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Five ways the Russia/Ukraine war is changing oil markets

31 March 2022

Amidst the Russia/Ukraine conflict producers, traders, shippers, refiners and even consumers are all having to adapt to shifting crude and product flows – and pricing.

The Edge

The Majors’ accelerating tilt to new energy

02 December 2021

Big Oil is determined to show it’s part of the solution for climate change. How much has investment in new energy ramped up, where do CCS and hydrogen fit in, and when will spend on low carbon catch up with oil and gas?

The Edge

Why COP26 has to succeed

28 October 2021

What happens if COP26 doesn’t put the world on a 2 °C or lower pathway? Our latest Energy Transition Outlook explores what happens if COP26 fails to lay down the law on collective goals and actions to tackle climate change.

The Edge

Gas and LNG – approaching a winter reckoning

14 October 2021

Gas prices have hit record levels in Europe and Asia surging ten-fold in a year.

The Edge

Oil refining’s four big challenges

02 July 2021

Oil refining's concerns over profitability, rationalisation, decarbonisation and EVs

The Edge

How high can the oil price go in 2021?

18 June 2021

The oil price has been on a bull run for over a year. Fundamentals are improving with oil demand bouncing back towards pre-pandemic highs as the global economy recovers. But OPEC+ is also playing a key role in rebalancing the market after the crisis of 2020. How much further could prices go?

The Edge

Is the price rally in energy and metals sustainable?

14 May 2021

Green shoots of economic recovery are bursting through. Energy, metals and mining commodity markets have sensed it for months – witness the soaring prices of oil, LNG, iron ore, copper and many other metals. Is this a post-pandemic economic bounce or the start of a new supercycle?

The Edge

The prize for China from decarbonisation

23 April 2021

China’s net-zero ambitions are a significant boost to global efforts to tackle climate change. Will the push to decarbonise transform China's economy? What does it mean for its energy markets and the supply chains? And is China well placed to capitalise on low-carbon technologies?

The Edge

Big oil, new energy and the stock market

19 June 2020

Big Oil is on the move, feeling its way into a changing energy world. There are two sides to adapting: how to decarbonise oil and gas and how to build a sustainable business around zero-carbon technology. European and US Majors are following two very different paths.

The Edge

How gas bounces back from the coronavirus lows

19 May 2020

Gas has had a year to forget so far in 2020. A collapse in oil price and a demand shock caused by coronavirus have added to the challenges of what was already an oversupplied market. Spot gas prices in Europe and Asia have sunk to new lows. How has LNG demand been affected? What's been the impact on supply? Do the events of 2020 change our longer term view of the market? What does the future price curve look like? Find out in this week's Edge.

The Edge

Coronavirus pushes oil towards the abyss

06 April 2020

As demand collapses, how will the market deal with oversupply? Find out in this week's Edge.

The Edge

The Edge: Asian NOCs, the energy transition and ESG

19 November 2019

Where does Asia stand on the energy transition? What are energy companies in the region doing to adapt? Are some further down the road than others? Much of LNG’s strong growth outlook reflects Asian demand but are its credentials as a bridging fuel for the transition all that good? And what does the US-China trade dispute mean for the region?

The Edge

Private equity – big buyers of oil and gas in the downturn

12 November 2019

Private equity firms have been among the big buyers of oil and gas assets in the last few years, taking advantage of portfolio restructuring among traditional players during the downturn. What’s the plan for success? And how are the exit options shaping up?

The Edge

How the big Gulf producers are investing in 2019

15 January 2019

What are the upstream investment strategies of big Gulf producers? And how much are they spending? Find out here. With analysis from Simon Flowers and Jessica Brewer.

The Edge

What are the key risks and uncertainties in 2019?

18 December 2018

What are the key risks and uncertainties in 2019? Simon picks the ones our analysts worry could threaten our base case, including oil demand downside, tight oil upside and Iran export volumes.

The Edge

What if the energy transition accelerates?

14 November 2018

What if the energy transition accelerates? And what that could mean for renewables, coal, oil, gas and emissions. Simon Flowers investigates.

