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

• 10 October 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.

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

• 07 September 2017

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

The changing global energy mix…and the strategic challenge for energy producers.

• 11 April 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 accelerating recovery in tight oil: conventional investment at risk of stagnating

• 02 February 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.

Nigeria’s bold strategy to double oil production

• 16 June 2025

Nigeria is setting bold new targets for oil and gas production - but can fresh investment, policy shifts and industry collaboration turn ambition into reality?

US Lower 48 upstream: the US Majors’ long-term strategic advantage

• 17 July 2025

Big Oil is looking to strengthen upstream production in the mid- to long term as belief grows in stronger-for-longer oil demand. How to go about it depends on the company’s starting point and risk appetite.

Falling crude prices raise questions over US oil production

• 12 May 2025

Diamondback has warned of declining activity, but not every producer agrees

Pressure builds on US energy tax credits

• 28 February 2025

US energy policy is shifting - what does it mean for renewables, oil and gas?

OPEC+ plans to boost oil production

• 07 June 2024

The OPEC+ countries are taking on the delicate task of trying to raise oil production without crashing the market. They are starting cautiously, but the global economic outlook holds plenty of downside risks for demand and prices.

US LNG export restrictions underline the case for blue ammonia

• 02 February 2024

The Biden administration’s pause in LNG project approvals points to new political risks for US gas exports. Blue ammonia could be a solution

Washington tariff dispute creates uncertainty for US solar

• 05 May 2023

Congress and President Biden are at odds over possible new duties on modules imported from Southeast Asia

The slow recovery after Hurricane Ida

• 10 September 2021

Hurricanes are a fact of life in the Gulf of Mexico, and the energy industry has many decades of experience in managing the risks. But Hurricane Ida has been one of the most disruptive in recent years, and about 1.5 million barrels per day of US oil production is still offline. Increased rainfall and potentially higher wind speeds in future could further complicate the challenge of resilience.

Coal enjoys a temporary reprieve

• 09 July 2021

Reports of the death of coal have been greatly exaggerated. Demand has been bouncing back this year as the world economy picks up again, and some prices have hit their highest levels for more than a decade.

US nuclear’s problems add to the challenge of carbon-free power

• 30 April 2021

The shutdown of the Indian Point nuclear plant underlines the difficulty of achieving 100% zero-carbon electricity in the US by 2035

Assessing the risks to future oil demand

• 15 May 2020

A weak world economy, the backlash against globalisation, and more ambitious climate policies threaten to put a brake on growth

Jeff Bezos pledges $10 billion to fight climate change

• 21 February 2020

The Amazon founder plans a new strategy: giving grants to scientists and activists, rather than making investments in energy technologies. That and more in this week's Energy Pulse with Ed Crooks.

The EU’s new carbon tax at the border

• 31 January 2020

The European Commission is proposing a new emissions-based import duty to prevent “carbon leakage”, but could face opposition from the US. This and more from Ed Crooks in this week's Energy Pulse.

The greening of BlackRock: What it means for energy

• 17 January 2020

In Ed Crooks' Energy Pulse this week: BlackRock puts sustainability front and centre, China agrees to import more US energy and Microsoft aims for negative emissions.

Nigeria’s 2020 Marginal Field Bid Round

• 09 September 2017

Get an independent view and comprehensive analysis of the relative commercial attractiveness of Nigeria’s marginal fields

Crude Cargoes Emissions Tool

• 04 July 2022

Allows you to calculate CO2 emissions along the crude value chain to give an aggregated view across the lifecycle for a specified cargo.

Biomethane/RNG

• 14 May 2024

Discover the benefits of biomethane/RNG as a low-carbon energy source. How it can be a sustainable solution for decarbonization & a direct substitute for fossil natural gas.

How hard will the oil price crash hit APAC upstream investment?

• 19 March 2020

Fast, deep cuts lie ahead in the Asia Pacific upstream sector in the wake of the oil price crash.

Webinar | Collapsing demand sets the terms in the battle for market share

• 07 April 2020

The global oil market has been hit hard with collapsing demand while OPEC+ abandoned its production restraint and supply began rising. Topics will include: • The outlook for global oil demand in 2020 – how low can it go? • China demand is stabilizing – Will US and Europe follow that path? • The impact of low oil prices on US Lower 48 • OPEC and non-OPEC supply: What is up and what is down • Implications for 2020-2021 oil prices

Can Australia create energy super basins?

• 26 July 2023

How can Australia transition from traditional upstream to advantaged energy super basins, and why is action needed?

US upstream: what to watch for in 2017

• 23 January 2017

We present five of our predictions for 2017, focusing on the US upstream industry.

Below zero: what the WTI crash means for US and global markets

• 21 April 2020

On Monday, April 20, WTI dipped to minus $37.63, collapsing under the weight of global oversupply and sharply reduced demand due to the Covid-19 pandemic. We asked our experts on supply and demand dynamics, infrastructure, and financial markets to shed light on these historic numbers and discuss what we can expect in the near and longer-term.

LNG Cargo Emissions Tool

The LNG Cargo Emissions Tool is an independent and transparent source of secondary data, that provides a granular estimation of carbon emissions.

Webinar | 2020 South Korea Gas and LNG Outlook

• 30 July 2020

Even before the coronavirus pandemic, oil price crash and ensuing economic upheaval, 2020 was shaping up to be one of oversupply for global gas markets. While the events of early 2020 heavily impacts all players in the market this year, the effects will also linger into the future. Will coronavirus flatten the gas and LNG price curve? Join us as our analysts discuss the four key questions of our H1 2020 global long-term outlook and the latest trends emerging in the South Korean gas and LNG market:

How NOCs compare with IOCs on energy transition strategy

• 12 October 2023

There’s more than one route to resilience and sustainability

Oil Refining

With the rise in biofuel production, tracking conversions from crude to renewable feedstocks in real-time enables you to understand how this impacts the mix of transportation fuels.