19 octubre 2015 How will Gazprom handle the LNG glut? The US is about to start its first new LNG export facility for over four decades. And it’s pointing its tankers to Europe, Gazprom’s largest and most important gas market.
16 octubre 2015 A grim narrative plays out US independents are bracing for their worst results in years when they begin reporting third quarter earnings in coming weeks. But a bleak oil market outlook raises the question: How much worse can it get?
14 octubre 2015 Horse trading Since the oil price began to fall in June last year, the North Sea has become one big horse-trading operation in waiting. But buyers and sellers have had a problem — finding a mutually agreeable price for the livestock on offer.
13 octubre 2015 The cure for low prices The oil market is oversupplied, prices are low and producers are fighting to undercut one another to hang onto market share.
13 octubre 2015 Opec gets its ducks in line for Vienna "While the increase in non-Opec supply last year was more than twice that of global oil demand growth, this relationship is expected to flip this year before widening further in 2016 so that world oil demand growth exceeds the change in non-Opec supply," said the Opec M
08 octubre 2015 Autumn pruning season for E&Ps If the early indications of the autumn asset redeterminations for US oil and gas explorers are accurate, it looks like producers are finding ways to weather the 10-30pc value cuts . That is, unless oil prices fall further.
08 octubre 2015 That old devil called geopolitics If there is one takeaway from this week’s Oil and Money conference in London, it is that the industry’s big hitters are as wary as ever of the next 18 months.
05 octubre 2015 “CO2 bubble” goes mainstream The stark warning from Bank of England governor Mark Carney of the serious risks posed by climate change to global financial stability marks the first time that such a high-profile figure in the financial community has lent credence to the concept of a carbon bubble.
02 octubre 2015 Reading between the lines The headlines were stolen by a letter to the US Congress from 10 heads of global food and drinks companies demanding governments promote a strong deal to combat climate change.
01 octubre 2015 Crude —It’s all gone quiet over there After the wild ructions of late August when, under cover of a public holiday in London, Brent shifted up and then down in ranges of 10pc a day for two days, September brought a relatively becalmed crude price.
29 septiembre 2015 US shale M&A set to take off It has taken almost a year of low crude oil prices. But the stage finally looks set for a step up in US shale M&As, with smaller deals expected to dominate rather than full corporate acquisitions.
28 septiembre 2015 Frozen out — Shell’s arctic adventure comes to an end Shell’s polar adventure is finally over. The company has failed to find sufficient quantities of commercial oil in the Arctic this summer and will consequently knock the whole venture on the head.
24 septiembre 2015 Behind Colombia´s Havana handshake Colombia is used to patching up its oil pipelines. Anti-government rebels routinely bombed pipelines and other oil facilities as part of a violent armed conflict of more than a half of century. It was bad, but it was largely predictable.
24 septiembre 2015 Are US indies giving up on 2016? In the staring contest that’s lasted for more than a year between Opec and US oil producers, the indies may have blinked.
23 septiembre 2015 Total trickle down Total has become the latest exponent of the ‘lower-for-longer’ mantra, today laying bare the effect of the new oil price environment on its present and future activities.
