• The Edge

  Tight oil news: Majors go bullish as Independents rein in

  • 12 3月 2019

  The Permian is being industrialised – fact. Chevron and ExxonMobil aggressively raised production targets this week, underlining the basin’s potential for growth.

• The Edge

  What's on CEOs' minds

  • 28 9月 2023

  Climate policy, commodity prices and corporate strategies

• The Edge

  What higher oil prices in 2024 could mean for the economy and politics

  • 14 9月 2023

  The oil market has come to life, with prices finally delivering on our expectations for 2023. Our oil experts, Ann-Louise Hittle and Alan Gelder, join Simon Flowers to discuss where the market goes from here and what this could mean for the economy and politics.

• The Edge

  Three steps to secure Asia’s LNG future

  • 31 8月 2023

  Asia’s gas markets must evolve to unlock their growth potential

• The Edge

  Can upstream deliver the oil and gas supply the world needs?

  • 17 8月 2023

  Assessing the risks in a strong investment upcycle

• The Edge

  Big Oil is back buying upstream assets

  • 29 6月 2023

  Targets are gas and strengthening core positions

• The Edge

  Five global transition challenges – the Asian perspective

  • 22 6月 2023

  LNG demand, sustaining upstream, new sources of finance, metals investment and supply chain independence.

• 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

  What can Guyana learn from the Venezuela crisis?

  • 19 2月 2019

  Lessons for Guyana's oil and gas industry from Venezuela.

• The Edge

  How explorers can make money – three strategies

  • 12 2月 2019

  How have oil and gas explorers started to make money at US$60/bbl? The industry finally got a grip on economic reality – lower costs and faster project delivery have begun to transform development economics. Get the analysis from our exploration team.

• The Edge

  Who needs to beef up Permian tight oil exposure?

  • 29 1月 2019

  US tight oil has been the biggest theme in the upstream M&A market over the last three years. We've mined our US L48 database of companies’ exposure to the basin, making a judgement on the depth and quality of portfolios by ranking metrics such as production growth, experience, productivity, variability, capital efficiency, asset size and location.

• The Edge

  How the big Gulf producers are investing in 2019

  • 15 1月 2019

  What are the upstream investment strategies of big Gulf producers? And how much are they spending? Find out here. With analysis from Simon Flowers and Jessica Brewer.

• The Edge

  What are the key risks and uncertainties in 2019?

  • 18 12月 2018

  What are the key risks and uncertainties in 2019? Simon picks the ones our analysts worry could threaten our base case, including oil demand downside, tight oil upside and Iran export volumes.

• The Edge

  Exploration gets its mojo back

  • 12 6月 2018

  Exploration is staging a remarkable turnaround in its fortunes, with a string of big discoveries in recent months. Many of these look to be potentially commercial, a sign that the industry can still create value.

• 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.

• The Edge

  Tight oil set to make money in 2018

  • 13 2月 2018

  A teenage growth spurt – US onshore liquids production is on a tear again. Already rebounding from the downturn for a year, right now it’s turbo-charged.

• The Edge

  Why the commodity rally will get back on track

  • 20 2月 2018

  Are we in the early stages of a sustained rise in commodity prices? And what does it mean for the US dollar? We posed these questions a year ago when robust global economic growth was driving commodity demand and the US dollar was starting to tip over from a 15-year high.

• The Edge

  Improving upstream performance and winning over investors

  • 27 2月 2018

  Delivering production growth after three years of low oil prices is an achievement, and combined with higher oil prices, was the primary factor behind good upstream earnings.

• The Edge

  Mexico upstream – hot as a habanero

  • 07 2月 2018

  Mexico is hot – as hot as a habanero, the spiciest of Mexicano chillies. The bidding round for deep water blocks this week has attracted a who’s who of industry players, scooping up two-thirds of the blocks on offer.

• The Edge

  Rising US oil exports, market disruption, Brent-WTI spread

  • 30 1月 2018

  What will US tight oil growth do to crude markets? The build-up in volumes early this decade led to a supply glut that undermined prices in 2014.

• The Edge

  Making the case for upstream M&A

  • 16 1月 2018

  Obstacles to M&A have abounded these last three years. Money’s been tight, and for many companies acquisitive growth wasn’t needed after a period of heavy of investment earlier in the decade.

• The Edge

  Where are the tight oil plays outside the US?

  • 12 12月 2017

  What are the prospects for tight oil outside the US? It's a question frequently asked on my travels, and with good reason. If US tight oil can emerge so quickly to disrupt the market, perhaps other plays out there might have the same effect.

• The Edge

  Asia upstream’s strategic challenges

  • 28 11月 2017

  Visiting Asia this month was an opportunity to gauge how oil and gas companies there are faring.

• The Edge

  In search of fiscal ‘win-win’ to spur upstream investment

  • 21 11月 2017

  Why feeding the dog can undermine trust in the oil industry

• The Edge

  How the Majors will emerge stronger from the downturn

  • 14 11月 2017

  Low oil prices, severe financial stretch, even moments of existential contemplation – it’s hardly been the right environment for successful business development.