Outlook & Analysis

Dark clouds loom

Dark clouds loom

Fears crystalise about how US shale will react to OPEC cuts, NAB and Morgan Stanley warn.

  • Anthony Barich
  • 29 May 2017
  • 09:10
Browse 'Great Escape' in doubt

Browse 'Great Escape' in doubt

RBC isn't buying Woodside's latest Browse pitch given the high number of uncertainties.

  • Anthony Barich
  • 26 May 2017
  • 09:38
OPEC extends cuts

OPEC extends cuts

Market no longer pregnant with expectation as OPEC takes nine-month option.

  • Haydn Black
  • 26 May 2017
  • 09:32
New global LNG benchmark looming

New global LNG benchmark looming

BP's Australian chief tells APPEA the US' influence on global LNG markets is about to get real.

  • Anthony Barich
  • 25 May 2017
  • 06:51
Davies outlines wishlist

Davies outlines wishlist

As oilers adjust to energy transitions, Senex CEO says much can be done to help risk-takers.

  • Anthony Barich
  • 24 May 2017
  • 09:40
Renewables hype 'overstated': Exxon

Renewables hype 'overstated': Exxon

ExxonMobil Australia chair was the contrarian at transition panel at APPEA 2017.

  • Anthony Barich
  • 23 May 2017
  • 08:58
NWS partners ponder US influence

NWS partners ponder US influence

NWSV contemplates how Australian LNG projects fit into the new world order at APPEA 2017.

  • Anthony Barich
  • 23 May 2017
  • 08:54
Woodside's emerging win-win

Woodside's emerging win-win

Slugcatcher ponders Woodside's Browse situation ahead of tomorrow's investor briefing day.

  • Slugcatcher
  • 22 May 2017
  • 06:53
Gas fears overblown: report

Gas fears overblown: report

New report finds gas crisis overstated, but questions remain about energy security.

  • Haydn Black
  • 18 May 2017
  • 08:58
Insulated oilers need to open up

Insulated oilers need to open up

Slugcatcher ponders the omissions from the APPEA run shet which could help industry percepions.

  • Slugcatcher
  • 15 May 2017
  • 06:40
OPEC impotency laid bare

OPEC impotency laid bare

US oilers getting better at low-cost production and plowing profits into more drilling.

  • Haydn Black
  • 11 May 2017
  • 09:26
IEA in FID warning

IEA in FID warning

IEA warns of price spike after 2020 if new projects aren't sanctioned soon.

  • Anthony Barich
  • 08 May 2017
  • 09:38
Slugcatcher's oil optimism

Slugcatcher's oil optimism

Slugcatcher looks at the reasons underpinning oil's possible return to $US80/bbl by the end of 2017....

Policy the key to energy future

Policy the key to energy future

No easy policy fix amidst inevitable price rises for east coast gas, Wood Mac analyst says.

Gas crisis very real: Ai Group

Gas crisis very real: Ai Group

Industry agrees with thrust of report finding gas crisis doesn't exist, but there is a deeper story....

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Slugcatcher

Voelte's prophetic word

Voelte's prophetic word

Slugcatcher wonders what would've happened had Queensland's LNG operators thought like Don Voelte.

Opinion

The merits of an Aussie Aramco

The merits of an Aussie Aramco

Credit Suisse's Aussie Aramco idea should not be so easily dismissed, veteran John Boardman says.

On the record

Expert slams 'Aussie Aramco' solution

Expert slams 'Aussie Aramco' solution

Wood Mackenzie expert slams state-owned oil company idea as solution to energy woes.

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