McKinsey Energy Insights
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Editor's note: Updated Feb. 3, 2022.
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McKinsey: US Output Hinges on E&P Capital Discipline, Permian Well Trends
U.S. oil production reached record levels to close out 2023. But the future of U.S. output hinges on E&P capital discipline and well-productivity trends in the Permian Basin, according to McKinsey & Co.
Quadrupling Energy Transition Financing and the Quest for Net Zero
McKinsey Partner Kassia Yanosek details private equity’s unique role in the climate transition, despite corporate uneasiness at partnering with firms, and the need to quadruple funding while government ramps up support.
Rockcliff CEO on US LNG: ‘Where Is All This Gas Going to Come From?’
Can Haynesville, Permian and Eagle Ford E&Ps meet skyrocketing gas demand to serve a host of new LNG projects on the Gulf Coast? These executives have concerns.
McKinsey: Shale Poised for Big Role in Long-term LNG Demand
A global LNG supply gap will begin to open up in the 2030s, according to a McKinsey & Co. analysis but the U.S. might lose its competitive edge if red tape, particularly around pipeline permitting, isn't addressed.
Fallibility of Generative AI: When Computers Lie, Steal and Hallucinate
Regulatory uncertainty, data security are also speed bumps on the road to the technology’s adoption.
Generative AI: From Detecting Faults to Dehydrated Workers, AI Infiltrates the Oil Patch
From the oil field to the back office, AI is helping the industry speed up workflows, improve worker safety and better maintain assets.
Generative AI: The 'Potential and Peril' for Oil and Gas' Future
AI capabilities are evolving and helping optimize workflows and aiding E&Ps with the vast troves of data they collect daily.
Hydrogen's Biggest Hurdles: Customers and Demand
The emerging hydrogen market is “in theory, oversupplied of [hydrogen] projects, but of course not all of them are real,’ a McKinsey & Co. associate partner said.
US Product Export Ban: A Panacea for High Fuel Prices?
If a partial ban on U.S. refined product exports goes ahead, the impact on balances and flows could result in higher and lower prices, depending on the region.
Could Carbon Capture be Mission Impossible?
CCUS has the potential to decarbonize 45% of remaining emissions from carbon-intensive industries, according to McKinsey & Co. research, but achieving that level of reduction is mission impossible with the current level of investment.
Energy Transition: The Premise Without a Payoff
Energy companies that have fully embraced ESG, emissions goals and the energy transition still see little premium from investors, panelists said at a recent industry event in London.
OTC 2022: Diversity Failures are Hurting the Bottom Line
Attracting and retaining women in the oil and gas workforce is key to ensuring different perspectives in the executive ranks, which results in higher profitability, say diversity leaders.
Energy Transition Public Equity & Debt: Joining ’Em
Oil and gas producers have an opportunity in the low-carbon future. And there’s capital—and returns—ready.
Cost of Net Zero? An Extra $9.5 Trillion Annually, Report Shows
“Achieving net-zero emissions by 2050 would entail a fundamental transformation of the global economy,” consultancy firm McKinsey & Co. said in a report.
Top Five Market Shifts and Their Implications for OFSE Sector
There are fundamental market shifts and implications—but more importantly, strategies—for oilfield services and equipment companies confronting the energy transition.