• Opinion

  Horizons podcast: Energy super basins

  • 12 8月 2022

  On the podcast we explore how traditional super basins can and must transition to new ‘energy super basins’; a mix of plentiful renewable electricity, established oil and gas resources and hub-scale CCS.

• Opinion

  LNG: seismic shifts as Russia/Ukraine conflict makes waves

  • 22 8月 2022

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

• Opinion

  Deals show the enduring appeal of US gas

  • 19 4月 2024

  Two big European oil companies have recently announced deals to strengthen their holdings in US shale gas. The deals are small, but point to an important trend: the European companies still see the US as a core country.

• Opinion

  Lower 48 oil and gas economics Q4 2023: three key takeaways

  • 16 4月 2024

  As winter 2023 comes to an end in the US, read about some of the key gas production and pricing updates from the last quarter

• Opinion

  China’s solar growth sends module prices plummeting

  • 05 4月 2024

  Excess capacity has sent solar panel prices tumbling. In the early 2010s, the stretch goal was to get the cost down to 50c a watt. Now they are selling in China for just 11c. That is great for solar deployment, but less good for manufacturers.

• Opinion

  China’s zonal gas transmission tariff: changes and implications

  • 26 3月 2024

  Simplified tariffs will facilitate supply optimisation and gas-on-gas competition

• Opinion

  Russian refining outages surge on Ukraine drone attacks: three key questions answered

  • 21 3月 2024

  Russian waterborne product exports see substantial cuts, will crude loadings be next?

• Opinion

  Three key takeaways from our Europe gas markets short-term outlook Q1 2024

  • 14 3月 2024

  How will changes in supply and demand affect pricing dynamics for European gas in 2024 and beyond?

• Opinion

  Extended production cuts show OPEC's enduring influence over oil

  • 08 3月 2024

  It has been written off many times, but the oil producers' group remains relevant. In the long term, its influence could grow.

• Opinion

  Cold weather impacts on US natural gas

  • 28 2月 2024

  A round up of the impact of severe cold weather on the US LNG market so far in 2024

• Opinion

  US gas enters an era of increased price volatility

  • 23 2月 2024

  A mild winter has driven US gas prices down to levels last seen during the pandemic. After the spike in prices in 2022, it seems as though the market has become more volatile. One key reason is that the US has not been building enough gas storage.

• Opinion

  2023 was a tough year for clean energy investment. Will 2024 be better?

  • 20 2月 2024

  Join Ed Crooks, Amy Myers-Jaffe and Dan Goldman as they discuss the downturn in climate-focused funds and venture capital flows. What’s impacting clean energy shares?

• Opinion

  US LNG export restrictions underline the case for blue ammonia

  • 02 2月 2024

  The Biden administration’s pause in LNG project approvals points to new political risks for US gas exports. Blue ammonia could be a solution

• Opinion

  Horizons Live: Commit and collaborate

  • 13 9月 2021

  Net zero Scope 1 and 2 emissions by 2050 are now the standard. Scope 3 emission reductions are coming. We answer your questions in this Horizons Live.

• Opinion

  Horizons Live: One giant leap

  • 25 10月 2021

  President Biden’s vision for America is ambitious. Horizons Live lets our experts answer your questions about achieving a net zero US power sector by 2035.

• Opinion

  Horizons Live: Waste to wealth

  • 31 7月 2024

  The circular economy is a critical strategy for delivering a lower-emission, more sustainable economy. This month's Horizons Live examines how different industries can work towards unlocking circular value chains and initiate change.

• Opinion

  What does summer 2024 hold for North American gas and LNG?

  • 31 5月 2024

  Gas prices, production dynamics, Mexican imports and power exports to Canada could impact supply

• Opinion

  OPEC+ plans to boost oil production

  • 07 6月 2024

  The OPEC+ countries are taking on the delicate task of trying to raise oil production without crashing the market. They are starting cautiously, but the global economic outlook holds plenty of downside risks for demand and prices.

• Opinion

  Australia’s gas conundrum

  • 19 3月 2021

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

• Opinion

  Tesla’s share price and the future of EVs

  • 26 2月 2021

  After a spectacular rise, Tesla’s shares have been on a downward trend this month. The company’s fundamental prospects still look good

• Opinion

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

  • 24 2月 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

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

  • 25 2月 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

  Batteries with Chinese characteristics

  • 10 2月 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

  Biden’s climate plans aim at job creation

  • 29 1月 2021

  The president wants to support renewables and EVs, while having little immediate impact on oil and gas

• Opinion

  China-US relations, tech wars and climate change

  • 26 1月 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

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

  • 20 1月 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

  Rising oil prices test US producers’ willpower

  • 15 1月 2021

  WTI above $50 means US E&Ps can hold production flat while paying down debt. But will they be tempted to go for growth?

• Opinion

  International explorers steer clear of Alaska’s wildlife refuge

  • 08 1月 2021

  Reputational, legal and political risks meant there was little interest in a first-ever lease sale in the area. But Alaska’s oil industry has other more promising prospects

• Opinion

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

  • 04 8月 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

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

  • 05 7月 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?