in Russia. ...
Obsidian Alberta
Obsidian (formerly Penn West) has participated in an aggressive divestiture program since 2013 as part of its commitment to maintaining debt covena...
Of 'quartz' you can pump in-basin sand in the Permian
Permian E&Ps have been transitioning en masse from northern white sand to cheaper in-basin proppant. Cost savings of around US$500,000 per well hav...
Oil & Gas Majors' power sector investments a signpost for the utility of the future
As the energy transition takes hold and peak oil demand becomes a visible reality within the next 2 decades, the world’s largest oil and gas compan...
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...
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