Author: intent

Oil Lobby Warns Biden About Anti-Oil Policies

API President: “American voters are watching.”.
The Biden administration had indeed been busy trying to curb oil and gas exploration as much as possible, with the culmination coming late last year when the federal government held the last oil and gas lease sale in the Gulf of Mexico for the next two years.
At the same time, however, the White House gave the go-ahead to the Willow oil project in Alaska.

Norway To Boost Oil and Gas Exploration 

Norway has been betting on the continued development of its oil and gas resources and has raised its natural gas production over the past year.
Overall, Norway’s oil and gas production was slightly lower than expected in 2023, largely due to unplanned and extended maintenance shutdowns at multiple fields.
Investments in 2023 and 2024 are rising more than expected at this time last year due to high activity, a weaker Norwegian currency, and growing cost.

Offshore Oil Is Booming With Vessel Markets Near All-Time High

Despite the recent bearishness, investors are still betting heavily on one corner of the market: offshore oil and gas.
The Clarksons Offshore Index is projected to reach all-time high in 2024.
Rig, OSV and Subsea markets are particularly robust, with oil and gas vessel rates now higher than 2014 levels in the majority of sectors/regions.

Barclays cuts 2024 Brent price forecasts on higher supply

Barclays lowered its Brent crude prices forecast for this year by $8 to $85 per barrel due to higher supply, but noted that oil looks undervalued.

Barclays in a note on Thursday said the cut in forecasts is primarily due to “a higher starting point for inventories and a potentially longer path to OPEC spare capacity normalization.”

Decision time for oil and gas companies in 2024

The corporate oil and gas sector faces a year of big decisions in 2024. Consolidation will remain in the spotlight as companies position to build scale and strengthen sustainability through the energy transition. Growth will make a comeback. But companies will not put their financial strength at risk in what threatens to be a turbulent year.