Wood Mackenzie

Halcon sold its Bakken acreage and showed the market it was undervalued in a big way. The company is now a pure play Permian operator. Chevron sold more in the shallow Gulf of Mexico and Devon announced an impressive STACK well. Jonathan Garrett joined to share his view on the wave of oilfield service M&A. Watch for new technologies to emerge.

Obo Idornigie and Greg Roddick, Principal Analysts, Corporate Service, share their thoughts on Premier and Eni's shallow water discoveries in Mexico.

Talos, Sierra, and Premier announced the first major oil discovery in Mexico since energy reform started in 2013. The Zama Field is estimated to hold more than 1.5 billion barrels of oil equivalent. It's one of the largest shallow water fields discovered in the past 20 years and the first discovery by a privately owned company in almost 80 years. ENI also announced a successful appraisal result in Mexico and another phase of licensing is closing on July 12th. Also, Statoil spent almost $400 million to acquire additional interest in the Carcara Field in Brazil.

May and June were busy months for oil and gas announcements. Some areas are getting bigger and better with the Wolfcamp A and C, as well as the Sycamore in the Mid-Continent. Clay Lightfoot joins to share the biggest news of the summer.

Valentina Kretzschmar, Director - Corporate Research and Giles Farrer, Director – Global Gas and LNG Supply, discuss the implications of Qatar’s plans to increase its LNG capacity on global gas markets, as well as regional and corporate dynamics.

Adele Long, Saul Kavonic and Matt Howell from our Asia Pacific upstream research team discuss the latest happenings in the Australian upstream sector focusing on Prelude's journey to Australia and the Government's introduction an export restrictions policy. Twitter @WM_UpstreamAPAC twitter.com/wm_upstreamapac?lang=en

Valentina Kretzschmar, Director - Corporate Research and Homayoun Falakshahi, Senior Middle East and North Africa analyst, discuss Total’s signing of the first ever Iranian Petroleum Contract (IPC).

Zoe Sutherland from our Corporate team is joined by Roy Martin to discuss EQT's US$8.1 billion acquisition of Rice Energy in the Marcellus.

Luke Parker and Tom Ellacott from Wood Mackenzie’s Corporate Research team share their thoughts on a big week for project sanctions, with ExxonMobil and BP green-lighting deepwater developments in Guyana and India.

Greig Aitken, Principal Analyst M&A Service, and Scott Walker, Research Analyst M&A Service, discuss upstream M&A activity in May along with the latest deal rumours.

Ashima Taneja and Angus Rodger from our Asia Pacific upstream research team discuss the latest regional oil and gas developments, focusing on recent exploration licensing round announcements and the outlook for pre-FID projects in Asia. Twitter @WM_UpstreamAPAC https://twitter.com/wm_upstreamapac?lang=en

Valentina Kretzschmar from our Corporate team is joined by Paul McConnell from our Global Trends team to discuss the US withdrawal from the Paris Climate Change Agreement.

Greig Aitken from the M&A team and Kevin Swann from the UK Upstream team share their thoughts on the lead story of the week: the DONG INEOS deal.

Valentina Kretzschmar and Greg Roddick from Wood Mackenzie’s Corporate Research team share their thoughts on the weeks oil price movements, and Eni’s recent project delivery success.

Obo Idornigie, Principal Analyst Corporate Service, and Greig Aitken, Principal Analyst M&A Service, share their thoughts on the Kosmos/BP 15tcf gas discovery in Senegal and Neptune's acquisition of ENGIE's E&P business.

Andy McConn and Roy Martin from Wood Mackenzie's Corporate Research team share their thoughts on last week's Q1 results.

The Vaca Muerta shale development in Argentina is getting bigger. Maria Cortez and Elena Nikolova sit down to discuss our recent development update and what they believe the future holds for unconventional development in Argentina.

After a few years of grappling with low oil prices, the oil sands got a jolt with close to US$25 billion in M&A deals announced in March and April 2017. Shell, Marathon and ConocoPhillips divested of most of their oil sands holdings while Canadian oil sands operators, Suncor, Canadian Natural Resources and Cenovus scooped up assets recently to further cement their status as the key operator's driving the oil sands' future. Peter Argiris, Principal Analyst on the Institutional Investor Service team, and Stephen Kallir, Canadian Upstream Analyst, discuss what the consolidation means for the industry today and going forward.

Tom Ellacott and Valentina Kretzschmar from Wood Mackenzie's Corporate Research team share their thoughts on last week's Q1 results.

Off the back of the announcement today from ConocoPhillips' on the sale of their San Juan Basin assets to Hilcorp Energy Company affiliate, we provide a quick reaction to this major deal announcement. The total consideration of the deal is up to US$3 billion, with US$2.7 in cash and a contingent payment of up to US$300 million, making this deal one of largest in the US Rockies region in recent memory as well as one of the few US L48 deals outside of the Permian this year.