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COMPETITIVE INTELLIGENCE SERVICE

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  • 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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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
Discover how sweeping tariffs are disrupting commodities, technology, and energy.