INSIGHTS Our insights Keep up to date with the latest insights and expert opinion on the upstream oil and gas industry here. View all Date Apr 19 Apr 20 Apr 21 Apr 22 Apr 23 Apr 24 Aug 18 Aug 19 Aug 20 Aug 21 Aug 22 Aug 23 Dec 18 Dec 19 Dec 20 Dec 22 Dec 23 Feb 19 Feb 20 Feb 21 Feb 22 Feb 23 Feb 24 Jan 19 Jan 21 Jan 22 Jan 23 Jan 24 Jul 19 Jul 20 Jul 21 Jul 22 Jul 23 Jun 19 Jun 20 Jun 21 Jun 22 Jun 23 Mar 19 Mar 20 Mar 21 Mar 22 Mar 23 Mar 24 May 19 May 21 May 22 May 23 Nov 18 Nov 20 Nov 21 Nov 22 Nov 23 Oct 18 Oct 19 Oct 20 Oct 21 Oct 22 Oct 23 Sep 18 Sep 19 Sep 20 Sep 21 Sep 22 Sep 23 Topic News Perspectives Reports Author Thomas Wagenhofer Andrew Sinclair NEWS The US Oil and Gas industry is thriving Total US oil production is rising at fastest pace in 98 years and new pipelines are set to ease transport constraints out of the Permian Basin by end of 2019. September 09 2019, Thomas Wagenhofer NEWS US shale oil output is too small, too slow, and too competitive to play global swing producer A commodities note from the FT makes a well considered observation that US domestic oil production cannot react fast enough with suffcient volume to stabilise prices. August 23 2019, Thomas Wagenhofer NEWS US LNG export capacity is growing quickly The US currently has the capacity to export apprimately 2 bcf/d of LNG from a single facility at Sabine Pass. By the end of 2019 that capacity will increase to between 10 and 11 bcf/d. August 06 2019, Andrew Sinclair NEWS Increasing exports of US gas and oil increase demand and support prices As detailed in the FT, the current US adminstration is actively supporting a significant increase in export of US produced gas and oil. July 12 2019, Thomas Wagenhofer NEWS A manufacturer explains the reason we invest in US gas supply A profile in today's Australian on Incitec Pivot's chief executive James Fazzino shows exactly why we invest in US gas. July 12 2019, Thomas Wagenhofer NEWS Gas a Reliable Source of Base-Load Electricity During Hurricane Harvey water saturation of coal forced the Texas power utility NRG Energy to switch two generation units at one of its plants from coal to gas. July 12 2019, Thomas Wagenhofer NEWS Henry Hub the Global Gas Benchmark Central to Giant's investment thesis is that increased LNG flows will drive development of a globally integrated market for natural gas based on the price of Louisiana's Henry Hub. July 12 2019, Andrew Sinclair NEWS What's the future for the Internal Combustion Engine? A leader in this week's Economist forsees the impending death of the internal combustion engine. July 12 2019, Thomas Wagenhofer NEWS Cobalt and the Democratic Republic of the Congo Cobalt is a critical component for the high energy and power versions of lithium-ion batteries used in electric vehicles. Over 60% of world supply comes from the DRC. July 12 2019, Andrew Sinclair LOAD MORE