Key Global Developments Shaping Upstream Strategy

Описание: In this episode, we break down the most important global developments influencing upstream strategy as 2025 draws to a close. From major offshore gas investments to shifting U.S. supply dynamics and a cooling M&A environment, this episode delivers the insights upstream leaders need to prepare for a fast-changing energy landscape.

We cover how Egypt is positioning itself as a regional gas hub, why U.S. crude stockpiles are falling as exports surge, and what the latest slowdown in U.S. upstream deal activity means for operators heading into 2026. Plus, get updates on record U.S. oil production, Petrobras exploration approvals, and ExxonMobil’s progress on Guyana’s major gas development.

Episode Highlights:

ExxonMobil selects McDermott for FEED on Guyana’s offshore gas project
Brazil approves Petrobras drilling in the sensitive Potiguar Basin
U.S. crude production hits a new record above 13.3M bpd
Egypt targets up to $8B in new offshore gas investment
U.S. crude inventories fall as exports strengthen
Upstream M&A slows amid market uncertainty
Strategic implications for upstream planning, capital allocation, and LNG positioning
As global investment shifts and supply dynamics evolve, upstream teams must stay agile. This episode offers actionable intelligence to help operators prepare for a dynamic end to 2025 and position for opportunity in early 2026.

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