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Explore the themes shaping the energy transition with our monthly thought leadership.
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Could Venezuelan production and refining capacity return to relevance?
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Can the world keep up with copper’s soaring demand?
Following the aligned Horizons report, this session replay examines the potential for high-impact exploration to lower the cost of oil and gas to consumers, cut carbon intensity, and add value for both resource holders and explorers.
In the recent Horizons Live session, our panel discussed carbon removals and how they will play a crucial role in achieving net zero.
In the recent Horizons Live session, our panel discussed what it would take to diversify copper supply from China – and why de-risking supply chains may be more about compromise than a complete decoupling.
This month's Horizons Live examines whether synthetic fuels could be the key to unlocking growth in hydrogen.
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.
On this Horizons Live replay, we look at the scale of the oil and gas industry’s methane challenge, how technological improvements can help and what companies and governments must do to resolve it.
Our experts discuss and explore the catalysts that could shift the risk reward balance in favour of low carbon growth.
On this month’s Horizons Live, we discuss what the Inflation Reduction Act means for US renewables manufacturers.
ExxonMobil acquired Jurong Aromatics in May 2017, strengthen its aromatics supply position in south east Asia.
Steve Zinger discusses the five market changes which are set to make waves in the global petchems markets.
NAPE 2017 was a great show, and optimism is back in the oil patch.
As Sanders takes New Hampshire, how would a fracking ban hit the Lower 48? Ed Crooks quantifies the impact of a ban.
The margin of error for meeting project returns has narrowed substantially in recent years. Competition for offtake contracts in wind and solar that secure the bottom for investors has become intense. This means that developers are increasingly taking more power delivery risks in the near-term to win contracts, while backloading their own returns into the distant future.
In this month's MENA in Brief podcast: how the oil price crash is affecting upstream activity in the Middle East – and how that differs from the dynamics in Russia and the US.
From revised capex to distressed debt, we track the health of the sector in the wake of the oil price crash.
Very little new drilling makes sense in the Lower 48 at US$35/bbl (WTI). What does it mean for midstream players when E&Ps decelerate production to survive the downturn?
The plunge in European gas prices has led buyers to cancel cargoes from the US, and export plants are running well below full capacity
Despite early success, Section 201 solar tariffs on imported cells and modules could now limit market growth.
Global gas demand has proved resilient despite widespread coronavirus lockdowns - but supply dynamics are more challenging. Will gas and LNG demand continue to recover? And what forces will shape the market over the next two decades?
The global pandemic sent a shockwave through the plastic recycling industry. The impact of lockdown, industry closures and sudden shifts in product demand can be felt in every part of the recycling chain. What will the picture look like as the clouds begin to lift?
In 2016, Trump promised to stop the “war on coal” – but what policy changes has he made in office, and how have coal markets fared under his watch? And how might a Biden win change the picture?
The US microgrid market is growing, with a record 546 small power grids installed during 2019. Projects below 5MW are increasingly attractive to a wide range of investors.
The year ahead will shape the role of gas in the energy transition. Read our predictions for the top five global trends for gas and LNG, and how they could play out in Europe, North America and Southeast Asia.
As rates of bus electrification continue to rise globally, fleet operators are looking to a novel solution to drive down costs and smooth the transition: vehicle-to-everything (V2X). What’s the potential of this technology, and what stands in the way of commercialisation?
State-level mandates and targets have helped the offshore wind industry take its first steps in the US. Strong federal support – and an ambitious target – could now see it really take off.
Rallying prices underscore the delicate supply-demand balance in an increasingly global market
High renewable penetration and transmission congestion are shifting power trading dynamics in the US.
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