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How will Russia respond to Europe's changing gas market?

22 July 2019

Changing European gas market dynamics present new challenges and opportunities for Russia, Europe's largest supplier. How can Russia monetise giant gas reserves while mitigating the risks of European decarbonisation and diversification efforts?

Opinion

There's light at the end of the tunnel for refiners

31 January 2019

The second half of 2018 was a very challenging time for refining. This weak commercial performance was due to a whole host of adverse market developments. Are these developments temporary or are they here to stay?

Opinion

Will drivers see a repeat of 2014's gasoline price reprieve?

02 November 2018

The average retail gasoline price in the United States is now close to U.S.$3 a gallon, while in Germany, gasoline is retailing at an average of €1.40 per litre. We last saw prices like these in November 2014. Could we see a repeat of the 2014 reprieve?

Opinion

Australia's east coast gas market – how LNG changes everything

27 September 2018

At last count four separate project developers are proposing LNG import terminals in Australia. These come just as Australia is ramping up LNG production to overtake Qatar as the world's largest LNG exporter. So what is going on?

Opinion

Can conventional oil projects compete with L48 oil?

14 March 2018

US tight oil has arrived with a bang, disrupting the oil market. But can conventional oil projects compete? Our latest report looks at where tight oil and other pre-FID conventional projects sit on the global cost curve.

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

Growth and opportunities in Southeast Asian LNG and power

05 October 2017

As the region grows richer, energy demand is booming, leading to buoyant gas, LNG and power markets.

Opinion

Energy view to 2035 in five charts

15 June 2017

We've distilled our outlook into five charts that examine global supply by fuel, demand by country and emerging markets in Asia Pacific.

Opinion

European oil storage: Competitiveness is key to identifying sustainable investments

22 March 2017

Major transactions within Europe’s oil storage sector have resulted in an estimated 22 million barrels of capacity changing hands in 2016.

Opinion

Is the Southern Cone gas industry finally ready for lift off?

05 November 2015

Brazil’s natural gas industry and that of its neighbors in the Southern Cone, such as Argentina and Chile, have labelled gas the ‘fuel of the future’. Has that future finally arrived?

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

Coronavirus, China and the big oil crash

12 March 2020

Recent events have created a perfect storm in the oil markets, the likes of which have never been seen before. Do these clouds carry any silver lining? Listen to the latest episode of the Asia Pacific Energy podcast.

Opinion

Oil price crash - where does Asia go from here?

17 March 2020

Oil demand has gone into a tailspin. We now expect Q1 global oil consumption to be 2.7 million b/d lower than the same period a year ago.

Opinion

China’s deteriorating air quality indicates a recovery is underway

24 March 2020

As the battle against the coronavirus outbreak intensifies across the globe, positive news is in short supply. But in a world turned upside down, rising levels of air pollution in China indicate that a recovery is now underway.

Opinion

How low could Asian spot LNG prices fall this summer?

07 April 2020

Already oversupplied, the global LNG market has come out of a mild winter straight into the headlock of a global pandemic that is impacting demand across the world’s major gas markets as rapidly as it is damaging their economies.

Opinion

Has the Lower 48 got the financial strength to ride out the storm?

17 April 2020

From revised capex to distressed debt, we track the health of the sector in the wake of the oil price crash.

Opinion

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?

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

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.

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Search results: 492

How will Russia respond to Europe's changing gas market?

There's light at the end of the tunnel for refiners

Will drivers see a repeat of 2014's gasoline price reprieve?

Australia's east coast gas market – how LNG changes everything

Can conventional oil projects compete with L48 oil?

ASEAN at 50: new ways to foster LNG and power cooperation

Growth and opportunities in Southeast Asian LNG and power

Energy view to 2035 in five charts

European oil storage: Competitiveness is key to identifying sustainable investments

Is the Southern Cone gas industry finally ready for lift off?

Asia’s central banks are getting serious on sustainability

Coronavirus, China and the big oil crash

Oil price crash - where does Asia go from here?

China’s deteriorating air quality indicates a recovery is underway

How low could Asian spot LNG prices fall this summer?

Has the Lower 48 got the financial strength to ride out the storm?

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

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