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JP Morgan says Strait of Hormuz closure could trigger a sustained oil price shock

BOE Report

JP Morgan believes that a Strait of Hormuz closure would likely trigger a sustained oil price shock that will reverberate through global macro developments, the bank said in a note. It said that in the most extreme case of a broader regional conflagration that includes the closure of Hormuz, it estimates oil prices could surge [Read more]

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Citi sees oil prices supported by risk premium, capped by 2026 oversupply

Oil & Gas 360º

In a new research note examining the offshore drilling sector, Citi outlines its base case assumptions and market outlook for dayrates and oil pricing fundamentals. The rally, analysts said, suggests investors are now pricing in sustained dayrates of around $385,000 per day for 7th generation deepwater rigs.

Oil
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Big disruption to oil supply unlikely after Israel’s attack on Iran, say analysts

Oil & Gas 360º

(Investing) – Israel’s attack on Iran is unlikely to cause a major disruption to oil supply, analysts at two major banks said, but a worst-case scenario involving blockades in the Strait of Hormuz could push prices above $100 per barrel, Goldman Sachs said. per barrel. .”

Oil
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Discussing collaboration on infrastructural resilience

Oilholics Synonymous Report

As the Emirate accelerates the adoption of its Economic Vision 2030, cross-sector partnerships will be critical to foster inclusive growth and address complex urban challenges including sustainable housing and smart mobility.

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How Oilfield Service Companies Can Stay Profitable in an Uncertain Market

Enverus

And right now, with so much uncertainty in the market, profitability becomes the top priority to sustain your business. In the next posts, we’ll cover why digital field tickets are a game-changer and how service companies are slashing DSO from months to days ( and in many cases to zero).

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Rethinking the future: A new operating model for gas distributor success

McKinsey

But they can stay competitive and succeed in this market context by rethinking their existing operating model around four key pillars: a fast and effective capex machine; a digital, resilient, and sustainable network; efficient operations with customer centricity; and multidimensional growth (Exhibit 2). 2 Based on expert interviews.

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Understanding the price of decarbonization

McKinsey

Historical hits and misses Over the past 15 years, the sustainability landscape has evolved, with advances in knowledge and climate technology and changes in costs, policy, and regulation. 2 “ Cloud-powered technologies for sustainability ,” McKinsey, November 9, 2023. The latest versions of the MACC make use of AI and automation.