• The Edge

  Africa’s energy future, on Africa’s terms

  • 14 11月 2024

  Africa’s energy statistics make for a disappointing read. As world leaders meet this week for the COP29 talks, some 600 million Africans still have no access to electricity and per capita energy consumption remains the lowest globally.

• The Edge

  A second Trump administration

  • 07 11月 2024

  A new Trump administration will have huge influence across both the domestic and international arenas. Introducing more import tariffs, abandoning climate policy and resolving conflicts are all high on the agenda. There are major implications for the energy and natural resources sectors.

• 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

  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

  Getting China back on track

  • 24 10月 2024

  Commodity markets are suffering from the impact of China's current economic difficulties on domestic energy demand. China’s government has just responded with an ambitious stimulus package aimed at shoring up its faltering manufacturing sector and boosting weak consumer confidence.

• The Edge

  Taking the pulse of the global LNG industry

  • 26 9月 2024

  The WoodMac team were out in force at last week’s Gastech 2024 in Houston, the gas and LNG industry’s leading conference. Here are our collective high-level takeaways.

• The Edge

  New LNG projects – all dressed up and no place to go

  • 25 9月 2020

  LNG demand is set to grow strongly out of the downturn, driven by Asia. A plethora of new projects is lining up to meet a sizeable supply gap that emerges by the end of the decade. What are the risks to our bullish demand scenario? How will new investment in supply be affected by rising ESG concerns? And which pre-FID projects are best placed to fill the supply gap?

• The Edge

  The energy transition will be built with metals

  • 30 10月 2020

  The energy transition will see demand for some metals reach unimagined levels in coming years. Which metals are critical to the transition? How much will we need and what will it cost to develop the supply? And can the mining sector deliver?

• The Edge

  Exploration - where less can be more

  • 20 11月 2020

  How capital discipline led a return to value creation

• The Edge

  A Biden administration: implications for the energy industry

  • 09 11月 2020

  The energy sector faces a very different future under President-elect Biden. What are the implications for the oil market? How will key US geopolitical relationships change? And can a Biden administration push through its climate change goals?

• 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 Euro Majors’ big bet on new energy

  • 04 12月 2020

  The Euro Majors are building new energy businesses as a key part of net carbon-neutral targets for 2050. How and when will they be able to demonstrate value from renewables investments?

• The Edge

  Permian consolidation heats up and there's more to come

  • 07 5月 2019

  Anadarko bids echo the big M&A themes of the downturn. Simon Flowers investigates.

• The Edge

  Storage, the energy transition’s flexible friend

  • 30 4月 2019

  Simon Flowers investigates storage's emerging role in balancing intermittent renewables.

• 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

  The automotive sector – twists on the road to transition

  • 02 4月 2019

  The future of light vehicles is electric; in time, perhaps autonomous. But the disruption won’t be quick, and the rise of the EV won’t be linear. Get our analysis here.

• The Edge

  Technology may be a game changer for future oil supply

  • 26 3月 2019

  A giant oil supply gap looms. How to fill it? It’s the preoccupation of the E&P sector. Harry Paton, Senior Analyst, Global Oil Supply, identifies the contribution from each of the traditional four sources.

• The Edge

  Tight oil news: Majors go bullish as Independents rein in

  • 12 3月 2019

  The Permian is being industrialised – fact. Chevron and ExxonMobil aggressively raised production targets this week, underlining the basin’s potential for growth.

• The Edge

  Can oil companies grow – and cut greenhouse gas emissions?

  • 26 2月 2019

  The call for action to cut carbon emissions is intensifying. How will oil and gas companies respond to pressure, while continuing to grow and meet growing demand? Simon Flowers examines the issues at play.

• The Edge

  What can Guyana learn from the Venezuela crisis?

  • 19 2月 2019

  Lessons for Guyana's oil and gas industry from Venezuela.

• 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

  Who needs to beef up Permian tight oil exposure?

  • 29 1月 2019

  US tight oil has been the biggest theme in the upstream M&A market over the last three years. We've mined our US L48 database of companies’ exposure to the basin, making a judgement on the depth and quality of portfolios by ranking metrics such as production growth, experience, productivity, variability, capital efficiency, asset size and location.

• The Edge

  How the big Gulf producers are investing in 2019

  • 15 1月 2019

  What are the upstream investment strategies of big Gulf producers? And how much are they spending? Find out here. With analysis from Simon Flowers and Jessica Brewer.

• 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

  Exploration gets its mojo back

  • 12 6月 2018

  Exploration is staging a remarkable turnaround in its fortunes, with a string of big discoveries in recent months. Many of these look to be potentially commercial, a sign that the industry can still create value.

• The Edge

  Lessons in attracting upstream investment capital

  • 17 4月 2018

  Not long ago, Egypt’s gas industry was in crisis. Production fell by a third in the three years to 2015. A top ten LNG exporter in the prior decade, the country had, by then, become a top ten importer.

• The Edge

  OPEC and how low prices have changed oil demand

  • 03 4月 2018

  How to sum up the effect on oil markets of OPEC’s strategy since 2014? Based on how the fundamentals have evolved, it's been a pretty mixed bag.

• The Edge

  Risk appetite returns as global upstream investment picks up

  • 27 3月 2018

  Investment is making a comeback. Much of the action, as ever, is in the US Lower 48, with operators responding to higher prices by upping 2018 budgets by 15-20%. But there’s stuff happening, too, in the big wide world beyond onshore USA.

• The Edge

  Future cost of new oil supply: shale vs conventional

  • 20 3月 2018

  How much new oil does the world need over the next decade? Where are the competitive plays? What are the economic breakeven prices? Our chief analyst, Simon Flowers, explores in the latest edition of The Edge.