Energy markets outlook reports
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Energy markets outlook reports
Norway doubles down response to oil market chaos
As the Norwegian government announced oil production cuts on Wednesday evening, it followed-up with proposed changes to its fiscal terms on Thursda...
Canada will pursue energy transition technologies regardless of election outcome
At the time of writing, Canada is facing an election that will impact the energy sector - this note provides a summary of our current thinking on C...
UK energy exports and shale gas: aspiration or pipedream?
The UK’s new Prime Minister, Liz Truss, has announced an energy plan targeting net energy exports by 2040. The plan includes lifting the ban on hyd...
Kazakhstan’s gas outlook: has it overcommitted to China?
Kazakhstan’s gas sector is coming of age. In 2018, state-owned KazTransGas signed a five-year export deal to deliver up to 1.0 bcfd (10 bcm per yea...
Europe energy: what to look for in 2019
Europe's energy markets sees a series of events come to a head in 2019. Q1 will see top-user Germany develop a position to phase coal out from its ...
Coronavirus will disrupt WECC power markets for at least 18 months: WECC power and renewables March 2020 STO
The direct impact to the US economy and power markets from the coronavirus has become increasingly dramatic over the past month, and we project sig...
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