• Opinion

  How will US independents answer the call for capital discipline?

  • 14 二月 2019

  Investors in the Lower 48 E&P sector are demanding greater capital discipline. US Independents are under pressure to deliver returns, free cash flow and demonstrate meaningful capital discipline. New research from Wood Mackenzie shows that in the tug-of-war between value and volume, value has emerged as the winner.

• Opinion

  Signs of renewed optimism in the global offshore upstream supply chain

  • 06 二月 2019

  After a difficult few years, the global offshore upstream supply chain saw continued signs of recovery in 2018. Could 2019 mark a tipping point?

• Opinion

  North Sea exploration is making a comeback in 2019

  • 08 一月 2019

  What's in store for the North Sea industry in 2019? Neivan Boroujerdi, senior analyst for North Sea upstream, looks at five big themes in 2019, a year of increased exploration, some big transactions led by North American Majors and large caps, and a new wave of projects.

• Opinion

  The future of exploration: Big wells mainly in deepwater and frontiers

  • 23 五月 2018

  Over the next few years, we expect most of the 'wells to watch' will be operated by the Majors and a handful of bolder independents. And we expect, as has been the case throughout the downturn, the best discoveries to come from newly-proven plays and frontiers, with again, more than half of all volumes being found in deepwater. In the second part of his three-part series following EAGE in Copenhagen, Andy Latham highlights our 'wells to watch' in 2018.

• Opinion

  Five issues keeping executives awake at night

  • 22 三月 2018

  We've come up with a list of concerns plaguing upstream executives that - if left unresolved - will consume leadership and erode shareholder value.

• Opinion

  What does Chesapeake's bankruptcy mean for US natural gas?

  • 01 七月 2020

  Once America’s champion of natural gas, Chesapeake declares bankruptcy. A US natural gas champion stumbles, but what are the implications for the market and pipelines? Get Wood Mackenzie's analysis here.

• Opinion

  What investors want to know about energy and natural resources

  • 17 六月 2020

  The impact of Covid-19 on energy demand remains top of mind, but investors’ questions reveal a return to calm if not a return to “normal”

• Opinion

  Australia’s North West Shelf set for change

  • 24 六月 2020

  Chevron’s announcement to offer its 16.7% stake in the North West Shelf (NWS) LNG project for sale has surprised some.

• Opinion

  What obstacles do North Sea operators face on the path to net zero?

  • 22 七月 2020

  The energy transition could have created an existential crisis for the North Sea. But governments and North Sea upstream operators are embracing ambitious projects and technology on the road to net zero.

• Opinion

  LNG is challenging India’s deepwater future

  • 28 七月 2020

  With India’s gas market shaken by Covid-19, and low spot LNG prices expected to persist at least until 2022, the full commercialisation of these deepwater volumes is at risk.

• Opinion

  What would a Joe Biden win mean for oil and gas?

  • 29 七月 2020

  As Joe Biden nudges ahead in the US presidential polls, the oil and gas industry should prepare for far-reaching potential changes.

• Opinion

  Nigeria’s marginal field bid round – opportunities for investors?

  • 22 七月 2020

  Nigeria’s government, through the Department of Petroleum Resources (DPR), recently launched its first marginal field bid round in almost 20 years.

• Opinion

  Trump and Biden seek the middle ground on energy

  • 11 九月 2020

  The two contenders for the US presidency have fundamentally different views on energy, but have been seeking to win over swing voters

• Opinion

  Is PetroChina really going green?

  • 02 九月 2020

  The move is the first publicly confirmed (near) net-zero goal by an Asian national oil company, a recognition by one of the world’s largest producers that it must address carbon emissions and adapt to the energy transition.

• Opinion

  US tight oil and the global oil market

  • 21 九月 2020

  Currently, US tight oil meets 10% of global demand. Find out how a slow recovery would impact the global oil market, and what it would mean for OPEC and non-OPEC producers.

• Opinion

  Australia’s upstream M&A market is hotting up

  • 13 十月 2020

  Deals are emerging across the sector, but finding the right buyer is a challenge. For the Majors, freeing up capital, bolstering balance sheets and clearing out assets which could be a drag on future cashflows is a priority. But it's a difficult time to sell.

