DailyUpstream

In the volatile world of upstream oil and gas, accurate market analysis and reliable forecasting are essential for strategic planning and investment decisions. Our market analysis and forecasting service provides clients with comprehensive insights into supply-demand dynamics, price trends, production outlooks, and competitive positioning across global and regional markets.

We employ sophisticated analytical methodologies that integrate multiple data sources, including production statistics, drilling activity reports, seismic survey results, reserve estimates, refinery demand patterns, and macroeconomic indicators. Our proprietary forecasting models incorporate both fundamental analysis and advanced statistical techniques, including machine learning algorithms that identify patterns and correlations that traditional approaches might miss.

Our analysis covers the entire upstream value chain, from exploration activity and discovery rates to development timelines and production profiles. We track capital expenditure trends, technological advancements in drilling and completion techniques, and their impact on breakeven economics. We also monitor geopolitical developments, OPEC policy decisions, and regulatory changes that influence market conditions and investment climates in key producing regions.

What sets our forecasting apart is our focus on actionable intelligence. We don't just provide numbers—we explain the drivers behind trends, assess the probability of different scenarios, and highlight the implications for decision-making. Our clients receive regular updates that keep them ahead of market movements, along with custom analysis tailored to their specific operational contexts and strategic concerns.

• Global and regional supply-demand balance analysis
• Crude oil and natural gas price forecasting (short, medium, and long-term)
• Production outlook for major producing countries and basins
• Exploration and development activity tracking and trends
• Breakeven economics analysis for different play types
• Capital expenditure trends and investment climate assessment
• Competitive intelligence and company positioning analysis
• Scenario modeling for strategic planning purposes
• Monthly market briefings and quarterly outlook reports
• Custom research addressing specific client questions

The regulatory landscape governing upstream oil and gas operations is becoming increasingly complex, with environmental requirements, fiscal terms, local content regulations, and licensing frameworks varying significantly across jurisdictions. Our regulatory and policy intelligence service helps clients navigate this complexity, ensuring compliance while identifying opportunities created by policy changes and regulatory reforms.

We maintain a comprehensive database of regulatory frameworks covering licensing procedures, fiscal terms, environmental standards, safety requirements, and local content obligations in over 80 producing and prospective countries. Our team of regulatory specialists monitors legislative developments, tracks policy debates, and maintains relationships with government officials, industry associations, and legal experts in key jurisdictions worldwide.

Our intelligence goes beyond simply reporting regulatory changes. We analyze the implications of new policies, assess implementation risks, and provide strategic guidance on engagement with regulators and policymakers. We help clients understand how regulatory developments might affect their operations, project economics, and competitive positioning. For companies evaluating entry into new markets, we provide detailed regulatory due diligence that assesses the stability and transparency of the regulatory environment.

We also track broader policy trends that shape the operating environment for upstream companies, including energy transition policies, carbon pricing mechanisms, methane emission regulations, and government positions on fossil fuel development. Understanding these macro-level policy directions is essential for long-term strategic planning and portfolio management in an industry facing fundamental questions about its future role in the global energy system.

• Licensing round monitoring and opportunity alerts
• Fiscal regime analysis and comparative assessments
• Environmental regulation tracking and compliance guidance
• Local content requirement analysis and compliance strategies
• Health, safety, and operational standards updates
• Policy risk assessment for investment decision support
• Energy transition policy tracking and implications analysis
• Stakeholder mapping and government relations intelligence
• Regulatory due diligence for market entry decisions
• Advocacy strategy development and policy engagement support

Understanding the technical and commercial details of upstream assets and projects is fundamental to making sound investment, acquisition, and partnership decisions. Our asset and project intelligence service provides detailed, continuously updated information on exploration prospects, development projects, and producing fields worldwide, giving clients the insights they need to evaluate opportunities and monitor competitive activity.

We track over 15,000 upstream projects across all stages of the value chain—from early-stage exploration through appraisal, development, and production. For each project, we maintain detailed profiles that include technical parameters (reservoir characteristics, recovery mechanisms, production profiles), commercial terms (ownership structures, participating companies, investment commitments), development plans (drilling schedules, facility designs, production targets), and progress updates (milestone achievements, challenges encountered, timeline revisions).

Our intelligence-gathering process combines multiple sources: company announcements and investor presentations, regulatory filings and permit applications, industry publications and conference proceedings, satellite imagery analysis, and insights from our extensive network of industry contacts. This multi-source approach ensures comprehensive coverage and allows us to verify information for accuracy and reliability.

Beyond basic project tracking, we provide analytical services that help clients extract strategic value from project intelligence. This includes benchmarking analysis that compares project economics and technical approaches across similar assets, identification of emerging play concepts and technological innovations, assessment of operator capabilities and track records, and evaluation of partnership opportunities. For clients considering acquisitions or farm-in opportunities, we provide detailed technical and commercial due diligence that informs valuation and negotiation strategies.

• Comprehensive database of 15,000+ upstream projects worldwide
• Detailed asset profiles including technical and commercial data
• Exploration activity tracking and discovery monitoring
• Development project progress tracking and milestone alerts
• Production performance monitoring for producing fields
• Operator performance analysis and capability assessment
• Merger and acquisition activity tracking and deal analysis
• Farm-in/farm-out opportunity identification and screening
• Technical and commercial due diligence support
• Benchmarking analysis for project economics and performance