Leader

Analysis

  • Bears rule the gas patch Low natural gas prices will add to US producers' pain in the year ahead, writes Justin Jacobs


  • Henry Hub pricing and Brent slump create buyer’s market for LNG The new pricing system in global liquefied natural gas (LNG) markets was intended to offer a lower-cost alternative to oil-linked sales contracts. As oil prices have slumped and a global LNG supply glut persists, it has become a buyers’ market


  • Eni’s big bet on a recovery The Italian major faces a number of headwinds, but its upstream focus should leave it primed to capitalise on any oil-price revival


  • Is Chinese oil demand starting to crack? Signs of weakness abound. But the country's robust consumption of gasoline remains a wildcard for the market


  • Indonesia’s lucrative market for Opec Jakarta wants to clean up its energy sector and hopes big Mideast exporters take up the investment opportunities it creates


  • UKCS: Still got it at 50 Despite low oil prices and extensive job losses, UK North Sea production isn't going into meltdown


  • Russian output growth to hit a wall in 2016 Production defied expectations last year. But weak prices, sanctions and higher taxes will start to hinder the country’s oil sector in the coming months


  • Alberta feels the pain Home to the marginal barrel, Canada’s energy patch is hurting from the price collapse. But oil sands output is still rising and resistance is building


  • Uncertainties persist over African pipeline route A pipeline to ship oil from Kenya and Uganda to Africa’s east coast has become essential, but agreements on the route are far from settled


  • Questions surround oilfield services M&A activity Difficult trading conditions bring uncertainty to M&A activity in a tense oilfield services sector


  • US oil unleashed Export options will be limited for now, but America's crude producers could eventually lay down new trade routes to Europe and Latin America


  • Saudi Arabia’s new broom reaches its energy prices The partial lifting of fuel subsidies included in the kingdom’s 2016 budget represents a change to the assumptions on which the economy is based, and could eventually prompt calls for greater public representation


  • "The US is now our competitor" Margaret McCuiag-Boyd has one of the toughest jobs in global oil - reviving Alberta's oil sector in the face of wilting prices and persistent opposition. In an exclusive interview, Shaun Polczer meets the province's energy minister


  • Political changes in Latin America signal new investments Economic troubles across the continent have opened the door to a new crop of leaders who could be much friendlier to foreign investors


  • Will Iran's opening be slower than expected? Sanctions are about to be lifted but Iran is finding it difficult to convince foreign oil companies to invest in its ambitious oil and gas programme


  • The deepening crisis at Sete Brasil The Brazilian rig builder once had a bright future. Now the Carwash scandal and mounting debts have left it on the brink of bankruptcy


  • Libya on the brink Hopes for the UN's unity government are fading, IS is capitalising on the chaos, renewing its assault on energy infrastructure, and the drumbeat for Western intervention is getting louder


  • Saudi Arabia and Iran square up The Saudi Arabia-Iran crisis will result in prolonged sectarian tension in the Gulf and an escalation in the region's conflict. However, Gerald Butt says a deliberate military conflict between the two can be discounted


Focus

Markets

 

Latest issue: February 2016

Digging-in time

The short-term fundamentals look dire. But producers must not panic


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