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Coronavirus: tracking the impact on European gas, power and chemicals

22 April 2020

The coronavirus outbreak is having a seismic effect. How is it affecting gas, power and chemicals markets?

Saudi Arabia’s price push for oil market dominance in Asia

21 April 2020

Competition is fierce and struggling Asian refiners must now take full advantage of the abundant crude options to maximise their margins.

Opinion

European gas markets feel the pressure – but there are signs of recovery

28 April 2020

As the number of new cases of coronavirus starts to slow across Europe, there have been moves to ease restrictions in some markets. As a result, while milder weather and an oversupplied market are still putting gas demand under significant pressure, signs of demand recovery are slowly emerging.

Opinion

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

Natural gas: friend or foe in Europe’s 2030 emissions target?

24 July 2020

Green hydrogen has grabbed the limelight in the drive to decarbonise. But is there a role for natural gas in a post-coronavirus Europe?

Opinion

China unveils the extent of its gas ambitions

05 August 2020

Make no mistake, China is the world’s most important gas market. Why? Because today, as demand stalls in so many parts of the world, China is the engine of global gas growth.

Opinion

What forces will shape global gas markets over the next two decades?

13 August 2020

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?

Opinion

How would a second wave of lockdowns affect oil and gas markets?

18 August 2020

The risk of a second wave of lockdowns is mounting, and with it the risk of an even deeper global recession. What would this mean for oil and gas market dynamics? And what are the implications for industry stakeholders?

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

Radical reform and China’s pathway to carbon neutrality

30 September 2020

Despite being both the world’s largest energy market and largest carbon emitter, China’s position has long been that responsibility to reduce global emissions rests with rich countries: you broke it, you fix it.

Opinion

What will the 2020 elections mean for US energy?

21 October 2020

The 2020 elections bring US energy policy to a fork in the road. Trump offers continuity, with some further easing of regulations on the oil, gas and coal industries. Biden offers a return to the Obama administration’s strategy of using regulation to cut emissions, and more ambitious moves if the Democrats win control of Congress.

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

Africa: How to survive in a low oil-price environment

18 November 2020

Gail Anderson, Research Director, Sub-Saharan Africa Upstream Oil and Gas, presented at NAPE looking at advantaged barrels – looking at the Nigeria producers’ exposure to oil vs gas assets and oil price volatility, and the drivers for M&A.

Opinion

Could oil Majors and Independents generate record free cash flow this year?

25 February 2021

IOCs have just been through one of their toughest ever years. But the sector is primed for a V-shaped free cash flow recovery, potentially to record levels. What’s fuelling the shift in fortunes, and how will it shape corporate priorities?

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

Making sense of Asia’s sky-high spot LNG prices

20 January 2021

None of us could have foreseen what happened this winter. Cost of supply became an irrelevance as Asian spot LNG prices went into orbit. From lows of around US$2/mmbtu in April, the JKM price soared north of US$32/mmbtu last week, with media reports of Trafigura purchasing a cargo from Total at US$39.3/mmbtu.

Opinion

Australia’s gas conundrum

19 March 2021

While it may well claim the crown of world’s largest LNG exporter in 2021, Australia faces rising problems with its gas.

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

Batteries with Chinese characteristics

10 February 2021

At present, China accounts for almost 75% of global lithium-ion battery manufacturing capacity and this share is set to increase through the short term with its build-out of new facilities.

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

Electric vans on the brink of a commercial breakthrough

16 April 2021

There is a dispute over whether the US Postal Service should buy EVs, but the private sector is pressing ahead with orders.

Opinion

Australia-China relations continue to sour

13 May 2021

With China buying around a third of everything Australia exports on a value basis, the downward spiral in Sino-Australian diplomatic relations is clearly of concern.

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

Will India set a net zero target?

24 June 2021

As COP26 approaches, pressure on India to commit to net zero is increasing. Global action on climate change is firmly at the top of the political agenda.

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.

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Search results: 492

Coronavirus: tracking the impact on European gas, power and chemicals

Saudi Arabia’s price push for oil market dominance in Asia

European gas markets feel the pressure – but there are signs of recovery

When will the global gas market recover from coronavirus?

Natural gas: friend or foe in Europe’s 2030 emissions target?

China unveils the extent of its gas ambitions

What forces will shape global gas markets over the next two decades?

How would a second wave of lockdowns affect oil and gas markets?

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?

Radical reform and China’s pathway to carbon neutrality

What will the 2020 elections mean for US energy?

Henry Hub prices have gone global

Africa: How to survive in a low oil-price environment

Could oil Majors and Independents generate record free cash flow this year?

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

Making sense of Asia’s sky-high spot LNG prices

Australia’s gas conundrum

China-US relations, tech wars and climate change

Batteries with Chinese characteristics

Myanmar’s woes increase

Electric vans on the brink of a commercial breakthrough

Australia-China relations continue to sour

Eni and bp get up close and personal in Angola

China becomes the world’s largest LNG market

Will India set a net zero target?

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

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