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Hydrogen, particularly green hydrogen, plays a key role in the future energy mix, as the world's energy systems decarbonise.
Coal-to-gas switching has been a regular feature of the European power market in recent years. But not so much in Japan and South Korea, two of the largest LNG and premium quality coal buyers in Asia. Market dynamics have shifted dramatically in 2020 - is the scene set for switching?
China’s most important annual political meetings lay out targets and goals for the next 12 months and this year gives the world a glimpse of the direction the country’s leaders are likely to be taking with the upcoming 14th five-year plan (2021-2025).
Exploring how companies across the oil and gas, metals and mining and power and renewables sectors need to map new strategic directions to thrive post-crisis.
Without a broader global recovery there can be no quick return to pre-crisis levels for many of China’s industrial manufacturers or their demand for energy.
In this episode of The Big Chill podcast we discuss how the oil price crash and coronavirus are impacting Asian and European LNG markets, and the longer term impacts to global supply.
Which is more competitive, a US ethane-based cracker or a second-generation COTC cracker? And can other regions match China's ROI potential?
The timing and phasing of India’s gradual release from lockdown, including the restart of selected manufacturing after 20 April, will be critical to the country’s economic stability and the shape of near-term energy demand. Multiple risks remain.
In addition to high capital and operating costs and a lack of crop diversity, a major issue is energy intensity and associated carbon emissions.
The risks to supply chains posed by the COVID-19 outbreak do not present a strong case for economic decoupling.
Reports of the death of exploration have been greatly exaggerated. Since the 2014 oil price downturn, the industry has re-imagined exploration. Spend has halved since its peak, and only the boldest exploration teams now take difficult wells in tough locations to their investment committees.
A less favourable economic backdrop means Covid-19 looks set to have a bigger impact than the 2003 SARS outbreak did.
It’s impossible not to be moved by the human and environmental disaster wreaked by recent fires across so much of eastern and southern Australia. For those of us outside the country, the harrowing images on television and the internet of course tell only a fraction of the story. Through the incredible dedication of Australia’s firefighters – both professionals and volunteers – and recent rainfall, the bushfires mercifully now appear be coming under control.
The all-electric movement threatens future gas demand, OPEC+ oil producers consider an output cut, and the warm winter is hitting gas prices.
Cheaper batteries, faster charging and greater ranges will make the 2020s the decade of the electric vehicle. Latest analysis from Ram Chandrasekaran.
Beijing’s commitment to purchase an additional $52.4 billion of energy from the US creates a huge opportunity, but is it realistic and what could be the consequences?
As I write this edition of the APAC Energy Buzz from my desk in Singapore I can see ships. Lots of ships.
Refiners are increasingly turning to chemicals production. But how much value does integration add? We take a closer look at the recent acquisition of Wuhan refinery by SK-Global Chemical and Sinopec to better understand the economics.
As spot prices fall to multi-year lows we look at four key drivers, from port restrictions to the US-China trade dispute.
There’s no doubt the global LNG market needs China; it’s that simple. With some 165 million tons per annum (Mtpa) of new supply expected to take final investment decision between 2018 and 2021 and US$240 billion of investment required to bring this online, much attention is focused on how much China can consume.
September 14 drone strikes on Saudi Arabian oil and gas infrastructure at Abqaiq and Khurais highlighted the vulnerability of Asia's oil markets to an attack on facilities in the Middle East. Analysis from Gavin Thompson.
With 400,000 electric buses and rising, China leads the way. But e-bus growth is poised to accelerate in the US and Europe.
In December, 2022, the EU reached a provisional agreement on a first-of-its-kind Carbon Border Adjustment Mechanism (CBAM).
Corporate power purchase agreements for renewables are setting new records in 2023 as costs fall and green energy takes off
On this Horizons Live, our panel dive into the hydrogen rainbow and explore carbon emissions insights focusing on colour to project-level carbon intensity for companies crafting strategies.
By investing across complex supply chains, Chinese companies have integrated rare earth mining, processing, metal production and magnet manufacturing, allowing China to then dominate high value-add sectors including drivetrains for electric vehicles and generators for wind turbines.
US product exports to Europe advantaged as Middle East/West Coast India exports are challenged by Red Sea disruption
The implications of no LNG carriers transiting through the Red Sea and Suez Canal
Western OEMs reduce the pace of NPI and focus on product standardisation while Chinese peers continue the frenetic pace of new turbine introduction
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