COMPETITIVE INTELLIGENCE SERVICE

Latest Inpex Highlights

NUCLEAR INTELLIGENCE WEEKLY

Fusion: BP Eyes Potential Investment in Emerging Sector

The UK major would be the latest oil and gas company to place a bet on long-shot technology that could revolutionize global energy systems.
Fri, May 19, 2023
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NEFTE COMPASS

Kazakhstan Set for Long Legal Scrap With Majors
Wed, Apr 12, 2023
NEFTE COMPASS

Kazakhstan Takes Kashagan Consortium to Court
Wed, Apr 5, 2023
LNG INTELLIGENCE

Inpex Adds CCS Component to Abadi LNG Plan
Tue, Apr 4, 2023
INTERNATIONAL OIL DAILY

Petronas Eyes Indonesia's Abadi Gas Project
Mon, Mar 13, 2023

Latest Inpex News, Analysis & Research

Inpex News

LNG INTELLIGENCE

Shell’s Prelude Hit by Unplanned Outage

This is the first time the floating liquefaction unit has gone offline since production resumed in January following a fire in December.
Fri, May 12, 2023
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INTERNATIONAL OIL DAILY

Lukoil Gets Green Light in Iraq
Mon, Mar 6, 2023
INTERNATIONAL OIL DAILY

Inpex Sells Eagle Ford Assets to Repsol
Thu, Feb 2, 2023

Inpex Analysis

ENERGY INTELLIGENCE FINANCE

Energy Security Won't Trump Transition Strategies in 2023

After a tumultuous 2022, here is what we will be watching over the coming 12 months for each of our core covered peer groups.
Tue, Jan 3, 2023
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PETROLEUM INTELLIGENCE WEEKLY

How Fast Can Abu Dhabi Expand Capacity?
Wed, Nov 23, 2022
ENERGY INTELLIGENCE FINANCE

Inpex Given Impetus to Expand LNG Portfolio
Fri, Oct 21, 2022

Inpex Research

COMPETITIVE INTELLIGENCE RESEARCH

M&A Monitor, Q2’23

Upstream M&A activity in the first quarter of 2023 reached an anemic $13 billion, with banking sector contagion fears and wider economic uncertainty likely impacting deal flow. Activity has picked up in the first weeks of April, however, led by further North American shale sector consolidation. First-quarter deal activity outside of North America was limited to just a handful of high-value asset acquisitions by select European players — Equinor, TotalEnergies and BP. Recent divestments reflect both near-term portfolio rationalization and longer-term decarbonization objectives.
Fri, Apr 14, 2023
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COMPETITIVE INTELLIGENCE RESEARCH

Inpex: Company Profile
Mon, Mar 27, 2023
COMPETITIVE INTELLIGENCE RESEARCH

Bid Round Monitor, Q2’23
Fri, Mar 24, 2023

Inpex Data Highlights

Energy Intelligence Top 100 Global NOC And IOC Rankings

Comparative performance assessments of the world’s leading oil and gas companies.
Tue, May 11, 2021
ENERGY TRANSITION RESEARCH

Transition Strategy Index: Strategic Divergence Persists

The strategic divide between differing corporate responses to the energy transition is slow to narrow, even as firms across the industry spectrum roll out new low-carbon plans, targets and spending. The latest results of our Transition Strategy Index – expanded to cover 29 major oil and gas companies – show how companies are taking action to confront transition risks but remain far apart in their approaches. The Index analyses and assesses how companies are positioning for the energy transition – and which are most exposed to the challenges of accelerating global industry change. Attention is turning from formation of strategies to implementation efforts, with rising scrutiny of both European Majors’ bold transformational plans, and of other firms following more modest adaptation pathways. Companies’ financial resilience, eroded by Covid-19, is set to recover, and will help companies deliver on plans.
Wed, Jan 26, 2022
Global LNG Research
Fri, Apr 23, 2021
Upstream Oil Projects Tracker

Crude fundamentals, including production, trade, quality and pricing data.
Fri, Jan 14, 2022

More Competitive Intelligence Service

INTERNATIONAL OIL DAILY

Shifting Energy Trade Flows Lift Trafigura Earnings

Trafigura continues to capitalize on price volatility and shifts in international energy trade flows.
Wed, Jun 7, 2023
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Top Story 2

