• The Edge

  The smart money moving back into conventional exploration

  • 17 10月 2017

  Oil and gas companies are trying to balance playing a short game and a long game. The dominant strategic theme is strict capital discipline; higher risk investment is off the agenda.

• The Edge

  Brent’s rally toward US$60/bbl – a false dawn?

  • 10 10月 2017

  Share price movements can be a good early indicator of changing fortunes. The oil and gas sector had a great month in September, jumping 8% and outperforming the broader global stock market by 6%. It’s more than just rotational buying.

• The Edge

  Monetising the East Med’s giant gas finds

  • 10 7月 2020

  The discovery of huge gas resources has made the Eastern Mediterranean an industry hot spot. Majors, NOCs and independents see a growth opportunity that could last for decades. LNG exports might be the path to full commercialisation. But geopolitics stand in the way. How can the interested parties find a way forward?

• The Edge

  How Big Oil’s M&A targets have changed

  • 24 7月 2020

  It's no surprise that a downturn sparks oil and gas sector consolidation. What's interesting about Chevron's bid for Noble Energy is how Big Oil's strategy has changed. In the Edge this week, Simon Flowers takes a closer look.

• The Edge

  Are exploration’s days numbered?

  • 17 7月 2020

  Exploration spend is heading south again as companies slash budgets to conserve cash. This downcycle though is different, with companies formulating decarbonisation strategies and peak oil demand on the horizon. Is exploration now facing an existential crisis?

• The Edge

  Decarbonisation and peak gas demand

  • 31 7月 2020

  Gas is to be the bridging fuel of the transition, its lower carbon intensity supporting its position in the energy mix longer than coal and oil. Yet nothing can be taken for granted as decarbonisation policy tilts the playing field away from fossil fuels.

• The Edge

  Stemming the tide of plastic waste

  • 18 9月 2020

  Alongside climate change, the rising tide of environmental waste, plastic included, is society’s other sustainability challenge. Simon Flowers asked Guy Bailey and his Petrochemicals Research team how we can get on top of the problem.

• The Edge

  What’s on the minds of CEOs?

  • 16 10月 2020

  We hosted the CEOs from Shell, Total, Eni and SSE as well as senior executives from numerous other leading oil and gas companies and utilities over three days at our EMEA Energy Summit. So what were the hot topics?

• 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

  Developing Brazil’s Goldilocks oil riches

  • 19 3月 2019

  What makes some oil plays more valuable than others? The answer: big discoveries in excellent reservoirs that are cheap to exploit. Few places on earth do all three. Brazil does. Simon Flowers visits this global hotspot.

• The Edge

  Building an energy superpower

  • 15 2月 2024

  How India fuels its future growth

• The Edge

  Upstream cash machines

  • 24 3月 2022

  Upstream has never made so much money. Higher oil and gas prices resulting from the Russia/Ukraine conflict are delivering undreamt-of cash generation in 2022.

• The Edge

  Five themes shaping the energy world in 2025

  • 08 1月 2025

  What opportunities, challenges and risks does the world of energy and natural resources face in 2025? From geopolitics to Big Oil M&A and innovation in power. Our experts share their thoughts.

• The Edge

  The new investment cycle in energy and metals

  • 03 2月 2023

  On this week's The Edge, Simon Flowers examines the new investment cycle underway for commodities to meet the growing demand from both a recovering global economy and the energy transition.

• The Edge

  Why upstream companies might break their capital discipline rules

  • 13 2月 2025

  Stronger oil and gas demand could drive higher investment, rising prices, and more M&A in a slower energy transition.

• The Edge

  Artificial intelligence and the future of energy

  • 27 6月 2024

  Artificial Intelligence is the next big thing in energy, dominating discussions at all levels in companies, banks, investment funds and governments. Prakash Sharma and I asked WoodMac’s experts what role AI might play in the energy and resources sectors and where the greatest opportunities and risks are.

• 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

  Three factors driving US liquids production to new heights

  • 05 9月 2024

  Our US upstream team identify three drivers of the US’ ascent to the top of the global supply league table and why it’s now the main growth engine for three of the four largest Majors.

• 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

  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

  Future energy: biomethane’s time has come

  • 17 10月 2024

  Investment in the nascent biomethane sector, also known as renewable natural gas (RNG), is picking up, including large-scale M&A as Big Oil and manufacturers build positions. Simon asked Kateryna Filippenko, who leads our new Biomethane/RNG service, how she sees the market developing.

• The Edge

  What a future Ukraine peace deal means for energy (part 1)

  • 19 3月 2025

  How will a Ukraine peace agreement reshape global gas and LNG markets? Discover key scenarios and their far-reaching consequences for energy trade and prices.

• The Edge

  What’s driving the upstream revival in Southeast Asia?

  • 19 9月 2024

  Four reasons the industry has started to invest again.

• The Edge

  What next for East Med gas?

  • 20 2月 2025

  How can the East Med accelerate gas development? Explore five key solutions driving growth in Egypt, Israel and Cyprus.

• The Edge

  Why Brent isn’t reacting to escalating geopolitical risk

  • 08 2月 2024

  Today’s geopolitical temperature is close to boiling point. So why haven’t oil prices leapt in response, as we’ve seen in the past?