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When will the global gas market recover from coronavirus?

26 May 2020

The coronavirus global pandemic and subsequent collapse in oil price has had a profound impact on global gas markets, changing supply and demand fundamentals. The timing of the global gas market recovery is the biggest uncertainty.

Opinion

What a second wave of lockdowns would mean for Asia’s oil and gas markets

18 August 2020

Bold assumptions, but not unrealistic. But what would happen with a second wave of prolonged, nationwide lockdowns? What would this mean for economic activity? How will oil and gas supply and prices be affected? Will Asia’s demand-led recovery be blown off course?

Opinion

Could coal and renewables put the squeeze on gas?

16 September 2020

Current low gas prices are supporting demand growth in the sector and encouraging pro-gas policies and infrastructure developments

Opinion

Will the pandemic also claim refinery victims?

23 September 2020

The Covid-19 pandemic has caused a reduction in demand for crude oil. However, what is less spoken about is how that reduction affects the chain of actors in the oil production process.

Opinion

Henry Hub prices have gone global

24 November 2020

Henry Hub gas prices have gone global. Historically, unlike WTI oil prices, Henry Hub gas prices were an “island” and not impacted by global market dynamics. However, times have changed as US LNG feed gas requirements for exports have reached close to 10 bcfd, or 10% of the total US gas market.

Opinion

Asian buyers stay cool as US LNG hit by the deep freeze

24 February 2021

So, when freezing conditions hit the southern US last week, resulting in feedgas into LNG plants collapsing from above 10 bcfd to just below 2 bcfd, and with some Texas price markers soaring north of US$400/mmbtu, anxiety levels should have been rising.

Opinion

China-US relations, tech wars and climate change

26 January 2021

When President Xi Jinping spoke of the risks of ‘tech wars’ at the World Economic Forum’s virtual Davos Agenda event on Monday, there was little doubt who he was aiming at. At a White House briefing later that day, press secretary Jen Psaki stated that “Technology is of course at the centre of US-China competition.”

Opinion

Myanmar’s woes increase

15 April 2021

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.

Opinion

Eni and bp get up close and personal in Angola

09 June 2021

Using our Lens platform, we've analysed the potential joint venture between Eni and bp in Angola

Opinion

China becomes the world’s largest LNG market

16 June 2021

With Japan’s LNG demand in long-term structural decline, China will this year become the world’s largest LNG market.

Opinion

What lies beneath: why Middle East upstream resources are so advantaged

05 July 2021

With future oil and gas demand highly uncertain, advantaged resources with the lowest costs, lowest carbon emissions and best economics stand the greatest chance of being commercialised. The Middle East won the geological lottery, but how does it fare on other fronts?

Opinion

COP26: how the energy and natural resources industries are responding to climate change challenges

04 August 2021

After a year of delay due to Covid-19, COP26 will define the next five years’ climate ambitions. In this week’s COP26 briefing, we explore the issues facing the energy transition and the challenges around carbon emissions

Opinion

COP26: make or break for global emissions trading

11 August 2021

Effective carbon pricing is essential to achieve the emissions reductions required by the Paris Agreement. COP26 could be vital for global emissions trading.

Opinion

Will the US gas market be a tricky balancing act this winter?

11 August 2021

Rallying prices underscore the delicate supply-demand balance in an increasingly global market

Opinion

COP26: the future of upstream is in governments' hands

25 August 2021

Agreements at COP26 will define ambitions, but the impact on supply, demand and process will be dictated by policy actions

Opinion

The future of China’s gas demand

05 October 2021

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?

Opinion

What a difference a year makes – Asia’s energy leaders discuss an uncertain future

21 October 2021

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.

Opinion

Can Asia avert a gas supply crisis?

23 November 2021

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.

Opinion

2022 – cheerful or fearful?

16 December 2021

After another rollercoaster year that trampled on predictions, the annual APAC Energy Buzz ‘cheerful or fearful’ outlook is back.

Opinion

Why a carbon-neutral Winter Olympics matters to China

10 February 2022

There is little doubt the Beijing 2022 organisers have gone to great lengths to achieve carbon neutrality, but does it actually matter?

Opinion

China’s net-zero target could dent Russia’s export ambition

03 March 2022

China is also committed to achieving net-zero emissions by 2060. Could Russia’s ambition to rotate the direction of its energy exports through 180 degrees flounder on China’s decarbonisation?

Opinion

Europe pivots away from Russian gas: how will the global market rebalance?

19 May 2022

The ripple effect of Russia’s war with Ukraine could give rise to the second wave of US LNG – but new supply will take time to develop.

Opinion

Changing the way Asia’s oil and gas companies raise capital

30 June 2022

A growing number of the world’s major banks, asset managers, and insurers are signatories to the GFANZ, aligning behind the goals of the Paris Agreement. To access capital, oil and gas companies must meet tightening climate criteria adopted by many of the world’s leading financial institutions.

Opinion

Can Europe get through winter?

25 July 2022

Russia’s Nord Stream back online after routine maintenance, but expect continued volatility.

Opinion

LNG: seismic shifts as Russia/Ukraine conflict makes waves

22 August 2022

LNG is plugging the Russian gas supply gap. Prices are volatile; buyers are rushing to secure long-term deals.

Opinion

Asia Pacific: a changing outlook for commodities

30 August 2022

A preview of our Energy & Natural Resources Summit: APAC

Opinion

Asian LNG demand can’t be taken for granted

15 September 2022

Where in Asia is demand at greatest risk, can suppliers still count on Asian LNG demand recovery, and what do Asian buyers really want from suppliers amidst the current crisis?

Opinion

Banks assess the impact of climate commitments

30 September 2022

Lenders can still finance new oil and gas development, but emissions goals mean the balance of their operations is shifting.

Opinion

Has Norway’s oil and gas tax stimulus been a success?

22 February 2023

Norway is monetising as much oil and gas as it can, while it still can. Other countries with challenged pre-FID resources may look to do something similar.

Opinion

Gas contracts central to Nord Stream pipeline mystery

24 February 2023

The attack on the Nord stream gas pipeline has fueled an enormous amount of speculation

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Search results: 510

When will the global gas market recover from coronavirus?

What a second wave of lockdowns would mean for Asia’s oil and gas markets

Could coal and renewables put the squeeze on gas?

Will the pandemic also claim refinery victims?

Henry Hub prices have gone global

Asian buyers stay cool as US LNG hit by the deep freeze

China-US relations, tech wars and climate change

Myanmar’s woes increase

Eni and bp get up close and personal in Angola

China becomes the world’s largest LNG market

What lies beneath: why Middle East upstream resources are so advantaged

COP26: how the energy and natural resources industries are responding to climate change challenges

COP26: make or break for global emissions trading

Will the US gas market be a tricky balancing act this winter?

COP26: the future of upstream is in governments' hands

The future of China’s gas demand

What a difference a year makes – Asia’s energy leaders discuss an uncertain future

Can Asia avert a gas supply crisis?

2022 – cheerful or fearful?

Why a carbon-neutral Winter Olympics matters to China

China’s net-zero target could dent Russia’s export ambition

Europe pivots away from Russian gas: how will the global market rebalance?

Changing the way Asia’s oil and gas companies raise capital

Can Europe get through winter?

LNG: seismic shifts as Russia/Ukraine conflict makes waves

Asia Pacific: a changing outlook for commodities

Asian LNG demand can’t be taken for granted

Banks assess the impact of climate commitments

Has Norway’s oil and gas tax stimulus been a success?

Gas contracts central to Nord Stream pipeline mystery

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