• The Edge

  US independents’ retrenchment to tight oil is paying off - will others follow?

  • 15 9月 2016

  The downturn should be an opportunity for the Majors and perhaps NOCs to move into tight oil.

• The Edge

  Upstream M&A: taking advantage of the down-cycle

  • 22 11月 2016

  With the M&A market showing signs of life and the value of the M&A being done rising, the time is ripe for buyers in the upstream market.

• The Edge

  The Russian oil miracle - how production has soared despite low oil prices

  • 28 11月 2016

  As other countries suffer production declines under the pressure of low oil prices, Russia is bucking the trend. What’s different about Russia?

• The Edge

  The accelerating recovery in tight oil: conventional investment at risk of stagnating

  • 02 2月 2017

  Tight oil will drive a 4% increase in global upstream investment in 2017, while investment in conventional projects will be flat at just under US$340bn.

• Featured

  The future of exploration

  • 29 6月 2017

  We surveyed 200 senior exploration leaders and professionals to get a clearer vision of exploration as signs of a recovery emerge. What are the next steps for explorers? Who are the most admired explorers and why?

• Opinion

  New project sanctions on the rise?

  • 21 6月 2017

  At the start of the year, we predicted that around 20 to 25 major new upstream projects would be sanctioned in 2017, roughly double the score for 2016. So, as we approach the year’s halfway mark, how is our forecast faring?

• Featured

  The state of the upstream industry

  • 05 7月 2017

  Understand and review the outlook for upstream markets and the major players for the short and medium term.

• Editorial

  OPEC's dilemma

  • 25 5月 2017

  With OPEC agreeing to roll over production for nine more months, our 2017 oil price forecast of US$55/bbl for Brent is largely unaffected. But as fundamentals tighten in the second half of 2017, we believe a firmer oil price will further support the US tight oil industry.

• Editorial

  Marathon's US$700 million Delaware bolt-on acquisition

  • 30 3月 2017

  On March 21, Marathon bought 21,000 net acres in the Delaware Basin for US$700 million from Black Mountain Oil & Gas and other private sellers. The deal comes soon after Marathon entered the Permian through a US$1.1 billion deal with BC Operating. In our latest Insight, our analysts examine the deal and weigh the potential risks and benefits of expanding Marathon's acreage.

• Editorial

  Mexico hopes to benefit from its own shale boom

  • 14 3月 2017

  Mexico announced a licensing round scheduled for this June, opening up its unconventional acreage just as we're heading out of the downturn.

• Editorial

  Upstream companies to spend US$25 billion more in 2017

  • 10 3月 2017

  As the price of oil creeps up, are upstream companies primed to ramp up activity?

• Editorial

  Pioneer's Permian pathway to 1 million boe/d

  • 21 2月 2017

  Pioneer Natural Resources guided to one million barrels equivalent per day (70% oil) by 2026 and pledged cash flow neutrality in 2018. Sounds great, but is it doable?

• Editorial

  Tight oil opportunity update: the Permian is only part of it

  • 09 6月 2017

  Although West Texas is consuming over 30% of all Lower 48 capex this year, the Bakken, Eagle Ford, SCOOP/STACK and Powder River Basin account for another 25% of total US onshore spend in 2017. With investors increasingly focused on tight oil activity outside of the Permian, what does the future look like for these key plays?

• Editorial

  The ageing process: carbon emissions and asset maturity

  • 22 2月 2017

  The carbon emissions targets set by the Paris Agreement look set to have far-reaching implications for long-term corporate strategies.

• Editorial

  What opportunities does decommissioning offer?

  • 15 12月 2016

  Decommissioning is estimated to be worth US$1 billion annually in Asia alone. What can be done to take advantage of this opportunity?

• Opinion

  Breaking the cycle? Cost efficiency in upstream oil and gas

  • 10 12月 2015

  The fact is that the industry faces a structural cost problem which was easy to hide in the days of US$100 oil but less so today.

• Opinion

  Progress on opex, but will it stick?

  • 30 9月 2016

  The dramatic fall in oil prices has forced the industry to look hard at capex plans and the efficiency of operating assets and functions, with significant downward pressure on rates.

• Opinion

  Can fiscal policy help the oil industry to ‘do a Leicester’?

  • 31 5月 2016

  Governments are telling the oil companies that they need to ‘do a Leicester’. That is, maintain (or even improve on) their best performance — investment, production — but at a fraction of the cost.

• Editorial

  Recovery in the upstream sector

  • 13 12月 2016

  Malcolm Forbes-Cable, Vice President of Upstream Consulting, discusses the outlook for recovery in the upstream sector.

• Editorial

  How will peak oil demand affect the upstream industry?

  • 20 10月 2017

  With the world now considering a structural decline in oil demand, will upstream interest and investment in exploration be reduced?

• Editorial

  What does peak oil demand mean for the supply chain?

  • 20 10月 2017

  With the world now considering a structural decline in oil demand, how will the supply chain follow their customers?

• The Edge

  The smart money moving back into conventional exploration

  • 17 10月 2017

  Oil and gas companies are trying to balance playing a short game and a long game. The dominant strategic theme is strict capital discipline; higher risk investment is off the agenda.

• Editorial

  Corporate Service: Latin American NOCs' Q2 results evaluation

  • 22 8月 2017

  Following the Q2 reports, we spotted a common theme for Petrobras, Ecopetrol, YPF and Pemex: extensive efforts to cut costs and increase efficiency.

• Editorial

  Colombia's natural gas sector gains momentum

  • 26 5月 2017

  Declining legacy production and growing demand creates a window of opportunity for the right players.

• Editorial

  What are the emerging themes for the oilfield supply chain?

  • 06 2月 2018

  Five themes emerging within the upstream service sector

• Editorial

  European oil products market signposts: ships sitting in Southwold

  • 23 6月 2020

  Oil floating storage in Northwest Europe is a key signpost to watch for improvements in European oil demand. We take a closer look at diesel floating storage in the region and shipping flows that will change the supply/demand balance in the weeks ahead.

• Featured

  How the worst oil price crash in history changed the upstream industry

  • 24 6月 2020

  The oil price crash has wiped US$1.6 trillion off our valuation of the global upstream industry. This captures the impact of our downgraded long-term Brent price assumption – now US$50/bbl (2020 terms), previously US$60/bbl – and much more. Which regions and players have been hit hardest? What measures have been taken to survive?

• Featured

  Exploration’s future in a low-cost, low-carbon world

  • 01 7月 2020

  The world will rely on oil and gas for much of its energy needs until well beyond 2040. Exploration will be critical in meeting this future demand. Yet exploration is widely perceived as discretionary, even unwarranted. Read on to learn more about exploration’s surprising role in a low carbon future.

• Opinion

  Shell takes a hit from the coronavirus downturn

  • 02 7月 2020

  The company is taking a gloomier view of oil and gas prices over the next few years, prompting a writedown in asset values of up to $22 billion after tax

• Opinion

  The art of never letting a crisis go to waste

  • 15 7月 2020

  I asked our experts what they believe governments and companies should be doing to ensure that they emerge stronger from the crisis.