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.

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 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.

Energy Transition Service

Quantify the pace and change of the energy transition across all commodities, markets, technologies and segments.

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?

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?

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.

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.

Renewables on the rise: are the Majors ready to invest?

• 05 7月 2017

Wind and solar energy are poised to radically reshape the energy market over the coming decades, presenting a threat to legacy oil and gas operations, but also an opportunity to diversify and future-proof portfolios.The Majors are starting to rethink their strategies. But how fast and to what extent will the shift to renewable energy unfold?

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.

How much does a recovery cost?

• 20 4月 2017

After a flurry of development activity in Q1 2017, the US Lower 48 onshore sector is beginning to feel the squeeze of cost inflation. Although this development was widely anticipated, forecasts vary significantly depending on the source as well as project location.

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.

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.

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.

What can upstream learn from downstream?

• 15 6月 2017

Understand how downstream operating models are influencing upstream strategy.

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.

2035: What will the global energy landscape look like?

• 10 4月 2017

Hear Paul McConnell, Research Director for Global Trends, discuss the major themes shaping the energy industry over the next 20 years.

2035: Can electric vehicles put the brakes on oil demand?

• 11 4月 2017

In the latest instalment of our global trends to 2035 series, we forecast the threat to oil demand from electric vehicles

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.

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.

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?

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?

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.

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?

Global nickel outlook: a pendulum of uncertainty

• 24 3月 2017

Since 1 January 2017, the nickel price has swung wildly on sentiment alone. Facing a relaxed export ban in Indonesia and potential mine closures in The Philippines, a great deal of uncertainty surrounds the market, which feeds China’s nickel pig iron (NPI) production and thus, the market for stainless steel.

Singapore carbon pricing: an accelerating trend?

• 07 4月 2017

As the first Southeast Asian nation to adopt a tax on carbon, Singapore could encourage other countries to follow suit

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.

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.

Did you know?

• 12 10月 2017

Lucy Cullen explains how the temperature affects LNG output and the knock-on effect for global trade.

Did you know? Prelude LNG

• 05 10月 2017

Kerry-Anne Shanks reviews the Prelude FLNG project.