COMPETITIVE INTELLIGENCE SERVICE

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OIL DAILY

Cox Bankruptcy Bears Broad Implications for US Gulf Players

Private shallow-water producer Cox Operating has filed for Chapter 11 in Texas, exposing major players like Chevron and others to potentially steep liabilities and other uncertainties.
Mon, May 15, 2023
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List of articles

LNG INTELLIGENCE

South Korea Raises Power, Gas Tariffs After Losses
Mon, May 15, 2023
OIL DAILY

OneOK, Magellan Surprise With US Midstream Marriage
Mon, May 15, 2023
INTERNATIONAL OIL DAILY

Japanese Refiner Eneos Sets Out Investment Plans
Fri, May 12, 2023
OIL DAILY

Vital Marks Delaware Entry With EnCap-Backed Deal
Fri, May 12, 2023

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Latest News

INTERNATIONAL OIL DAILY

Total, Shell Grapple with Climate Activism

TotalEnergies and Shell are facing pressure from activist investors on climate issues ahead of their annual shareholder meetings.
Mon, May 15, 2023
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News list

INTERNATIONAL OIL DAILY

Russia: Sale of Shell's Sakhalin-2 Stake Delayed
Fri, May 12, 2023
OIL DAILY

Emerging E-Fuels Business Attracting Oil & Gas Interest
Fri, May 12, 2023

Latest Analysis

JET FUEL INTELLIGENCE

Confluence of Factors Underpins Profitability of SAF Projects

Policy support, feedstock, production technology, location and logistics will all play a role in determining whether an SAF facility can achieve the necessary economies of scale.
Fri, May 12, 2023
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Analysis list

ENERGY INTELLIGENCE FINANCE

What Asian Biofuel Backtrack Means for Shell
Fri, May 12, 2023
PETROLEUM INTELLIGENCE WEEKLY

Cash Piles Mount for Oil Majors
Thu, May 11, 2023

Latest Research

COMPETITIVE INTELLIGENCE RESEARCH

Rosneft: Company Profile

The fallout from Russia’s Ukraine invasion will be the defining challenge for Rosneft in the coming years. Accordingly, the NOC may struggle to meet 2030 strategy targets, including hydrocarbon production of 330 million metric tons of oil equivalent (6.2 million boe/d) in 2030 and light products yield of 69%. Due to price caps and bans on Russian oil and refined products, Rosneft needs to reroute sales and find new markets exports. The NOC looks to shift about half of oil and refined products trade from the West to Asia and Latin America, and may also need to acquire additional stakes in Asian downstream assets to safeguard oil and product sales.
Thu, May 11, 2023
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Research list

COMPETITIVE INTELLIGENCE RESEARCH

2023 Guidance Data
Tue, Apr 18, 2023
COMPETITIVE INTELLIGENCE RESEARCH

M&A Monitor, Q2’23
Fri, Apr 14, 2023

Competitive Intelligence Data>

Data list

ENERGY INTELLIGENCE TOP 100 GLOBAL NOC AND IOC RANKINGS
Mon, Nov 8, 2021
EI NEW ENERGY DATA

Equity Indexes and Performance
Wed, May 10, 2023
EI NEW ENERGY DATA

Top Green Utilities
Wed, Dec 28, 2022
COMPETITIVE INTELLIGENCE RESEARCH

2023 Guidance Data
Tue, Apr 18, 2023

Earnings

LNG INTELLIGENCE

South Korea Raises Power, Gas Tariffs After Losses

The government has decided to increase tariffs after overcoming its initial hesitation.
Mon, May 15, 2023
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INTERNATIONAL OIL DAILY

Adnoc Gas Targets 2028 for Bab Plant Start-Up

Adnoc Gas expects to start processing gas from a gas cap in the giant Bab onshore oil field in 2028.
Thu, May 11, 2023

OIL DAILY

Oxy’s Q2 Gulf of Mexico Guidance Spooks Investors

The independent's stock price sank due its diminished second-quarter production guidance due to scheduled seasonal maintenance in the Gulf of Mexico.
Wed, May 10, 2023

OIL DAILY

New Suncor CEO Sharpens Cost-Cutting Axe

Oil sands veteran Rich Kruger signaled loud and clear that he sees big gains to be made by transforming Suncor into a "simpler, more focused organization."
Tue, May 9, 2023

OIL DAILY

Devon Runs Inventory Tests in ‘Underground Laboratory’

The US independent is seeking solutions for diminishing production as the shale patch matures.
Tue, May 9, 2023

