• Opinion

  Was COP28 a huge success? | Podcast

  • 15 12月 2023

  As COP28 comes to a close, the Energy Gang looks back on the last two weeks of discussion. Ed Crooks was there in Dubai, as were regular guests Dr Melissa Lott and Amy Harder, and together they answer the one key question: can we call it a success?

• Opinion

  Size matters: which International E&Ps are best positioned to ride out industry consolidation?

  • 18 12月 2023

  We analyse 16 of the largest international operators to assess their resilience and sustainability

• The Edge

  Who will lead in low-carbon hydrogen supply?

  • 07 12月 2023

  Low-carbon hydrogen will play a critical role in decarbonisation, contributing at least 4% of global energy demand by 2050. Who are best placed to become market leaders?

• Opinion

  What can we expect from COP28? | Podcast

  • 01 12月 2023

  Explore COP28 insights with The Energy Gang! Join Ed Crooks, Dr. Melissa Lott, and Amy Myers-Jaffe as they dissect key climate topics, from the Global Stocktake to renewable energy goals and methane reduction pledges.

• The Edge

  Big Oil’s opportunity for M&A in the petrochemicals downturn

  • 30 11月 2023

  Petrochemicals may be experiencing a severe cyclical downturn, triggered by excessive capacity build-out, but it’s one of the sector’s best long-term bets. Our experts discuss the timing of it's recovery and whether the downturn might spark change.

• Opinion

  What does Milei mean for oil and gas in Argentina?

  • 29 11月 2023

  Argentina’s new president is committed to privatisation and deregulation, but first inflation must be tamed.

• Opinion

  Brazilian Day of Forgiveness allows power plant developers to withdraw from existing contracts without penalties

  • 23 11月 2023

  In 2023, the publication of Normative Resolution 1,065 (also known as the “Day of Forgiveness”) allowed power plant developers to withdraw from existing contracts without penalties, primarily impacting renewable assets

• Opinion

  COP28: three key methane-related expectations

  • 22 11月 2023

  COP28 could see momentum gather behind methane abatement action.

• Opinion

  Biden and Xi build bridges on energy

  • 20 11月 2023

  After years of deteriorating relations, the US and China have opened new paths for communication and cooperation on energy and climate.

• Opinion

  The challenges and opportunities in Europe’s oil & gas, CCUS and hydrogen sectors

  • 10 11月 2023

  To accelerate Europe’s energy transition, investors need to leverage opportunities to diversify the region’s energy mix.

• Opinion

  Will oil, gas and coal peak by 2030? | Podcast

  • 03 11月 2023

  Discussing the latest insights on fossil fuel demand, electric vehicles, US oil deals, offshore wind and the critical role of graphite in the energy transition.

• Opinion

  What does the Chevron-Hess deal mean for oil and gas?

  • 31 10月 2023

  The creation of a second Mega Major hot on the heels of ExxonMobil-Pioneer has big implications for the sector

• Opinion

  New fears about security of supply in the energy transition

  • 30 10月 2023

  China’s moves to restrict graphite exports are a concern for battery manufacturers worldwide. How serious is the threat?

• The Edge

  Big Oil: upstream M&A gets serious

  • 26 10月 2023

  How do the Euro Majors respond?

• Opinion

  Libya: the two-million-barrel question

  • 06 11月 2023

  Libya aims to almost double its crude production levels over the next 3‒5 years, investing around US$ 4 billion a year. However, the country faces a myriad of obstacles, which will stymie its plans.

• Opinion

  Are NOCs prepared for the energy transition?

  • 24 10月 2023

  We analyse and rate national oil companies for resilience and sustainability

• Opinion

  Fifty years since the first oil shock: how much has changed? | Podcast

  • 20 10月 2023

  US oil production has reached unprecedented levels, but what implications does this hold for our energy security? Join the latest episode, where host Ed Crooks joined by Robbie Orvis and Amy Myers Jaffe, delve into the intricate world of energy dynamics, past and present.

• Opinion

  ExxonMobil deal a sign of strength for US oil production

  • 16 10月 2023

  ExxonMobil’s US$64.5 billion acquisition of Pioneer Natural Resources could mean US tight oil output grows faster in the future.

• Opinion

  US energy policy faces political risk

  • 06 10月 2023

  Kevin McCarthy’s dismissal as Speaker of the House of Representatives could presage instability in US energy policy.

• Opinion

  Energy Pulse: in brief (29 September)

  • 29 9月 2023

  The Biden administration plans the "fewest offshore oil and gas lease sales in history", and the rest of the week’s key energy news.

• The Edge

  What's on CEOs' minds

  • 28 9月 2023

  Climate policy, commodity prices and corporate strategies

• Opinion

  Can Colombia’s gas sustain it through the energy transition?

  • 26 9月 2023

  The country’s decision to halt new exploration puts uncertainty into Colombia’s long-term energy security.

• The Edge

  Lessons in attracting upstream investment capital

  • 17 4月 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.

• Editorial

  Video: Which projects will be sanctioned in 2018 and how do they compare to 2017?

  • 06 4月 2018

  Research Director Angus Rodger shares a series of client questions on projects up for sanction in 2018.

• Editorial

  Four themes to watch as the Majors position for a new era

  • 02 4月 2018

  With the Majors emerging from the downturn standing strong, they're transitioning from 'survive' to 'thrive'. Although capital discipline remains central to the strategic framework of these companies, they must still position their portfolios for the fundamental changes reshaping energy demand in the coming decades.

• The Edge

  OPEC and how low prices have changed oil demand

  • 03 4月 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.

• Case Study

  How can investors assess the climate-related risk in their portfolios?

  • 29 3月 2018

  How can investors assess the climate-related risk in their portfolios?

• The Edge

  Risk appetite returns as global upstream investment picks up

  • 27 3月 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.

• Opinion

  Five issues keeping executives awake at night

  • 22 3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.

• The Edge

  Future cost of new oil supply: shale vs conventional

  • 20 3月 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.