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Upstream oil and gas reports
In time for a new OPEC deal: How did Russia cut 300,000 b/d?
Following the agreement with OPEC in November 2016, Russia had cut 300,000 b/d of oil production. For long, scepticism prevailed over Russia’s prom...
Global oil supply short-term update - February 2024
The global oil supply monthly report provides analysis on short-term global oil supply. The written document is accompanied this month by a slide d...
Canada oil sands: minding maintenance in Q2 2023
The second quarter saw continued decreases in commodity benchmarks while WCS differentials shrunk. We address several topics facing oil sands opera...
Global fiscal terms for unconventional oil and gas resources
Unconventional oil and gas resources exist in many countries, many of whom are now eagerly hoping that industry investment will result in similar b...
Asia Pacific investment and cost trends: focus on gas in an increasingly mature region
Upstream capital expenditure in Asia Pacific has been cut by US$30 billion since 2014. Investments in shallow water and tight gas projects have rem...
The next decade of US Lower 48 oil and gas supply
Lower 48 supply is growing once again, but the pace is far different from other expansionary periods. Headwinds like OFS constraints and sustained ...
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