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COMPETITIVE INTELLIGENCE SERVICE
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ENERGY INTELLIGENCE NEWS
Exxon-Russia Talks About Recompense, Not a Return
CEO Darren Woods says current discussions with Russian officials are focused exclusively on recouping expropriated assets, not plans to reinvest in the country.
Thu, Sep 18, 2025
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List of articles
PETROLEUM INTELLIGENCE WEEKLY
West Africa's Offshore Poised for New Exploration Boom
Thu, Sep 18, 2025
ENERGY INTELLIGENCE NEWS
Santos Shifts Blame to Adnoc’s XRG as Takeover Deal Collapses
Thu, Sep 18, 2025
ENERGY INTELLIGENCE NEWS
Adnoc's XRG Arm Walks Away From US$18.7 Billion Santos Deal
Wed, Sep 17, 2025
NEFTE COMPASS
Azerbaijan Broadens Horizons With Italian Refinery Purchase
Wed, Sep 17, 2025
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ENERGY INTELLIGENCE NEWS
Chinese, Nigerian Players Bid on Trinidad Deepwater Blocks
CNOOC emerged as the main bidder in Trinidad and Tobago’s recently closed auction of deepwater acreage, which otherwise attracted little industry interest.
Thu, Sep 18, 2025
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News list
ENERGY INTELLIGENCE NEWS
Ghana Fights to Reverse Production Declines
Thu, Sep 18, 2025
ENERGY INTELLIGENCE NEWS
Azerbaijan's Socar Agrees to Buy Api Refinery in Italy
Thu, Sep 18, 2025
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Latest Analysis
PETROLEUM INTELLIGENCE WEEKLY
Canada's Oil Sands Focus on Deals, Optimization
Alberta’s heavy-oil play has been resilient through the cycles and continues to edge up production through debottlenecking and consolidation.
Thu, Sep 18, 2025
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Analysis list
NEFTE COMPASS
Gazprom Neft Injects New Life Into Mature Assets
Wed, Sep 17, 2025
WORLD GAS INTELLIGENCE
Turkey’s LNG Deals Secure Supplies Ahead of Piped Expiries
Tue, Sep 16, 2025
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Latest Research
COMPETITIVE INTELLIGENCE RESEARCH
M&A Monitor, Q3’25
Upstream M&A activity reached $43.1 billion in the second quarter of 2025, outpacing the prior four quarters. The top deal of the quarter was the XRG-led consortium bid for Santos for $18.7 billion. If concluded, it will be the largest deal so far in 2025 and the largest Asia-Pacific deal in several years. North American shale consolidation continued this quarter, with total regional deals topping $17.2 billion. Beyond the high-value transactions, several players advanced divestment targets, while strategic exploration farm-in deals and new acreage awards were also prominent.
Mon, Jul 7, 2025
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Research list
COMPETITIVE INTELLIGENCE RESEARCH
Bid Round Monitor: June 2025 Update
Mon, Jun 9, 2025
COMPETITIVE INTELLIGENCE RESEARCH
Emissions Monitor: May 2025 Update
Wed, May 21, 2025
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The Energy Intelligence API
Energy Intelligence Top 100 Global NOC and IOC Rankings
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EI NEW ENERGY DATA
Equity Indexes and Performance
Wed, Sep 17, 2025
COMPETITIVE INTELLIGENCE RESEARCH
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
PETROLEUM INTELLIGENCE WEEKLY
Investors Tepid on Oil Equities Despite Fossil Fuel Revival
The oil industry has demonstrated improved resilience and the ability to deliver strong returns, but investor sentiment toward it remains cautious amid faltering prices.
Thu, Sep 4, 2025
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NEFTE COMPASS
Russian Firms' Earnings Collapse Demands Focus Shift
With earnings on the slide, Russian producers are having to set new priorities, which vary in different companies.
Wed, Sep 3, 2025
ENERGY INTELLIGENCE NEWS
Geopolitics, Fiscal Policies Undermine Russian Firms' First-Half Profits
Rosneft and Gazprom posted a drop in net profit attributed to low prices, sanctions, state monopolies' tariffs and high borrowing costs.
Mon, Sep 1, 2025
ENERGY INTELLIGENCE NEWS
Petronas Sharpens Strategy as Profits Slide
The Malaysian state firm is focusing on strategic partnerships and efficiency to strengthen its business amid a subdued outlook.
Mon, Sep 1, 2025
ENERGY INTELLIGENCE NEWS
China's CNOOC Hits Record 2 Million boe/d Output Target
The company’s management has made clear that CNOOC’s focus will remain on oil and gas for decades to come.
