Guyana - a new planet in oil’s solar system

• 18 9月 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.

Is LNG poised for a new growth cycle?

• 11 9月 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.

What the surge in oil-basis hedges tells us about Permian operators

• 11 9月 2018

Permian producers increased their 2020 oil-basis hedge positions by 431% in Q2 2018. What does the surge in oil-basis hedges tell us about Permian operator sentiment? And what is the implication for projects due to start up in 2019? Find out in our latest analysis of oil and gas hedging activity.

Regulatory clouds darken a bright outlook for refining

• 27 7月 2018

The spotlight fell on the refining sector in 2015 as the oil price collapsed and oil demand surged, resulting in a record year for global refining margins. How long can this picture of rude health continue?

Dorado: Australia's biggest oil discovery this century

• 17 8月 2018

Exploration in Western Australia has produced a result no one expected - a large commercial oil find, Australia's largest this century. The discovery is significant for block partners Quadrant and Carnarvon, but how they will monetise it remains to be seen. Senior Research Analyst for Oceania Upstream, Daniel Toleman, explores the options and outcomes.

6 forces driving improved upstream project delivery

• 13 8月 2018

What can the industry do to give their projects the best chance of being delivered successfully? Our analysis points to six key factors that in most recent cases combined to create better execution.

Securing exposure to Permian tight oil – Part 2

• 10 7月 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.

OPEC remains key to price recovery through 2040

• 16 7月 2018

Despite record-breaking gains in the Permian, strong demand growth and heightened geopolitical risk pushed Brent to USD80/bbl in May. For the market to truly rebalance, OPEC will remain key to price recovery over the short to medium term.

Meeting gas demand in China - the role of LNG trucking

• 21 6月 2018

We're seeing phenomenal growth in China's LNG demand, driven by government-mandated coal-to-gas switching. Serious air pollution issues have led to new environmental policies prompting a reduction in coal in favour of cleaner fuels, including gas. How can China ensure local gas demand is met, without the price hikes seen last winter?

OPEC opts for clever compromise – and a show of unity

• 22 6月 2018

Focusing on market fundamentals, we look at the impact of three possible options for OPEC and co-operating non-OPEC producers.

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

• 19 6月 2018

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

Cost management in upstream oil and gas

• 29 9月 2016

Unit operating costs have steadily increased over the past decade by 60% in real terms.

Costs: early warning signals

• 27 10月 2016

This week’s results announcements from the big oilfield services (OFS) companies show that the market may be turning very quickly.

Are the Majors set for an Asia-Pacific asset sale?

• 30 8月 2016

For more than 100 years Asia played a fundamental role in the growth of the Majors. Could this finally be coming to an end?

Global capex spend slashed by US$1 trillion

• 18 7月 2016

The impact of the drop in oil prices on global upstream development spend has been enormous. Companies have responded to the fall by deferring or cancelling projects.

The agility of US tight oil

• 18 7月 2016

Which US Lower 48 operators have the largest, low-cost tight oil inventory?

Terminal decline and value benchmarking of mature US plays

• 08 9月 2016

We’ve modelled six mature gas plays to see which assets can offer the most upside to investors.

Oil and gas M&A market: more gridlock ahead?

• 31 3月 2017

Our M&A service estimates that over US$300 billion of potential assets earmarked for disposal remain in the global upstream deal pipeline.

Deepwater Gulf of Mexico is leaner, smaller and ready to compete

• 27 7月 2017

Smaller, simpler projects and infrastructure-led exploration are emerging as the right mix, with subsea tie-backs and infill drilling leading the way.

The last frontier in Russia: Taimyr Peninsula

• 19 6月 2017

The remote region in the Russian north attracts attention with a resource potential of 5 billion boe and a geology similar to that of the prolific West Siberian basin.

How will regulatory changes affect fields in the Gulf of Mexico?

• 19 6月 2017

The Bureau of Safety and Environmental Enforcement has changed an important aspect of the leasing terms in deepwater GoM, which is likely to affect fields that have been appraised or are being appraised, and where leases are past their primary term or close to expiring.

Will renewables leave new LNG exports in the dark?

• 18 11月 2016

Oil and gas prices aren’t the only things that have fallen — renewable energy costs have, too.

5 unintended consequences of Australia's gas market intervention

• 07 8月 2017

On 1 July 2017, the Australian government implemented its gas export restrictions policy, which presents a number of potential unintended consequences for Australia.

Will pricing levels rebound in the Lower 48 service sector?

• 09 5月 2017

After a flurry of development activity in the first quarter of 2017, the US Lower 48 onshore sector is beginning to feel the squeeze of cost inflation.

Deepwater vs tight oil: levelling the playing field

• 20 4月 2017

All eyes have been on US tight oil breakevens and the Permian boom during the past few years. But as deep water exploration has become leaner, this part of the industry has been quietly recovering and improving its own economics.

Lower 48: Increasing costs push up breakevens

• 05 5月 2017

After a flurry of development activity in Q1 2017, the US Lower 48 onshore sector is beginning to feel the squeeze of cost inflation. Although this development was widely anticipated, impacts vary significantly depending on the source as well as project location.

Permian pulse: upstream awards

• 01 8月 2017

Ben Shattuck, Principal Analyst and upstream expert, discusses the winners of our inaugural "Permian Upstream Awards."

Macroeconomics

Understand the interplay between commodities and the economy with macroeconomics analysis to help forecast the pace of global economic development to 2035.

When will tight oil make money?

• 28 7月 2017

Despite its superstardom in the upstream industry, tight oil remains the subject of debate: can it realise its potential as a profit engine, or will over-investment drive supply up and prices down?

Dividends or growth – Big Oil’s dilemma

• 27 7月 2017

The industry is adapting to low oil prices. But can upstream grow in this environment? The question is a profound one, the answer in reality more about sustaining the business and maximising returns rather than pursuing growth.