Investor Service

Institutional investor focused intelligence across Power & Renewables, Oil & Gas, and Metals & Mining. Links to Investor Service should exist within each Industry.

Energy transition is making its mark on Asia Pacific's major energy markets

• 13 May 2019

APAC Energy Buzz is a monthly blog by our Asia Pacific Vice Chair, Gavin Thompson. In his blog, Gavin shares the sights and sounds of what’s trending in the region and what’s weighing on business leaders’ minds.

US COP21 withdrawal: Is this actually a step forward?

• 02 June 2017

On 01 June 2017, President Trump took the first step on the road to reconsidering the best way to meet our climate challenges.

How the coronavirus highlights the perils of the US-China trade war

• 25 February 2020

The risks to supply chains posed by the COVID-19 outbreak do not present a strong case for economic decoupling.

Why 2020 is the crunch year for climate risk reporting

• 06 March 2020

How the taskforce on Climate-related Financial Disclosures is changing the way corporations communicate with investors

How Italy’s lockdown is affecting power demand

• 18 March 2020

Italy is the epicentre of the coronavirus pandemic. This has led to a sudden and significant drop in power demand. What does that tell us about what’s to come in other markets?

Could clean energy be the winner in the oil price war?

• 24 March 2020

How will the oil price crash affect the embryonic energy transition efforts of oil and gas companies? Renewable energy economics suddenly look far more attractive.

It's time for residential demand response to shine

• 14 May 2020

As distribution load becomes harder to predict due to the pandemic, targeted residential demand response may bring much needed relief

Electric vehicles: coronavirus wreaks havoc across the supply chain

• 08 April 2020

Global EV sales could see a 43% drop, while battery raw materials markets face major disruption in 2020.

Oil supply cuts explained: an interview with the US energy secretary

• 14 April 2020

After the historic OPEC+ agreement to cut production, Dan Brouillette explained the US role in the talks and its view of the oil market.

Seven challenges Covid-19 raises for the climate agenda

• 28 April 2020

Will Covid-19 help or hinder the global climate agenda? Analysts from our sister company Verisk Maplecroft examine seven ways coronavirus is challenging decarbonisation.

Where, when and how will lockdown end?

• 12 April 2020

Coronavirus travel restrictions will affect supply chains and company operations throughout 2020. US and sub-Saharan Africa most likely to ease restrictions first.

What is the future of energy in Asia after Covid-19?

• 12 May 2020

Exploring how companies across the oil and gas, metals and mining and power and renewables sectors need to map new strategic directions to thrive post-crisis.

Who’s investing in hydrogen and why?

• 05 June 2020

Hydrogen, particularly green hydrogen, plays a key role in the future energy mix, as the world's energy systems decarbonise.

Metals and mining: who gets hit hardest by an economic slump?

• 19 June 2020

Demand destruction and falling revenues leave some industry players at risk of financial distress.

What investors want to know about energy and natural resources

• 17 June 2020

The impact of Covid-19 on energy demand remains top of mind, but investors’ questions reveal a return to calm if not a return to “normal”

How green is the EU pandemic recovery package?

• 30 July 2020

Despite EU leaders reaching agreement on the €750 bn pandemic recovery package, a substantial hurdle remains; ratifying the deal in the European Parliament, where its green credentials will be scrutinised

In conversation with Asia Pacific’s CEOs

• 04 November 2020

We hosted the CEOs of PETRONAS, Santos and Medco, the chairman of Indian Oil Corporation, and many other senior executives from a range of leading oil and gas companies, utilities and banks over two days at our APAC Energy & Commodities Summit last month.

What is carbon-neutral LNG?

• 18 November 2020

LNG ranks among the most emission-intensive resource themes across the oil and gas sector.

Dual circulation and China’s push for energy security

• 25 November 2020

At its core, dual circulation is about relying less on the outside world.

What would it take to limit global warming to 1.5 degrees?

• 04 March 2021

A 1.5 °C pathway calls for immediate action, and collaboration at an unprecedented scale. Jonathan Sultoon, Head of Markets & Transitions in our Energy Transition Practice, explores the radically different trajectory for carbon emissions in our inaugural Accelerated Energy Transition 1.5-degree scenario (AET-1.5).

China’s war on waste means more than just clean plates

• 24 March 2021

In re-launching the ‘Clean Plate’ campaign in August last year, President Xi Jinping urged all of China to “maintain a sense of crisis about food security”. This is of course an important message in and of itself, given the huge amounts of energy, water and land involved in food production in China.

How carbon pricing could reshape upstream oil and gas economics

• 31 March 2021

Few countries currently require oil and gas producers to either pay a carbon tax or participate in an emissions trading scheme (ETS). But that could soon change. Higher carbon charges are not a case of ‘if’ but when, where and how much — raising serious questions for investors.

Suez blockage highlights Asia’s vulnerability to disruptions

• 31 March 2021

The grounding of the 400-metre, 224,000-tonne Ever Given cargo vessel in the Suez Canal last Tuesday inevitably sparked concern across the global economy and, while the vessel is now afloat and traffic has resumed, will have once again reminded Asian countries of the risks such trade arteries continue to present.

What is COP26 and how is it vital to the energy transition?

• 26 May 2021

This year, the UK will host COP26. Countries around the world are aware of their responsibilities to tackle climate change, and many have set targets to cut greenhouse gas emissions.

The road to COP26

• 08 June 2021

This is a big year for climate policy. The Paris agreement of 2015 set up a five-yearly cycle for countries to increase the ambition of their goals for cutting greenhouse gas emissions. So right from the outset, the COP26 climate conference originally scheduled for 2020 was going to be particularly significant.

Asia’s developing economies need more gas investment, not less

• 27 May 2021

It is increasingly clear across Asia that governments, lenders, and both gas suppliers and consumers must prioritise the management of carbon emissions across the gas value chain.

Big Oil’s watershed moment: five things you need to know

• 10 June 2021

The events of May 26 2021 look like a defining moment for the oil and gas industry. In the space of a few hours, three decisions crystallised trends that had been building for years at the large international oil companies, showing the pressure they are under to address climate change and the energy transition.

Opportunities abound in Asia Pacific’s transforming power markets

• 01 July 2021

Last week we hosted our inaugural Asia Pacific Power & Renewables Conference. This three-day event tackled all aspects of the region’s power markets and their roles in the energy transition.

China’s top 5 ‘must haves’ from COP26

• 02 September 2021

With COP26 rapidly approaching, China’s special envoy on climate change, Xie Zhenhua, recently announced that Beijing would release more details of its climate strategy “very soon”. The clock is ticking.