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Upstream oil and gas Insights reports
Seven pillars of exploration success: the keys to adding value and cutting carbon
The energy transition has moved the goalposts for explorers. Growth is off the agenda. Success is no longer as simple as finding reserves to create...
Sichuan Basin shale gas unconventional play
Gas demand in China continues to grow, and while domestic gas production has increased, over the longer term, conventional sources will not be able...
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 prices: corporate positioning at US$60/bbl - Abridged
The E&P sector has reacted rapidly and decisively to low prices. The portfolios of the sector’s top 50 companies now require US$72/bbl Brent to be ...
Oil sands investment and cost trends: shedding the high cost stereotype?
The oil sands region has seen some of the largest reductions in US$ operating costs per barrel since the oil price fall. 2017 operating costs have ...
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