Capital Spending

ENERGY INTELLIGENCE FINANCE

More Money, More Questions for IOC Execs

Investors want to know how companies will manage their balance sheets as the commodity cycle swings from famine to feast.
Tue, May 9, 2023
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ENERGY INTELLIGENCE FINANCE

What ‘Discipline’ Means for Majors’ Investments

Western majors are being decidedly picky when it comes to which oil, gas and low-carbon projects they’re advancing. So what is making the cut?
Tue, May 9, 2023

OIL DAILY

APA Axes Alpine High on Weak Permian Gas Prices

The US independent will drop $100 million from its capex plans as future drilling for Permian dry gas is suspended. Curtailments are also expected.
Thu, May 4, 2023

INTERNATIONAL OIL DAILY

Shell Holds Buybacks Steady, Downplays Relocation Talk

Analysts expect Shell's decision to repurchase another $4 billion of shares to be well received after fellow UK major BP was punished for curbing its buybacks this week.
Thu, May 4, 2023

ENERGY INTELLIGENCE FINANCE

Our Take: Time to Get Strategic on Emissions

We believe companies must approach emissions reduction strategies with the same detail and rigor as their business models to satisfy investors and stakeholders.
Tue, May 2, 2023

Most Read

ENERGY COMPASS

Europe on Alert for Infrastructure Strike

State and private actors in Europe are on alert for a potential escalation in Russia’s hybrid energy war targeting the region’s critical subsea infrastructure.
Thu, May 11, 2023
INTERNATIONAL OIL DAILY

Aramco Dividend Move Could Point to Share Sale

Sources say Saudi Aramco's plans for an additional performance-linked dividend appear to be connected to a possible sale of shares to outside investors.
Fri, May 12, 2023
WORLD ENERGY OPINION

Mining the Gap to a Net-Zero Future

Critical materials for clean-energy technologies face supply chain and geopolitical headwinds that could result in a more turbulent energy transition than many expect.
Mon, May 15, 2023
INTERNATIONAL OIL DAILY

Natural Gas Could Divide G7 Leaders at Summit

Germany is reportedly backing Japan's call for public investment in the natural gas sector ahead of the May 19-21 summit.
Fri, May 12, 2023
INTERNATIONAL OIL DAILY

Russia: Sale of Shell's Sakhalin-2 Stake Delayed

A May 11 deadline for the sale of Shell's stake to Novatek was missed and it's now unclear when the transaction might be completed.
Fri, May 12, 2023
NATURAL GAS WEEK

Ontario, Ottawa on 'Collision Course' Over Gas-Fired Power

Ontario's plan to add 1,500 MW of gas generation goes against the federal government's goal of weaning the grid off fossil fuels.
Fri, May 12, 2023

WTI & Brent Prices

Casey Merriman

Editorial Director, Western Hemisphere and Head, Competitive Intelligence

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Monica Enfield

Managing Director, Research and Advisory

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Noah Brenner

Executive Editor, Operations and Editorial Director, Eastern Hemisphere

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Neill Tannock

Research Analyst

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Kathrine Schmidt

Editor, Energy Intelligence Premium and Houston Bureau Chief

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Tom Daly

Editor, Energy Intelligence Finance

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Latest Podcasts

Latest Podcasts>

Competitive Intelligence: Exxon and Chevron Surge Forward

Exxon and Chevron are coming off their strongest year since the last oil boom, and with commodity prices again on the ascent the US giants are not shying away from growth. Energy Intelligence’s corporate strategy experts discuss what lies ahead for the two companies in the Permian Basin, and what impact a recent court ruling in the US might have for their activities in the Gulf of Mexico.

Wed, Feb 2, 2022
COMPETITIVE INTELLIGENCE SERVICE
Wed, Feb 2, 2022
Competitive Intelligence: Vicki Hollub Leadership Dialogue

Casey Merriman, Western Hemisphere Editorial Director and Head of the Competitive Intelligence Service, interviews Vicki Hollub, President & Chief Executive Officer of Occidental at the 2021 Energy Intelligence Forum.

Fri, Oct 29, 2021
COMPETITIVE INTELLIGENCE SERVICE
Fri, Oct 29, 2021
Competitive Intelligence: Where the Energy Transition Goes From Here

Oil and gas prices are at heights not seen in years as pressure on companies to ramp up their energy transition plans intensifies. We take a look at how investor priorities may be shifting in the current environment and how much leeway major operators will have in forming and executing their energy transition goals, as we explore some of the insights from the recently completed Energy Intelligence Forum.

Fri, Oct 15, 2021
COMPETITIVE INTELLIGENCE SERVICE
Fri, Oct 15, 2021

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Forward-looking analysis, peer-group benchmarking and insights on corporate strategies