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Opinion

US greenhouse gas emissions are falling, but not fast enough

20 January 2023

Rise in emissions in 2022 likely to be short-lived, but the long-term trend is for only gradual decline.

Opinion

International tensions shape COP27 climate talks

14 November 2022

COP27 is ongoing, but progress could be limited by the leaders of China and India staying away from the summit in Egypt

Opinion

Green signals but no sharp turns expected in Brazil

07 November 2022

Lula’s victory in the presidential election means a stronger emphasis on curbing emissions, but no radical changes in energy policy.

Opinion

Diesel prices an ominous sign for the economic outlook

13 May 2022

Tight markets have sent prices soaring, boosting refiners' profits but stoking inflation.

Opinion

Why the US oil industry could call for a carbon tax

29 April 2022

Carbon pricing can offer a simpler and more transparent way to set incentives to cut emissions.

Opinion

Russia sanctions begin to threaten energy flows

08 March 2022

The US administration has suggested possible restrictions on imports of Russian oil. “Self-sanctioning” is already starting to have an impact

Opinion

Policy changes threaten California’s solar industry

28 January 2022

Distribution generation has grown rapidly in California, Brent Crude breaks US$90 a barrel, and winners and losers from an accelerated energy transition.

Opinion

ExxonMobil sets a net zero emissions goal

21 January 2022

Over the past decade, the European and US oil and gas Majors have chosen divergent strategic directions. The European companies have set more ambitious goals for emissions reduction, and moved faster to diversify into low-carbon energy sources. Recently, however, that gap has begun to close.

Opinion

The Biden administration struggles to get a grip on fuel prices

19 November 2021

Rising gasoline prices have become an economic problem for the US, adding to concerns about inflation, and a political problem for President Joe Biden. The administration has been trying different ways to bring them down, without much success.

Opinion

Oil recovery shows demand is still on a rising trend

08 October 2021

When consumption plunged as the pandemic hit, there were claims that the world had passed Peak Demand for oil. As demand rebounds, those claims are set to be refuted and the price has jumped heavily for oil, gas and coal.

Opinion

Gas price signals show need for increased supply

17 September 2021

European gas prices have been hitting record highs and prices have been soaring in Asia. It's clear the market needs more gas. The US has the resources to meet that demand, but has hurdles to overcome

Opinion

Rising costs will hit solar investment

01 July 2021

Steel prices have been soaring as the global economy recovers from the impact of the pandemic, hitting record highs in the US this week. Meanwhile polysilicon prices have also been surging higher, given extra impetus last week by the Biden administration’s order restricting solar imports that include silicon metal from a key supplier to the Chinese market.

Opinion

Colonial pipeline hack exposes the vulnerability of critical infrastructure

14 May 2021

The ransomware attack on the Colonial pipeline system had only a marginal impact on fuel markets, but could have been much more serious.

Opinion

The challenge of upgrading the US grid

07 May 2021

The shift towards renewable power generation relies on adding transmission capacity. Opposition to new lines makes that an uphill battle.

Opinion

US nuclear’s problems add to the challenge of carbon-free power

30 April 2021

The shutdown of the Indian Point nuclear plant underlines the difficulty of achieving 100% zero-carbon electricity in the US by 2035

Opinion

Tesla’s share price and the future of EVs

26 February 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

Biden’s climate plans aim at job creation

29 January 2021

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

Opinion

Rising oil prices test US producers’ willpower

15 January 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 January 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

Ten predictions for energy in 2021

18 December 2020

Wood Mackenzie analysts on what we should expect in energy in the coming year, for sectors from oil markets to solar costs and coal exports to EVs

Opinion

Oil producers cautious as recovery hopes rise

20 November 2020

Good news on Covid-19 vaccines points to a rebound next year, but there are still some difficult months ahead

Opinion

Biden administration set fair for US offshore wind

13 November 2020

Priorities for the new president will be creating jobs and cutting emissions. Offshore wind can help him do both

Opinion

The coronavirus second wave hits demand for oil

06 November 2020

The numbers of new reported Covid-19 cases have been surging in Europe and the US, forcing lockdowns and putting a brake on the economy. In other news, China plans to end sales of conventional internal combustion engine cars by 2035, counting the cost of plugging old wells, and world oil and gas demand will peak around 2030, Equinor says.

Opinion

Big Oil commits to dividends in troubled times

30 October 2020

The US and European majors showed how cash distributions are a crucial part of their appeal to investors in the energy transition

Opinion

A new model for M&A in US oil

06 October 2020

Consolidation is one way for the beleaguered shale industry to achieve badly needed cost cuts. Devon and WPX have shown one way it could be done

Opinion

Google sets a new challenge for renewable energy

18 September 2020

Tech companies have been matching their electricity use with purchases of wind and solar power. Now Google wants to go further and run its operations on renewables 24/7

Opinion

US pipelines blocked by the courts

09 July 2020

Campaigners against pipelines scored three notable successes this week. Their victories show challenges are mounting for pipeline operators

Opinion

Shell takes a hit from the coronavirus downturn

02 July 2020

The company is taking a gloomier view of oil and gas prices over the next few years, prompting a writedown in asset values of up to $22 billion after tax

Opinion

Capital is still flowing into the US oil and gas industry

19 June 2020

The US oil and gas industry has been a challenging sector for investors for years, and the fall in oil prices in 2020 has added to its difficulties. But recent bond issues by US E&Ps have shown that debt markets are still open for some

Opinion

Assessing the risks to future oil demand

15 May 2020

A weak world economy, the backlash against globalisation, and more ambitious climate policies threaten to put a brake on growth

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Search results: 492

US greenhouse gas emissions are falling, but not fast enough

International tensions shape COP27 climate talks

Green signals but no sharp turns expected in Brazil

Diesel prices an ominous sign for the economic outlook

Why the US oil industry could call for a carbon tax

Russia sanctions begin to threaten energy flows

Policy changes threaten California’s solar industry

ExxonMobil sets a net zero emissions goal

The Biden administration struggles to get a grip on fuel prices

Oil recovery shows demand is still on a rising trend

Gas price signals show need for increased supply

Rising costs will hit solar investment

Colonial pipeline hack exposes the vulnerability of critical infrastructure

The challenge of upgrading the US grid

US nuclear’s problems add to the challenge of carbon-free power

Tesla’s share price and the future of EVs

Biden’s climate plans aim at job creation

Rising oil prices test US producers’ willpower

International explorers steer clear of Alaska’s wildlife refuge

Ten predictions for energy in 2021

Oil producers cautious as recovery hopes rise

Biden administration set fair for US offshore wind

The coronavirus second wave hits demand for oil

Big Oil commits to dividends in troubled times

A new model for M&A in US oil

Google sets a new challenge for renewable energy

US pipelines blocked by the courts

Shell takes a hit from the coronavirus downturn

Capital is still flowing into the US oil and gas industry

Assessing the risks to future oil demand

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