Energy Intelligence Interactive

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.

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.

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.

Noah Brenner, Executive Editor, Operations at Energy Intelligence, interviews Ben van Beurden, CEO at Shell during the 2021 Energy Intelligence Forum.

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.

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.

The two largest US oil companies recently unveiled fresh strategic approaches to the next several years that include limiting spending, slowing production growth and curbing emissions. It marks a significant departure from where these companies were just a year ago and reflects broader shifts in the industry. Members of the Competitive Intelligence team break down the changes in strategy and try to chart a path for where ‘Big Oil’ goes from here.

Few years have kicked off with more uncertainty in the energy sector. From growing political risk in the US to the profound changes under way across the industry, 2021 may be a year like none we’ve seen so far. Taking a page from the Energy Intelligence 2021 Outlook, we dig into the challenges and trends impacting corporate strategy, spending habits and the overall approach to this unique moment in the energy industry’s history.

One of the most challenging years for the world, and for the energy sector is nearly in the books and as we eagerly turn the page on 2020 a level of optimism seems to be returning to commodities and equities in the space. Can the positive momentum on oil prices and stocks continue into 2021 as investors start to imagine what a post-Covid world will look like? Our experts look ahead to the trends that will continue to drive corporate strategy amid the intensifying pressures of climate change and the energy transition.

2022 promises to be an action-packed year for the energy industry.

The oil majors have been stable institutions across decades of oil downturns – but now, they face a crisis unlike any other.