• The Edge

  Balancing scale and concentration risk in US shale

  • 28 10月 2022

  US shale independents have made the most of the rapid growth of unconventional oil and gas this century. A handful are now among the biggest single play producers in the world.

• The Edge

  Building upstream portfolio resilience

  • 12 6月 2020

  How resilient are the Majors' upstream portfolios? Which Majors lead on resilience metrics? How do companies build resilience into portfolios? Find out in this week's Edge.

• The Edge

  Why oil price recovery has further to run

  • 05 6月 2020

  Will the effect of coronavirus be more lasting for demand or supply? Will the oil price be lower-for-longer? Or, if demand recovers, could the sharp reduction in upstream investment lead to a tighter market and higher prices? Find out more in this week's Edge.

• The Edge

  How will Covid-19 change corporate strategy?

  • 01 6月 2020

  Future energy demand patterns could look very different depending on policy choices and the societal response to the pandemic. Our three scenarios suggest oil demand in particular is at risk. How will the increased uncertainty influence corporate strategy? Will we see diversifying companies speed up investment in decarbonisation? What are the options for pure oil and gas players, big or small?

• The Edge

  Future energy – zero-carbon heating

  • 12 5月 2020

  Heat pumps are proven zero-carbon technology that could displace fossil fuel systems in the home. How do they work? What are the economic challenges to scale up for the mass market? How is policy shaping up to incentivise switching? How much gas demand is at risk and when? Find out in this week's Edge.

• The Edge

  Oil closes in on peak oversupply

  • 28 4月 2020

  The steep decline in oil demand is putting the entire system under pressure. Will there be sufficient storage globally to cope? Will we see more production shut-in? What are the prospects for demand recovery? Find out more in this week's Edge.

• The Edge

  Coping with negative cash flow

  • 24 3月 2020

  The oil price collapse has plunged the oil sector into negative cash flow. Can the M&A market help companies bolster finances? Find out more in this week's Edge.

• The Edge

  Seven days that shook the world

  • 13 3月 2020

  The coronavirus outbreak has derailed OPEC+, thrown the oil market into turmoil and sent an already unloved sector into freefall. What are the implications?

• The Edge

  Guyana – global oil’s new king of the heap

  • 10 3月 2020

  Guyana’s oil, only just being commercialised, promises to transform the nation’s wealth. How can the South American country make the most of it? Find out more in this week's Edge.

• The Edge

  Unlocking investment for deepwater projects

  • 05 6月 2018

  Not long ago, West Africa was at the top of the list for international E&P companies looking for high-impact growth.

• The Edge

  Upstream M&A and oil price uncertainty

  • 22 5月 2018

  Will this latest bull run in oil prices trigger a new phase of upstream M&A? The sector is feeling emboldened again – a confidence that’s justified up to a point.

• The Edge

  OPEC gets to eat the Permian’s lunch

  • 30 5月 2018

  In any commodity market, the marginal supplier makes hay when the sun shines. Oil prices are rampant, but tight oil is not behaving quite as expected. I caught up with R.T. Dukes, Head of US Lower 48 oil supply.

• The Edge

  Venezuela’s slump, Iran sanctions, oil prices

  • 15 5月 2018

  Global oil supply will break through the 100 million b/d mark for the first time later this year. Producers the world over, through innovation and risk-taking, have invariably contrived to meet the unstoppable train that is demand growth.

• The Edge

  Maximising upstream value in the long term

  • 08 5月 2018

  Life’s good again in the upstream sector. All the hard work through the downturn is paying dividends, literally. Brent over US$70/bbl means everyone is in the money given the sector’s cash flow breakeven of US$53/bbl.

• The Edge

  Why the Permian is set for a shakeout

  • 24 4月 2018

  The best accessible upstream growth opportunity in fifty years? US tight oil. Correction: the Permian Basin. Second correction: the Wolfcamp formation spread across the Delaware and Midland sub-basins.

