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When President Xi Jinping spoke of the risks of ‘tech wars’ at the World Economic Forum’s virtual Davos Agenda event on Monday, there was little doubt who he was aiming at. At a White House briefing later that day, press secretary Jen Psaki stated that “Technology is of course at the centre of US-China competition.”
Japan’s trading houses are re-thinking their long-term strategies around upstream investment.
Less than six years after the National League for Democracy won a landslide election victory after more than half a century of military rule, the country’s generals are once again in control. Already hundreds of civilians have been killed protesting the February 1 coup, leading to international condemnation and the imposition of economic sanctions by many western governments.
With China buying around a third of everything Australia exports on a value basis, the downward spiral in Sino-Australian diplomatic relations is clearly of concern.
Unprecedented market dynamics in Europe are turbo-charging an LNG price recovery, with TTF currently trading close to US$9/mmbtu. What does this mean for global prices?
Using our Lens platform, we've analysed the potential joint venture between Eni and bp in Angola
With Japan’s LNG demand in long-term structural decline, China will this year become the world’s largest LNG market.
As COP26 approaches, pressure on India to commit to net zero is increasing. Global action on climate change is firmly at the top of the political agenda.
China's National Bureau of Statistics could never be accused of hyperbole. With its recent data release showing China achieved record Q1 economic growth of just over 18% year-on-year, the bureau announced that "the national economy made a good start" to 2021.
Driven by coal-to-gas switching and a need to underpin renewables generation, Asian gas demand will almost double by 2050. We examine the boom with Lens.
Much has been discussed on the implications of the Glasgow Climate Pact for the global economy and energy markets. And while measurable progress has been made in each field, there is no denying much work remains to be done.
From ambitious renewables targets to accelerated coal phase-out and a power market overhaul, Germany's new new governing coalition looks intent on reinvigorating the Energiewende.
After another rollercoaster year that trampled on predictions, the annual APAC Energy Buzz ‘cheerful or fearful’ outlook is back.
There is little doubt the Beijing 2022 organisers have gone to great lengths to achieve carbon neutrality, but does it actually matter?
China just re-wrote the global energy record book. Driven by the country’s surging economic growth, 2021 saw China record the largest ever absolute annual increase in electricity demand by any country in history.
The invasion of Ukraine has had an immediate effect on the global economy and markets. What are the lasting implications for commodities?
China is also committed to achieving net-zero emissions by 2060. Could Russia’s ambition to rotate the direction of its energy exports through 180 degrees flounder on China’s decarbonisation?
In 2021 our global analysts created an outstanding body of research, putting a unique angle on everything from Covid-19 and COP26 through the recovery of commodity markets and rising geopolitical risk.
“It’s not easy, but it’s feasible” was the verdict of EU climate chief Frans Timmermans as the bloc announced its ambitious goal of reducing imports of Russian gas by around two thirds this year. With this implying something in the order of 100 bcm of supply, we do not share Mr Timmermans’ optimism.
Innovation and investment in the decarbonisation of LNG will play an important role in both boosting energy security and tackling climate change.
LNG is plugging the Russian gas supply gap. Prices are volatile; buyers are rushing to secure long-term deals.
Where in Asia is demand at greatest risk, can suppliers still count on Asian LNG demand recovery, and what do Asian buyers really want from suppliers amidst the current crisis?
Europe is replacing its lost imports from Russia with LNG. The shift is putting its gas infrastructure under strain.
A new wave of projects could add 70-190 mmtpa of capacity by 2030 and make the US the world’s largest LNG supplier by some margin.
Europe needs gas, and Africa has plenty of it – but planned exports are fraught with risk
What’s driving the impressive growth of the gas sector in the Middle East?
Natural gas demand is on the rise in Latin America – the region will need to maximise its gas supply to counter production decline in some countries.
Low-carbon renewable natural gas is attractive, but cost makes policy support essential
Recent gas regulatory and policy changes should increase overall gas demand and improve LNG attractiveness at higher spot prices.
Lower costs and increased demand for quick-to-market LNG supply has made floating LNG an attractive proposition again
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