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RESEARCH

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Latest Research Reports
Latest 1
  • European gas market chaos continues to underpin Asian prices, even as the TTF premium has widened since June. But Asian buyer movements in preparation for winter are becoming evident in pricing dynamics, and seasonal Chinese demand could still upend markets later this year. Gas supply solutions remain distant. There is room for some additional non-Russian pipeline supply through existing infrastructure, but other meaningful developments are far off. For all the enablers supporting Eastern Mediterranean developments, aboveground risks continue to generate headwinds.
    Fri, Aug 19, 2022
Research Services
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Energy Transition Research
  • Announced low-carbon spending in H1’22 hit almost $60 billion, nearly equaling the whole of 2021, as oil and gas firms show no signs of slowing transition efforts, despite geopolitical tensions and high oil and gas prices. European Majors still lead Energy Intelligence’s Low-Carbon Investment Tracker, with announced investments topping $40 billion, primarily in renewable power, while US Majors scaled up efforts after shifting strategy last year. NOCs were less active overall, but Petrobras made a notable move into offshore wind. Low-carbon power generation continues to make up the majority of announced spending, but hydrogen plans – especially blue – are growing fast, with Exxon unveiling the largest single project. The Tracker, covering 33 top oil and gas firms, now contains over 1,000 investments announced from 2015 to H1’22.
    Mon, Aug 8, 2022
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Global LNG Research
  • The European gas market remains on edge. Prospects for ongoing and deeper gas supply disruption ahead of winter will remain supportive for prices, even if Nord Stream flows return to normal. In the US, the Freeport LNG outage remains small relative to Nord Stream volumes, and the impact on Europe could be offset. Atlantic Canada LNG project proposals are receiving more attention in this fraught environment, but the ingredients for venture advancement have yet to materialize.
    Mon, Jul 18, 2022
Research Services 2
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Risk Research
  • Namibia is likely to see an E&P boom following major offshore finds by Shell and TotalEnergies. The country possesses a favorable investment regime, with attractive fiscal terms and relatively low aboveground risks. Yet, it faces several growing threats, such as rising voter dissatisfaction and government debt levels amid its long-running economic slump. It also faces risks from unstable trading partners and attempts to balance relations between China, the US and Europe. In Energy Intelligence’s Country Risk Index, Namibia is a relatively low risk country, scoring 4.1 out of 10, ranking 22nd out of 71 oil and gas jurisdictions worldwide.
    Mon, Aug 1, 2022
Latest Research2
Competitive Intelligence Research
  • Upstream M&A activity in the second quarter of 2022 reached $20.8 billion, showing continuing signs of sluggishness from the prior quarters. Emerging recession fears, alongside geopolitical uncertainty and continued corporate capital restraint, likely impacted the spotty deal flow. North American deals accounted for 70% of quarterly values, with several high-value deals across a variety of play types. Private equity is driving the bulk of transactions, and we expect durable deal flow here and in the North Sea as private capital seeks creative options beyond deferred IPOs. We see looming downside macroeconomic risk to prices that could stunt near-term M&A activity, but also plenty of supply-side support for higher-for-longer prices bolstering asset valuations.
    Wed, Jul 6, 2022
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Our global network of experts monitors, analyzes and interprets the latest developments and trends across the energy industry, to deliver actionable intelligence.
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