• Editorial

  Weekly Covid-19 impact briefing

  • 28 5月 2020

  Every week our experts come together to explore the impact of the coronavirus pandemic across the sectors we cover. Get your copy of the key takeaways.

• Editorial

  Is 2019 the year of the much-talked-about LNG oversupply?

  • 07 1月 2019

  As we enter 2019, the mood in the LNG market is mixed. The big LNG buyers are back, and we are set for a record year for supply in terms of both production growth and new project FIDs. What will 2019 look like? And what could happen that will shape the market longer term?

• Editorial

  Global LNG markets move from oversupply to rebalancing

  • 13 6月 2018

  Fears of an oversupplied liquefied natural gas (LNG) market are beginning to ease as indications point towards a more modest rebalancing. Much of last year’s oversupply was absorbed by record demand from China. But can the market, particularly in Europe, absorb future LNG supply?

• Editorial

  New metrics for benchmarking upstream resilience to a low-carbon future

  • 23 5月 2018

  Our carbon efficiency measure, NPV/tonne, helps investors and companies benchmark the carbon performance of corporate upstream portfolios.

• Editorial

  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.

• Editorial

  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.

• Editorial

  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.

• Editorial

  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

• Editorial

  What does peak oil demand mean for the future of gas?

  • 16 11月 2017

  Could gas be a bridging fuel in a peak oil demand scenario?

• Editorial

  Decommissioning – will the time ever be right?

  • 12 12月 2017

  The North Sea faces a decommissioning bill of US$32 billion between 2018 and 2022, but does the supply chain have an appetite to make the investment needed?

• Editorial

  Can LNG save China from winter gas shortages?

  • 30 11月 2017

  With new restrictions on the use of coal for heating in ‘2+26’ cities and the industrial sector, China’s gas demand is set to hit record highs this winter — growing by 23 bcm.

• Editorial

  Reviving Asia Pacific exploration activity

  • 04 12月 2017

  Ashima Taneja discusses exploration results in Asia Pacific in 2017 and highlights the key wells to watch in 2018 with Angus Rodger, Research Director and Matthew Howell, Senior Analyst.

• Editorial

  PTT and PETRONAS search for LNG supply and demand balance

  • 11 8月 2017

  In this podcast, our Asia Pacific upstream research team discusses LNG demand in Southeast Asia, emerging buyers and the outlook for LNG backfill options in Australia.

• Editorial

  New licensing rounds, upstream reform and the investment outlook

  • 30 6月 2017

  Our Asia Pacific upstream research team discusses the latest regional oil and gas developments, focusing on recent exploration licensing round announcements and the outlook for pre-FID projects in Asia.

• Editorial

  Everything is faster in the Permian - including decline rates

  • 11 12月 2018

  Listen to Crude For Thought, episode 43: Everything is faster in the Permian - including decline rates

• Editorial

  The digital imperative: why upstream oil and gas is embracing advanced analytics

  • 16 5月 2019

  Where and how is digitalisation likely to impact upstream oil and gas? In our latest research, we take a closer look at the huge prizes on offer at every stage of the upstream lifecycle.

• Editorial

  A new era for unconventional value

  • 30 11月 2018

  Project Production Management could reduce unconventional well cost and cycle time by more than 25%

• Editorial

  What the surge in oil-basis hedges tells us about Permian operators

  • 11 9月 2018

  Permian producers increased their 2020 oil-basis hedge positions by 431% in Q2 2018. What does the surge in oil-basis hedges tell us about Permian operator sentiment? And what is the implication for projects due to start up in 2019? Find out in our latest analysis of oil and gas hedging activity.

• Editorial

  OPEC remains key to price recovery through 2040

  • 16 7月 2018

  Despite record-breaking gains in the Permian, strong demand growth and heightened geopolitical risk pushed Brent to USD80/bbl in May. For the market to truly rebalance, OPEC will remain key to price recovery over the short to medium term.

• Editorial

  Meeting gas demand in China - the role of LNG trucking

  • 21 6月 2018

  We're seeing phenomenal growth in China's LNG demand, driven by government-mandated coal-to-gas switching. Serious air pollution issues have led to new environmental policies prompting a reduction in coal in favour of cleaner fuels, including gas. How can China ensure local gas demand is met, without the price hikes seen last winter?

• Editorial

  OPEC opts for clever compromise – and a show of unity

  • 22 6月 2018

  Focusing on market fundamentals, we look at the impact of three possible options for OPEC and co-operating non-OPEC producers.

• Editorial

  Cost management in upstream oil and gas

  • 29 9月 2016

  Unit operating costs have steadily increased over the past decade by 60% in real terms.

• Editorial

  The agility of US tight oil

  • 18 7月 2016

  Which US Lower 48 operators have the largest, low-cost tight oil inventory?

• Editorial

  Global capex spend slashed by US$1 trillion

  • 18 7月 2016

  The impact of the drop in oil prices on global upstream development spend has been enormous. Companies have responded to the fall by deferring or cancelling projects.

• Editorial

  Are the Majors set for an Asia-Pacific asset sale?

  • 30 8月 2016

  For more than 100 years Asia played a fundamental role in the growth of the Majors. Could this finally be coming to an end?

• Editorial

  Oil and gas M&A market: more gridlock ahead?

  • 31 3月 2017

  Our M&A service estimates that over US$300 billion of potential assets earmarked for disposal remain in the global upstream deal pipeline.

• Editorial

  The last frontier in Russia: Taimyr Peninsula

  • 19 6月 2017

  The remote region in the Russian north attracts attention with a resource potential of 5 billion boe and a geology similar to that of the prolific West Siberian basin.

• Editorial

  Deepwater Gulf of Mexico is leaner, smaller and ready to compete

  • 27 7月 2017

  Smaller, simpler projects and infrastructure-led exploration are emerging as the right mix, with subsea tie-backs and infill drilling leading the way.

• Editorial

  Will renewables leave new LNG exports in the dark?

  • 18 11月 2016

  Oil and gas prices aren’t the only things that have fallen — renewable energy costs have, too.

• Editorial

  How will regulatory changes affect fields in the Gulf of Mexico?

  • 19 6月 2017

  The Bureau of Safety and Environmental Enforcement has changed an important aspect of the leasing terms in deepwater GoM, which is likely to affect fields that have been appraised or are being appraised, and where leases are past their primary term or close to expiring.