LNG Corporate Service

Gain a corporate perspective on investments in LNG to mitigate risks and optimise your position.

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 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?

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.

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.

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.

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.

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.

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 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 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.

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.

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.

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?

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.

Non-OPEC decline rates remain stable until 2020

• 27 9月 2017

Why haven't decline rates accelerated in the low-price market? We look at short- and long-term factors keeping rates on an even keel through the end of the decade.

To-do list: how to attract capital back to the oil sector

• 07 9月 2017

The mood has definitely changed. That much has been clear at the biannual Offshore Europe mega conference in Aberdeen.

LNG supply on the up and up

• 06 12月 2016

Despite the LNG industry’s well-documented challenges, there are reasons to be positive.

The evolution of FLNG concepts and costs

• 25 10月 2016

With a fair amount of spare LNG likely to be washing around the market over the next few years, buyers aren’t exactly queuing up to sign contracts and support new projects.

What opportunities does decommissioning offer?

• 15 12月 2016

Decommissioning is estimated to be worth US$1 billion annually in Asia alone. What can be done to take advantage of this opportunity?

Breaking the cycle? Cost efficiency in upstream oil and gas

• 10 12月 2015

The fact is that the industry faces a structural cost problem which was easy to hide in the days of US$100 oil but less so today.