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COMPETITIVE INTELLIGENCE SERVICE
Forward-looking analysis, peer-group benchmarking and insights on corporate strategies
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ENERGY INTELLIGENCE NEWS
Eni, Total Target 2026 Green Light for Cyprus Gas Scheme
Eni and TotalEnergies hope to green-light the Cronos project in 2026 in a much-needed boost for the country's offshore gas prospects.
Thu, May 1, 2025
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List of articles
EI NEW ENERGY
Banks Exiting Net-Zero Alliances — and Not Just US Banks
Wed, Apr 30, 2025
ENERGY INTELLIGENCE NEWS
Pouyanne: TotalEnergies Can ‘Weather the Storm’
Wed, Apr 30, 2025
ENERGY INTELLIGENCE NEWS
Equinor Weighs Legal Action Over US Wind Shutdown
Wed, Apr 30, 2025
WORLD GAS INTELLIGENCE
Adnoc’s China LNG Push Bolsters Strategic Ties
Tue, Apr 29, 2025
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ENERGY INTELLIGENCE NEWS
Africa-Focused Vaalco Builds on M&A Growth
The majors are exiting Africa's onshore and shallow waters, but Vaalco is among a new wave of Africa-focused E&Ps taking their place.
Thu, May 1, 2025
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News list
ENERGY INTELLIGENCE NEWS
Pemex Offers Details for Proposed Private Partnerships
Wed, Apr 30, 2025
ENERGY INTELLIGENCE NEWS
Nabors Sees Modest Decline in US Drilling
Wed, Apr 30, 2025
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Latest Analysis
EI NEW ENERGY
Gas-Rich Qatar Eyes Decarbonization Over Diversification
Qatar's transition strategy, largely through state-owned QatarEnergy, is focused on CCS, clean ammonia and renewables as it prioritizes decarbonizing its own operations.
Wed, Apr 30, 2025
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Analysis list
NEFTE COMPASS
Novatek GHG Emissions Rise on Higher Production
Wed, Apr 30, 2025
NEFTE COMPASS
Russia Sets 2050 Import-Replacement Targets
Wed, Apr 30, 2025
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Latest Research
COMPETITIVE INTELLIGENCE RESEARCH
M&A Monitor, Q2’25
The upstream industry concluded $27 billion in M&A deals in Q1’25, helping push a continued multiquarter run of high-value North American shale consolidation. Major deals by Whitecap Resources, Diamondback Energy and Diversified Energy drove regional dealmaking to $22 billion for the quarter. Several firms also concluded planned divestments, helping to shore up balance sheets as wider market uncertainty grows. We expect M&A activity to slow in the near term as companies focus on more immediate cash flow preservation.
Tue, Apr 22, 2025
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Research list
COMPETITIVE INTELLIGENCE RESEARCH
Adnoc: Company Profile
Tue, Mar 18, 2025
COMPETITIVE INTELLIGENCE RESEARCH
2025 Guidance Data: Production and Capex
Thu, Mar 6, 2025
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Equity Indexes and Performance
Wed, Apr 30, 2025
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2025 Guidance Data: Production and Capex
Thu, Mar 6, 2025
COMPETITIVE INTELLIGENCE RESEARCH
Emissions Monitor Data, November 2024 Update
Thu, Nov 14, 2024
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Earnings
ENERGY INTELLIGENCE NEWS
Pemex Offers Details for Proposed Private Partnerships
Pemex's board of directors approved guidelines for public bidding on the contracts last week, which were published in the government’s official diary this week.
Wed, Apr 30, 2025
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ENERGY INTELLIGENCE NEWS
Gazprom Turns Profit in 2024 After 2023 Loss
Russia’s Gazprom posted a strong net profit in 2024 after logging a net loss in 2023, supported by higher pipeline gas exports and higher prices.
Wed, Apr 30, 2025
ENERGY INTELLIGENCE NEWS
Repsol Stands Ready to Dial Down Capex if Macro Worsens
The Spanish firm is maintaining its 2025 guidance for now despite growing economic uncertainty, but is prepared to make cuts if conditions deteriorate.
Wed, Apr 30, 2025
ENERGY INTELLIGENCE NEWS
Uncertainty Over US Tariffs Clouds Glencore's Outlook
The UK-listed trading giant says possible supply disruptions caused by tariffs could benefit its trading operations.
Wed, Apr 30, 2025
ENERGY INTELLIGENCE NEWS
Enterprise Sees Scant Tariff Impact on US LPG Exports
The US midstream giant said that Chinese tariffs on US LPG have yet to disrupt exports, and key exemptions may be in the cards.
