• Opinion

  What a second wave of lockdowns would mean for Asia’s oil and gas markets

  • 18 8月 2020

  Bold assumptions, but not unrealistic. But what would happen with a second wave of prolonged, nationwide lockdowns? What would this mean for economic activity? How will oil and gas supply and prices be affected? Will Asia’s demand-led recovery be blown off course?

• Opinion

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

  • 18 8月 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

  What forces will shape global gas markets over the next two decades?

  • 13 8月 2020

  Global gas demand has proved resilient despite widespread coronavirus lockdowns - but supply dynamics are more challenging. Will gas and LNG demand continue to recover? And what forces will shape the market over the next two decades?

• The Edge

  Stemming the tide of plastic waste

  • 18 9月 2020

  Alongside climate change, the rising tide of environmental waste, plastic included, is society’s other sustainability challenge. Simon Flowers asked Guy Bailey and his Petrochemicals Research team how we can get on top of the problem.

• Opinion

  Time for Asia’s Sputnik moment on decarbonisation

  • 22 9月 2020

  Halting the pandemic and rebuilding economies are the most urgent goals for the immediate future. Wood Mackenzie estimates that almost US$20 trillion – equivalent to a quarter of global GDP – will go towards stimulus packages, public health spending and delivering a vaccine over the next 12-18 months alone.

• Opinion

  Net zero North Sea: can hydrogen live up to its hype?

  • 20 10月 2020

  The UK has an opportunity to be at the forefront of the global hydrogen economy – but it calls for rapid technology scale-up.

• Opinion

  What will the 2020 elections mean for US energy?

  • 21 10月 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

  Are miners ready for a net zero future?

  • 21 10月 2020

  Miners are facing greater pressure than ever to cut emissions. We examine the policies and operations of the five largest diversified miners – Anglo American, BHP, Glencore, Rio Tinto and Vale – to see how they are making headway and where the key challenges lie.

• The Edge

  What’s on the minds of CEOs?

  • 16 10月 2020

  We hosted the CEOs from Shell, Total, Eni and SSE as well as senior executives from numerous other leading oil and gas companies and utilities over three days at our EMEA Energy Summit. So what were the hot topics?

• Opinion

  What can the materials transition learn from the energy transition?

  • 12 10月 2020

  Materials use is on a course to double by 2050, with waste generation increasing by 70%, putting an unsustainable burden on our planet. It’s time for a materials transition, with the global scale and ambition of the energy transition.

• Opinion

  Radical reform and China’s pathway to carbon neutrality

  • 30 9月 2020

  Despite being both the world’s largest energy market and largest carbon emitter, China’s position has long been that responsibility to reduce global emissions rests with rich countries: you broke it, you fix it.

• Opinion

  Big Oil commits to dividends in troubled times

  • 30 10月 2020

  The US and European majors showed how cash distributions are a crucial part of their appeal to investors in the energy transition

• Opinion

  Can the UK lead the world in carbon capture, utilisation and storage?

  • 24 11月 2020

  Technological innovation could shift challenging economics, accelerate net zero ambitions and create a world-class CCUS industry on the UK Continental Shelf.

• Opinion

  Oil producers cautious as recovery hopes rise

  • 20 11月 2020

  Good news on Covid-19 vaccines points to a rebound next year, but there are still some difficult months ahead

• The Edge

  Who will fund the energy transition?

  • 27 11月 2020

  If ambitions on climate change are high, so, too, will be the cost. We reckon a bare minimum of US$30 trillion to US$40 trillion of investment is needed to put the world on a 2 °C or lower pathway. Where’s the money going to come from? I chatted to Prakash Sharma and Jonny Sultoon of our Energy Transition team and Peter Martin, Head of Economics.

• Webinar

  Webinar | APAC Upstream Outlook 2025

  • 25 2月 2025

  Join our webinar on the 25th February as we discuss the outlook for APAC Upstream oil and gas

• The Edge

  Identifying key risks and uncertainties in 2020

  • 17 12月 2019

  Energy markets are in the midst of profound change – we're getting used to that. But what big, identifiable key risks might lurk in the shadows in the next 12 months that could make us change our view for 2020 and beyond? Here are five.

