• The Edge

  Why upstream needs to be more ambitious to cut emissions

  • 25 6月 2021

  What is the oil and gas industry doing to cut carbon emissions? Tougher policy will help but much is in the upstream industry’s gift.

• The Edge

  How the oil market would deal with the return of Iranian exports

  • 16 4月 2021

  The return of Iranian exports to the oil market in 2021 was a clear risk. If sanctions are lifted, how much oil could Iran produce and how quickly? What wiggle room would OPEC+ have to accommodate Iran's exports? What would be the effect on the oil price?

• The Edge

  The rising hurdles for investment in upstream

  • 30 4月 2021

  A healthy crop of oil and gas projects are up for FID in 2021. If they go ahead, the spend could reverse the downward trend in upstream investment. But sanctioning new projects is getting harder.

• The Edge

  Did the oil and gas industry change forever last week?

  • 04 6月 2021

  Last week's big announcements for ExxonMobil, Chevron and Shell show that stakeholders are intensifying the pressure on Big Oil to speed up action on climate. What are the implications for the wider industry?

• The Edge

  Why oil and gas exploration is still important

  • 27 5月 2021

  As the energy transition gains pace, questions are being asked about exploration's continued relevance. Does the industry still need to find new barrels? How committed are the Majors to exploration?

• The Edge

  What’s on the minds of CEOs?

  • 07 10月 2021

  A host of senior leaders joined our virtual Global Energy Summit last week to discuss the commodity supercycle, investment, business models and net zero

• The Edge

  How electric cars will move from niche to disruptor

  • 13 1月 2022

  EV sales shot the lights out in 2021: Tesla sold almost 1 million cars, while China and Europe accounted for 84% of global sales with subsidies a big factor.

• The Edge

  What's driving energy investors?

  • 14 7月 2022

  The oil and gas sector is back with a bang in the stock market this year, reversing the flow of capital towards low-carbon energy plays. Investors have found the surging cash flow and dividends irresistible.

• 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.

• The Edge

  How the energy crisis is a boon for hydrogen exporters

  • 21 4月 2022

  Hydrogen is central to achieving net zero and getting the world onto a 1.5 °C pathway. How will the energy crisis affect the global hydrogen trade?

• The Edge

  How the war is choking energy demand

  • 14 4月 2022

  US utility-scale solar: will policy power a rebound?

• The Edge

  Upstream cash machines

  • 24 3月 2022

  Upstream has never made so much money. Higher oil and gas prices resulting from the Russia/Ukraine conflict are delivering undreamt-of cash generation in 2022.

• The Edge

  The coming carbon capture and storage boom – we have lift off

  • 31 1月 2022

  CCS has to be made to work – capturing and storing CO2 accounts for 20% of the emissions reduction needed to achieve global net zero by 2050.

• The Edge

  The energy crisis – what’s on CEOs’ minds?

  • 06 10月 2022

  We hosted our EMEA Global Energy and Natural Resources Summit in London last week. Here are some of the big themes debated on the stage.

• The Edge

  Global gas and LNG’s biggest challenges

  • 31 8月 2022

  Europe’s energy market is out of control. Current stratospheric prices for gas and power pose risks to economies and households. Minimising collateral damage to economies – not to mention, saving lives – depends on the energy industry, governments and consumers themselves all doing the right things

• The Edge

  Energy transition – reset required

  • 12 9月 2022

  The energy crisis is raising doubts about the pace the world can move towards net zero. Governments' more urgent priorities are to keep the lights on and economies ticking even if that means more fossil fuels.

• The Edge

  How and why big oil is strengthening its oil and gas exposure

  • 25 4月 2024

  Big oil is doubling down on oil and gas. Discover the reasons and implications in our latest Edge article.

• The Edge

  Positioning for global LNG’s next big growth phase

  • 06 7月 2023

  How developers can be more competitive

• The Edge

  Does the bull market in oil rigs signal a slower transition?

  • 08 6月 2023

  Deepwater hot spots drive up demand for drilling

• The Edge

  How renewables are changing power markets

  • 12 5月 2023

  This week's Edge examines how renewables are changing power markets and what it means for flexible power and energy storage

• The Edge

  Should IOCs invest more in upstream?

  • 28 4月 2023

  This week's Edge asks, should IOCs invest more in upstream?

• The Edge

  How the war is shaping Big Oil’s transition strategy

  • 09 3月 2023

  The Majors have shown there can be different approaches to decarbonisation and achieving net zero, but divergent strategies are showing signs of converging again.

• The Edge

  Transforming the US EV battery supply chain

  • 19 1月 2023

  The Inflation Reduction Act (IRA) aims not only to incentivise and foster the development of the low-carbon technologies essential to achieving net zero but to build out the domestic supply chains to support them, too. Simon Flowers discusses five key takeaways for battery cell production that are central to the roll-out of electric vehicles (EVs) in the US.

• The Edge

  The new investment cycle in energy and metals

  • 03 2月 2023

  On this week's The Edge, Simon Flowers examines the new investment cycle underway for commodities to meet the growing demand from both a recovering global economy and the energy transition.

• The Edge

  Decarbonising crude

  • 11 11月 2022

  Crude oil’s centrality to the global economy has been reinforced in the energy crisis of 2022. Oil demand has recovered strongly from the Covid-induced dip and, despite an economic slowdown, could reach record highs next year. But COP27, underway in Egypt, is a reminder that oil consumption must fall if the world is to achieve net zero.

• The Edge

  Two very different paths to achieve net zero

  • 18 11月 2022

  The world is still working out how to get into a 1.5 °C pathway and COP27 is an important stepping stone.

• 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?