• 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

  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

  Managing for margin: a new way for upstream or back to basics

  • 06 10月 2016

  It’s a good sound bite at a time of low prices and high uncertainty, and a reassuring message to investors about risk appetite, but what does ‘managing for margin’ really mean?

• 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

  The Russian oil miracle - how production has soared despite low oil prices

  • 28 11月 2016

  As other countries suffer production declines under the pressure of low oil prices, Russia is bucking the trend. What’s different about Russia?

• 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

  Three questions on energy CEOs’ minds - peak oil demand, decarbonisation and US tight oil

  • 15 12月 2016

  Chief Analyst Simon Flowers sees three inter-related topics dominating our conversations with industry leaders: peak oil demand, decarbonisation, and whether US tight oil alone can meet oil demand growth.

• 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

  Have we passed ‘peak growth’ for tight oil?

  • 25 2月 2020

  Have we passed 'peak growth' for tight oil? What are the implications of slowing growth for the crude market? And how will pipeline owners adapt their strategies? Find out in this week's Edge.

• The Edge

  Global LNG and coronavirus

  • 18 2月 2020

  LNG demand has boomed globally in recent years, with rampant demand from China the main driver. But as coronavirus spreads, the economy is weakening, as is demand across all commodities. How will this impact the global LNG market? Find out in this week's Edge.

• The Edge

  Future energy – green hydrogen

  • 04 2月 2020

  Zero-carbon energy is the future. In the Edge this week we look at green hydrogen and its potential to speed up decarbonisation and get the world onto a 2-degree pathway.

• The Edge

  What changed energy markets in the 2010s?

  • 14 1月 2020

  Can a decade be a turning point? So much happened in the energy sector, the 2010s might be seen as just that.

• The Edge

  Identifying key risks and uncertainties in 2020

  • 17 12月 2019

  Energy markets are in the midst of profound change – we're getting used to that. But what big, identifiable key risks might lurk in the shadows in the next 12 months that could make us change our view for 2020 and beyond? Here are five.

• The Edge

  Brazil, giant oil projects and the Majors

  • 26 11月 2019

  Big Oil’s risk appetite has changed. It needs to continue to replace reserves for the foreseeable future but is looking for lower risk options than exploration. Discovered resources can be part of the solution, though opportunities to develop a giant oil field such as Buzios in Brazil, in the heart of an industry hot spot, only come around once in a blue moon. So why the lack of bids from the Majors?

• The Edge

  OPEC‘s challenge in 2020: balancing an oversupplied oil market

  • 03 12月 2019

  Will oil demand growth recover in 2020? Is global supply still growing apace? How is US tight oil investment and production being affected by negative investor sentiment? Have the production cuts of 2019 balanced the market? Do they need to be extended or adjusted? Will fundamentals or geopolitics determine oil prices? We answer some of the big questions on OPEC’s agenda ahead of its December meeting in Vienna.

• The Edge

  The Majors have got bigger – but are they better?

  • 29 10月 2019

  Bigger the Majors may be, but are the companies better placed to cope with future price uncertainty and the energy transition? Find out in this week's Edge.

• The Edge

  Shipping fuels, crude oil markets and the environment

  • 22 10月 2019

  How will the new IMO 2020 regulations affect the demand for different crudes? Will the refining industry cope with the change specification? Who will be the winners and losers among producers and refiners? Latest analysis here.

• The Edge

  Challenges to tight oil’s growth as spend tapers

  • 01 10月 2019

  How is US tight oil performing in this febrile environment? Simon Flowers asks R.T. Dukes and his team of Lower 48 researchers.

• The Edge

  Saudi attack, geopolitics and oil markets

  • 20 9月 2019

  The attack on Saudi Arabia’s oil infrastructure took out over 5% of global oil supply and temporarily pushed up prices by 20%. What does the attack say about the security of oil’s supply chain?

• The Edge

  Challenges in a growing LNG market

  • 17 9月 2019

  LNG is on track for prodigious growth in the next two decades. Is the traditional business model that’s worked for six decades fit for purpose? How should a 21st-century LNG player tool up to maximise value?

• The Edge

  How to kick the hydrocarbon habit

  • 10 9月 2019

  Three steps to tackling climate change

• The Edge

  Deepwater investment bounces back

  • 25 6月 2019

  Upstream investment is set to rise for the third year in a row following the 2016 low, albeit at a modest, single-digit rate. Learn more about the sources of growth.

• The Edge

  US policy cranks up the risks to oil supply – and price

  • 14 5月 2019

  Dwindling spare OPEC capacity leaves market vulnerable to disruption. Learn more.

• The Edge

  LNG confronts its demons

  • 28 5月 2019

  The world needs more LNG. But LNG has been synonymous with poor project management. Can the industry deliver future projects on time and on budget?

• The Edge

  Saudi Aramco opens its books

  • 09 4月 2019

  Aramco’s financials are enough to turn any CEO green with envy. Why has Aramco opened its books now, and what will it do with its wealth? Get our analysis here.

• The Edge

  The upstream supply chain’s emerging challenges

  • 05 3月 2019

  Oil and gas companies are back in the money. But radical change is needed to boost returns in the service sector, which faces challenges of investment levels, surplus capacity and disruption from new entrants. Simon Flowers investigates.