OIL DAILY

Returns, Inflation Crimp Oil Sector Transition Spending
Wed, Jun 7, 2023
OIL DAILY

Record US Oil Patch Wages Signal Systemic Labor Challenges
Wed, Jun 7, 2023
NEFTE COMPASS

Novatek Seeks Breakthrough for LNG Export Rights
Wed, Jun 7, 2023
NEFTE COMPASS

Azerbaijan Pushes Gas Exports Despite Finance Hurdle
Wed, Jun 7, 2023

Latest News

INTERNATIONAL OIL DAILY

Shell to Divest Retail Power Under Transition Rethink

Shell is putting retail power sales in the UK, the Netherlands and Germany on the block.
Tue, Jun 6, 2023
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News list

INTERNATIONAL OIL DAILY

Did Repsol Pass Buck on Emissions in SE Asia Deal?
Tue, Jun 6, 2023
LNG INTELLIGENCE

Japan's JX Nippon Farms Into Papua LNG project
Mon, Jun 5, 2023

Latest Analysis

NEFTE COMPASS

Kazakhstan Gets Tough With Western Majors

President Tokayev, who is regarded as pro-Western, will likely seek an out-of-court settlement, analysts say.
Wed, Jun 7, 2023
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Analysis list

EI NEW ENERGY

Masdar City in Focus as COP28 Nears
Wed, Jun 7, 2023
ENERGY INTELLIGENCE FINANCE

Our Take: No Time for Complacency
Tue, Jun 6, 2023

Latest Research

COMPETITIVE INTELLIGENCE RESEARCH

Exploration Activity Monitor, Q2’23

Exploration activity in 2023 is continuing on pace, with traditional regions experiencing an uptick in activity as well as frontier plays, as companies seek organic growth options. Mexico is experiencing a green patch with exploration successes by Eni and Wintershall Dea, and as operators aim to complete exploration license commitments that expire this year. The resumption of USGOM lease sales, despite earlier policy uncertainty, is providing confidence to regional operators and reigniting limited exploration activity. Several high-impact wells by TotalEnergies, Chevron, Eni, Shell and BP are anticipated in the Eastern Mediterranean through the second and third quarter of 2023.
Wed, May 17, 2023
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Research list

COMPETITIVE INTELLIGENCE RESEARCH

Rosneft: Company Profile
Thu, May 11, 2023
COMPETITIVE INTELLIGENCE RESEARCH

2023 Guidance Data
Tue, Apr 18, 2023

Competitive Intelligence Data>

Data list

ENERGY INTELLIGENCE TOP 100 GLOBAL NOC AND IOC RANKINGS
Mon, Nov 8, 2021
EI NEW ENERGY DATA

Equity Indexes and Performance
Wed, Jun 7, 2023
EI NEW ENERGY DATA

Top Green Utilities
Wed, Dec 28, 2022
COMPETITIVE INTELLIGENCE RESEARCH

2023 Guidance Data
Tue, Apr 18, 2023

Earnings

NEFTE COMPASS

Gazprom Disappoints on Dividends as Fortunes Fall

Russia’s Gazprom won’t pay dividends for the second half of 2022 after record payouts for the first half.
Wed, May 24, 2023
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LNG INTELLIGENCE

South Korea Raises Power, Gas Tariffs After Losses

The government has decided to increase tariffs after overcoming its initial hesitation.
Mon, May 15, 2023

INTERNATIONAL OIL DAILY

Adnoc Gas Targets 2028 for Bab Plant Start-Up

Adnoc Gas expects to start processing gas from a gas cap in the giant Bab onshore oil field in 2028.
Thu, May 11, 2023

OIL DAILY

Oxy’s Q2 Gulf of Mexico Guidance Spooks Investors

The independent's stock price sank due its diminished second-quarter production guidance due to scheduled seasonal maintenance in the Gulf of Mexico.
Wed, May 10, 2023

OIL DAILY

New Suncor CEO Sharpens Cost-Cutting Axe

Oil sands veteran Rich Kruger signaled loud and clear that he sees big gains to be made by transforming Suncor into a "simpler, more focused organization."
Tue, May 9, 2023

