Wood Mackenzie

Greig Aitken is joined by Rosneft analyst Valentina Kretzchmar and Michael Moynihan from the Russia upstream research team, to discuss the implications of CEFC's acquisition of a stake in Rosneft from the Glencore / Qatar Investment Authority consortium.

Greig Aitken and Scott Walker from our M&A team discuss August's upstream M&A activity. An otherwise quiet month was enlivened by Total's US$7.45 billion takeover of Maersk Oil. Meanwhile, BHP's plans to exit US unconventionals puts a material package of shale assets into play.

A weekly insight from our Chief Analyst on the issues shaping the energy and natural resources industry. Read more from Simon at: woodmac.com/theedge

Max Crawford of WoodMac's oil supply team joins us to talk about global production decline rates in the face of massive investment cuts.

Ross Millan and Gail Anderson discuss the new upstream fiscal terms proposed in Nigeria, the key drivers behind the fiscal reform and what this could mean for investors.

Ashima Taneja from our Asia Pacific upstream research team speaks with Max Petrov, Senior Analyst from the Corporate Service to discuss highlights and strategies of the Asian NOCs following the H1 2017 earning announcements.

Our Houston-based Corporate analysts discuss BHPs decision to exit its US Lower 48 business

Summer NAPE's business conference included a discussion panel where we discussed what we're hearing from clients and seeing in our research. Don't miss our discussion on the Permian, SCOOP/STACK, Eagle Ford and more.

Valentina Kretzschmar, Greig Aitken and Max Petrov discuss Total’s acquisition of Maersk Oil.

Our Houston-based Corporate analysts discuss key observations from last week's Latin American NOC's Q2 results

In this first podcast from Wood Mackenzie's North Sea team, we round up highlights from the region's upstream activity in the first half of the year. Mhairidh Evans, Erin Moffat and Roddy Moody give their views on big deals and the projects to watch.

Over the last few years there has been a resurgence in Egypt’s upstream sector. Stephen Fullerton, Wood Mackenzie’s upstream Egypt analyst, and Martijn Murphy, Upstream North Africa Research Manager, discuss the main drivers behind this. For more information on our Egypt Gas Market Study please email stephen.fullerton@woodmac.com

Gas to oil ratios in the worlds' hottest oil play have hit headlines over the past week. Purvi Indras and Ben Shattuck joined to explain GORs and what we heard from Pioneer.

Our Houston-based Corporate analysts discuss why Pioneer's share price took a hit last week, the read-through for other Permian players, and whether companies adjusted growth plans.

Greig Aitken and Scott Walker from our M&A team discuss the low-key start to H2 2017. Notable recent deals include Shell exiting Ireland; PE buying in L48 as Halcon and QEP pivot to the Permian.

Permian rig count is approaching an all time high, QEP resources flips more of its portfolio into the Permian, and Maggie McDaniel shares what she heard at URTeC 2017 in Austin, TX.

We review a big reporting week for the Majors and US Independents.

Ashima Taneja and Angus Rodger from our Asia Pacific upstream research team get together with Zhi Xin Chong, Principal Analyst for Asia Pacific gas and LNG to discuss LNG demand in South East Asia, emerging buyers and the outlook for LNG backfill options in Australia.

A weekly insight from our Chief Analyst on the issues shaping the energy and natural resources industry. Read more from Simon at: woodmac.com/theedge

We preview the Q2 reporting season and look at how tight oil players might respond to recent price weakness.