• The Edge

  How explorers can make money – three strategies

  • 12 2月 2019

  How have oil and gas explorers started to make money at US$60/bbl? The industry finally got a grip on economic reality – lower costs and faster project delivery have begun to transform development economics. Get the analysis from our exploration team.

• The Edge

  Low risk resource-capture strategies

  • 11 12月 2018

  Addressing the timely boom in access to giant oil and gas discoveries, Simon Flowers looks at some low risk resource-capture strategies in this week's issue of The Edge.

• The Edge

  What are the key risks and uncertainties in 2019?

  • 18 12月 2018

  What are the key risks and uncertainties in 2019? Simon picks the ones our analysts worry could threaten our base case, including oil demand downside, tight oil upside and Iran export volumes.

• The Edge

  Could US gas producers capture more margin?

  • 28 11月 2018

  A year of torpor, then the US gas market springs into life. Henry Hub price has shot up to over US$4.50/mmbtu in a volatile week after flat-lining below US$3/mmbtu since last March. What does this mean for global gas markets?

• The Edge

  What if the energy transition accelerates?

  • 14 11月 2018

  What if the energy transition accelerates? And what that could mean for renewables, coal, oil, gas and emissions. Simon Flowers investigates.

• The Edge

  Geopolitics and the transition from oil to electric vehicles

  • 23 10月 2018

  Will geopolitics forever dog the transportation sector, even when electric vehicles (EVs) replace internal combustion engine (ICE) vehicles? Simon Flowers investigates.

• The Edge

  What’s holding back a new investment cycle?

  • 02 10月 2018

  Despite strong financial performance for the 48 IOCs and NOCs covered in our Corporate Service this year, investment activity is weak. Simon Flowers and Norman Valentine discuss.

• The Edge

  The case for investing more in exploration

  • 25 9月 2018

  The industry isn’t finding enough oil. We need more Guyanas, a lot more, and we need them soon. Without them, the oil market is in danger of tightening in the not too distant future.

• The Edge

  Is LNG poised for a new growth cycle?

  • 11 9月 2018

  This week in The Edge, Simon Flowers asks whether LNG is poised for a new growth cycle. And addresses three major challenges for the global LNG industry – competitive new supply, the effect of rising US supply, the need for gas advocacy.

• The Edge

  Dividends or growth – Big Oil’s dilemma

  • 27 7月 2017

  The industry is adapting to low oil prices. But can upstream grow in this environment? The question is a profound one, the answer in reality more about sustaining the business and maximising returns rather than pursuing growth.

• The Edge

  Conventional exploration – playing devil’s advocate

  • 06 6月 2017

  Andrew Latham, our Head of Exploration Research, has built a global creaming curve for conventional exploration outside the USL48. Three themes stand out.

• The Edge

  Adapting to the new reality

  • 26 9月 2017

  Is the oil industry on its way to recovery? Sanctioned projects are smaller and cheaper, while US tight oil buffers the decline in conventional spend.

• The Edge

  Digitalisation’s place in upstream’s future

  • 21 9月 2017

  The biggest current recruiter in upstream? Digitalisation, by a distance. Technology is already playing a part in downstream’s recovery from its lows a few years ago.

• The Edge

  Future energy – offshore wind

  • 26 6月 2020

  A growing list of zero carbon technologies are vying for capital as energy companies build for the energy transition. In this week's Edge, Simon Flowers looks at why offshore wind stands out from the pack.

• The Edge

  Big oil, new energy and the stock market

  • 19 6月 2020

  Big Oil is on the move, feeling its way into a changing energy world. There are two sides to adapting: how to decarbonise oil and gas and how to build a sustainable business around zero-carbon technology. European and US Majors are following two very different paths.

• The Edge

  Oil refining – facing up to structural overcapacity

  • 03 7月 2020

  Refining has been hit hard by the economic fallout of the coronavirus pandemic. Profitability in 2020 will be the lowest this century. When will margins recover? And how will the industry respond to this challenge?

• The Edge

  Competing for capital in a downcycle

  • 11 9月 2020

  The economic fall out from Covid-19, the energy transition and tight finances exacerbated by low prices are three of the big challenges facing energy companies today. How much money is available to invest? Where best to spend it, on legacy oil and gas or new energy? And how will another lurch down in upstream investment affect the global oil market and price?

• The Edge

  3 things to consider before you buy a deepwater rig

  • 21 5月 2019

  Rising drilling activity could lead to a rig market squeeze. The collapse of upstream investment since 2014 has hit the offshore rig market hard. But signs of recovery may be emerging with more new projects coming forward to FID.

• The Edge

  How the Russia/Ukraine war changes energy markets

  • 28 4月 2022

  The war has created turmoil and sent power, gas, coal and oil prices through the roof. Will the world's dependence on fossil fuels increase – or will high prices accelerate investment in the energy transition?

• The Edge

  Low oil price could squeeze out 4 million b/d of non-OPEC supply

  • 19 4月 2020

  The OPEC+ ‘deal of the century’ last weekend changes oil market dynamics in the short run. Find out more in this week's Edge.

• The Edge

  A world first: shipping carbon exports for storage

  • 26 6月 2025

  A global CCUS milestone: Northern Lights begins shipping carbon for permanent storage, setting the stage for a new era of cross-border climate solutions.

• The Edge

  Upstream’s mounting challenge to deliver future oil supply

  • 10 7月 2025

  The industry needs to look beyond short-term price volatility.

• The Edge

  How Big Oil’s M&A targets have changed

  • 24 7月 2020

  It's no surprise that a downturn sparks oil and gas sector consolidation. What's interesting about Chevron's bid for Noble Energy is how Big Oil's strategy has changed. In the Edge this week, Simon Flowers takes a closer look.

• The Edge

  Are exploration’s days numbered?

  • 17 7月 2020

  Exploration spend is heading south again as companies slash budgets to conserve cash. This downcycle though is different, with companies formulating decarbonisation strategies and peak oil demand on the horizon. Is exploration now facing an existential crisis?

• The Edge

  Stemming the tide of plastic waste

  • 18 9月 2020

  Alongside climate change, the rising tide of environmental waste, plastic included, is society’s other sustainability challenge. Simon Flowers asked Guy Bailey and his Petrochemicals Research team how we can get on top of the problem.

• The Edge

  What’s on the minds of CEOs?

  • 16 10月 2020

  We hosted the CEOs from Shell, Total, Eni and SSE as well as senior executives from numerous other leading oil and gas companies and utilities over three days at our EMEA Energy Summit. So what were the hot topics?

• The Edge

  Future energy – biodiesel

  • 13 11月 2020

  Structural oversupply has already led to refinery closures, with more to follow. But some competitively weak refineries can be repurposed to produce low-carbon biodiesel, one of the few segments of oil demand with strong growth prospects.

• The Edge

  Who will fund the energy transition?

  • 27 11月 2020

  If ambitions on climate change are high, so, too, will be the cost. We reckon a bare minimum of US$30 trillion to US$40 trillion of investment is needed to put the world on a 2 °C or lower pathway. Where’s the money going to come from? I chatted to Prakash Sharma and Jonny Sultoon of our Energy Transition team and Peter Martin, Head of Economics.

• The Edge

  Is the world sleepwalking into an oil supply crunch?

  • 16 7月 2021

  Where new oil supply to 2030 will come from and what it costs

• The Edge

  How to scale up carbon capture and storage

  • 09 7月 2021

  Industrialising a nascent technology that’s critical for net zero targets