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Coronavirus impact briefing: week ending 8 May
Welcome to week five of our coronavirus impact briefing. In this regular report, we combine the expertise of our sister company AIR in global pande...
Coronavirus: what is the oil and gas sector’s biggest commercial fear?
The sector’s biggest commercial fear from Coronavirus is demand and prices. However, the situation could change; the outcome is hard to predict. If...
Latin America Upstream: What to look for in 2018
Latin America’s upstream sector is poised for a banner year in 2018, driven by an impressive array of licensing and farm-in opportunities, plus an ...
Lower 48 breakeven benchmarking: tight oil's supply curve finds a floor
We have updated out comprehensive Lower 48 benchmarking analysis with the latest 2019 data. The Lower 48 cost of supply curve for liquids fell an a...
Mature oil fields in Latin America: unlocking further value
Mature onshore oil fields in Latin America are a relevant source of value. Holding roughly 4,700 mmboe of remaining reserves, we estimate that thes...
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...
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