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Opinion
Asian buyers stay cool as US LNG hit by the deep freeze
- 24 February 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.
Featured
Gas and LNG: why 2021 will be a defining year
- 14 January 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
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
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
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
Will the US gas market be a tricky balancing act this winter?
- 11 August 2021
Rallying prices underscore the delicate supply-demand balance in an increasingly global market
Opinion
COP26: the future of upstream is in governments' hands
- 25 August 2021
Agreements at COP26 will define ambitions, but the impact on supply, demand and process will be dictated by policy actions
Opinion
The future of China’s gas demand
- 05 October 2021
China’s gas demand has exceeded expectations. We now expect gas demand to increase. How far can it go? How could carbon neutrality impact gas in China?
Opinion
What a difference a year makes – Asia’s energy leaders discuss an uncertain future
- 21 October 2021
Last month, we hosted our annual Global Energy Summit. The Asia Pacific session welcomed a range of senior industry leaders from across the energy and natural resources sectors to debate our topic of Net Zero and the Future of Energy.
Editorial
US Independents: cash is king in “stay flat” mode
- 28 October 2021
Powered by Lens Lower 48 Valuations, we set out to understand reinvestment rates, deleveraging and free cash flow outcomes among 23 US Independents.
Editorial
Can US Independents sustain the capital needed to survive the energy transition?
- 04 November 2021
Producers need a long-term strategy that ensures enough outside capital to fight the headwinds of increasing environment, social, and governance imperatives.
Opinion
Can Asia avert a gas supply crisis?
- 23 November 2021
Driven by coal-to-gas switching and a need to underpin renewables generation, Asian gas demand will almost double by 2050. We examine the boom with Lens.
Opinion
2022 – cheerful or fearful?
- 16 December 2021
After another rollercoaster year that trampled on predictions, the annual APAC Energy Buzz ‘cheerful or fearful’ outlook is back.
Featured
What lies ahead for the oil markets in 2022?
- 19 January 2022
What are the themes and trends set to have the biggest impact on global oil demand, supply and refining in the year ahead? Which risk factors are top of our watchlist? Read ‘Oil markets: 5 things to look for in 2022’ to find out.
Opinion
Why a carbon-neutral Winter Olympics matters to China
- 10 February 2022
There is little doubt the Beijing 2022 organisers have gone to great lengths to achieve carbon neutrality, but does it actually matter?
Opinion
China’s net-zero target could dent Russia’s export ambition
- 03 March 2022
China is also committed to achieving net-zero emissions by 2060. Could Russia’s ambition to rotate the direction of its energy exports through 180 degrees flounder on China’s decarbonisation?
Opinion
Europe pivots away from Russian gas: how will the global market rebalance?
- 19 May 2022
The ripple effect of Russia’s war with Ukraine could give rise to the second wave of US LNG – but new supply will take time to develop.
Opinion
Changing the way Asia’s oil and gas companies raise capital
- 30 June 2022
A growing number of the world’s major banks, asset managers, and insurers are signatories to the GFANZ, aligning behind the goals of the Paris Agreement. To access capital, oil and gas companies must meet tightening climate criteria adopted by many of the world’s leading financial institutions.
Opinion
Can Europe get through winter?
- 25 July 2022
Russia’s Nord Stream back online after routine maintenance, but expect continued volatility.
Opinion
LNG: seismic shifts as Russia/Ukraine conflict makes waves
- 22 August 2022
LNG is plugging the Russian gas supply gap. Prices are volatile; buyers are rushing to secure long-term deals.
Opinion
Asia Pacific: a changing outlook for commodities
- 30 August 2022
A preview of our Energy & Natural Resources Summit: APAC
Opinion
Asian LNG demand can’t be taken for granted
- 15 September 2022
Where in Asia is demand at greatest risk, can suppliers still count on Asian LNG demand recovery, and what do Asian buyers really want from suppliers amidst the current crisis?
Opinion
Banks assess the impact of climate commitments
- 30 September 2022
Lenders can still finance new oil and gas development, but emissions goals mean the balance of their operations is shifting.
Content
Natural gas market insights
- 25 March 2025
This video series is designed for gas traders and trading analysts seeking to gain a clear view of what’s driving change in the natural gas market.
Opinion
Has Norway’s oil and gas tax stimulus been a success?
- 22 February 2023
Norway is monetising as much oil and gas as it can, while it still can. Other countries with challenged pre-FID resources may look to do something similar.
Opinion
Gas contracts central to Nord Stream pipeline mystery
- 24 February 2023
The attack on the Nord stream gas pipeline has fueled an enormous amount of speculation

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