• Opinion

  How will President Trump manage the COP21 treaty?

  • 16 3月 2017

  President Trump is reviewing the US commitment to the 2015 Paris climate agreement (known as COP21). How will his actions affect the global coal market?

• Opinion

  Will deals walk the optimistic talk of NAPE?

  • 21 2月 2017

  NAPE 2017 was a great show, and optimism is back in the oil patch.

• Opinion

  ‘Permania’ prevails, and other learnings from the 2017 DUG Permian Conference

  • 11 4月 2017

  At the 2017 DUG Permian Conference, three main themes stood out.

• Editorial

  US upstream: what to watch for in 2017

  • 23 1月 2017

  We present five of our predictions for 2017, focusing on the US upstream industry.

• Editorial

  Jagged Peak IPO hits a snag

  • 06 2月 2017

  Our US Lower 48 upstream analysts look deeper into the Jagged Peak IPO and the factors that led to its lower-than-expected price.

• 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

  Pros and cons of US energy policy shifts

  • 14 6月 2017

  An ‘America First’ energy policy is meant to be great news for US producers, but will these moves boost investment and company behaviour as much as the administration hopes?

• 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

  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.

• 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

  Judge finds EPA did not conduct job loss analysis of regulations

  • 05 4月 2017

  The Environmental Protection Agency has filed an appeal after a judge ruled the agency had failed to adequately evaluate coal industry job losses.

• Editorial

  What does a Paris Agreement departure mean for US energy?

  • 02 6月 2017

  Trump's expected decision to abandon the Paris Agreement is unsurprising, given pre-election comments on climate change and the broadly pro-fossil fuel agenda of the administration. Without US participation, global greenhouse gas (GHG) reduction targets would ordinarily be harder to hit.

• Editorial

  Will changing demand hamper North American refiners?

  • 16 3月 2017

  Despite the prolonged low-price oil market over the past year, North American refiners have largely remained in good financial health — but changes in the supply and demand landscape are creating uncertainties.

• 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

  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

  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?

• 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.

• Editorial

  Oil and gas M&A market in the Americas

  • 01 11月 2016

  Kristy Kramer, Principal Consultant for Americas Gas and Power, discusses the oil and gas M&A market in the Americas.

• Editorial

  Fiscal systems for oil in North America

  • 03 10月 2017

  Our analysts offer insight on the latest discussions.

• Opinion

  US LNG exports slump

  • 25 6月 2020

  The plunge in European gas prices has led buyers to cancel cargoes from the US, and export plants are running well below full capacity

• Editorial

  European oil products market signposts: ships sitting in Southwold

  • 23 6月 2020

  Oil floating storage in Northwest Europe is a key signpost to watch for improvements in European oil demand. We take a closer look at diesel floating storage in the region and shipping flows that will change the supply/demand balance in the weeks ahead.

• Featured

  How the worst oil price crash in history changed the upstream industry

  • 24 6月 2020

  The oil price crash has wiped US$1.6 trillion off our valuation of the global upstream industry. This captures the impact of our downgraded long-term Brent price assumption – now US$50/bbl (2020 terms), previously US$60/bbl – and much more. Which regions and players have been hit hardest? What measures have been taken to survive?

• Opinion

  Capital is still flowing into the US oil and gas industry

  • 19 6月 2020

  The US oil and gas industry has been a challenging sector for investors for years, and the fall in oil prices in 2020 has added to its difficulties. But recent bond issues by US E&Ps have shown that debt markets are still open for some

• Opinion

  Shell takes a hit from the coronavirus downturn

  • 02 7月 2020

  The company is taking a gloomier view of oil and gas prices over the next few years, prompting a writedown in asset values of up to $22 billion after tax

• Opinion

  US pipelines blocked by the courts

  • 09 7月 2020

  Campaigners against pipelines scored three notable successes this week. Their victories show challenges are mounting for pipeline operators

• Opinion

  Why US solar tariffs (almost) worked – and why they don’t now

  • 20 7月 2020

  Despite early success, Section 201 solar tariffs on imported cells and modules could now limit market growth.

• Editorial

  Pioneer plus Parsley: What’s our Permian prognosis?

  • 27 10月 2020

  News on Pioneer/Parsley broke less than 48 hours after ConocoPhillips announced its acquisition of Concho Resources. Tight oil consolidation is booming, and it's starting with the big, financially-strong producers. Find out some more important takeaways from the transaction that aren’t necessarily reflected in the publicized deal metrics?

• Editorial

  US residential solar finance will falter in 2020

  • 14 8月 2020

  US residential solar finance is taking a hit in 2020 due to Covid-19 impacts.