Capital Spending

EI NEW ENERGY

Financing Snags Slow the Pace of Clean-Hydrogen FIDs

Issues ranging from offtake contracts and limited market transparency to equipment guarantees are making commercial lenders reluctant to underwrite projects.
Wed, May 31, 2023
Read More >

PETROLEUM INTELLIGENCE WEEKLY

Forces Shackle Industry Capex Despite Windfall

The fossil fuel industry is still focused on value over volume, preferring shareholder returns over investment in supply or the transition.
Thu, May 25, 2023

PETROLEUM INTELLIGENCE WEEKLY

Industry Warns of Capital Flight From Australia

Australia's tough regulations and bold market interventions over the past year have put future investments in the country's gas sector at risk.
Tue, May 23, 2023

OIL DAILY

Shell Quits Blacktip Project in US Gulf

The UK major's surprising exit from the deepwater find adds to the growing list of projects hit by the company's "ruthless" focus on returns.
Fri, May 19, 2023

PETROLEUM INTELLIGENCE WEEKLY

FIDs Stack Up, But Industry Stays Selective

Oil companies are cashed up and ready to invest, but final investment decisions on new projects still have a high bar to clear.
Thu, May 18, 2023

Most Read

INTERNATIONAL OIL DAILY

Saudis Get Creative in Bid for Market Control

Opec-plus' complex agreement aims to regain control of a market that has been driven recently by sentiment more than fundamentals.
Mon, Jun 5, 2023
INTERNATIONAL OIL DAILY

Nigeria's Tinubu Abolishes Gasoline Subsidies

Nigeria's new president has abolished the country's gasoline subsidy and pledged to end crude swaps used to supply fuel to the domestic market.
Tue, Jun 6, 2023
INTERNATIONAL OIL DAILY

Shell to Divest Retail Power Under Transition Rethink

Shell is putting retail power sales in the UK, the Netherlands and Germany on the block.
Tue, Jun 6, 2023
OIL DAILY

US Sets Vision for Major Clean Hydrogen Scale-Up

The national US clean hydrogen strategy rolled out on Monday sends an important signal but leaves unanswered questions.
Mon, Jun 5, 2023
WORLD GAS INTELLIGENCE

Bangladesh-Qatar LNG Deal Resets Asian Pricing Expectations

The Petrobangla-QatarEnergy LNG deal will become a new pricing reference for Asian buyers keen to diversify away from US LNG.
Tue, Jun 6, 2023
WORLD GAS INTELLIGENCE

Bearish Outlook Sparks US LNG Cancellation Fears

US LNG cargo cancellations seem unlikely for June and July, but the market is currently concerned for August deliveries.
Tue, Jun 6, 2023

Latest Podcasts

Latest Podcasts>

Competitive Intelligence: Exxon and Chevron Surge Forward

Exxon and Chevron are coming off their strongest year since the last oil boom, and with commodity prices again on the ascent the US giants are not shying away from growth. Energy Intelligence’s corporate strategy experts discuss what lies ahead for the two companies in the Permian Basin, and what impact a recent court ruling in the US might have for their activities in the Gulf of Mexico.

Wed, Feb 2, 2022
COMPETITIVE INTELLIGENCE SERVICE
Wed, Feb 2, 2022
Competitive Intelligence: Vicki Hollub Leadership Dialogue

Casey Merriman, Western Hemisphere Editorial Director and Head of the Competitive Intelligence Service, interviews Vicki Hollub, President & Chief Executive Officer of Occidental at the 2021 Energy Intelligence Forum.

Fri, Oct 29, 2021
COMPETITIVE INTELLIGENCE SERVICE
Fri, Oct 29, 2021
Competitive Intelligence: Where the Energy Transition Goes From Here

Oil and gas prices are at heights not seen in years as pressure on companies to ramp up their energy transition plans intensifies. We take a look at how investor priorities may be shifting in the current environment and how much leeway major operators will have in forming and executing their energy transition goals, as we explore some of the insights from the recently completed Energy Intelligence Forum.

Fri, Oct 15, 2021
COMPETITIVE INTELLIGENCE SERVICE
Fri, Oct 15, 2021