• The Edge

  The Edge: Downstream’s role in the energy transition

  • 01 5月 2018

  How to stay relevant? Every oil and gas company is pondering the energy transition, and how to adapt a business model that’s served well for the last century to be fit-for-purpose through the 21st and beyond.

• The Edge

  Finding the balance between capital discipline and growth

  • 06 3月 2018

  Capital discipline or growth? It’s THE big question hanging over commodity producers, mining as much as oil and gas.

• The Edge

  Positioning for the energy transition

  • 23 1月 2018

  We've seen a wave of new energy deals by the Majors. The spectre of peak oil demand and disruption from renewables and EVs has sparked a response – if you can’t beat them, join them. 2017 was the year Big Oil started to position for a low-carbon future.

• The Edge

  Upstream KPIs turn positive

  • 19 12月 2017

  We've had the best year for the oil and gas industry for some time: KPIs have turned positive. Brent looks set to end 2017 over US$60/bbl, up 40% from the summer lows.

• The Edge

  Just how dependent oil markets are on tight oil delivering

  • 05 12月 2017

  What’s the most unexpected outcome three years on from the price crash? There are a few contenders. OPEC’s zealous adherence to production restraint is right up there. US tight oil is another, briefly inconvenienced by low prices but now embarking on a second great phase of growth.

• The Edge

  Five reasons we might have hit peak Permania

  • 20 11月 2018

  The US’s premier tight oil play has been the beating heart of industry activity these last few years. Soaring rig numbers, prolific production growth and the gravitational pull of a black hole when it comes to M&A. US L48 tight oil accounted for one-third of global upstream M&A spend in the last three years, with the Permian attracting US$2 out of every US$3 of that. But have we now passed peak Permania? Simon Flowers investigates.

• The Edge

  Could Iran sanctions see Brent spike to U.S.$100 a barrel?

  • 07 11月 2018

  Could Iran Sanctions See Brent Spike to U.S.$100 a barrel? The oil market faces a precarious few months. The imposition of U.S. secondary sanctions on Iranian exports on November 5 is the critical factor behind Brent’s rally to more than U.S.$80 a barrel in October. There’s enough supply to meet demand this winter, but the margin for error is worryingly narrow.

• The Edge

  The Majors and US tight oil

  • 30 10月 2018

  Simon Flowers looks at what tight oil has in common with top tech stocks.

• The Edge

  Is the Global Energy Transition on track?

  • 16 10月 2018

  Global targets and societal pressure are driving innovation, but are we doing enough? Simon Flowers investigates.

• The Edge

  Capital efficiency: the big question for US unconventionals

  • 09 10月 2018

  Is US shale the paragon of upstream productivity it’s cracked up to be? As the marginal suppliers, shale gas and tight oil operators ought to be adept at managing for margin and all that’s about. Simon Flowers investigates.

• The Edge

  Securing exposure to Permian tight oil – Part 1

  • 03 7月 2018

  What do Total, BP, Eni, CNPC, Sinopec Group have in common? Each is among the biggest oil and gas producers in the world, with a portfolio diversified geographically and across multiple resource themes.

• The Edge

  The Majors’ gambit to lure investors from the tech sector

  • 09 3月 2017

  Fresh from a dismal round of Q4 2016 earnings, replete with weak earnings and balance sheet write downs, come new, raised growth targets from a number of the industry’s biggest players.

• The Edge

  How deep water projects can compete with tight oil - more progress on costs and tight oil may get a run for its money

  • 28 3月 2017

  Tight oil has garnered all the plaudits in the last few months, but we can foresee in the not too distant future green field deep water projects giving tight oil a run for its money in competing for capital.

• The Edge

  The changing global energy mix…and the strategic challenge for energy producers.

  • 11 4月 2017

  Our Energy view to 2035, led by Paul McConnell of our Global Trends team, distils the work of our team of analysts working across energy commodities. Five main themes leap out.

• The Edge

  Upstream M&A erupts - Intensifying activity is strengthening portfolios and finances

  • 03 5月 2017

  Business development teams are back in the front line as companies look to position for longer term growth.