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COMPETITIVE INTELLIGENCE SERVICE

Forward-looking analysis, peer-group benchmarking and insights on corporate strategies

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  • For the first time in many quarters, US shale did not claim top billing in quarterly upstream M&A activity. High-value deals in the Australia region claim the top spots: Woodside’s acquisition of BHP’s oil and gas business and Santos’ acquisition of Oil Search. Those deals helped drive overall quarterly upstream M&A value to $43.1 billion. Yet, this quarter showed a slight reduction in US shale consolidation. Big-ticket takeovers were rarer, in favor of more modestly priced asset levels deals. The $9.5 billion cash deal by Conoco for Shell’s Permian Basin assets is the outlier. Our improved Brent oil price outlook to $70/bbl for 2021, close to $80 in 2022 and $75 through mid-2020s, is supportive of M&A.
    Tue, Oct 12, 2021
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Our experts’ insights and analysis provide forward-looking, strategy-led competitive intelligence that helps clients fortify their strategic planning at a time of disruptive change.
Editorial Director, Western Hemisphere and Head, Competitive Intelligence
Email Casey
Managing Director, Research and Advisory
Email Monica
Executive Editor, Operations and Editorial Director, Eastern Hemisphere
Email Noah
Research Analyst
Email Neill
Senior Correspondent and Houston Bureau Chief
Email Kathrine
Latest Podcasts
  • Noah Brenner, Executive Editor, Operations at Energy Intelligence, interviews Ben van Beurden, CEO at Shell during the 2021 Energy Intelligence Forum.
    Thu, Oct 14, 2021
  • US shale companies have become some of the most efficient businesses in the market today, producing mountains of free cash flow and rewarding investors. Despite their unwavering commitments to capital discipline, some are even seeing their production volumes grow. Energy Intelligence experts dig in to how companies have accomplished this, what the next steps in their strategies are and how long the run of returns will last.Hosted by: Casey Merriman, Editorial Director, Western Hemisphere and Luke Johnson, Deputy Editor, Energy Intelligence Finance
    Tue, Aug 31, 2021
  • Exxon and Chevron held their most consequential AGMs in recent memory where each were taken to task by both activist and institutional investors dissatisfied with how the US majors have approached the energy transition. Members of Energy Intelligence’s corporate team discuss how the shareholder revolts will impact the strategies of the two oil giants individually and how the rapidly shifting tides will affect the broader sector.Hosted by: Casey Merriman, Editorial Director, Western Hemisphere and Luke Johnson, Deputy Editor, Oil Daily
    Tue, Jun 1, 2021
AN INDUSTRY REDEFINED: ENERGY IN AN EVOLVING WORLD