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How to stay investible – the oil industry’s challenge

05 November 2019

Big Oil faces sluggish oil demand, weak gas prices, the energy transition and the implications of next year’s US Presidential election. How can Big Oil stay investible in this environment?

The Edge

Australia and the Majors – is change on the horizon?

08 October 2019

The Majors are looking to boost returns by portfolio high-grading and have embarked upon a phase of divestment. Everywhere is under the spotlight, including Australia. Which assets might the Majors look to sell?

The Edge

OPEC’s battle for control of the oil market

18 June 2019

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

Featured

China’s energy markets feel the squeeze

11 June 2019

When the US sneezes, China catches a cold or so they say. Certainly when the US decides to stack tariffs onto the price of imported Chinese goods, China’s economy, central to global economic growth, slows down. That’s already started to happen – even before the latest increase in tariffs starts to have an effect.

The Edge

The new wave of internationalising NOCs

04 June 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 May 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 May 2019

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

The Edge

LNG investment needed through the downturn

16 April 2019

Oversupply in LNG markets will soon turn into a shortfall. Simon Flowers turns to Massimo Di-Odoardo, Head of Global Gas Research, to make sense of what’s going on.

The Edge

The automotive sector – twists on the road to transition

02 April 2019

The future of light vehicles is electric; in time, perhaps autonomous. But the disruption won’t be quick, and the rise of the EV won’t be linear. Get our analysis here.

The Edge

Technology may be a game changer for future oil supply

26 March 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

Who needs to beef up Permian tight oil exposure?

29 January 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 January 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 December 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

Guyana - a new planet in oil’s solar system

18 September 2018

The discovery of a major new oil play like Guyana instils a sense of wonder in we oil industry devotees. What’s the story? How big could it be? Will it change the oil market? Simon takes on these questions and more.

The Edge

Is LNG poised for a new growth cycle?

11 September 2018

This week in The Edge, Simon Flowers asks whether LNG is poised for a new growth cycle. And addresses three major challenges for the global LNG industry – competitive new supply, the effect of rising US supply, the need for gas advocacy.

The Edge

Securing exposure to Permian tight oil – Part 2

10 July 2018

US tight oil's growth prospects are attracting the attention of any number of upstream companies. But new entrants need to go in with their eyes wide open - it's a very different business model to conventional E&P. In Part 2 of our assessment of buying into tight oil we look at the technical, logistical and valuation pitfalls.

The Edge

What should the E&P sector do with a wall of cash?

19 June 2018

The biggest lottery prize of 2018? A contender is the windfall oil and gas companies find drops into their bank account.

The Edge

Exploration gets its mojo back

12 June 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

Lessons in attracting upstream investment capital

17 April 2018

Not long ago, Egypt’s gas industry was in crisis. Production fell by a third in the three years to 2015. A top ten LNG exporter in the prior decade, the country had, by then, become a top ten importer.

The Edge

OPEC and how low prices have changed oil demand

03 April 2018

How to sum up the effect on oil markets of OPEC’s strategy since 2014? Based on how the fundamentals have evolved, it's been a pretty mixed bag.

The Edge

Risk appetite returns as global upstream investment picks up

27 March 2018

Investment is making a comeback. Much of the action, as ever, is in the US Lower 48, with operators responding to higher prices by upping 2018 budgets by 15-20%. But there’s stuff happening, too, in the big wide world beyond onshore USA.

The Edge

Future cost of new oil supply: shale vs conventional

20 March 2018

How much new oil does the world need over the next decade? Where are the competitive plays? What are the economic breakeven prices? Our chief analyst, Simon Flowers, explores in the latest edition of The Edge.

The Edge

Can the oil industry learn from mining’s famine to feast?

06 March 2018

Different markets, different cycles. Mining companies suffered for their sins in the downturn a little earlier than the oil and gas sector. Now they are emerging into a new upturn, also ahead of the game.

The Edge

Improving upstream performance and winning over investors

27 February 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

Why the commodity rally will get back on track

20 February 2018

Are we in the early stages of a sustained rise in commodity prices? And what does it mean for the US dollar? We posed these questions a year ago when robust global economic growth was driving commodity demand and the US dollar was starting to tip over from a 15-year high.

The Edge

Tight oil set to make money in 2018

13 February 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

Mexico upstream – hot as a habanero

07 February 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 January 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

Making the case for upstream M&A

16 January 2018

Obstacles to M&A have abounded these last three years. Money’s been tight, and for many companies acquisitive growth wasn’t needed after a period of heavy of investment earlier in the decade.

The Edge

Where are the tight oil plays outside the US?

12 December 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.

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Search results: 2113

How to stay investible – the oil industry’s challenge

Australia and the Majors – is change on the horizon?

OPEC’s battle for control of the oil market

China’s energy markets feel the squeeze

The new wave of internationalising NOCs

3 things to consider before you buy a deepwater rig

Permian consolidation heats up and there's more to come

LNG investment needed through the downturn

The automotive sector – twists on the road to transition

Technology may be a game changer for future oil supply

Who needs to beef up Permian tight oil exposure?

How the big Gulf producers are investing in 2019

What are the key risks and uncertainties in 2019?

Guyana - a new planet in oil’s solar system

Is LNG poised for a new growth cycle?

Securing exposure to Permian tight oil – Part 2

What should the E&P sector do with a wall of cash?

Exploration gets its mojo back

Lessons in attracting upstream investment capital

OPEC and how low prices have changed oil demand

Risk appetite returns as global upstream investment picks up

Future cost of new oil supply: shale vs conventional

Can the oil industry learn from mining’s famine to feast?

Improving upstream performance and winning over investors

Why the commodity rally will get back on track

Tight oil set to make money in 2018

Mexico upstream – hot as a habanero

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

Making the case for upstream M&A

Where are the tight oil plays outside the US?

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