• The Edge

  The new dash for gas - majors position to leverage a core competence

  • 25 4月 2017

  We forecast the share of gas in the peer group’s production will increase from 42% currently to over 50% by the end of the 2020s. ENI and BP will reach 60%, which is also Total’s 2035 target. There are three main themes behind the ‘dash for gas’.

• The Edge

  Needed - upstream strategies to win back investors

  • 16 5月 2017

  ‘Underwhelmed’ sums up investors’ indifferent response to the Majors’ Q1 results. What does upstream have to do to win back favour?

• The Edge

  OPEC underpins oil markets into 2018 - green light for tight oil growth

  • 29 5月 2017

  The firmer oil price we expect can only embolden the already resurgent US tight oil industry which is on course to displace the 1 million b/d OPEC has cut within the year. Three main aspects of the decision stand out.

• The Edge

  Conventional exploration – playing devil’s advocate

  • 06 6月 2017

  Andrew Latham, our Head of Exploration Research, has built a global creaming curve for conventional exploration outside the USL48. Three themes stand out.

• The Edge

  Breaking conventions – tackling the high-cost culture

  • 04 7月 2017

  New thinking and new ways are needed if operators are to usher in a new era of investment in conventional projects. A dip in oil prices below US$50/bbl may be just what’s needed to concentrate minds and encourage companies to challenge industry conventions.

• The Edge

  Upstream strategies - early signs of a shift towards growth

  • 22 9月 2016

  Chief Analyst Simon Flowers sees optimism after a flush of project FIDs, a pick up in US drilling and M&A activity.

• The Edge

  There’s finance galore – but only for the right upstream growth strategies

  • 29 9月 2016

  According to Chief Analyst Simon Flowers, there is finance galore for those with the right growth story. For the rest, slim pickings.

• The Edge

  For a few dollars more – OPEC’s shifting stance

  • 13 10月 2016

  OPEC’s plan for production cuts signals a desire to support prices, even if the battle to wrest control of the market seems barely half won.

• The Edge

  Conventional exploration - strategies to compete with tight oil

  • 20 10月 2016

  Majors’ resource capture strategies are already becoming more balanced between exploration, unconventionals, DROs and M&A.

• The Edge

  Tight oil’s second great growth phase about to begin?

  • 07 11月 2016

  More operators are hinting through this Q3 results season at redeploying rigs in the coming months, potentially kick starting what will be tight oil’s second great growth phase.

• The Edge

  A Trump Administration - implications for the energy and mining industries

  • 14 11月 2016

  Although the Presidency does not officially begin until January 20th 2017, the dearth of concrete policy proposals leaves a high level of uncertainty around the priorities of a Trump administration.

• The Edge

  Going digital in upstream - seizing technology-led structural cost cutting opportunities

  • 16 1月 2017

  Digital technology has a major part to play in the next stage of structural cost reduction, but oil and gas production is far removed from the leading edge of the 21st century tech revolution.

• The Edge

  Upstream growth back on the agenda: the M&A ‘barometer’ is signalling better climes ahead

  • 23 1月 2017

  A strengthening flow of deals is a clear indicator that the M&A market is getting back to business as usual, and companies are starting to think of growth again.

• The Edge

  Upstream needs to learn from Downstream

  • 15 2月 2017

  If oil markets remain oversupplied and prices modest, there’s much Upstream operators can learn from Downstream, which has emerged thriving from the doldrums of a decade ago.

• The Edge

  Tight oil's growth potential - fracturing conventional wisdom?

  • 22 2月 2017

  Not long ago, growth was the big thing. This results season suggests growth targets are making a come back.

• Opinion

  The LNG wars — Will short run marginal costs be the deciding factor?

  • 16 5月 2017

  Amidst a growing market glut, attention has turned to the short-term costs to keep existing projects running at all.

• Editorial

  Permania! Why M&A in the Permian Basin is at fever pitch

  • 13 1月 2017

  How did US$20 billion in deals happen in a down market?

• Opinion

  China and LNG: 5 takeaways from the CWC Gas and LNG Summit

  • 11 6月 2017

  The mood at the recent CWC event was optimistic — with good reason. What were the five big takeaways from the event?

• Editorial

  North Sea update: Cost reductions and FIDs in 2017

  • 16 4月 2017

  Much has been achieved in the past year, as we see prices and costs slowly turning around. But there is more work to be done. Use our 2016-2017 Global Upstream Cost Survey to understand North Sea cost evolution from 2014 to 2020.

• Editorial

  What is the global upstream outlook for 2017?

  • 24 1月 2017

  Although 2017 brings a myriad of uncertainties, the new year also ushers in much-anticipated optimism for the global upstream industry.

• Editorial

  Crushin' it: Hi-Crush acquires Permian Basin Sand Co.

  • 06 3月 2017

  This acquisition — the largest ever for Hi-Crush — is in direct response to increased drilling activity in West Texas.

• Editorial

  Recovery in the offing? Seventeen upstream projects set to make FID in 2017

  • 14 2月 2017

  2017 has kicked off in a big way, with over 40 large developments competing for the green light over the next 12 months. We highlight projects that we think are well positioned for sanction in 2017.

• Editorial

  Global LNG: the size of the prize

  • 03 4月 2017

  The LNG market in 2017 is irreversibly changed, now challenging for seller and buyer alike. Gas is flooding into the market. Since 2015, seven LNG projects have started operations, another 15 are in build. So how can we create more LNG demand? Hear an update from Noel Tomnay, Vice President Gas & Power Consulting.

• Opinion

  US COP21 withdrawal: Is this actually a step forward?

  • 02 6月 2017

  On 01 June 2017, President Trump took the first step on the road to reconsidering the best way to meet our climate challenges.

• Editorial

  Are deepwater economics on par with US tight oil?

  • 13 4月 2017

  With all the attention surrounding US tight oil breakevens and the Permian boom, the past few years seem to have left deepwater investment in the dust. But as it has gotten leaner, the deepwater industry is quietly recovering and improving its own economics.

• Editorial

  Massive discovery breathes life into Alaska's North Slope

  • 21 3月 2017

  In our latest report, our analysts discuss what other discoveries will be found on the North Slope and whether these new fields will generate returns and move forward at current oil prices.

• Editorial

  Parsley grows wild in the Permian

  • 14 2月 2017

  Following last month's acquisition of nearly 18,000 net acres in the Midland basin, Parsley Energy this week purchased Double Eagle Energy's assets.

• Editorial

  Bakken production drops with the temperature

  • 28 2月 2017

  What caused this record-breaking drop in oil production? In our latest report, our analysts discuss the causes of this decline and their expectations for Bakken production trends moving forward.

• Opinion

  How will Alberta's carbon emissions cap impact oil sands development?

  • 26 1月 2017

  Although the plan provides comfort to local citizens and international buyers, it also raises questions for oil sands asset owners and investors.

• Editorial

  Europe, heart of the global gas market

  • 06 10月 2017

  Gastech's return to Europe reflects gas and LNG's resurgence as fuel of choice across the continent.