• Featured

  Predictions for 2020

  • 19 12月 2019

  For the last Energy Pulse of 2019, WoodMac experts have given their predictions of what to expect in 2020. Their forecasts include: a slowdown in US oil production growth; further asset sales by the large international oil companies; strong growth in solar power to give another record year for installations; mounting pressure from investors over climate risk and financial strength; rising carbon emissions, and a revival in awareness of the importance of metals to the energy transition. There are also our selections of the Quote of the Year and Chart of the Year.

• Featured

  The greening of BlackRock: What it means for energy

  • 17 1月 2020

  In Ed Crooks' Energy Pulse this week: BlackRock puts sustainability front and centre, China agrees to import more US energy and Microsoft aims for negative emissions.

• The Edge

  What changed energy markets in the 2010s?

  • 14 1月 2020

  Can a decade be a turning point? So much happened in the energy sector, the 2010s might be seen as just that.

• Featured

  OPEC's surprise production cut

  • 06 12月 2019

  The OPEC+ group's flexible approach to managing the market is good for prices in the short term, but creates uncertainty beyond 2020. Get the latest analysis of today's OPEC announcement from Ed Crooks with Ann-Louise Hittle, head of macro oils.

• Featured

  Another milestone in the decline of coal in the US

  • 22 11月 2019

  In this week's Energy Pulse with Ed Crooks, the closure of the Navajo Generating Station, coal’s resilience in China, and claims of breakthroughs in solar and batteries.

• The Edge

  OPEC‘s challenge in 2020: balancing an oversupplied oil market

  • 03 12月 2019

  Will oil demand growth recover in 2020? Is global supply still growing apace? How is US tight oil investment and production being affected by negative investor sentiment? Have the production cuts of 2019 balanced the market? Do they need to be extended or adjusted? Will fundamentals or geopolitics determine oil prices? We answer some of the big questions on OPEC’s agenda ahead of its December meeting in Vienna.

• The Edge

  Brazil, giant oil projects and the Majors

  • 26 11月 2019

  Big Oil’s risk appetite has changed. It needs to continue to replace reserves for the foreseeable future but is looking for lower risk options than exploration. Discovered resources can be part of the solution, though opportunities to develop a giant oil field such as Buzios in Brazil, in the heart of an industry hot spot, only come around once in a blue moon. So why the lack of bids from the Majors?

• Featured

  The IEA’s outlook to 2040

  • 15 11月 2019

  The latest edition of the International Energy Agency's flagship World Energy Outlook highlighted its concern that the world is "well off track from the aim of a secure and sustainable energy future". This and more from Ed Crooks, Vice-Chair, Americas.

• Featured

  The "massive challenge" of a 2 degree world

  • 08 11月 2019

  Democratic presidential challengers have pledged to end fracking. That’s not a realistic aim, but their commitments are still significant. Get the latest from Ed Crooks, Vice-Chairman, Americas.

• Opinion

  The Russian energy transition: what makes it different

  • 25 10月 2019

  The Russian energy transition: analysis from our upstream research team. Understand the uniquely Russian approach to the energy transition and the risks and opportunities that presents.

• Opinion

  What factors could influence the pace of the energy transition?

  • 29 8月 2019

  The energy transition is well underway. But huge challenges still stand in the way of decarbonisation. What could influence the pace and scale of the transition? David Brown investigates.

• Featured

  How can Big Oil stay investible through the energy transition?

  • 28 8月 2019

  The threat of climate change represents an existential challenge to the Majors. If they are to remain investible – five, ten years from now – all will need to transition to business models that are aligned with the goals of the Paris Agreement. Luke Parker, VP of Corporate Analysis, considers what that transition might look like.

• Featured

  How cities can accelerate the energy transition

  • 02 7月 2019

  What role do cities play in driving the energy transition? Find out in this complimentary report from Alan Gelder, VP of Refining, Chemicals & Oil Markets.