What is the current state of the upstream industry?

• 12 4月 2018

We asked our clients what they thought 2018 will bring. There were two main themes: digitalisation and the energy transition.

IMO aims to halve global shipping emissions – but what will it cost?

• 12 4月 2018

Global bunker fuel costs could rise by up to US$60 billion annually from 2020, in a full compliance scenario, when the International Maritime Organization's (IMO) 0.5 wt% sulphur cap for bunker fuels kicks in.

Lessons in attracting upstream investment capital

• 17 4月 2018

Not long ago, Egypt’s gas industry was in crisis. Production fell by a third in the three years to 2015. A top ten LNG exporter in the prior decade, the country had, by then, become a top ten importer.

Video: Which projects will be sanctioned in 2018 and how do they compare to 2017?

• 06 4月 2018

Research Director Angus Rodger shares a series of client questions on projects up for sanction in 2018.

Four themes to watch as the Majors position for a new era

• 02 4月 2018

With the Majors emerging from the downturn standing strong, they're transitioning from 'survive' to 'thrive'. Although capital discipline remains central to the strategic framework of these companies, they must still position their portfolios for the fundamental changes reshaping energy demand in the coming decades.

OPEC and how low prices have changed oil demand

• 03 4月 2018

How to sum up the effect on oil markets of OPEC’s strategy since 2014? Based on how the fundamentals have evolved, it's been a pretty mixed bag.

Global Renewables Data Hub

An interactive tool spanning solar, wind, energy storage and grid edge markets.

How can investors assess the climate-related risk in their portfolios?

• 29 3月 2018

How can investors assess the climate-related risk in their portfolios?

Risk appetite returns as global upstream investment picks up

• 27 3月 2018

Investment is making a comeback. Much of the action, as ever, is in the US Lower 48, with operators responding to higher prices by upping 2018 budgets by 15-20%. But there’s stuff happening, too, in the big wide world beyond onshore USA.

Five issues keeping executives awake at night

• 22 3月 2018

We've come up with a list of concerns plaguing upstream executives that - if left unresolved - will consume leadership and erode shareholder value.

Renate Featherstone speaks to Dukascopy TV on the recent steel tariffs

• 21 3月 2018

US steel tariffs are on their way. We discuss what that means for global producers, buyers and sellers.

Future cost of new oil supply: shale vs conventional

• 20 3月 2018

How much new oil does the world need over the next decade? Where are the competitive plays? What are the economic breakeven prices? Our chief analyst, Simon Flowers, explores in the latest edition of The Edge.

Electric vehicle revolution drives demand for lithium-ion batteries

• 19 3月 2018

We spoke with Thomson Reuters on all things supply chain at their Global Base Metals Forum

5 ways the wind industry is evolving

• 06 4月 2018

Rapid developments in the wind energy supply chain open opportunities new players and innovation

Wave of large upstream project FIDs could signal a new cost cycle

• 05 4月 2018

Final Investment Decisions (FID) in 2017 more than doubled from 2016. We look at the cost cutting that has led to the jump and which projects are likely to get sanctioned next year.

Will electric vehicle manufacturers be able to secure enough raw materials moving forward?

• 06 4月 2018

We sat down with Dukascopy TV to discuss what's happening with the battery and raw materials used in electric vehicles.

Growth in electric vehicles to transform the lithium and cobalt industries

• 15 3月 2018

Electric vehicles and energy storage are dominating the metals and mining space. The supply scramble continues and some companies such as Toyota have gone 'upstream' and bought equity in lithium mines. Will this continue?

Teaming up with CWC for the LNG and Gas Summit

• 12 3月 2018

Reactions from the CWC LNG and Gas Summit held this year in Tokyo.

Electric Vehicle & Battery Supply Chain Service

Leverage our industry-leading expertise to boost profitability and reach your net zero goals

Can the oil industry learn from mining’s famine to feast?

• 06 3月 2018

Different markets, different cycles. Mining companies suffered for their sins in the downturn a little earlier than the oil and gas sector. Now they are emerging into a new upturn, also ahead of the game.

Global Gas Model

The Global Gas Model runs global gas market simulations under various supply, demand, piped, storage, contract sales and producer behaviour assumptions.

Tight oil set to make money in 2018

• 13 2月 2018

A teenage growth spurt – US onshore liquids production is on a tear again. Already rebounding from the downturn for a year, right now it’s turbo-charged.

Why the commodity rally will get back on track

• 20 2月 2018

Are we in the early stages of a sustained rise in commodity prices? And what does it mean for the US dollar? We posed these questions a year ago when robust global economic growth was driving commodity demand and the US dollar was starting to tip over from a 15-year high.

Improving upstream performance and winning over investors

• 27 2月 2018

Delivering production growth after three years of low oil prices is an achievement, and combined with higher oil prices, was the primary factor behind good upstream earnings.

Mexico upstream – hot as a habanero

• 07 2月 2018

Mexico is hot – as hot as a habanero, the spiciest of Mexicano chillies. The bidding round for deep water blocks this week has attracted a who’s who of industry players, scooping up two-thirds of the blocks on offer.

Downstream integration: a peak demand strategy for NOCs

• 27 11月 2018

The prospect of peak oil demand undoubtedly introduces risks to the world's crude exporters. Although we predict global demand to continue to grow through 2035, there are already signals that decline is could be coming. So what does the scenario look like for resource-rich NOCs?

Rising US oil exports, market disruption, Brent-WTI spread

• 30 1月 2018

What will US tight oil growth do to crude markets? The build-up in volumes early this decade led to a supply glut that undermined prices in 2014.

Is natural gas more emissions intensive than coal?

• 25 1月 2018

Gavin Law discusses what we know about CO2 emissions along the value chains of both gas and coal

What is the outlook for the oilfield supply chain?

• 24 1月 2018

The impact of the lingering low oil price and how the sector might evolve

Global exploration: 5 things to look for in 2018

• 04 1月 2018

2018's mantra will be to keep the focus on simpler wells. With investment down and competition up, companies will focus on newly proven plays and frontiers, and capturing new acreage for the longer term.