The Edge

OPEC and how low prices have changed oil demand

03 April 2018

How to sum up the effect on oil markets of OPEC’s strategy since 2014? Based on how the fundamentals have evolved, it's been a pretty mixed bag.

The Edge

Improving upstream performance and winning over investors

27 February 2018

Delivering production growth after three years of low oil prices is an achievement, and combined with higher oil prices, was the primary factor behind good upstream earnings.

The Edge

Why the commodity rally will get back on track

20 February 2018

Are we in the early stages of a sustained rise in commodity prices? And what does it mean for the US dollar? We posed these questions a year ago when robust global economic growth was driving commodity demand and the US dollar was starting to tip over from a 15-year high.

The Edge

Three years on from the crash

25 July 2017

2017 is set to be to be the third year Brent has traded at under half the heady levels of 2014.

The Edge

The new dash for gas - majors position to leverage a core competence

25 April 2017

We forecast the share of gas in the peer group’s production will increase from 42% currently to over 50% by the end of the 2020s. ENI and BP will reach 60%, which is also Total’s 2035 target. There are three main themes behind the ‘dash for gas’.

The Edge

Majors' capital allocation in a stuttering energy transition

03 March 2025

As energy transition challenges mount, oil and gas Majors are pivoting back to upstream - while NOCs step up their low-carbon commitments. What does this mean for the industry's future?

The Edge

What a future Ukraine peace deal means for energy (Part 2)

26 March 2025

A windfall for Russian oil producers and impetus for upstream investment

The Edge

Tariffs - implications for the oil and gas sector

10 April 2025

Tariffs could shake up oil and gas markets – find out how companies are preparing for price volatility, capital discipline and potential M&A opportunities in a turbulent landscape.

The Edge

Upside pressure mounts on US gas prices

15 May 2025

Surging gas demand set to push Henry Hub higher

The Edge

Gastech 2025: when will the music stop for US LNG?

19 September 2025

US LNG confidence is high, but is the industry heading toward oversupply? Explore the risks and opportunities revealed at Gastech 2025

The Edge

ADIPEC 2025: six key takeaways

13 November 2025

From AI’s power surge to oil’s comeback, here are six key takeaways from ADIPEC 2025 - the world’s biggest energy conference shaping the future of global energy

The Edge

Five themes shaping the energy world in 2026

08 January 2026

From volatile geopolitics and falling LNG prices to AI-driven power demand and shifting investment, these five themes will define the global energy landscape in 2026

The Edge

Is Greenland Venezuela 2.0?

15 January 2026

Despite political rhetoric, Greenland’s harsh conditions and high costs make its strategic location far more valuable than its natural resources

The Edge

A wild week for gas markets

28 January 2026

A cold snap exposed just how interconnected global gas markets have become and why volatility is here to stay

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Search results: 1069

Five ways the Russia/Ukraine war is changing oil markets

The Majors’ accelerating tilt to new energy

Why COP26 has to succeed

Gas and LNG – approaching a winter reckoning

Oil refining’s four big challenges

How high can the oil price go in 2021?

Is the price rally in energy and metals sustainable?

The prize for China from decarbonisation

Big oil, new energy and the stock market

How gas bounces back from the coronavirus lows

Coronavirus pushes oil towards the abyss

The Edge: Asian NOCs, the energy transition and ESG

Private equity – big buyers of oil and gas in the downturn

How the big Gulf producers are investing in 2019

What are the key risks and uncertainties in 2019?

What if the energy transition accelerates?

OPEC and how low prices have changed oil demand

Improving upstream performance and winning over investors

Why the commodity rally will get back on track

Three years on from the crash

The new dash for gas - majors position to leverage a core competence

Majors' capital allocation in a stuttering energy transition

What a future Ukraine peace deal means for energy (Part 2)

Tariffs - implications for the oil and gas sector

Upside pressure mounts on US gas prices

Gastech 2025: when will the music stop for US LNG?

ADIPEC 2025: six key takeaways

Five themes shaping the energy world in 2026

Is Greenland Venezuela 2.0?

A wild week for gas markets

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