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Where new oil supply to 2030 will come from and what it costs
What's driven the rally, what is the outlook for supply and demand fundamentals in 2022, and how will geopolitics, including the Russia/Ukraine crisis, play out?
The energy sector faces a very different future under President-elect Biden. What are the implications for the oil market? How will key US geopolitical relationships change? And can a Biden administration push through its climate change goals?
Global oil supply will break through the 100 million b/d mark for the first time later this year. Producers the world over, through innovation and risk-taking, have invariably contrived to meet the unstoppable train that is demand growth.
Oil refining's concerns over profitability, rationalisation, decarbonisation and EVs
What will shape the world of energy and natural resources in 2022? Simon Flowers picks five key themes, from the energy crisis to the metals supercycle, transition cost challenges, higher investment and the chances of US$100/bbl oil.
Energy markets are in the midst of profound change – we're getting used to that. But what big, identifiable key risks might lurk in the shadows in the next 12 months that could make us change our view for 2020 and beyond? Here are five.
Climate policy, commodity prices and corporate strategies
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