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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
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.
Opinion
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
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
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
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
China’s bull run keeps it top dog in renewables
- 23 February 2022
China just re-wrote the global energy record book. Driven by the country’s surging economic growth, 2021 saw China record the largest ever absolute annual increase in electricity demand by any country in history.
Opinion
Can the world agree a deal to boost oil prices?
- 03 April 2020
As oil demand plunges, companies and governments are looking for ways to manage the market to bring it back to equilibrium. Leading oil-producing countries will hold an online meeting on Monday to try to agree a plan.
Opinion
The Middle East steps on the gas
- 04 May 2023
What’s driving the impressive growth of the gas sector in the Middle East?
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
The Asia energy market outlook for 2020
- 06 January 2020
A new year, a new decade and a lot of uncertainty across Asia’s energy markets. To kick off 2020 I spoke to several WoodMac analysts in the region to hear their predictions for the coming 12 months. I hope their thinking might surprise you!
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
Ten key considerations for oil & gas 2025 planning
- 03 October 2024
As we enter the 2025 corporate planning season, oil and gas firms are faced with significant choices. What represents the right balance between investment and rewarding shareholders? And how much capital should be allocated to low-carbon activities versus to traditional hydrocarbons?
Opinion
Power of Siberia begins gas supply to China (and why it’s ok for LNG)
- 16 December 2019
On December 2 Russian gas officially flowed into China with the start-up of the Power of Siberia (PoS) pipeline. The project, which will ultimately see 38 bcm a year delivered under a US$400 billion, 30-year contract, will elevate China to become Gazprom’s second largest export market and support Beijing’s goals of energy import diversification and security.
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
US energy companies brace for tariff impact
- 07 February 2025
Breaking down the impact of US tariffs on energy, trade and global markets
Opinion
ASEAN at 50: new ways to foster LNG and power cooperation
- 17 October 2017
ASEAN has to explore new ways of energy cooperation among its members.
Opinion
Asia’s central banks are getting serious on sustainability
- 10 March 2020
As the coronavirus outbreak and subsequent stock market rout and collapse in oil prices now highlights, central banks are critical players in efforts to ensure economic stability through monetary policy and market intervention.
Opinion
China’s solar growth sends module prices plummeting
- 05 April 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
Global upstream update: three key industry themes
- 06 September 2023
From increasing M&A activity to supply wildcards, here’s the latest trends in upstream oil & gas
Opinion
Ten predictions for energy in 2024
- 15 December 2023
A solar slowdown, relief for OPEC+, the rise of blue hydrogen, and other trends to watch out for in the year ahead
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

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