Med Sea Cover Deepwater Insights – Mediterranean & Black Sea Gas buoys hopes for Mediterranean developments, Black Sea remains stagnant

Following several significant gas discoveries in the deepwater Mediterranean since 2009, such as those off Israel, Cyprus and Egypt, hopes for more regional finds and de...

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OMS_November-2017 Oil Market Snapshot – November 2017 OPEC Band Back Together For Another Viennese Waltz

Brent holds above $60/bbl as speculators amass record net long positions in the run up to OPEC’s 173rd meeting on 30th November. Futures pricing indicates a market in ...

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Deepwater Insights - Africa Cover Deepwater Insights – Africa The rise of the smaller nations

West Africa has suffered in the downturn and, despite significant resources still waiting for development, industry engagement in the region remains muted. Smaller nation...

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BakkenMonitor_November-2017 Bakken Monitor – November 2017 Returns vs Growth: A Two-Speed LTO Industry?

North Dakota's oil production increased to 1.085 million b/d (+38,000 b/d m-o-m or 4%) in August, ahead of our forecast, as legacy well decline rates flattened. We see le...

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OMS_October-2017 Oil Market Snapshot – October 2017 Brent recovers on Kurdish clashes as "OPEC-plus" deal edges towards extension

Brent has steadily recovered to ultimately breach $60/bbl in October after a sharp sell-off at the end of September from highs of $59.09/bbl. Clashes in the Kurdish reg...

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BakkenMonitor_October-2017 Bakken Monitor – October 2017 Is Hamm Right To Be Cheesed Off With EIA?

North Dakota's oil production increased to 1.047 million b/d (+15,000 b/d m-o-m or 1.5%) in July, ahead of our forecast. We forecast August production higher, reflecting...

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OMS_September-2017 Oil Market Snapshot – September 2017 OPEC Deal Bears Autumn Fruit As Production Forecasts Fall

Brent has risen to c. $58/bbl in September as IEA demand forecasts increase, while geopolitical risk threatens 500,000 b/d of Iraqi supply. Our demand forecast remains u...

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Latin America Cover Deepwater Insights – Latin America Inside Latin America's Deepwater Oil Industry - Where Is It Going, Who Will Benefit?

UPDATED November 2017: Includes results of Brazil's 14th round, 2nd and 3rd pre-salt licensing rounds. After several slow years for Latin America si...

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BakkenMonitor_September-2017 Bakken Monitor – September 2017 2Q17 Results Show LTO's Back to Business As Usual - Weather Permitting

North Dakota's oil production fell to 1.032 million b/d (-8,500 b/d m-o-m) in June, in line with our forecast of 1.027 million b/d. We see July production flat. The EI...

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OMS_August-2017 Oil Market Snapshot – August 2017 Brent Becalmed, But Market Tightening Continues

Brent remains at c. $52/bbl as falling US inventories and rig counts indicate the market is tightening, though Hurricane Harvey has shut-in US refining capacity. The IEA...

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