• The Edge

  The automotive sector – twists on the road to transition

  • 02 4月 2019

  The future of light vehicles is electric; in time, perhaps autonomous. But the disruption won’t be quick, and the rise of the EV won’t be linear. Get our analysis here.

• The Edge

  Technology may be a game changer for future oil supply

  • 26 3月 2019

  A giant oil supply gap looms. How to fill it? It’s the preoccupation of the E&P sector. Harry Paton, Senior Analyst, Global Oil Supply, identifies the contribution from each of the traditional four sources.

• 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 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

  Big oil, new energy and the stock market

  • 19 6月 2020

  Big Oil is on the move, feeling its way into a changing energy world. There are two sides to adapting: how to decarbonise oil and gas and how to build a sustainable business around zero-carbon technology. European and US Majors are following two very different paths.

• The Edge

  Oil refining – facing up to structural overcapacity

  • 03 7月 2020

  Refining has been hit hard by the economic fallout of the coronavirus pandemic. Profitability in 2020 will be the lowest this century. When will margins recover? And how will the industry respond to this challenge?

• The Edge

  Competing for capital in a downcycle

  • 11 9月 2020

  The economic fall out from Covid-19, the energy transition and tight finances exacerbated by low prices are three of the big challenges facing energy companies today. How much money is available to invest? Where best to spend it, on legacy oil and gas or new energy? And how will another lurch down in upstream investment affect the global oil market and price?

• The Edge

  New LNG projects – all dressed up and no place to go

  • 25 9月 2020

  LNG demand is set to grow strongly out of the downturn, driven by Asia. A plethora of new projects is lining up to meet a sizeable supply gap that emerges by the end of the decade. What are the risks to our bullish demand scenario? How will new investment in supply be affected by rising ESG concerns? And which pre-FID projects are best placed to fill the supply gap?

• The Edge

  Exploration - where less can be more

  • 20 11月 2020

  How capital discipline led a return to value creation

• The Edge

  A Biden administration: implications for the energy industry

  • 09 11月 2020

  The energy sector faces a very different future under President-elect Biden. What are the implications for the oil market? How will key US geopolitical relationships change? And can a Biden administration push through its climate change goals?

• The Edge

  Big themes and risks for energy in 2021

  • 11 12月 2020

  After a tumultuous 2020, what will shape the energy world in 2021? We look at five themes to watch – economic boom, action on climate change, oil demand, industry finances and upstream investment.

• The Edge

  The Euro Majors’ big bet on new energy

  • 04 12月 2020

  The Euro Majors are building new energy businesses as a key part of net carbon-neutral targets for 2050. How and when will they be able to demonstrate value from renewables investments?

• The Edge

  Upside pressure mounts on US gas prices

  • 15 5月 2025

  Surging gas demand set to push Henry Hub higher

• The Edge

  Tariffs - implications for the oil and gas sector

  • 10 4月 2025

  Tariffs could shake up oil and gas markets – find out how companies are preparing for price volatility, capital discipline and potential M&A opportunities in a turbulent landscape.

• The Edge

  What a future Ukraine peace deal means for energy (Part 2)

  • 26 3月 2025

  A windfall for Russian oil producers and impetus for upstream investment

• The Edge

  Majors' capital allocation in a stuttering energy transition

  • 03 3月 2025

  As energy transition challenges mount, oil and gas Majors are pivoting back to upstream - while NOCs step up their low-carbon commitments. What does this mean for the industry's future?

• The Edge

  The shrinking scale of greenfield oil and gas projects: slowing growth prospects outside the L48 bubble

  • 26 1月 2017

  Despite the uptick in numbers, investment in greenfield conventional projects is stuck at a low ebb.

• 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

  Building LNG’s resilience through turbulent times

  • 02 11月 2023

  Larger and more diversified portfolios are best placed to navigate through volatility

• The Edge

  Financing the next phase of Africa’s oil and gas development

  • 19 10月 2023

  Access to capital the biggest obstacle for local players

• The Edge

  How NOCs compare with IOCs on energy transition strategy

  • 12 10月 2023

  There’s more than one route to resilience and sustainability

• The Edge

  Making Australia an energy transition leader

  • 03 8月 2023

  Investment barriers still to be tackled

• The Edge

  Positioning for global LNG’s next big growth phase

  • 06 7月 2023

  How developers can be more competitive

• The Edge

  Does the bull market in oil rigs signal a slower transition?

  • 08 6月 2023

  Deepwater hot spots drive up demand for drilling

• The Edge

  Can China’s recovery turn the oil market around?

  • 15 6月 2023

  Government starts pulling the levers to bolster the economy