Wood Mackenzie

2018 was a relatively quiet year for fiscal disruptions. But many countries opened new licensing rounds and reviewed expiring licences. We expect more countries to offer revenue sharing contracts and biddable terms in 2019. Wood Mackenzie’s petroleum taxation experts – Graham Kellas (graham.kellas@woodmac.com) and Aleks Popovics (aleksandrs.popovics@woodmac.com) – discuss key 2018 and 2019 upstream taxation trends. You may be interested in the following reports: https://www.woodmac.com/reports/upstream-oil-and-gas-petroleum-fiscal-systems-5-things-to-look-for-in-2019-37969 https://www.woodmac.com/reports/upstream-oil-and-gas-petroleum-fiscal-systems-2018-in-review-93877

2018 was a bumper year for the MENA’s upstream sector with record M&A spend and nearly US$100 billion of projects sanctioned. But what does 2019 have in store? Which projects will drive gas production growth? Will all members comply with OPEC production restraints? Who’s in the running for Qatar’s LNG expansion? Join analysts from Wood Mackenzie’s Middle East and North Africa teams as they discuss what happened in 2018 and the things to look for in 2019.

Join the Asia Pacific oil and gas research team as they gaze into their crystal ball and run down some of their top themes and events to look for in 2019. Will the recent oil price rollercoaster flatten out? What are the implications for regional E&P activity? What will be the impact on gas and LNG markets? More details can be found in Wood Mackenzie's recent "5 things to look for" series of reports, available here https://www.woodmac.com/reports/upstream-oil-and-gas-asia-pacific-upstream-5-things-to-look-for-in-2019-41108/

We consider some of key themes for oil and gas companies in 2019

ExxonMobil notched up its 10th deepwater discovery and announced its discovered recoverable reserve estimate now exceeds five billion boe. Greg Roddick, Julie Wilson and Luiz Hayum discuss this latest discovery, what it means for the partners involved and what exploration activity to look for in 2019.

In our last podcast for 2018, Gail Anderson talks to Adam Pollard and Jon Lawrence on key events in November, including Angola's continued upstream recovery and an intriguing exploration acquisition in the little-known Comoros Islands.

Stewart Williams, Stephen Fullerton and Juma Mlawa discuss recent oil & gas activity in North Africa and the Mediterranean.

Listen in to our latest installment of Wood Mackenzie’s metals and mining podcast as we hear from Andrew Mitchell, Research Director – Nickel markets, on the following: • Tsingshan’s plans and whether they are feasible • What we need to see for positive sentiment to return

Recent hedging disclosures reveal producers missed a golden opportunity to lock in higher oil prices before they began falling in October. Listen to this podcast to hear the details and for our views of what to expect at the end of the year.

Jessica Brewer and Tom Quinn from Wood Mackenzie’s Middle East team give their thoughts on the recent ADIPEC conference.

Our analysts discuss key events over the past month. For November, Adam Pollard and Lennert Koch talk to Gail Anderson about M&A activity in Angola and Ghana's first licensing round.

Andy McConn and Roy Martin discuss the key themes from the US tight-oil E&Ps' Q3 2018 results

Analysts from Wood Mackenzie’s Middle East and Global Oil Supply teams discuss the implications of new sanctions on Iran.

Merger mania kicked off with Denbury-Penn Virginia, Chesapeake-Wildhorse, and Encana-Newfield all announcing deals. The reaction has been mixed, so our analysts discuss the pros and cons of the mergers and acquisitions. Is this the beginning of major consolidation in the US?

we review the highlights from the Majors third quarter results

Appetite is building for Malaysia's upcoming licensing round, on the back of recent exploration success. But it is M&A that has really got tongues wagging around the PETRONAS towers - Alex Siow discusses the latest gossip from his recent research visit to Kuala Lumpur with Andrew Harwood.

Greg Roddick talks to Tom Ellacott, SVP of Corporate Research, to discuss the first week of the Q3 2018 results season in which Equinor, Total and Eni highlighted the impact of rising prices and capital discipline. They also touch on what to look out for over the next couple of weeks.

Greig Aitken and Scott Walker from our M&A team discuss upstream M&A activity in Q3 2018.

Senior Vice President Tom Ellacott weighs in on what we expect from the Majors and US tight oil players in Q3

We look at Murphy’s plans to deepen its US GoM portfolio through a deal with Petrobras worth up to US$1.1 billion