• The Edge

  Competing for capital in a downcycle

  • 11 九月 2020

  The economic fall out from Covid-19, the energy transition and tight finances exacerbated by low prices are three of the big challenges facing energy companies today. How much money is available to invest? Where best to spend it, on legacy oil and gas or new energy? And how will another lurch down in upstream investment affect the global oil market and price?

• The Edge

  Exploration - where less can be more

  • 20 十一月 2020

  How capital discipline led a return to value creation

• The Edge

  A Biden administration: implications for the energy industry

  • 09 十一月 2020

  The energy sector faces a very different future under President-elect Biden. What are the implications for the oil market? How will key US geopolitical relationships change? And can a Biden administration push through its climate change goals?

• The Edge

  Big themes and risks for energy in 2021

  • 11 十二月 2020

  After a tumultuous 2020, what will shape the energy world in 2021? We look at five themes to watch – economic boom, action on climate change, oil demand, industry finances and upstream investment.

• The Edge

  The Euro Majors’ big bet on new energy

  • 04 十二月 2020

  The Euro Majors are building new energy businesses as a key part of net carbon-neutral targets for 2050. How and when will they be able to demonstrate value from renewables investments?

• The Edge

  Upside pressure mounts on US gas prices

  • 15 五月 2025

  Surging gas demand set to push Henry Hub higher

• The Edge

  What a future Ukraine peace deal means for energy (Part 2)

  • 26 三月 2025

  A windfall for Russian oil producers and impetus for upstream investment

• The Edge

  Majors' capital allocation in a stuttering energy transition

  • 03 三月 2025

  As energy transition challenges mount, oil and gas Majors are pivoting back to upstream - while NOCs step up their low-carbon commitments. What does this mean for the industry's future?

• The Edge

  How serious are oil and gas companies about the energy transition?

  • 01 七月 2019

  How serious are oil and gas companies about decarbonisation? What are Majors investing in? How much have they spent? Latest energy transition insights from Wood Mackenzie.

• The Edge

  OPEC’s battle for control of the oil market

  • 18 六月 2019

  Persistent non-OPEC volume growth poses a challenge. Get our latest OPEC and non-OPEC supply forecasts.

• The Edge

  The new wave of internationalising NOCs

  • 04 六月 2019

  Oil and gas producing giants, Rosneft, Saudi Aramco and Qatar Petroleum, broaden their growth options with new international investments. Get Simon's analysis of what's driving the trio's moves.

• The Edge

  3 things to consider before you buy a deepwater rig

  • 21 五月 2019

  Rising drilling activity could lead to a rig market squeeze. The collapse of upstream investment since 2014 has hit the offshore rig market hard. But signs of recovery may be emerging with more new projects coming forward to FID.

• The Edge

  Permian consolidation heats up and there's more to come

  • 07 五月 2019

  Anadarko bids echo the big M&A themes of the downturn. Simon Flowers investigates.

• The Edge

  Technology may be a game changer for future oil supply

  • 26 三月 2019

  A giant oil supply gap looms. How to fill it? It’s the preoccupation of the E&P sector. Harry Paton, Senior Analyst, Global Oil Supply, identifies the contribution from each of the traditional four sources.

• The Edge

  Tight oil news: Majors go bullish as Independents rein in

  • 12 三月 2019

  The Permian is being industrialised – fact. Chevron and ExxonMobil aggressively raised production targets this week, underlining the basin’s potential for growth.

• The Edge

  Can oil companies grow – and cut greenhouse gas emissions?

  • 26 二月 2019

  The call for action to cut carbon emissions is intensifying. How will oil and gas companies respond to pressure, while continuing to grow and meet growing demand? Simon Flowers examines the issues at play.

• The Edge

  What can Guyana learn from the Venezuela crisis?

  • 19 二月 2019

  Lessons for Guyana's oil and gas industry from Venezuela.

• The Edge

  How explorers can make money – three strategies

  • 12 二月 2019

  How have oil and gas explorers started to make money at US$60/bbl? The industry finally got a grip on economic reality – lower costs and faster project delivery have begun to transform development economics. Get the analysis from our exploration team.

• The Edge

  Who needs to beef up Permian tight oil exposure?

  • 29 一月 2019

  US tight oil has been the biggest theme in the upstream M&A market over the last three years. We've mined our US L48 database of companies’ exposure to the basin, making a judgement on the depth and quality of portfolios by ranking metrics such as production growth, experience, productivity, variability, capital efficiency, asset size and location.

• The Edge

  How the big Gulf producers are investing in 2019

  • 15 一月 2019

  What are the upstream investment strategies of big Gulf producers? And how much are they spending? Find out here. With analysis from Simon Flowers and Jessica Brewer.

• The Edge

  What are the key risks and uncertainties in 2019?

  • 18 十二月 2018

  What are the key risks and uncertainties in 2019? Simon picks the ones our analysts worry could threaten our base case, including oil demand downside, tight oil upside and Iran export volumes.

• The Edge

  Exploration gets its mojo back

  • 12 六月 2018

  Exploration is staging a remarkable turnaround in its fortunes, with a string of big discoveries in recent months. Many of these look to be potentially commercial, a sign that the industry can still create value.

• The Edge

  Tight oil set to make money in 2018

  • 13 二月 2018

  A teenage growth spurt – US onshore liquids production is on a tear again. Already rebounding from the downturn for a year, right now it’s turbo-charged.

• The Edge

  Improving upstream performance and winning over investors

  • 27 二月 2018

  Delivering production growth after three years of low oil prices is an achievement, and combined with higher oil prices, was the primary factor behind good upstream earnings.

• The Edge

  Mexico upstream – hot as a habanero

  • 07 二月 2018

  Mexico is hot – as hot as a habanero, the spiciest of Mexicano chillies. The bidding round for deep water blocks this week has attracted a who’s who of industry players, scooping up two-thirds of the blocks on offer.

• The Edge

  Rising US oil exports, market disruption, Brent-WTI spread

  • 30 一月 2018

  What will US tight oil growth do to crude markets? The build-up in volumes early this decade led to a supply glut that undermined prices in 2014.

• The Edge

  Where are the tight oil plays outside the US?

  • 12 十二月 2017

  What are the prospects for tight oil outside the US? It's a question frequently asked on my travels, and with good reason. If US tight oil can emerge so quickly to disrupt the market, perhaps other plays out there might have the same effect.

• The Edge

  Asia upstream’s strategic challenges

  • 28 十一月 2017

  Visiting Asia this month was an opportunity to gauge how oil and gas companies there are faring.

• The Edge

  In search of fiscal ‘win-win’ to spur upstream investment

  • 21 十一月 2017

  Why feeding the dog can undermine trust in the oil industry

• The Edge

  How the Majors will emerge stronger from the downturn

  • 14 十一月 2017

  Low oil prices, severe financial stretch, even moments of existential contemplation – it’s hardly been the right environment for successful business development.