McKinsey

JULY 9, 2025

ELTIFs are expected to reach estimated AUM of €65 billion to €70 billion by 2027. To reduce long-term maintenance cost, asset managers could modernize legacy systems by investing in scalable, cloud-based, and modular systems. For example, European Long-Term Investment Funds (ELTIFs 2.0,

Management

McKinsey

JUNE 16, 2025

On average, 81 percent of those surveyed expressed zero to moderate confidence in the ability of airframers to hit their production targets for 2026 and 2027. Engine OEMs are particularly misaligned with airframers, operators, suppliers, and maintenance, repair, and overhaul. Half of those surveyed anticipate EIS by 2034 or later.

Supply Chain

Enverus

MARCH 11, 2025

electricity markets, particularly in terms of data center capacity growth and maintenance. The ratio of growth to maintenance capex will shift significantly post-2030, making it harder for hyperscalers to expand their capacity stacks. GW by 2027, one of the largest data center campuses in the world.

Drivers

Egypt Oil & Gas

MARCH 17, 2025

The project is expected to achieve a peak production of approximately 12,000 boe/d in 2027. Some of the procedures, such as crude oil production, equipment maintenance, and safety management, were upgraded with intelligent technologies, to enhance the efficiency of hydrocarbon development.

Associated Gas

SmartBrief

MAY 22, 2025

megawatt expansion expected to go live in 2027. In addition to further redundancies, early remediation suggestions include improved maintenance, enhanced emergency response plans and stronger government oversight. PIT to double its solar PIT has announced its doubling its solar capacity with a 4.7-megawatt

Energy

Oil Gas Leads

MARCH 14, 2025

The first phase of this initiative will involve the delivery of seven GE gas-powered turbines, expected to begin providing power in 2027. Service providers in natural gas power generation, turbine maintenance, and carbon capture solutions stand to benefit as AI data centers seek reliable energy sources. This approach leverages the U.S.’s

Natural Gas

Rextag

MAY 8, 2025

production increased versus the prior year, due to: Increased output from existing fields Higher ownership from new transactions in U.S. onshore gas assets during 2024 Renewables Production: Flat Performance Equinors renewable power generation in Q1 2025 was 0.76 TWh , the same as Q1 2024. shale basins.

Exploration and Production

Oil and Gas Investments

MARCH 19, 2025

Meaningful revenue is not until 2027 for WTE. They do have a contract with Glencore that comes up in 2027, but it seems less likely given that I can’t see anywhere else for the coal to go and I doubt Glencore wants to be completely reliant on a single terminal anyway (they partly own the Neptune Terminal outside of Vancouver).

Completion

Valor

MAY 12, 2025

billion by 2027. AI is enhancing productivity, reducing downtime, and improving maintenance in the oil and gas sector. Read more Oil and gas industry embraces AI and tech advancements Summary : Imperial Oil has embraced AI and robotics, boosting its bottom line by $700 million in 2024, aiming for $1.2

Energy

Oil & Gas 360º

MAY 12, 2025

billion to purchase oil to help replenish the SPR, the worlds largest emergency stockpile of crude, and $218 million for maintenance of the facility. The House measure, which faces a committee vote on Tuesday, also repeals a congressionally mandated sale of 7 million barrels from the SPR through fiscal year 2027.

Petroleum

McKinsey

JUNE 30, 2025

 Humanoid maintenance costs are also high. Widespread adoption of general-purpose robots will require lower manufacturing and maintenance costs. This includes Agility Robotics, which intends to scale from 1,200 units of Digit robots in 2025 to 7,500 by 2027 at a new facility in Oregon. Prepare your people.

Exploration and Production