• The Edge

  Questions of science – challenging our tight oil forecasts

  • 20 6月 2017

  We have raised our long-term estimates, now expecting volumes to rise from 4 million b/d currently to 10 million b/d by 2025 – 1.4 million b/d higher at peak than before.

• The Edge

  How the US sets global oil and gas prices

  • 27 6月 2017

  Tight oil and shale gas, through LNG exports to Europe, are likely to be cap and collar in their respective markets for the next few years – tight oil setting the ceiling price, US gas the floor.

• The Edge

  US independents’ retrenchment to tight oil is paying off - will others follow?

  • 15 9月 2016

  The downturn should be an opportunity for the Majors and perhaps NOCs to move into tight oil.

• The Edge

  Upstream M&A: taking advantage of the down-cycle

  • 22 11月 2016

  With the M&A market showing signs of life and the value of the M&A being done rising, the time is ripe for buyers in the upstream market.

• The Edge

  Bullish outlook for US gas - LNG exporters face margin squeeze in glutted market

  • 01 12月 2016

  The sharp response of the physical market to the arrival of cold weather suggests fundamentals are tight and prices could go higher, whether it’s a cold winter or not. There are four main reasons why.

• The Edge

  The accelerating recovery in tight oil: conventional investment at risk of stagnating

  • 02 2月 2017

  Tight oil will drive a 4% increase in global upstream investment in 2017, while investment in conventional projects will be flat at just under US$340bn.

• Featured

  The future of exploration

  • 29 6月 2017

  We surveyed 200 senior exploration leaders and professionals to get a clearer vision of exploration as signs of a recovery emerge. What are the next steps for explorers? Who are the most admired explorers and why?

• Opinion

  New project sanctions on the rise?

  • 21 6月 2017

  At the start of the year, we predicted that around 20 to 25 major new upstream projects would be sanctioned in 2017, roughly double the score for 2016. So, as we approach the year’s halfway mark, how is our forecast faring?

• Editorial

  Five risks to global oil demand

  • 30 6月 2017

  Global oil demand is in for a year of strong growth in 2017 but we expect growth to decelerate next year. Our experts explain how minor changes in the market and operating environment could bring major implications for price. Understand the five factors which we believe will have the biggest impact on our demand outlook to 2018.

• Featured

  The state of the upstream industry

  • 05 7月 2017

  Understand and review the outlook for upstream markets and the major players for the short and medium term.

• Editorial

  OPEC's dilemma

  • 25 5月 2017

  With OPEC agreeing to roll over production for nine more months, our 2017 oil price forecast of US$55/bbl for Brent is largely unaffected. But as fundamentals tighten in the second half of 2017, we believe a firmer oil price will further support the US tight oil industry.

• Editorial

  Marathon's US$700 million Delaware bolt-on acquisition

  • 30 3月 2017

  On March 21, Marathon bought 21,000 net acres in the Delaware Basin for US$700 million from Black Mountain Oil & Gas and other private sellers. The deal comes soon after Marathon entered the Permian through a US$1.1 billion deal with BC Operating. In our latest Insight, our analysts examine the deal and weigh the potential risks and benefits of expanding Marathon's acreage.

• Editorial

  2035: The evolution of a global gas market

  • 14 4月 2017

  Assess the shifting supply and demand dynamics that will foster the growth of the international gas trade.

• Editorial

  Mexico hopes to benefit from its own shale boom

  • 14 3月 2017

  Mexico announced a licensing round scheduled for this June, opening up its unconventional acreage just as we're heading out of the downturn.

• Editorial

  Upstream companies to spend US$25 billion more in 2017

  • 10 3月 2017

  As the price of oil creeps up, are upstream companies primed to ramp up activity?

• Editorial

  Pioneer's Permian pathway to 1 million boe/d

  • 21 2月 2017

  Pioneer Natural Resources guided to one million barrels equivalent per day (70% oil) by 2026 and pledged cash flow neutrality in 2018. Sounds great, but is it doable?

• Editorial

  Filling the gap in corporate emissions reporting

  • 13 2月 2017

  With carbon emissions performance now front of mind for oil and gas companies, the need for a standardised approach to data reporting is apparent.

• Editorial

  Tight oil opportunity update: the Permian is only part of it

  • 09 6月 2017

  Although West Texas is consuming over 30% of all Lower 48 capex this year, the Bakken, Eagle Ford, SCOOP/STACK and Powder River Basin account for another 25% of total US onshore spend in 2017. With investors increasingly focused on tight oil activity outside of the Permian, what does the future look like for these key plays?

• Editorial

  LNG versus pipeline gas: how do lifecycle emissions compare?

  • 25 6月 2017

  Carbon emissions intensities for natural gas projects can differ drastically – we analyse the many variables at play.

• Editorial

  The ageing process: carbon emissions and asset maturity

  • 22 2月 2017

  The carbon emissions targets set by the Paris Agreement look set to have far-reaching implications for long-term corporate strategies.

• Featured

  Non-OPEC decline rates remain stable until 2020

  • 27 9月 2017

  Why haven't decline rates accelerated in the low-price market? We look at short- and long-term factors keeping rates on an even keel through the end of the decade.

• The Edge

  To-do list: how to attract capital back to the oil sector

  • 07 9月 2017

  The mood has definitely changed. That much has been clear at the biannual Offshore Europe mega conference in Aberdeen.

• Opinion

  LNG supply on the up and up

  • 06 12月 2016

  Despite the LNG industry’s well-documented challenges, there are reasons to be positive.

• Editorial

  The evolution of FLNG concepts and costs

  • 25 10月 2016

  With a fair amount of spare LNG likely to be washing around the market over the next few years, buyers aren’t exactly queuing up to sign contracts and support new projects.

• Editorial

  What opportunities does decommissioning offer?

  • 15 12月 2016

  Decommissioning is estimated to be worth US$1 billion annually in Asia alone. What can be done to take advantage of this opportunity?

• Opinion

  Breaking the cycle? Cost efficiency in upstream oil and gas

  • 10 12月 2015

  The fact is that the industry faces a structural cost problem which was easy to hide in the days of US$100 oil but less so today.

• Opinion

  Progress on opex, but will it stick?

  • 30 9月 2016

  The dramatic fall in oil prices has forced the industry to look hard at capex plans and the efficiency of operating assets and functions, with significant downward pressure on rates.

• Editorial

  Climate change: opportunities despite Trump threat to Paris Agreement

  • 20 4月 2017

  Trump’s victory cast a shadow over the conference, which commenced with a celebration of the Paris Agreement entering into force just days beforehand.

• Opinion

  Can fiscal policy help the oil industry to ‘do a Leicester’?

  • 31 5月 2016

  Governments are telling the oil companies that they need to ‘do a Leicester’. That is, maintain (or even improve on) their best performance — investment, production — but at a fraction of the cost.

• Editorial

  Is China edging closer to a national carbon market?

  • 10 4月 2017

  We assess an unofficial review of emissions allowances which offers a glimpse of the country’s carbon trading scheme.