• Editorial

  Texas freeze: the real-time impact on gas storage

  • 04 3月 2021

  The recent winter storms left millions without power and heat in the US. Behind the headlines, more complex factors were at play. Our unique access to both gas and power monitoring and data gave us an integrated, real-time view of an unprecedented event and the issues it created.

• 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.

• Editorial

  Deep freeze hits Texas hard as US Gulf Coast shutters oil complex

  • 17 2月 2021

  We're examining the immediate impacts to the oil industry from 15-16 February as captured across our real-time monitoring offerings.

• 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

• The Edge

  Could 2021 be the start of a new super-cycle?

  • 29 1月 2021

  Led by Asia, and with vaccine roll-out underway, global economic growth should bounce back strong in 2021. It sets the scene for a much better year in commodity markets. But do surging oil, gas and metals prices point to something more lasting?

• Featured

  How uncertainty will define the oil market in 2021

  • 28 1月 2021

  Covid-19 and the oil price crash sent shockwaves through the oil market in 2020. How will continuing uncertainty affect global demand, supply and refining in 2021?

• 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

  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

  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

  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

• Featured

  Gas and LNG: why 2021 will be a defining year

  • 14 1月 2021

  The year ahead will shape the role of gas in the energy transition. Read our predictions for the top five global trends for gas and LNG, and how they could play out in Europe, North America and Southeast Asia.

• 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

  COP26: make or break for global emissions trading

  • 11 8月 2021

  Effective carbon pricing is essential to achieve the emissions reductions required by the Paris Agreement. COP26 could be vital for global emissions trading.

• The Edge

  Is the world sleepwalking into an oil supply crunch?

  • 16 7月 2021

  Where new oil supply to 2030 will come from and what it costs

• Opinion

  Rising costs will hit solar investment

  • 01 7月 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

  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?

• The Edge

  Why upstream needs to be more ambitious to cut emissions

  • 25 6月 2021

  What is the oil and gas industry doing to cut carbon emissions? Tougher policy will help but much is in the upstream industry’s gift.

• Opinion

  Will India set a net zero target?

  • 24 6月 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

  China becomes the world’s largest LNG market

  • 16 6月 2021

  With Japan’s LNG demand in long-term structural decline, China will this year become the world’s largest LNG market.

• Opinion

  Eni and bp get up close and personal in Angola

  • 09 6月 2021

  Using our Lens platform, we've analysed the potential joint venture between Eni and bp in Angola

• Opinion

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

  • 30 4月 2021

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

• The Edge

  How the oil market would deal with the return of Iranian exports

  • 16 4月 2021

  The return of Iranian exports to the oil market in 2021 was a clear risk. If sanctions are lifted, how much oil could Iran produce and how quickly? What wiggle room would OPEC+ have to accommodate Iran's exports? What would be the effect on the oil price?

• Opinion

  Myanmar’s woes increase

  • 15 4月 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 4月 2021

  There is a dispute over whether the US Postal Service should buy EVs, but the private sector is pressing ahead with orders.

• Opinion

  Colonial pipeline hack exposes the vulnerability of critical infrastructure

  • 14 5月 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

  Australia-China relations continue to sour

  • 13 5月 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

  The challenge of upgrading the US grid

  • 07 5月 2021

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