博彩对冲

The wave of consolidation in the energy sector is finally here as companies mold their portfolios to fit changing realities and investor demands. In this installment of our Competitive Intelligence series, our corporate strategy experts discuss the factors currently affecting portfolio management amid tight capital markets and the challenges of emissions reductions, among other things. We also discuss how 博彩对冲 is making changes to its own products to better serve our clients.

The inaugural 博彩对冲 Forum is in the bag, and after days of conversation with some of the biggest names in energy we are left with plenty to chew on. In this episode, editorial directors Casey Merriman and Noah Brenner dive into some of the biggest issues facing the energy industry today, including the flight of capital from oil and gas, structural and strategic shifts at the corporate level, the growing role of renewable energy in the portfolios of oil majors and much more. Listen for a recap of some of the key themes from the conference and be sure to check out www.energyintelligenceforum.com for anything you may have missed.

LNG has long been a strategic pillar for energy companies. But new economic realities have made it harder to justify the billions of dollars in capital required to bring new capacity on line. Large LNG commitments also complicate the emissions reductions many operators have pledged. 博彩对冲 Research & Advisory Director Ian Nathan and LNG Intelligence Editor Mike Sultan discuss how LNG strategies are evolving and what the outlook is for a sector that has shown so much promise but whose path is suddenly much less straightforward.

US shale production is slowly coming back as upstream activity begins to pull off the bottom. But with demand still unsettled and crude stocks high, producers are not looking to grow. What does the US production picture look like through 2021 and when might we expect to see growth again? 博彩对冲鈥檚 Research and Advisory director Abhi Rajendran discusses our latest outlook and the head of Competitive Intelligence Casey Merriman joins to discuss what comes next for the shale patch.

Chevron鈥檚 $5 billion acquisition of Noble Energy got the oil and gas sector鈥檚 M&A juices flowing after one of the slowest periods for deals in recent memory. But it鈥檚 not likely to kick off a wave. On this week鈥檚 podcast, 博彩对冲 experts discuss how this deal fits in to Chevron鈥檚 broader strategy and what it might say about the industry鈥檚 current mindset when evaluating M&A today.

European majors have announced plans for big shifts in corporate strategy as they prepare for the energy transition, which appears to be accelerating during the Covid-19 pandemic. Contributors to our recently launched Energy Transition Service discuss how companies like Total, Shell, Eni and others are re-imagining their businesses through reorganizations and M&A as the industry starts to embrace a low-carbon future.

Shale producers are starting to turn the taps back on as oil prices tick up but are wary of throwing the still delicate market out of balance. Will shale 鈥榣eakage鈥� lead to a gusher of fresh supply? The corporate team looks at how companies are managing their short-cycle assets and their commitments to capital discipline, and whether we have already seen peak shale.

The crisis in the US oil industry is only deepening and state and federal governments are discussing ways to aid the struggling sector in ways that respect the nation鈥檚 free-market principles. But what can these governments legally do and would it even make a difference as companies already begin shutting in given the market turmoil? Members of our corporate and politics teams discuss the latest proposals and what impact they may have.

US onshore producers are likely to be among the hardest hit as the Saudi-Russia price war drags on and are already increasing their response to what has become a dire situation for the energy industry. 博彩对冲鈥檚 US corporate team discusses what鈥檚 been done so far and what additional action could be taken, including potential production curtailments in Texas and the possibility of an Opec that includes North America.

博彩对冲 experts share insights on our 2025 outlook regarding geopolitical risks, oil and gas markets, the energy transition, and corporate strategies to help you navigate the deep uncertainties of the year ahead.

博彩对冲 experts discuss the outlook for November鈥檚 COP29 climate summit in Baku, Azerbaijan, which will focus on climate finance and carbon trading. But it takes place less than a week after the US elections, and this will set the tone for the conference. Geopolitics will also feature heavily.

博彩对冲 experts discuss our 2024 outlook for geopolitical risk, oil and gas markets, the energy transition and corporate strategies to help navigate the deep uncertainties of the year ahead.