Proprietary insights and analysis on the world’s biggest energy issues

Latest Research Reports
Latest 1
  • This Quarterly Risk Outlook examines the major investment, geopolitical and energy transition-related risks shaping the global operating environment this quarter and beyond. Brazil’s new administration is impacting investment risk and Petrobras strategy. The earthquakes in Turkey and Syria will have deep political and economic ramifications. Elsewhere, protests in Israel and Peru, Qatar’s changing LNG marketing strategy, South Africa’s energy crisis and Nigerian elections are important risk drivers. Key geopolitical risk factors include the war in Ukraine, the Saudi-Iranian normalization agreement, rising tensions in the Caucasus and limited Venezuelan sanctions relief. Meanwhile, the growing emphasis on energy security is one of the main drivers of transition risk.
    Thu, Mar 23, 2023
Research Services
Energy Transition Research
Global LNG Research
  • The European gas market has played a role in US gas market volatility over the past two years. But the next LNG wave helping to lower European and Asian prices around mid-decade should also result in a moderating effect on Henry Hub. Japanese energy security remains front-of-mind, but LNG procurement challenges may be more manageable with lower demand. Momentum for a floating liquefaction solution in Israeli waters once again spotlights Egyptian upstream risks.
    Tue, Feb 21, 2023
Research Services 2
Risk Research
  • Aboveground risk has been limiting Mozambique’s ability to advance its massive LNG projects, but the tide may be turning. The Islamist insurgency in gas-rich Cabo Delgado has been subdued thanks to foreign military assistance. Meanwhile, Eni’s Coral South FLNG came online in late 2022, and TotalEnergies is likely to resume work at its onshore Mozambique LNG in mid-2023. This will likely have positive implications on Maputo’s poor economic and fiscal situation over the medium to long term. However, key risks remain with the insurgency not completely quelled, while concerns about chronic corruption and electoral legitimacy swirl ahead of elections next year.
    Thu, Mar 2, 2023
Latest Research2
Competitive Intelligence Research
  • Chevron announced a 2022 profit of $35.5, and appears to be staying the course of its returns-focused capital discipline strategy, which has served it well since before the pandemic. Core objectives include growing dividends, retaining a strong balance sheet and returning surplus cash to investors. To do so, Chevron will retain an integrated business model, growing both traditional energy and low-carbon businesses. Capital spending in 2023 is set for $14 billion, up more than 25% from 2022, with the bulk set aside for upstream growth. Chevron is also stepping up low-carbon investment, with the acquisition of renewable fuels player REG for $3.15 billion in 2022 a key move.
    Wed, Mar 8, 2023
Retainer Services Archives
Our Research Experts
Our global network of experts monitors, analyzes and interprets the latest developments and trends across the energy industry, to deliver actionable intelligence.
Managing Director, Research and Advisory
Email Monica
Director, Energy Transition Research
Email Alex
Director, Gas and LNG Research
Email Ian
Director, Oil Markets Research
Email Abhi
Manager, Risk Research
Email Andrew
Senior Research Analyst
Email Sam