• Opinion

  Are Japan’s upstream players heading for the exit?

  • 02 2月 2021

  Japan’s trading houses are re-thinking their long-term strategies around upstream investment.

• 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

• 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

  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

  Catch, don’t release: the dawn of the CCS era

  • 11 8月 2021

  With three of the largest gas projects approved this year – Barossa (Australia), North Field East (Qatar) and Ghasha (UAE) coming with associated CCS plans, do barriers exist for carbon sequestration's continued growth?

• Opinion

  Three lessons the renewables boom can learn from the shale bust

  • 21 7月 2021

  What could the renewable energy industry and its investors learn from shale's experience? A few interesting points of comparison are starting to emerge.

• Opinion

  US oil producers live up to their promises on spending restraint

  • 16 7月 2021

  The recovery in crude prices, taking WTI to over $70 a barrel, has meant that the cash flows coming in to US E&Ps have been soaring. But the industry’s response to these price signals, in terms of increased activity and production, has been much more cautious than has been typical over the past decade. Management teams have talked about strengthening balance sheets and returning cash to shareholders, and now they are delivering on those commitments.

• 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?

• Opinion

  Can the Caspian region still compete for upstream capital?

  • 28 6月 2021

  The Caspian region risks facing an upstream investment crisis in the 2020s that could shape the strength of hydrocarbon-dependent economies like Azerbaijan and Kazakhstan for decades to come.

• Opinion

  Asia’s frozen upstream M&A sector begins to thaw

  • 10 6月 2021

  Global upstream M&A is bouncing back. The recent increase in asset acquisitions saw North American deal flow hit its highest level since 2019, while across the rest of the world M&A activity is showing signs of a gradual – if uneven - recovery from the abyss of 2020.

• 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

  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

  Could restricting oil production in the US Gulf of Mexico lead to carbon leakage?

  • 12 4月 2021

  Federal actions have put the comparative emissions performance of the prolific US Gulf of Mexico under the spotlight.

• 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

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

  • 12 5月 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

  UK North Sea Transition Deal: a net zero basin by 2050?

  • 06 5月 2021

  In March the UK’s government and oil and gas sector agreed a new deal that aims to leverage upstream industry capabilities and accelerate the energy transition. But are its targets achievable – and indeed, do they go far enough?

• Opinion

  Continental off the shelf with Permian Basin purchase from Pioneer

  • 08 11月 2021

  Continental Resources has entered the Permian Basin by buying Pioneer Natural Resources’ Delaware Basin assets for US$3.25 billion in cash.

• Opinion

  COP26: the future of upstream is in governments' hands

  • 25 8月 2021

  Agreements at COP26 will define ambitions, but the impact on supply, demand and process will be dictated by policy actions

• Opinion

  Scotland the brave: a Firth of Forth net zero hub for COP26?

  • 17 8月 2021

  With all eyes on Scotland for COP26 there is an unparalleled opportunity for bold action. Momentum behind a net zero hub could have an outsized impact on the UK’s energy transition.

• Opinion

  Shell to divest its entire Nigeria joint venture portfolio

  • 16 8月 2021

  Shell and Nigeria go back a long way – but net zero plans are leading to a clean break from Niger Delta JV assets.

• Opinion

  COP26 oil demand: in the cross hairs of emissions reduction

  • 18 8月 2021

  Our COP26 briefing considers the implications for the oil market and refining industry of a global concerted effort to reduce emissions and limit a temperature rise by 2050 to 2 °C.

• Opinion

  Why investors may have Nigerian upstream assets in their sights

  • 18 8月 2021

  Brownfield investment opportunities are emerging in Nigeria as international oil companies accelerate energy transition strategies and divest non-core assets.

• 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.

• Opinion

  Learning the right lessons from the Texas crisis

  • 03 12月 2021

  The blackouts raise important questions about investment, innovation and electricity market design, as the share of variable renewable generation on the grid increases.

• Opinion

  What does the Glasgow Climate Pact mean for Asia’s energy companies?

  • 25 11月 2021

  Much has been discussed on the implications of the Glasgow Climate Pact for the global economy and energy markets. And while measurable progress has been made in each field, there is no denying much work remains to be done.

• Opinion

  Can Asia avert a gas supply crisis?

  • 23 11月 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

  We need to talk about hydrogen

  • 08 7月 2019

  I’m just back from Tokyo and a key theme for many Japanese energy companies continues to be future investment in E&P and whether long-term growth in oil and gas demand will materialise given the pace of energy transition.

• Opinion

  How low-cost US natural gas spurs global LNG opportunities

  • 08 8月 2019

  The US shale revolution in action: as well productivity dramatically rose, the US emerged as the largest gas producer in the world. LNG buyers will benefit.

• Opinion

  Global upstream: four current key themes

  • 10 1月 2024

  Current hot topics include efficiency challenges in the US Lower 48, changing corporate landscape in Nigeria and Russia’s energy alignment with China

• Opinion

  Latin America upstream: opportunities and challenges

  • 24 11月 2023

  Wide-ranging opportunities mean expectations for the future of oil and gas in the region are sky-high. But can they be met?