Thu, Aug 28, 2025
Capital Spending
ENERGY INTELLIGENCE NEWS
Kuwait Petroleum Eyes Pipeline Leasing Deal to Raise Funds
KPC is said to be looking to raise $5 billion-$7 billion through a pipeline lease-and-leaseback deal to fund upstream investment.
Wed, Sep 17, 2025
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ENERGY INTELLIGENCE FINANCE
Can the Bumerangue Discovery Get BP Back on Track?
Can BP's potentially giant Bumerangue discovery offshore Brazil finally provide the signature asset it needs to boost its valuation and set its course right?
Tue, Sep 16, 2025
ENERGY INTELLIGENCE FINANCE
Chevron's Oz Focus Is on Backfill, CCS and Tech, Not Growth
Australia remains a big part of Chevron's global business, but the company now wants to preserve volumes and value there, not chase incremental expansion.
Tue, Sep 16, 2025
ENERGY INTELLIGENCE NEWS
Iberdrola Extends Renewables Footprint in Power-Hungry Brazil
The Spanish utility expanded its renewable and power distribution network in Brazil, a country that expects to see sizeable electricity demand growth this decade.
Thu, Sep 11, 2025
ENERGY INTELLIGENCE NEWS
Exxon Pushes Back Lithium Production Target
The US major is now aiming to produce enough lithium for 1 million EVs by the first half of next decade instead of 2030, per its website.
Tue, Sep 9, 2025
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ENERGY INTELLIGENCE FINANCE
Can the Bumerangue Discovery Get BP Back on Track?
Can BP's potentially giant Bumerangue discovery offshore Brazil finally provide the signature asset it needs to boost its valuation and set its course right?
Tue, Sep 16, 2025
ENERGY INTELLIGENCE NEWS
Adnoc's XRG Arm Walks Away From US$18.7 Billion Santos Deal
As widely expected, the XRG-led consortium has walked away from its cash bid for the Australian E&P, with business, not politics, driving the decision.
Wed, Sep 17, 2025
ENERGY INTELLIGENCE NEWS
China's Strategic Storage Build-Out to Bolster Oil Demand
China is building out its strategic petroleum reserves, which could, when filled, absorb more Opec and non-Opec crude.
Tue, Sep 16, 2025
ENERGY INTELLIGENCE FINANCE
Exxon Outpaces Chevron in Low-Carbon Space, But Risks Emerge
Exxon has pulled clearly ahead of its US rival in terms of progress made to-date, but policy and market headwinds could temper some initial ambitions.
Fri, Sep 12, 2025
ENERGY INTELLIGENCE NEWS
Ukraine Hits Russia's Largest Baltic Sea Port
It is understood that loadings from Primorsk remain interrupted, but the full impact has yet to be assessed.
Fri, Sep 12, 2025
WORLD ENERGY OPINION
The Future of US Carbon Capture Under the Big Beautiful Bill
Carbon capture is gaining momentum in the US as expanded tax credits and new legislation improve project economics and attract investment.
Tue, Sep 16, 2025
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Our Experts in Competitive Intelligence
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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.
Casey Merriman
Editorial Director, Western Hemisphere and Head, Competitive Intelligence
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Managing Director, Research and Advisory
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Editor, Energy Intelligence Premium and Houston Bureau Chief
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Competitive Intelligence: Exxon and Chevron Surge Forward
Exxon and Chevron are coming off their strongest year since the last oil boom, and with commodity prices again on the ascent the US giants are not shying away from growth. Energy Intelligence’s corporate strategy experts discuss what lies ahead for the two companies in the Permian Basin, and what impact a recent court ruling in the US might have for their activities in the Gulf of Mexico.
Wed, Feb 2, 2022
Competitive Intelligence: Vicki Hollub Leadership Dialogue
Casey Merriman, Western Hemisphere Editorial Director and Head of the Competitive Intelligence Service, interviews Vicki Hollub, President & Chief Executive Officer of Occidental at the 2021 Energy Intelligence Forum.
Fri, Oct 29, 2021
Competitive Intelligence: Where the Energy Transition Goes From Here
Oil and gas prices are at heights not seen in years as pressure on companies to ramp up their energy transition plans intensifies. We take a look at how investor priorities may be shifting in the current environment and how much leeway major operators will have in forming and executing their energy transition goals, as we explore some of the insights from the recently completed Energy Intelligence Forum.
Fri, Oct 15, 2021
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