• Opinion

  In conversation with Asia Pacific’s CEOs

  • 04 十一月 2020

  We hosted the CEOs of PETRONAS, Santos and Medco, the chairman of Indian Oil Corporation, and many other senior executives from a range of leading oil and gas companies, utilities and banks over two days at our APAC Energy & Commodities Summit last month.

• Opinion

  Harvest or grow: what’s the future of upstream oil & gas investment?

  • 27 十一月 2020

  Resilience and sustainability will increasingly shape the upstream oil and gas industry’s investment decisions

• Opinion

  Biden, China and politics of energy

  • 11 十一月 2020

  As the new administration looks to take the US back into the Paris climate agreement, will the US and China work together on tackling global warming?

• Opinion

  Will 2021 breathe life back into the Asia Pacific upstream M&A market?

  • 16 十二月 2020

  The recovery in oil and gas prices should help bring buyers and sellers closer on price expectation, while ongoing consolidation among upstream producers in North America has driven a sharp uptick in global M&A in recent months, likely pushing more non-core APAC assets into the market.

• Opinion

  North Sea decommissioning: a turning point lies ahead

  • 09 十二月 2020

  £16 billion will be spent on offshore decommissioning in the coming decade – how can costs be planned and managed effectively?

• Opinion

  OPEC+ strikes a deal to avoid oil glut

  • 04 十二月 2020

  The production cuts agreed by the OPEC+ group in April have been highly effective in rebalancing the oil market after the pandemic sent demand plunging. With hopes growing of a stronger rebound next year, some countries, led by the United Arab Emirates, have been calling for OPEC+ to stick to its plan to allow almost 2 million b/d of extra production in January. But demand is expected still to be weak in the first quarter at least, as the Covid-19 vaccines begin to be rolled out. An OPEC+ production increase of that size would have risked an oversupplied market and falling crude prices. Facing that risk, the OPEC+ ministers pulled back from the brink and agreed a production increase of just 500,000 b/d, to be reviewed for possible further increases every month.

• Opinion

  Three factors driving the upstream M&A market

  • 02 十二月 2020

  Operators are under growing pressure to optimise portfolios. What are the forces having the biggest impact on decision-making?

• Opinion

  M&A shake-up on the horizon for the Australian upstream sector

  • 29 八月 2019

  We’ve identified a potential US$32 billion worth of assets that could change hands in the next few years. Many of these deals are long in the planning and reflect wider trends in the Australian and global upstream sectors. We’ve bucketed our pick of the deals into three key themes.

• Opinion

  Southeast Asian NOCs show growing appetite in global M&A market

  • 02 九月 2019

  I’ll bet that if you ask anyone with an interest in the global upstream M&A if they could name the top three spenders through the first half of 2019, they would struggle to name the third. The easy one is Occidental (Anadarko), second place is Total through its acquisition of Anadarko’s African assets. But who was the third largest acquirer by spend in H1 2019?

• Opinion

  UK's 32nd Offshore Licensing Round

  • 08 九月 2020

  The UK's 32nd Offshore Licensing Round can be considered a success, but what is the future of licensing in the UK North Sea?

• Opinion

  Can biomethane decarbonise Europe’s gas market?

  • 23 九月 2020

  Europe is the leading global producer of the net-zero carbon renewable gas, but continued growth depends on policy support

• Opinion

  Which Supermajors’ portfolios are most resilient?

  • 16 九月 2020

  In an uncertain and volatile world, having upstream assets that can cope with both the highs and lows of oil prices is a priority

• Opinion

  Net zero North Sea: can hydrogen live up to its hype?

  • 20 十月 2020

  The UK has an opportunity to be at the forefront of the global hydrogen economy – but it calls for rapid technology scale-up.

• Opinion

  What will the 2020 elections mean for US energy?

  • 21 十月 2020

  The 2020 elections bring US energy policy to a fork in the road. Trump offers continuity, with some further easing of regulations on the oil, gas and coal industries. Biden offers a return to the Obama administration’s strategy of using regulation to cut emissions, and more ambitious moves if the Democrats win control of Congress.