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National Oil Companies Aren’t Ready For The Energy Transition

Some of the world’s largest national oil companies (NOCs) have improved significantly their resilience to oil price slumps in the near future thanks to huge cash flows and profits in the past two years. But many of those companies face challenges in sustainability and ESG metrics due to governance issues, disclosures, and the lack of Scope 3 emission targets.

The Next Phase Of The U.S. Shale Revolution

Mergers in the U.S. shale patch have continued through the course of 2023 as companies jockey for assets that will fill in gaps in their acreage base. Two key basins have been the focus of much of this activity. I refer to the Permian Basin and the Eagle Ford, each of which has attributes that draw the interested eyes of companies with strong balance sheets and cash to spend.