• The Edge

  Building a net-zero energy system

  • 05 10月 2020

  The UK's commitment to net-zero carbon by 2050 is a wake-up call for the oil and gas industry. Could the offshore industry pivot to zero-carbon technologies and become a core part of the UK's sustainable future?

• The Edge

  Five constraints on US tight oil production

  • 23 10月 2020

  The 2020 collapse in oil price hasn’t just killed tight oil’s growth, it smashed volumes down in the space of just a few months. The big question is whether it will ever return to a growth path.

• The Edge

  Future energy – biodiesel

  • 13 11月 2020

  Structural oversupply has already led to refinery closures, with more to follow. But some competitively weak refineries can be repurposed to produce low-carbon biodiesel, one of the few segments of oil demand with strong growth prospects.

• The Edge

  The narrowing trans-Atlantic divide on the energy transition

  • 24 4月 2025

  Big Oil is rebalancing. Discover how strategy shifts, energy security and policy are reshaping oil, gas and low-carbon investment outlooks across the Atlantic.

• The Edge

  Unlocking investment for deepwater projects

  • 05 6月 2018

  Not long ago, West Africa was at the top of the list for international E&P companies looking for high-impact growth.

• The Edge

  Upstream M&A and oil price uncertainty

  • 22 5月 2018

  Will this latest bull run in oil prices trigger a new phase of upstream M&A? The sector is feeling emboldened again – a confidence that’s justified up to a point.

• The Edge

  Venezuela’s slump, Iran sanctions, oil prices

  • 15 5月 2018

  Global oil supply will break through the 100 million b/d mark for the first time later this year. Producers the world over, through innovation and risk-taking, have invariably contrived to meet the unstoppable train that is demand growth.

• The Edge

  Maximising upstream value in the long term

  • 08 5月 2018

  Life’s good again in the upstream sector. All the hard work through the downturn is paying dividends, literally. Brent over US$70/bbl means everyone is in the money given the sector’s cash flow breakeven of US$53/bbl.

• The Edge

  Why the Permian is set for a shakeout

  • 24 4月 2018

  The best accessible upstream growth opportunity in fifty years? US tight oil. Correction: the Permian Basin. Second correction: the Wolfcamp formation spread across the Delaware and Midland sub-basins.

• The Edge

  Finding the balance between capital discipline and growth

  • 06 3月 2018

  Capital discipline or growth? It’s THE big question hanging over commodity producers, mining as much as oil and gas.

• The Edge

  Positioning for the energy transition

  • 23 1月 2018

  We've seen a wave of new energy deals by the Majors. The spectre of peak oil demand and disruption from renewables and EVs has sparked a response – if you can’t beat them, join them. 2017 was the year Big Oil started to position for a low-carbon future.

• The Edge

  Upstream KPIs turn positive

  • 19 12月 2017

  We've had the best year for the oil and gas industry for some time: KPIs have turned positive. Brent looks set to end 2017 over US$60/bbl, up 40% from the summer lows.

• The Edge

  Capital efficiency: the big question for US unconventionals

  • 09 10月 2018

  Is US shale the paragon of upstream productivity it’s cracked up to be? As the marginal suppliers, shale gas and tight oil operators ought to be adept at managing for margin and all that’s about. Simon Flowers investigates.

• The Edge

  Securing exposure to Permian tight oil – Part 1

  • 03 7月 2018

  What do Total, BP, Eni, CNPC, Sinopec Group have in common? Each is among the biggest oil and gas producers in the world, with a portfolio diversified geographically and across multiple resource themes.

• The Edge

  Global LNG – shadow cast over price recovery

  • 18 7月 2017

  The maths supports a bearish view for the next three years, based on our latest long-term outlook. We forecast LNG supply to increase by over 30% by 2020 as US, Australian and Russian projects crank up.

• The Edge

  The Majors’ gambit to lure investors from the tech sector

  • 09 3月 2017

  Fresh from a dismal round of Q4 2016 earnings, replete with weak earnings and balance sheet write downs, come new, raised growth targets from a number of the industry’s biggest players.

• The Edge

  How deep water projects can compete with tight oil - more progress on costs and tight oil may get a run for its money

  • 28 3月 2017

  Tight oil has garnered all the plaudits in the last few months, but we can foresee in the not too distant future green field deep water projects giving tight oil a run for its money in competing for capital.

• The Edge

  The changing global energy mix…and the strategic challenge for energy producers.

  • 11 4月 2017

  Our Energy view to 2035, led by Paul McConnell of our Global Trends team, distils the work of our team of analysts working across energy commodities. Five main themes leap out.

• The Edge

  The commodity upcycle and the end of the dollar’s bull run - implications for oil, gas and mining producers

  • 11 5月 2017

  A strong US Dollar means weak commodities. With the greenback at record highs, and commodities buoyant, is a reverse looming?

• The Edge

  Tight oil's second great growth phase gains momentum - Permian and emerging plays show still more promise

  • 23 5月 2017

  After two years of retrenchment, review how 2017 is shaping up to be a year of growth for tight oil.

• 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.

• The Edge

  Just how dependent oil markets are on tight oil delivering

  • 05 12月 2017

  What’s the most unexpected outcome three years on from the price crash? There are a few contenders. OPEC’s zealous adherence to production restraint is right up there. US tight oil is another, briefly inconvenienced by low prices but now embarking on a second great phase of growth.

• The Edge

  OPEC gets to eat the Permian’s lunch

  • 30 5月 2018

  In any commodity market, the marginal supplier makes hay when the sun shines. Oil prices are rampant, but tight oil is not behaving quite as expected. I caught up with R.T. Dukes, Head of US Lower 48 oil supply.

• The Edge

  US upstream gas sector poised to gain from higher Henry Hub prices

  • 29 5月 2025

  Discover why US gas producers are poised for gains as Henry Hub prices surge, and what it means for Big Oil's investment strategies

• The Edge

  The case for high-impact exploration through the downturn

  • 01 5月 2025

  As oil prices dip, energy giants turn to bold exploration strategies in frontier basins to unlock the next wave of low-cost, high-value discoveries.