Oil and Gas Trends

Navigating Upstream’s New Era: Policy, Supply, and Partnerships in Focus

EAG

In this episode, we break down the transformational forces shaping upstream oil and gas in 2025. From sweeping policy reforms to shifting supply strategies and groundbreaking technology integration, upstream operators are navigating a market defined by disruption and opportunity.

Inside the episode:

  • Why 2025 marks a turning point for upstream strategy, investment, and operational resilience
  • India’s regulatory reset and how it could set a global benchmark for upstream modernization
  • OPEC+ supply shifts, what accelerated output means for pricing, planning, and volatility management
  • U.S. & global activity updates, including employment trends, production forecasts, and new LNG partnerships
  • The rise of digital oilfield technologies, from AI-driven predictive maintenance to real-time analytics and digital twins
  • Methane mitigation at scale, with drones, satellites, and aggressive net-zero commitments changing the ESG game
  • Offshore wind meets offshore oil, as operators repurpose legacy platforms for renewable integration and hybrid energy hubs

We wrap up with key takeaways for upstream leaders, highlighting the growing importance of capital discipline, technology adoption, ESG alignment, and strategic collaboration.