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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

Washington tariff dispute creates uncertainty for US solar

05 May 2023

Congress and President Biden are at odds over possible new duties on modules imported from Southeast Asia

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

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

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

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

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

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

Are APAC’s retail markets full of Eastern promise for oil majors?

11 October 2023

Retail fuel markets in APAC are set for continued growth – and big oil is taking notice.

Opinion

Energy Pulse: in brief (18 August)

18 August 2023

A step forward for Occidental Petroleum’s direct air capture strategy, growing demand for oil, and the rest of the week’s big energy news.

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

Energy companies seek answers amid US tariff uncertainty

07 March 2025

The evolving US tariff landscape is creating uncertainty across industries, especially in energy, with fluctuating import tariffs impacting global markets and forcing businesses to adapt.

Opinion

Capital discipline raises questions about US oilfield services

03 February 2023

Like E&Ps, oilfield services companies are prioritising cash generation and distributions to shareholders. It could be a constraint on the industry's growth.

Opinion

US gas enters an era of increased price volatility

23 February 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

Energy Pulse: in brief (4th August)

04 August 2023

Solar power construction breaking records around the world, oil and gas taxes under review in the UK, the latest on the claims of a breakthrough in superconductors, and more.

Opinion

Connect four: key findings from the first four editions of Horizons

12 May 2021

Will falling costs secure solar’s dominance in power? Can Europe slash its emissions by 2030? Will China win the clean energy race? What would an accelerated energy transition mean for oil and gas prices? Find out in our Horizons recap.

Opinion

Energy Pulse: in brief (1 September)

01 September 2023

Saudi Aramco invests in gigawatt-scale solar, India sets its low-carbon hydrogen standard, Engie buys battery storage in the US, and more.

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

2024 tight oil costs: the push and pull between efficiency and OFS rates

24 July 2024

Are efficiency gains enough to offset price inflation?

Opinion

Namibia faces setback as Shell downgrades oil discoveries

27 January 2025

Explore Shell's downgraded Namibian oil discoveries in the Orange Basin and the challenges of deepwater exploration. Learn about Namibia's subsurface potential, exploration risks and future prospects for deepwater oil production.

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

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

US LNG export restrictions underline the case for blue ammonia

02 February 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

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

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

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

US energy companies brace for tariff impact

07 February 2025

Breaking down the impact of US tariffs on energy, trade and global markets

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

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

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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Search results: 510

China’s solar growth sends module prices plummeting

Washington tariff dispute creates uncertainty for US solar

Australia’s gas conundrum

Can the world agree a deal to boost oil prices?

What will the 2020 elections mean for US energy?

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

Ten predictions for energy in 2024

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

Are APAC’s retail markets full of Eastern promise for oil majors?

Energy Pulse: in brief (18 August)

China’s bull run keeps it top dog in renewables

Energy companies seek answers amid US tariff uncertainty

Capital discipline raises questions about US oilfield services

US gas enters an era of increased price volatility

Energy Pulse: in brief (4th August)

Connect four: key findings from the first four editions of Horizons

Energy Pulse: in brief (1 September)

Australia-China relations continue to sour

2024 tight oil costs: the push and pull between efficiency and OFS rates

Namibia faces setback as Shell downgrades oil discoveries

The coronavirus second wave hits demand for oil

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

US LNG export restrictions underline the case for blue ammonia

Power of Siberia begins gas supply to China (and why it’s ok for LNG)

Electric vans on the brink of a commercial breakthrough

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

US energy companies brace for tariff impact

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

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

Big Oil commits to dividends in troubled times

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