Tue, Apr 29, 2025
Capital Spending
ENERGY INTELLIGENCE FINANCE
Market Dynamics, Strategy Resets See Majors Cut SAF Plans
BP and Shell have axed almost all their SAF production plans, while their US peers remain cautious — only Total still seems keen on the clean jet fuel.
Tue, Apr 29, 2025
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ENERGY INTELLIGENCE FINANCE
European Majors Curb Earlier EV Charging Ambitions
BP, Shell and TotalEnergies continue to expand their electric vehicle charging networks but more slowly and with less bullish targets than before.
Tue, Apr 29, 2025
ENERGY INTELLIGENCE NEWS
BP Investors Balk at Low Buyback as Strategy Chief Quits
The struggling UK major's share price dipped after it said it would only repurchase $750 million of stock and missed earnings forecasts for the first quarter.
Tue, Apr 29, 2025
ENERGY INTELLIGENCE NEWS
Eni Cuts Capex, Oil Price Forecast Amid Tariffs
The Italian energy producer follows US services firms Baker Hughes and Halliburton in quantifying the impact of Trump's trade war.
Thu, Apr 24, 2025
ENERGY INTELLIGENCE NEWS
EQT Boosts US Marcellus Position With $1.8B Olympus Deal
The US’ second-largest gas producer expects the deal to allow it to seize more data center and power generation demand.
Wed, Apr 23, 2025
Most Read
ENERGY INTELLIGENCE NEWS
Russia-Iran Gas Deal Edges Forward Despite Headwinds
Iran’s ambassador to Russia says 90% of the issues have been resolved around a mooted Russian piped gas deal to Iran — despite skepticism of its viability.
Wed, Apr 16, 2025
ENERGY INTELLIGENCE NEWS
BP Chair Feels Investor Backlash in AGM Protest Vote
Helge Lund, who is set to leave the company next year, survived a sizeable shareholder rebellion at the UK major's annual meeting.
Thu, Apr 17, 2025
ENERGY INTELLIGENCE NEWS
China Considers Power of Siberia 2 Route Bypassing Mongolia
Beijing is considering an alternative route for the Power of Siberia 2 gas pipeline from Russia that would bypass Mongolia, a Chinese diplomat says.
Tue, Apr 15, 2025
PETROLEUM INTELLIGENCE WEEKLY
Energy Takes Center Stage in Trump Trade Talks
Energy, particularly LNG, has emerged as a central topic in negotiations as governments in Asia and Europe try to head off threatened steep US tariffs.
Thu, Apr 17, 2025
WORLD ENERGY OPINION
What the European Commission's CSRD Cut Means
The EU plans to simplify sustainability reporting rules, aiming to reduce burdens, while preserving ESG objectives and strategic benefits.
Mon, Apr 14, 2025
ENERGY INTELLIGENCE NEWS
China Considers US Ethane Tariff Exemptions: Sources
The move to lift tariffs on US ethane, but not LPG, crude oil or LNG, possibly reflects China’s dependence on the world’s only large-scale ethane exporter.
Fri, Apr 25, 2025
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Our experts’ insights and analysis provide forward-looking, strategy-led competitive intelligence that helps clients fortify their strategic planning at a time of disruptive change.
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The two largest US oil companies recently unveiled fresh strategic approaches to the next several years that include limiting spending, slowing production growth and curbing emissions. It marks a significant departure from where these companies were just a year ago and reflects broader shifts in the industry. Members of the Competitive Intelligence team break down the changes in strategy and try to chart a path for where ‘Big Oil’ goes from here.
Mon, Mar 29, 2021
Few years have kicked off with more uncertainty in the energy sector. From growing political risk in the US to the profound changes under way across the industry, 2021 may be a year like none we’ve seen so far. Taking a page from the ʶԳ 2021 Outlook, we dig into the challenges and trends impacting corporate strategy, spending habits and the overall approach to this unique moment in the energy industry’s history.
Fri, Jan 29, 2021
One of the most challenging years for the world, and for the energy sector is nearly in the books and as we eagerly turn the page on 2020 a level of optimism seems to be returning to commodities and equities in the space. Can the positive momentum on oil prices and stocks continue into 2021 as investors start to imagine what a post-Covid world will look like? Our experts look ahead to the trends that will continue to drive corporate strategy amid the intensifying pressures of climate change and the energy transition.
Fri, Dec 18, 2020
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Discover how sweeping tariffs are disrupting commodities, technology, and energy.