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Upstream oil and gas reports
Norway's upstream investment surge - can the supply chain cope?
Temporary tax terms were introduced in Norway in June 2020 in response to the oil price crash and the coronavirus pandemic. They have boosted inves...
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. ...
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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