Middle East conflict implications

Thank you for downloading the second edition of our special report, which discusses the majors' LNG risk west of Hormuz, the US gas market impacts, and OPEC's spare capacity. These insights are powered by data from our Upstream, Corporate Strategy, Gas & LNG Macro, and North America Gas & LNG Market solutions.

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Upstream Solution Corporate Strategy Solution Gas & LNG Macro Solution North America Gas & LNG Market Solution Events and webinars Podcast

Upstream Solution

The global upstream landscape is evolving rapidly. To stay ahead, leading operators rely on granular data and trusted intelligence to guide strategy, optimize portfolios and benchmark performance.

Our Upstream Solution provides comprehensive visibility across the global oil and gas sector - from regional trends down to field and well-level insights. Our database covers 85,000+ fields and licenses worldwide, enabling energy leaders to analyze production, reserves, economics and activity across assets, operators and regions.

The Upstream Solution can help you

Benchmark portfolios, fields and operators across global markets
Analyze production, reserves and economics at field- and well-level granularity
Identify exploration, M&A and development opportunities
Run customizable economic models using your own assumptions

With access to our data universe and expert insights, you can move from global market trends to asset-level decisions with confidence.

Corporate Strategy Solution

The energy industry is undergoing a profound transformation, driven by the energy transition, evolving policy frameworks, and shifting capital priorities. Our new Corporate Strategy Solution provides a comprehensive suite of data, analytics, and insights to help energy companies understand how industry leaders are positioning themselves for the future.

Built on robust bottom-up data and in-depth corporate research, the solution delivers a clear view of corporate strategies, diversification pathways, and decarbonization ambitions across the global energy landscape. It enables consistent, like-for-like benchmarking of majors and other industry leaders across key strategic, financial, and emissions dimensions, supporting informed, confident decision-making.

Key highlights

Supermajor Corporate Strategy Report

The supermajors set the trend for the rest of the industry. This report series examines in depth each major’s transition strategy, financial performance, corporate targets, emissions performance, reduction plans, value at risk, as well as forward-looking portfolio investments and diversification into CCUS, hydrogen, and renewable energy. Through a comparative lens across upstream resilience, decarbonization, and diversification, the analysis would enable an oil and gas major to better understand its positioning relative to peers and the range of strategic pathways that could strengthen its competitiveness and market leadership.

Corporate Benchmarking Report

This report series benchmarks peer group transition strategies, enabling comparisons of financial performance, cost and carbon competitiveness, exploration strategies, portfolio investments, M&A, value at risk, and portfolio transformation targets, including expansion within low-carbon sectors. The Supermajor Benchmarking Report provides a comprehensive comparison of the majors’ portfolio strategies, operational performance, sustainability targets and financial outcomes, including analysis of total shareholder return, joint ventures, geographic diversification and renewable M&A activity. The series also includes a comparative review of NOC sustainability strategies, targets and results.

Energy Transition Risk Report

This report provides a long-term outlook for the upstream industry, analyzing energy transition risks under multiple demand scenarios. It benchmarks against common industry scenarios, including the International Energy Agency’s Net Zero Emissions scenarios and Current Policy Scenario, to illustrate the key factors driving change in the upstream oil and gas sector and the challenges ahead. The analysis assesses transition risk for key stakeholders across the petroleum value chain, including governments, service companies and upstream players.

Corporate Strategy Solution is designed to help you:

Analyze corporate strategies	Gain a deep understanding of how major energy players are shaping their portfolios, balancing core oil and gas with low-carbon investments, and positioning for long-term value creation.
Benchmark performance and targets	Compare strategy, financial performance, capital allocation, and decarbonization targets against industry peers to identify strengths, gaps, and areas for improvement, both today and over time.
Understand transition risks and opportunities	Quantify energy transition risks and upside across the value chain, including stranded asset exposure, emissions intensity, and resilience under different market and policy scenarios.
Optimize emissions management	Assess Scope 1, 2, and 3 emissions performance, track progress against stated targets, and benchmark emissions pathways against peers and global climate goals.
Support strategic decision-making	Inform portfolio planning, capital allocation, and long-term strategy with integrated insights spanning corporate performance, shareholder value, and competitive positioning.
Stay informed with expert insights	Access ad-hoc insights, analyst commentary, and forward-looking analysis to stay ahead of evolving industry dynamics, policy developments, and strategic shifts.

Gas & LNG Macro Solution

Our Gas & LNG Macro Solution helps companies navigate the evolving gas and LNG markets with accurate data and timely insights. It provides a comprehensive overview, covering gas flows, prices, demand, as well as pipeline and LNG trade flows, infrastructure, economics, costs and contracts. Spanning the entire value chain—from production to consumption—our solution supports informed decision-making with detailed data from 1990 through 2050.

Learn more about our Gas & LNG Macro Solution >

North America Gas & LNG Market Solution

Our North America Gas & LNG Market Solution helps companies navigate gas market volatility by providing in-depth insights into supply, demand and pricing trends. Our short and long-term forecasts enable strategic decision-making by identifying regional opportunities in the evolving North American and global LNG landscape. With easy-to-access data, reports and dashboards, we offer a comprehensive view of market fundamentals, helping businesses stay ahead in a rapidly shifting energy environment.

Learn about our Regional Gas & LNG Market Suite >

Events and Webinars

The following on-demand webinar recordings may be of interest to you:

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Your go-to podcast for smart energy insights

Let's Talk Energy

From geopolitics to technology, markets to energy transition, the Let’s Talk Energy podcast explores the forces reshaping the global energy system. Featuring Rystad Energy experts and industry voices, the podcast connects data, context, and real-world implications to help listeners understand what’s happening now and what’s coming next.

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