• 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

  What price LNG

  • 16 6月 2022

  Europe's scramble to replace Russian gas has sent global prices through the roof. It's an opportunity for LNG suppliers but an extremely challenging market for utilities and traders.

• The Edge

  CCUS’s breakthrough year

  • 16 1月 2025

  Explore the latest trends in CCUS as 2025 shapes up to be a breakthrough year, with rising optimism and record FIDs expected. Learn about project financing, policy support and the companies leading the charge in carbon capture and storage.

• The Edge

  How the Russia-Ukraine war is changing energy markets

  • 23 2月 2023

  On this week's The Edge, Simon Flowers examines how the Russia-Ukraine war is changing energy markets.

• The Edge

  The new wave of internationalising NOCs

  • 04 6月 2019

  Oil and gas producing giants, Rosneft, Saudi Aramco and Qatar Petroleum, broaden their growth options with new international investments. Get Simon's analysis of what's driving the trio's moves.

• The Edge

  Majors' capital allocation in a stuttering energy transition

  • 03 3月 2025

  As energy transition challenges mount, oil and gas Majors are pivoting back to upstream - while NOCs step up their low-carbon commitments. What does this mean for the industry's future?

• The Edge

  Five themes for energy and natural resources in 2023

  • 11 1月 2023

  What else lies ahead in 2023? Simon Flowers discusses five themes that will shape the world of energy and natural resources – the opportunities, the challenges and the associated risks in the coming year.

• The Edge

  Exploration’s star is rising

  • 07 4月 2022

  High-impact exploration has kept a low profile over the last decade. Will the need for the global economy to diversify away from Russian oil and gas breathe new life into exploration?

• The Edge

  Tariffs - implications for the oil and gas sector

  • 10 4月 2025

  Tariffs could shake up oil and gas markets – find out how companies are preparing for price volatility, capital discipline and potential M&A opportunities in a turbulent landscape.

• The Edge

  Six energy game-changers since 2015

  • 11 8月 2023

  The first Edge was published in December 2015. To mark the 300th edition, here are our top game-changers in energy markets over the last eight years.

• The Edge

  How a changing steel market is forcing iron ore supply to adapt

  • 05 10月 2023

  Falling demand and a bigger price premium for higher grades

• The Edge

  Re-thinking energy transition supply chains

  • 29 2月 2024

  Can the rest of the world compete with China?

• The Edge

  LNG investment needed through the downturn

  • 16 4月 2019

  Oversupply in LNG markets will soon turn into a shortfall. Simon Flowers turns to Massimo Di-Odoardo, Head of Global Gas Research, to make sense of what’s going on.

• The Edge

  How ultra-deepwater is revitalising oil and gas exploration

  • 05 12月 2024

  Giant discoveries in Guyana and Namibia may be just the start.

• The Edge

  Refining’s perfect storm passes

  • 25 5月 2023

  Sharply weaker margins reflect stronger supply

• The Edge

  Big themes and risks for energy in 2021

  • 11 12月 2020

  After a tumultuous 2020, what will shape the energy world in 2021? We look at five themes to watch – economic boom, action on climate change, oil demand, industry finances and upstream investment.

• The Edge

  The complexity of capital allocation for oil and gas companies

  • 10 10月 2024

  The slower pace of the energy transition is influencing Big Oil’s capital allocation. What share of cash flow is the industry re-investing? How much will upstream spend rise in 2025? Why have NOCs become the biggest spenders on low carbon?

• The Edge

  Brent’s rally toward US$60/bbl – a false dawn?

  • 10 10月 2017

  Share price movements can be a good early indicator of changing fortunes. The oil and gas sector had a great month in September, jumping 8% and outperforming the broader global stock market by 6%. It’s more than just rotational buying.

• 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

  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

  The upstream supply chain’s emerging challenges

  • 05 3月 2019

  Oil and gas companies are back in the money. But radical change is needed to boost returns in the service sector, which faces challenges of investment levels, surplus capacity and disruption from new entrants. Simon Flowers investigates.

• The Edge

  Sizing up the digitalisation prize for upstream oil and gas

  • 24 1月 2019

  Where does the real value of digitalisation lie for the global upstream industry? Simon Flowers and Greig Aitken look at three areas where technology could have the greatest impact.

• The Edge

  Why miners won’t invest in the metals supercycle

  • 30 6月 2022

  Would a merger of Big Oil with Big Mining make sense?

• The Edge

  How to rate IOCs’ resilience and sustainability

  • 20 5月 2022

  The big themes of resilience and sustainability will be increasingly important for oil and gas as the transition gains pace. Our new CoRSI analysis shows how the industry is preparing for tougher times.