Shell is expected to provide a clearer picture of which assets it plans to sell following its merger with BG Group when it publishes its Q2 results next week.
Imports of Russian gas into Europe will rise. Even if transit via Ukraine comes to an end after 2019, new lines into Europe will support additional flows.
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Argentina appears to be experiencing a drilling slowdown, with the number of wells completed in the country dropping by 27% between January and April.
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