• Opinion

  Oil recovery shows demand is still on a rising trend

  • 08 10月 2021

  When consumption plunged as the pandemic hit, there were claims that the world had passed Peak Demand for oil. As demand rebounds, those claims are set to be refuted and the price has jumped heavily for oil, gas and coal.

• Opinion

  The future of China’s gas demand

  • 05 10月 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

  Carbon capture and storage: how far can costs fall?

  • 28 9月 2021

  The costs of carbon capture and storage (CCS) technology are still stubbornly high. Why is it so expensive? And what will be the catalyst that makes costs fall?

• Opinion

  Horizons: From boom to Biden – a roundup of our insights from Q3 2021

  • 21 9月 2021

  Q3 Horizons explored the commodity price supercycle, carbon emission regulation's impact on the oil and gas sector, and Joe Biden’s plan for net zero by 2050.

• 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

  COP26: A smooth transfer of power in electricity generation?

  • 01 9月 2021

  This week’s COP26 briefing highlights three big implications we see for the power sector as a result of the conference

• Opinion

  The slow recovery after Hurricane Ida

  • 10 9月 2021

  Hurricanes are a fact of life in the Gulf of Mexico, and the energy industry has many decades of experience in managing the risks. But Hurricane Ida has been one of the most disruptive in recent years, and about 1.5 million barrels per day of US oil production is still offline. Increased rainfall and potentially higher wind speeds in future could further complicate the challenge of resilience.

• 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

  Will the US gas market be a tricky balancing act this winter?

  • 11 8月 2021

  Rallying prices underscore the delicate supply-demand balance in an increasingly global market

• 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

  The Energy Gang podcast: Where will DOE’s loan program make the next climate tech investments

  • 21 10月 2021

  The U.S. Department of Energy is crucial for funding, researching, and testing emerging energ...

• Opinion

  2022 – cheerful or fearful?

  • 16 12月 2021

  After another rollercoaster year that trampled on predictions, the annual APAC Energy Buzz ‘cheerful or fearful’ outlook is back.

• Opinion

  ExxonMobil sets a net zero emissions goal

  • 21 1月 2022

  Over the past decade, the European and US oil and gas Majors have chosen divergent strategic directions. The European companies have set more ambitious goals for emissions reduction, and moved faster to diversify into low-carbon energy sources. Recently, however, that gap has begun to close.

• Opinion

  The Energy Gang podcast: The European energy crisis – a failure of policy?

  • 29 7月 2022

  Host Ed Crooks is joined by regular contributor Amy Myers Jaffe from the Climate Policy Lab at Tufts University, and a new voice on the Energy Gang, Vicky Bailey, founder of Anderson Stratton Enterprises.

• Opinion

  Can Europe get through winter?

  • 25 7月 2022

  Russia’s Nord Stream back online after routine maintenance, but expect continued volatility.

• Opinion

  Global power markets outlook: the energy transition gathers pace

  • 22 7月 2022

  Sustained high prices accelerate the shift to renewables, but issues and obstacles vary by region.

• Opinion

  Changing the way Asia’s oil and gas companies raise capital

  • 30 6月 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

  Green LNG: can Australia prioritise decarbonisation in a high-priced world?

  • 26 5月 2022

  Innovation and investment in the decarbonisation of LNG will play an important role in both boosting energy security and tackling climate change.

• Opinion

  Europe pivots away from Russian gas: how will the global market rebalance?

  • 19 5月 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

  Diesel prices an ominous sign for the economic outlook

  • 13 5月 2022

  Tight markets have sent prices soaring, boosting refiners' profits but stoking inflation.

• Opinion

  Horizons podcast: Security Alert

  • 29 4月 2022

  Dr. Liz Dennett is joined by Amy Myers-Jaffe, Prakash Sharma and Massimo Di-Odoardo for our latest Horizons podcast: Security Alert. Listen now for a deep dive into the crisis caused by Russia’s invasion of Ukraine.

• Opinion

  Why the US oil industry could call for a carbon tax

  • 29 4月 2022

  Carbon pricing can offer a simpler and more transparent way to set incentives to cut emissions.

• Opinion

  The Energy Gang podcast: why a low carbon life is within reach

  • 22 4月 2022

  The gang focuses on solutions and recent positive findings from the IPCC report. They discuss how energy poverty is a large issue today, and explore the dangers of how addressing climate change could make things worse.

• Opinion

  Asia’s LNG pain is Europe’s gain - for now

  • 07 4月 2022

  “It’s not easy, but it’s feasible” was the verdict of EU climate chief Frans Timmermans as the bloc announced its ambitious goal of reducing imports of Russian gas by around two thirds this year. With this implying something in the order of 100 bcm of supply, we do not share Mr Timmermans’ optimism.