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Fraser McKay
Head of Upstream Analysis
Fraser McKay
Head of Upstream Analysis
As head of upstream research, Fraser maximises the quality and impact of our analysis of key global upstream themes.
Latest articles by Fraser
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Featured
Upstream oil & gas regions 2025 outlook
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Opinion
Global upstream update: oil supply questions and portfolio resets
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The Edge
What’s driving the upstream revival in Southeast Asia?
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Opinion
Global upstream update: UK fiscal woes, Major exploration and Latin American promise
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The Edge
How higher interest rates could hold up energy transition investment
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Opinion
What's new in global upstream
Angus Rodger
Vice President, SME Upstream APAC & Middle East
Angus Rodger
Vice President, SME Upstream APAC & Middle East
Angus leads our benchmark analysis of global Pre-FID delays, and deep water developments.
Latest articles by Angus
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Featured
Upstream oil & gas regions 2025 outlook
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Opinion
How to make upstream licensing work
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The Edge
What’s driving the upstream revival in Southeast Asia?
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Opinion
A two-decade decline in exploration is driving the need for carbon neutral investment in Australia’s upstream sector
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Opinion
Asia Pacific upstream: 5 things to look for in 2024
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Opinion
Can Australia create energy super basins?
Robert Clarke
Vice President, Upstream Research
Robert Clarke
Vice President, Upstream Research
Robert leads our US onshore research, with a particular focus on the evolution of the tight oil sector.
Latest articles by Robert
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Featured
Upstream oil & gas regions 2025 outlook
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Opinion
Global upstream update: oil supply questions and portfolio resets
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The Edge
Three factors driving US liquids production to new heights
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Opinion
What's new in global upstream
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Opinion
Chesapeake-Southwestern Energy deal: ten key takeaways
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Opinion
The making of a Megamajor – ExxonMobil acquires Pioneer Natural Resources
Ian Thom
Research Director, Upstream
Ian Thom
Research Director, Upstream
Ian brings 18 years of experience to his role as head of regional analysis for Europe, Russian, Caspian and Africa
Latest articles by Ian
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Featured
Upstream oil & gas regions 2025 outlook
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Opinion
ADNOC acquires stake in Rovuma LNG from Galp
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Opinion
Global upstream: the biggest topics
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Opinion
Africa’s Energy Hotspots – three trends that will shape the next decade of African energy
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Opinion
Navigating Nigeria’s changing oil and gas landscape
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Opinion
Sub Saharan Africa upstream: 5 things to look for in 2024
Global upstream: 5 things to look for in 2024
While all four of our global energy transition outlook scenarios remain possible, the potential for a delayed transition scenario is increasing. The upstream industry's confidence in longer-term demand resilience is therefore growing.
But while next year will present a host of opportunities for global upstream players, there are plenty of challenges to navigate too. Improving upstream sentiment comes at a time of high geopolitical tensions, and both supply and demand concerns. Near-term price weakness may belie longer-term market strength, setting 2025 up to be a year of mixed messages.
Our global team of experts have drawn on unique insight from Lens Upstream to put together our annual round-up of predictions for the year ahead – plus a few wildcards to watch out for.
Key themes include:
- Upstream will obsessively focus on efficiency
- Resource capture will be back in vogue
- M&A will be high on strategic agendas
- Americas liquids growth won’t just come from the Permian
- Will a new wave of LNG projects take shape?
Fill in the form at the top of the page for your complimentary copy of Global upstream: 5 things to look for in 2025.
Plus, drill down into our predictions for your region with this series of complimentary insights:
Also in this series:
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Featured
Upstream fiscal systems: 4 things to look for in 2025
Get the reportUpstream fiscal systems: 4 things to look for in 2025 -
Featured
Upstream M&A: 4 things to look for in 2025
Get the reportUpstream M&A: 4 things to look for in 2025
