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  • Company data on financial performance.
    Thu, Mar 25, 2021
  • Company data on shareholder return.
    Thu, Mar 25, 2021
  • Company data on liquid and natural gas production and reserves.
    Thu, Mar 25, 2021
  • Company data on distillation capacity and total refined product sales.
    Thu, Mar 25, 2021
  • Company data on total, upstream and exploration capital spending.
    Thu, Mar 25, 2021
  • Company data on net debt, gearing and impairments.
    Thu, Mar 25, 2021
  • CNOOC’s plans to raise gas’ share of total output to 30% by 2025 and 50% by 2035 is dependent on increasing domestic gas output and additional domestic discoveries. This remains its primary focus, despite last year’s challenging macro conditions. With plans to increase capex this year, exploration and development of new offshore oil and gas are critical, as is increasingly the development of new energy resources. Nearly three-quarters of planned spending will be at home, and international growth will depend on the strategic priorities of key partners. Major nonoperated deepwater projects in Guyana and Brazil will help boost the international share of output. Offshore wind is the focus of its growing energy transition strategy, having connected its first offshore wind project to China’s grid in September.
    Sun, Feb 28, 2021
  • Exploration budgets may be slashed, but supermajors and key NOCs continue to lead the roster of recent major discoveries. These same firms have plans for highly targeted drilling programs in 2021, prioritizing “advantaged barrel” prospects. Key discoveries in the past several months are concentrated in Egypt, Guyana, Suriname and Brazil, while traditional plays Norway and USGOM continue to offer upside value to investors. New drilling campaigns in the Eastern Mediterranean, Southern Africa, offshore Canada and Vietnam are potential play openers, with frontier wildcats in Honduras and the Bahamas also on the radar.
    Wed, Feb 3, 2021
  • Gazprom is the world’s largest natural gas producer, and its core objective is to maintain European gas market share while expanding Chinese exports as an additional revenue stream. The company has a deep inventory of development projects to maintain its dominant gas supplier status in Europe, while the completed Power of Siberia pipeline and East Siberia field developments will supply the Chinese market. The company’s long-term challenge is to ensure these gas markets remain, despite an environment that is increasingly hostile toward the use of gas. Yet, Gazprom continues to rely on its operational resilience and is less engaged in energy transition adaptation and transformation strategies. The Russian NOC may need to accelerate new revenue diversification plans as a hedge for its gas-focused strategy. This could include seeking a greater role in Russia LNG, petchems or the emerging hydrogen economy.
    Mon, Jan 25, 2021
  • North American shale consolidation pushed upstream M&A deal flow to $41.5 billion in the fourth quarter of 2020 (closing out the year at $73 billion), but this hardly signals a return to robust industry activity. Constricted access to capital, heightened cost and margin pressures as well as emissions-related investor demands require a streamlined industry, which will continue to influence M&A markets in 2021. There were nearly 30 upstream corporate takeovers and mergers in the last quarter of 2020, reflecting a mix of opportunistic and desperate dealmaking. Prospects for an oil price improvement in the near term may prompt sellers to place more assets into the market, or conclude deferred deals in play, but longer-term retrenchment, shortage of buyers and consolidation pressures will persist for strained operators.
    Thu, Jan 7, 2021
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AN INDUSTRY REDEFINED: ENERGY IN AN EVOLVING WORLD