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 high-quality 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 basin and regional trends down to field- and well-level insights. With coverage of more than 85,000 fields and licenses worldwide, energy companies can analyze production, reserves, costs and activity across assets, operators and regions.

The Upstream Solution helps you:

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

By combining a global data universe with Rystad Energy’s expert insights, the Upstream Solution enables you to move seamlessly from market trends to asset-level investment 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

Global gas and LNG markets are evolving rapidly, shaped by shifting demand, new supply developments and changing trade dynamics. To stay ahead, companies need reliable data and forward-looking insights to inform strategy and investment decisions.

Our Gas & LNG Macro Solution provides a comprehensive view of global gas and LNG markets across the entire value chain - from upstream production to end-use demand. The solution covers gas supply, prices, demand, pipeline flows, LNG trade, infrastructure, costs and contracts, enabling companies to track market developments and evaluate opportunities across regions.

With detailed historical data and long-term forecasts from 1990 through 2050, the Gas & LNG Macro Solution helps energy leaders understand market dynamics, assess supply and demand balances, and identify emerging opportunities in the global gas and LNG landscape.

Learn more about our Gas & LNG Macro Solution >

North America Gas & LNG Market Solution

North American gas markets are highly dynamic, shaped by shifts in supply, demand, LNG exports and power generation. To navigate this volatility, companies need timely insights into regional market drivers and emerging opportunities.

Our North America Gas & LNG Market Solution provides a comprehensive view of gas market fundamentals across North America. By combining regional and state-level indicators with short- and long-term forecasts, the solution helps companies track supply, demand, LNG export dynamics and pricing trends.

With access to daily pipeline data, power generation insights and detailed market balances, companies can monitor key drivers such as feedgas flows to LNG terminals, production trends in key basins and evolving storage dynamics. This enables energy leaders to understand market shifts in real time and identify opportunities across the North American gas and LNG landscape.

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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