The world

Where the oil and gas is, country by country: what each place is known for, why companies want to be there, and what keeps them up at night. An interactive world map is coming; this is the reading behind it.

South America

Venezuela

Orinoco Heavy Oil Belt

Oil-weightedHeavy

Holds the world's largest proven oil reserves, mostly extra-heavy crude.

Advantages

  • Enormous reserves
  • Very low cost in the ground

Risks

  • Deep political risk and years of PDVSA mismanagement
  • U.S. sanctions that switch on and off
  • Heavy crude needs upgrading and diluent

For example

ExxonMobil and ConocoPhillips had assets nationalized in 2007 and walked away, later winning arbitration awards. Most majors have stayed out since, and production collapsed from around 3 million barrels a day to a fraction of that.

Brazil

Santos & Campos pre-salt

Oil-weighted

Deepwater pre-salt fields off the southeast coast, led by Petrobras.

Advantages

  • World-class, prolific offshore reservoirs
  • Growing, low-decline output

Risks

  • High deepwater cost and long lead times
  • Local-content rules and Petrobras politics

For example

Fields like Búzios and Tupi made Brazil a top-ten producer and pulled in majors like Shell and TotalEnergies.

Guyana

Stabroek Block

Oil-weighted

The fastest-growing new oil province in the world, in deep water.

Advantages

  • Huge, low-cost discoveries since 2015
  • Very fast ramp to first oil

Risks

  • Young institutions and a small economy
  • Venezuela's territorial claim on the Essequibo region

For example

An ExxonMobil-led group with Hess and CNOOC took Guyana from zero to a major producer in under a decade.

Argentina

Vaca Muerta

Oil-weightedGas-weighted

One of the largest shale plays outside North America, in Patagonia.

Advantages

  • World-class shale rock
  • Big running room for oil and gas

Risks

  • Currency swings, inflation, and capital controls
  • Pipeline and export bottlenecks

For example

YPF and partners like Chevron have made Vaca Muerta the country's growth engine, when the economy cooperates.

Middle East

Saudi Arabia

Ghawar & the Eastern Province

Oil-weighted

Home of Ghawar, the largest conventional oil field ever found, run by Saudi Aramco.

Advantages

  • Some of the lowest-cost barrels on earth
  • Spare capacity that moves the whole market

Risks

  • Geopolitical exposure
  • Heavy concentration in one company and region

For example

Aramco's spare capacity lets Saudi Arabia act as the world's swing producer.

Qatar

North Field

Gas-weighted

Shares the world's largest gas field with Iran and is a top LNG exporter.

Advantages

  • Enormous, cheap gas
  • A leading global LNG position

Risks

  • Regional politics
  • Reliance on long-term LNG demand

For example

QatarEnergy's North Field expansion is one of the biggest LNG projects anywhere.

Iraq

Southern fields (Rumaila, West Qurna)

Oil-weighted

Some of the largest, cheapest onshore reserves in the world.

Advantages

  • Huge low-cost reserves

Risks

  • Security and political instability
  • Tough service-contract terms for foreign firms

For example

Majors run big fields on service contracts, but instability pushed some, like ExxonMobil, to trim their exposure.

United Arab Emirates

ADNOC concessions

Oil-weightedGas-weighted

A stable Gulf producer expanding both oil capacity and gas.

Advantages

  • Low cost and stable governance
  • Aggressive investment and growth

Risks

  • Regional geopolitics

For example

ADNOC has opened up to foreign and financial partners while pushing for higher capacity.

Africa

Nigeria

Niger Delta & deepwater

Oil-weightedLightSweet

West Africa's largest producer, from the onshore delta to deep water.

Advantages

  • Prolific geology and light, sweet crude

Risks

  • Theft, sabotage, and security problems
  • Regulatory and payment uncertainty

For example

Majors like Shell and ExxonMobil have been selling onshore assets to focus on deepwater and cut their security exposure.

Angola

Deepwater blocks

Oil-weighted

Deepwater oil off the West African coast.

Advantages

  • Established deepwater basins

Risks

  • Mature fields in decline
  • Needs constant investment just to hold output

For example

Angola left OPEC in 2024 in a dispute over production quotas.

Libya

Sirte Basin

Oil-weightedLightSweet

Large, high-quality reserves close to Europe.

Advantages

  • Big reserves and light, sweet crude
  • Short shipping distance to Europe

Risks

  • Civil conflict and frequent production shut-ins

For example

Libyan output swings sharply with the security situation, sometimes overnight.

Europe & Eurasia

Norway

North Sea & Norwegian Sea

Oil-weightedGas-weighted

Europe's steady offshore producer, led by Equinor.

Advantages

  • Strong rule of law and stable terms
  • High-quality offshore fields

Risks

  • High cost
  • A mature basin that needs new finds

For example

The giant Johan Sverdrup field extended Norway's production well into this era.

United Kingdom

UK North Sea

Oil-weightedGas-weighted

A mature basin well past its peak.

Advantages

  • Established infrastructure and expertise

Risks

  • Steady decline and high cost
  • Windfall taxes and policy uncertainty

For example

Tax changes have pushed several operators to cut UK investment.

Russia

West Siberia

Oil-weightedGas-weighted

One of the world's largest oil and gas producing regions.

Advantages

  • Vast reserves and production

Risks

  • Sanctions and Western exits after 2022
  • Cut off from much Western capital and technology

For example

BP, Shell, ExxonMobil, and TotalEnergies all exited or wrote down Russian positions after the 2022 invasion of Ukraine.

Kazakhstan

Tengiz & Kashagan

Oil-weighted

Giant Caspian fields.

Advantages

  • Very large, long-life fields

Risks

  • Landlocked, dependent on export routes through Russia
  • Complex, costly projects

For example

Kashagan became famous as one of the most expensive and delayed projects in history.

Asia-Pacific

Australia

North West Shelf & Gippsland

Gas-weighted

A top global LNG exporter.

Advantages

  • Stable and resource-rich
  • Close to Asian demand

Risks

  • High cost
  • Domestic gas and policy debates

For example

Projects like Gorgon made Australia a global LNG leader.

China

Sichuan & Ordos

Gas-weighted

The world's biggest energy importer, with growing domestic shale gas.

Advantages

  • Enormous domestic demand
  • State backing for production

Risks

  • Harder shale geology than the U.S.
  • Dominated by state companies

For example

PetroChina and Sinopec are pushing Sichuan shale gas to cut import reliance.