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Sustained oil demand growth provides an opportunity for the refining sector. But is the refining sector being overly optimistic about the scale of the opportunity? And is it over-investing in total crude capacity? Get the latest analysis from Alan Gelder.
The International Maritime Organisation’s (IMO) major change limiting the airborne sulphur dioxide emissions from international shipping is now less than a year away. What impact can we predict with certainty, and what remains unknown?
Polyester is hugely cost-effective and it’s not easy to replicate its economies of scale. Are there more sustainable alternatives?
Flexible packaging... once thought of as an answer to a growing waste problem, it has now become the problem. Flexible packaging expert Simon King looks at a holistic solution.
What if the current period is the calm before the storm for the nylon industry? Quentin de Carvalho looks at the 5 key issues for the industry to focus on in 2019.
Falling costs and rising production are reshaping the deepwater market. Costs will stay low until 2020, after which cost inflation could bite. How will the industry respond?
Dr Yury Sentyurin. Secretary General of the GECF, cautions against relying on gas-on-gas pricing in this interview with LNG Research Manager Edward Gomersall.
The spotlight fell on the refining sector in 2015 as the oil price collapsed and oil demand surged, resulting in a record year for global refining margins. How long can this picture of rude health continue?
We've come up with a list of concerns plaguing upstream executives that - if left unresolved - will consume leadership and erode shareholder value.
The risks to supply chains posed by the COVID-19 outbreak do not present a strong case for economic decoupling.
While the oil and gas sector remains the largest for the offshore supply chain, we expect the offshore wind market to grow more attractive for traditional oil and gas players. Here are three things offshore supply chain investors need to know.
In addition to high capital and operating costs and a lack of crop diversity, a major issue is energy intensity and associated carbon emissions.
How the taskforce on Climate-related Financial Disclosures is changing the way corporations communicate with investors
In this episode of The LNG Big Chill podcast, we discuss how Covid-19 is hitting an already oversupplied LNG market, whether we will see more cancellations of US LNG cargoes and what this uncertainty means for LNG project FIDs.
As distribution load becomes harder to predict due to the pandemic, targeted residential demand response may bring much needed relief
Global EV sales could see a 43% drop, while battery raw materials markets face major disruption in 2020.
The coronavirus outbreak has stunted economic growth, but what is the impact on polymer value chains?
After the historic OPEC+ agreement to cut production, Dan Brouillette explained the US role in the talks and its view of the oil market.
Lockdown measures are sending home consumption skywards, and driving demand for flexible packaging.
Will Covid-19 help or hinder the global climate agenda? Analysts from our sister company Verisk Maplecroft examine seven ways coronavirus is challenging decarbonisation.
Coronavirus travel restrictions will affect supply chains and company operations throughout 2020. US and sub-Saharan Africa most likely to ease restrictions first.
Like the electric vehicle market, charging deployment will take a hit from the pandemic.
Increasing carbon costs and stringent environmental investment criteria have spurred a race to develop a zero-carbon steelmaking process. What does the path to green steel look like – and what does it mean for metallurgical coal and iron ore?
Nigeria’s government, through the Department of Petroleum Resources (DPR), recently launched its first marginal field bid round in almost 20 years.
Renewables, including wind and solar, are a crucial part of the future energy mix – but a global recession could alter investor attitudes.
The great LNG pushback has started and US supply is out of money. What does this mean for Asian buyers?
Hydrogen, particularly green hydrogen, plays a key role in the future energy mix, as the world's energy systems decarbonise.
The lead industry is on a mission to prove its place in the energy transition. But it must keep a watchful eye on its environmental and health and safety performance, and on the regulatory landscape.
Costs will continue to fall with technology and scaling - average global offshore wind generation cost will be halved by 2028 - but without a clear route-to-market that requires policy and financial support from governments, developers will be hesitant to invest in offshore wind.
Covid-19 has created challenging economics for many petrochemicals players, leaving some at risk of financial distress.
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