• The Edge

  How the Russia-Ukraine war is changing energy markets

  • 23 2月 2023

  On this week's The Edge, Simon Flowers examines how the Russia-Ukraine war is changing energy markets.

• The Edge

  How Europe’s energy crisis changes the LNG market

  • 02 12月 2022

  On this week's Edge, Simon Flowers examines how Europe is placed for this winter and beyond. When will we see the market rebalance and what is the outlook for LNG demand, supply and price globally over the next decade?

• The Edge

  How the price war is hurting US tight oil

  • 26 5月 2020

  Arresting the explosive growth of US tight oil was a clear target of the price war after the OPEC+ meeting collapsed in March. What's been the effect on drilling and investment? How much will production fall and how quickly? Will tight oil recover and get back on a growth path? Find out more in this week's Edge.

• The Edge

  How gas bounces back from the coronavirus lows

  • 19 5月 2020

  Gas has had a year to forget so far in 2020. A collapse in oil price and a demand shock caused by coronavirus have added to the challenges of what was already an oversupplied market. Spot gas prices in Europe and Asia have sunk to new lows. How has LNG demand been affected? What's been the impact on supply? Do the events of 2020 change our longer term view of the market? What does the future price curve look like? Find out in this week's Edge.

• The Edge

  Cost challenges in a US$20/bbl world

  • 05 5月 2020

  Faced with US$20/bbl Brent, IOCs and NOCs are cutting costs across the board. What are the implications for a service sector only beginning to emerge from the last crisis? How will NOCs deal with the dual challenge of cutting costs and supporting the domestic economy? Could we see new kinds of relationships develop to ensure the supply chain survives and thrives?

• The Edge

  Low oil price could squeeze out 4 million b/d of non-OPEC supply

  • 19 4月 2020

  The OPEC+ ‘deal of the century’ last weekend changes oil market dynamics in the short run. Find out more in this week's Edge.

• The Edge

  Coronavirus pushes oil towards the abyss

  • 06 4月 2020

  As demand collapses, how will the market deal with oversupply? Find out in this week's Edge.

• The Edge

  The oil industry’s rapid response to the crisis

  • 31 3月 2020

  The oil industry has moved fast in response to the dual crisis that's undermining the crude market and price. But this may be just the beginning.

• The Edge

  Future energy – carbon capture and storage

  • 03 3月 2020

  Carbon capture and storage (CCS) is central to decarbonisation strategies. How does it work? What are the hurdles to commerciality? How much capacity do we need? Find out more in this week's Edge.

• The Edge

  Refining set for a challenging 2020

  • 11 2月 2020

  Buoyed by steady growth in oil demand and a culture of capital discipline, refining has been a rock for Big Oil in recent years. Suddenly, there are challenges – not least the threat from coronavirus to oil demand. Where does that leave the outlook for refining in 2020?

• The Edge

  What the energy world looks like in 2030

  • 28 1月 2020

  This decade promises unprecedented change in the way we produce and consume energy. Find out how that will take shape in this week's Edge.

• The Edge

  Global upstream investment – the trends in 2020

  • 21 1月 2020

  Upstream spend on development and exploration is a barometer of the industry’s mood. A muted recovery has been underway since the collapse in investment levels after the 2014 fall in oil price. What’s the forecast for spend in 2020?

• The Edge

  CCUS’s breakthrough year

  • 16 1月 2025

  Explore the latest trends in CCUS as 2025 shapes up to be a breakthrough year, with rising optimism and record FIDs expected. Learn about project financing, policy support and the companies leading the charge in carbon capture and storage.

• The Edge

  How to tackle the upcycle’s big challenges

  • 11 2月 2022

  Could the margin-boosting gains shrink under the pressure of supply chain challenges, and what can companies do to ensure their supply chain meets ESG requirements?

• The Edge

  How Africa maximises its oil and gas riches

  • 14 10月 2022

  The upstream industry in Africa is thriving. Giant oil discoveries in the last two years add to a positive investment outlook that's the envy of other oil and gas provinces. What can African governments do to maximise the value of their resources?

• The Edge

  Oil in a decarbonising world

  • 22 9月 2022

  What is the trajectory of oil demand in a world that’s decarbonising and how will that influence prices?

• The Edge

  Why the transition needs smart upstream taxes

  • 03 4月 2024

  How to develop a low-carbon energy system and maximise revenue from a mature oil and gas province? Many countries face the challenge the UK is trying to deal with today. Its two main political parties have upped the ante on tax rates ahead of an election - and run the risk of stifling investment.     How much investment is threatened? Is there a fiscal system that works for both upstream and low carbon? Can other countries learn from the UK?

• The Edge

  Can carbon offsets deliver for oil and gas companies?

  • 21 3月 2024

  A slower energy transition means higher demand for fossil fuels, heaping further pressure on oil and gas companies already battling to reduce their emissions. Carbon offsets can help.

• The Edge

  Is consolidation changing upstream’s appetite for investment?

  • 22 2月 2024

  What does it all mean for the organic investment required to deliver the new supply to meet demand?

• The Edge

  Six themes shaping the energy world in 2024

  • 09 1月 2024

  What opportunities, challenges and risks does the world of energy and natural resources face in 2024? Our experts share their thoughts.

• The Edge

  COP28 key takeaways

  • 14 12月 2023

  The challenges in accelerating the energy transition

• 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?

• 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.

• The Edge

  Big Oil: upstream M&A gets serious

  • 26 10月 2023

  How do the Euro Majors respond?

• The Edge

  What's on CEOs' minds

  • 28 9月 2023

  Climate policy, commodity prices and corporate strategies

• 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.

• 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.

• 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.

• 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.

• The Edge

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

  • 06 3月 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.