Question 1

What is the Stabroek block?

Accepted Answer

The Stabroek block is a deepwater oil and gas region off the coast of Guyana in South America. It has produced some of the most significant offshore oil discoveries in recent memory, with ExxonMobil serving as the primary operator. The block is currently home to multiple active development projects, with a ninth now seeking regulatory approval, making it one of the most closely watched energy basins in the world.

Question 2

What are long-cycle deepwater contracts?

Accepted Answer

Long-cycle contracts are multi-year agreements that support large-scale offshore energy projects — covering drilling rigs, subsea engineering, seismic data, and marine services. Unlike shale wells that can be operational within weeks, deepwater developments take years to plan and build. This means the companies involved benefit from sustained, predictable revenue streams rather than short-term spikes tied to oil price movements.

Question 3

What is a deepwater supply chain in oil and gas?

Accepted Answer

The deepwater supply chain refers to the full ecosystem of specialist companies required to develop an offshore oil project. This includes ultra-deepwater drillships, subsea well access services, seismic data acquisition firms, and logistics providers. Without these supporting businesses, major producers like ExxonMobil simply cannot build or operate new offshore projects, making them an integral part of any deepwater investment theme.

Question 4

Is Guyana offshore oil a good investment?

Accepted Answer

Guyana's offshore sector presents a compelling case — it is genuinely still in an early-to-mid growth phase, with a world-class reserve base and a capable operator continuing to seek new project approvals. However, it is a cyclical energy theme with real risks: oil prices fluctuate, project timelines can slip, and Guyana is still a relatively young producer with maturing regulatory frameworks. It suits investors who understand these dynamics and are comfortable with multi-year time horizons.

Question 5

What are the risks of investing in deepwater energy?

Accepted Answer

Deepwater energy carries several layers of risk beyond standard market volatility. Projects are technically demanding, capital-intensive, and vulnerable to cost overruns, equipment failures, and environmental incidents. Regulatory delays in emerging economies can stall timelines, and commodity price swings directly impact profitability. Long-cycle contracts provide revenue visibility, but not certainty — and all investments carry the risk of losing money.

Question 6

Top Guyana deepwater energy companies to watch?

Accepted Answer

The three companies most directly exposed to Guyana's deepwater expansion are ExxonMobil (XOM), Petrobras (PBR), and Hess Corporation (HES). ExxonMobil is the primary operator driving the Stabroek block buildout. Petrobras brings decades of South American deepwater expertise and regional infrastructure leverage. Hess is a direct block partner, meaning its fortunes are closely tied to each new discovery and regulatory approval.

Question 7

How does Hess Corporation benefit from Guyana's oil boom?

Accepted Answer

Hess Corporation is a key partner in the Stabroek block, meaning it directly benefits from every new discovery and every regulatory approval. Unlike ExxonMobil, Hess does not have the same level of global diversification, so its performance is more tightly linked to how the Guyana story unfolds. That concentration creates both a more focused opportunity and a higher degree of single-theme risk for investors.

Question 8

Why is ExxonMobil's ninth Guyana project significant?

Accepted Answer

A ninth major offshore project seeking approval — centred on the Haimara gas-condensate discovery — signals that the Stabroek block still has substantial growth runway at a time when many major global oil basins are in decline. Each new project triggers a fresh wave of multi-year contracts across the entire offshore supply chain, meaning the economic impact extends well beyond ExxonMobil itself.

Question 9

What is Petrobras's role in South American deepwater oil?

Accepted Answer

Petrobras is Brazil's state-controlled oil giant with decades of experience in South American deepwater operations, including ultra-deep pre-salt fields offshore Brazil. This gives it a regional supply chain advantage and existing infrastructure that few competitors can match. As neighbouring basins like Guyana continue to develop, Petrobras is well positioned to leverage both its technical expertise and its regional footprint.

Question 10

Is Guyana still an emerging oil producer?

Accepted Answer

Yes — Guyana is still considered a relatively young oil-producing nation, and its institutional and regulatory frameworks are continuing to mature. Despite this, the pace of development in the Stabroek block has been rapid, and the reserve base has consistently surprised analysts to the upside. The country is genuinely in a growth phase rather than a mature production plateau, which is a key part of the investment narrative.

Question 11

How can I invest in Guyana's deepwater energy theme?

Accepted Answer

You can explore this theme on Nemo, the ADGM-regulated investment platform that offers commission-free trading, AI-powered research tools through Nemo AI, and fractional shares starting from just $1. Rather than buying individual stocks, Nemo's thematic approach lets you build exposure across multiple companies in the deepwater supply chain at once — making it accessible even if you are not looking to commit a large sum.

Question 12

Can I invest in US energy stocks with small amounts?

Accepted Answer

Yes — through Nemo, you can invest in US-listed energy stocks using fractional shares starting from just $1, with no trading commissions. This makes it straightforward to build a diversified position across producers and specialist service companies without needing significant upfront capital. Nemo is regulated by the ADGM, providing a trusted and accessible route for investors across Africa and beyond.

Guyana's Offshore Boom: The Energy Story the Market Is Watching

Guyana's Offshore Boom: The Energy Story the Market Is Watching

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