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With Japan’s LNG demand in long-term structural decline, China will this year become the world’s largest LNG market.
Using our Lens platform, we've analysed the potential joint venture between Eni and bp in Angola
The return of Iranian exports to the oil market in 2021 was a clear risk. If sanctions are lifted, how much oil could Iran produce and how quickly? What wiggle room would OPEC+ have to accommodate Iran's exports? What would be the effect on the oil price?
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.
There is a dispute over whether the US Postal Service should buy EVs, but the private sector is pressing ahead with orders.
The ransomware attack on the Colonial pipeline system had only a marginal impact on fuel markets, but could have been much more serious.
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.
Will falling costs secure solar’s dominance in power? Can Europe slash its emissions by 2030? Will China win the clean energy race? What would an accelerated energy transition mean for oil and gas prices? Find out in our Horizons recap.
The shift towards renewable power generation relies on adding transmission capacity. Opposition to new lines makes that an uphill battle.
The shutdown of the Indian Point nuclear plant underlines the difficulty of achieving 100% zero-carbon electricity in the US by 2035
African nations see oil, gas and coal as the fast-track way to improve energy access. But there is uncertainty about future demand, ESG and net zero ambitions.
Rising gasoline prices have become an economic problem for the US, adding to concerns about inflation, and a political problem for President Joe Biden. The administration has been trying different ways to bring them down, without much success.
Powered by Lens Lower 48 Valuations, we set out to understand reinvestment rates, deleveraging and free cash flow outcomes among 23 US Independents.
Producers need a long-term strategy that ensures enough outside capital to fight the headwinds of increasing environment, social, and governance imperatives.
Last month, we hosted our annual Global Energy Summit. The Asia Pacific session welcomed a range of senior industry leaders from across the energy and natural resources sectors to debate our topic of Net Zero and the Future of Energy.
When consumption plunged as the pandemic hit, there were claims that the world had passed Peak Demand for oil. As demand rebounds, those claims are set to be refuted and the price has jumped heavily for oil, gas and coal.
China’s gas demand has exceeded expectations. We now expect gas demand to increase. How far can it go? How could carbon neutrality impact gas in China?
European gas prices have been hitting record highs and prices have been soaring in Asia. It's clear the market needs more gas. The US has the resources to meet that demand, but has hurdles to overcome
Agreements at COP26 will define ambitions, but the impact on supply, demand and process will be dictated by policy actions
Our COP26 briefing considers the implications for the oil market and refining industry of a global concerted effort to reduce emissions and limit a temperature rise by 2050 to 2 °C.
Rallying prices underscore the delicate supply-demand balance in an increasingly global market
Effective carbon pricing is essential to achieve the emissions reductions required by the Paris Agreement. COP26 could be vital for global emissions trading.
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.
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.
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.
What are the themes and trends set to have the biggest impact on global oil demand, supply and refining in the year ahead? Which risk factors are top of our watchlist? Read ‘Oil markets: 5 things to look for in 2022’ to find out.
After another rollercoaster year that trampled on predictions, the annual APAC Energy Buzz ‘cheerful or fearful’ outlook is back.
Over the past decade, the European and US oil and gas Majors have chosen divergent strategic directions. The European companies have set more ambitious goals for emissions reduction, and moved faster to diversify into low-carbon energy sources. Recently, however, that gap has begun to close.
Russia’s Nord Stream back online after routine maintenance, but expect continued volatility.
Host Ed Crooks is joined by regular contributor Amy Myers Jaffe from the Climate Policy Lab at Tufts University, and a new voice on the Energy Gang, Vicky Bailey, founder of Anderson Stratton Enterprises.
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