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Upstream oil and gas reports
Global Upstream Update: our favourite slides and topics – March 2023
The Global Upstream Update is a regular Insight produced for global clients. This edition includes: 5 tight oil growth factors: 1) New Mexico Delaw...
Mexico tight oil unconventional play
Pemex estimates a huge potential in the Jurassic La Casita/Pimienta formation, while previously efforts have been focused on the gas potential of t...
Lower 48 oil supply: the Permian and the Rest
We have just released our latest Lower 48 oil supply view as part of the Macro Oils long-term 2021 outlook to 2050. After three consecutive forecas...
Trinidad research trip takeaways: can exploration reverse gas declines?
Trinidad and Tobago has been experiencing gas production decline since 2015. Insufficient feedgas has lowered Atlantic LNG utilisation and strained...
US Lower 48: 2022 in review
Despite major macro shifts, the responses from US E&Ps have been muted. In a year of high commodity pricing, E&Ps focused on capital discipline and...
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