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As global exploration and production (E&P) players are facing a 40% output drop, Wood Mackenzie, an energy intelligence group, has pointed out that oil and gas companies are increasing high-impact exploration investment to address a 300-billion-barrel supply gap and energy security priorities by 2050. The company’s research shows that the world’s 30 largest exploration and production companies are looking at production declines averaging nearly 40% between 2025 and 2040 as the upstream industry confronts the 300-billion-barrel oil gap by 2050, which is driving renewed investment in ultra-deepwater frontier exploration as countries seek supply diversification and strategic energy security. According to an analysis published by Wood Mackenzie, current on-stream fields will deliver only 700 billion barrels of the almost 1,000 billion barrels needed to meet cumulative liquids demand through 2050 under the firm’s base case without additional discoveries or field extensions. As a result, companies need to look beyond near-term volatility and shape resource capture strategies to fill the gap in volumes. With this in mind, WoodMac underlines that exploration, which has an important role to play, has a good economic track record, as the sector created $120 billion in value between 2021 and 2025 at $85 per barrel Brent, or $54 billion at $65 per barrel Brent, after deducting $97 billion of exploration spend. “Resource security priorities are reshaping exploration strategy. Major oil companies are taking majority ownership positions in frontier prospects to secure advantaged resources that can displace higher-cost production,”emphasized Wood Mackenzie, adding that BP holds 100% equity in itsBumerangueoil, gas, and condensate discovery in Brazil, announced in August 2025. The energy intelligence group elaborates that the development of Bumerangue is valued at $5.7 billion, lifting exploration industry value creation in 2025 to over $10 billion. The company underscores that seven major oil companies plus national oil companies, including Petrobras, Petronas, and Türkiye’s TPAO, possess the technical capability and risk appetite required for ultra-deepwater operations at depths exceeding 1,500 meters. In addition, independents such as Murphy, APA Corporation, and Woodside are increasingly operating in deepwater. While the industry spend averaged $19 billion annually across 633 exploration wells from 2021 to 2025, the 2025 figure of $16 billion across 388 wells is perceived to represent a temporary deviation. Wood Mackenzie’s research indicates that investment remained stable despite a near-doubling of rig day rates, which comprise a substantial part of well costs. Non-operating partners, including QatarEnergy, provided additional capital through joint ventures in Brazil, Namibia, Cyprus, and the Republic of Congo. This content is available after accepting the cookies. Investment shift from low carbon toward upstream to continue in 2026 Andrew Latham, Senior Vice President, Energy Research, commented:“The first four big wells we tracked in 2026 came in dry – that’s the game, and players know the risks.When ultra-deepwater exploration works, single discoveries like Bumerangue generate many billions in value. Companies with deepwater expertise are taking concentrated equity positions because the economics work at US$65 Brent.” The firm underscores that ultra-deepwater drilling is concentrated in areas following recent high-value discoveries by ExxonMobil in Guyana; Eni in Côte D’Ivoire, Indonesia, and Cyprus; BP in Brazil; and TPAO in the Black Sea. However, frontier explorers are widening the net to underexplored basins, including Brazil’s Foz do Amazonas and extensions of existing plays in Angola and Suriname. Wood Mackenzie identified 23 high-impact wells in 2026, which either have the potential to prove the viability of frontier basins or build upon the success of last year’s super-giant discoveries. While Petrobras’ Morpho-1 with 800 million barrels of oil equivalent potential has the chance to open up the Foz do Amazonas basin, the company claims that Equinor’s S-M-1378-1 in Brazil’s Santos Basin could prove the viability of pre-salt microbial carbonates beyond BP’s Bumerangue discovery. Take the spotlight and anchor your brand in the heart of the offshore world! Join us for a bigger impact and amplify your presence at the core hub of the offshore energy community!

KALMAR CORPORATION, TRADE PRESS RELEASE, 28 APRIL 2026 AT 9.00 (EEST)Kalmar securedan order of electric empty container handlers from Lechman TerminaisKalmar has secured an order from long-term customer Lechman Terminais in Brazil for sixKalmar electric empty container handlers. The order was booked in Kalmar's Q2 2026 order intake with delivery scheduled for Q1 of 2027. The new electric empty container handlers will operate in a container depot in the town of Guarujá, located in the hinterland of the Port of Santos. The equipment is capable of stacking containers seven-high, and features the highest capacity of 400 kWh batteries, ensuring operational continuity beyond a full work shift. Various safety components, such as reverse warning system, safety cameras and fire suppression system as well as high-performance and ergonomically designed EGO Cabin ensure more comfort and safe operations. All equipment includes theMyKalmar INSIGHTperformance management tool with theInspector module, a digital application that streamlines routine inspections of material-handling equipment and allows inspection data to be stored centrally for analysis and reporting purposes. Altamir Lecham, President and Director of Lechman Terminais: “Having Kalmar as our partner provides us with great peace of mind, as their machines are of exceptional quality, ensuring we can operate efficiently and safely. Additionally, we are taking a significant step toward reducing our CO2 emissions, which is important for us and our customers.” Marcelo Macedo Goncalves, Vice President of Kalmar Latin America: “This order marks an important milestone for us as it is the first order of new-generation electric empty container handlers to Latin America. We are proud to continue our partnership with Lechman, and we remain firmly committed to providing the professional after-sales support and training necessary to ensure Lechman succeeds in its electrification journey. With the cost of diesel rising exponentially, and pressure to increase efficiency and reduce emissions, electrification offers a reliable path to continuous operation, mitigating risks posed by current global volatility.”Further information for the press: Marcelo Macedo Goncalves, Vice President of Kalmar Latin America,marcelo.goncalves@kalmarglobal.com Aino-Leena Juutinen, Director, Marketing and Communications, Counter Balanced, Kalmar, tel. +358445353030,aino-leena.juutinen@kalmarglobal.comKalmar (Nasdaq Helsinki: KALMAR) is moving goods in critical supply chains around the world, with the vision to be the forerunner in sustainable material handling equipment and services. The company offers a wide range of industry shaping heavy material handling equipment and services to ports and terminals, distribution centres, manufacturing and heavy logistics. Headquartered in Helsinki, Finland, Kalmar operates globally in over 120 countries and employs approximately 5,300 people. In 2025, the company's sales totalled approximately EUR 1.7 billion.www.kalmarglobal.com Attachment