• Opinion

  How do integrated companies position themselves in the changing downstream landscape?

  • 05 6月 2024

  We benchmark 17 integrated IOCs and NOCs in our coverage using our proprietary downstream analysis in our Corporate Strategy and Analytics Service.

• Opinion

  What’s in store for gas and LNG in Europe?

  • 18 6月 2024

  An overview of market balances, the price outlook and risks for European gas and LNG through 2026

• Opinion

  OPEC+ plans to boost oil production

  • 07 6月 2024

  The OPEC+ countries are taking on the delicate task of trying to raise oil production without crashing the market. They are starting cautiously, but the global economic outlook holds plenty of downside risks for demand and prices.

• Opinion

  The energy transition in the upstream oil & gas sector: a reality check?

  • 05 6月 2024

  Geopolitical, financial and technical headwinds have slowed energy transition progress, but ever-tighter climate regulation continues to drive change.

• Opinion

  A two-decade decline in exploration is driving the need for carbon neutral investment in Australia’s upstream sector

  • 27 5月 2024

  A turbulent period of change has seen many legal and fiscal changes as Australia tries to balance its gas and energy transition strategy

• Opinion

  Counting carbon: how to set oil and gas industry emissions targets

  • 13 4月 2021

  Oil and gas firms are increasingly committing to emissions-reduction goals, but their scope and methodologies vary. How can the industry set standardised, meaningful targets that support the energy transition and enable investors to assess risk?

• Opinion

  Australia’s gas conundrum

  • 19 3月 2021

  While it may well claim the crown of world’s largest LNG exporter in 2021, Australia faces rising problems with its gas.

• Opinion

  Tesla’s share price and the future of EVs

  • 26 2月 2021

  After a spectacular rise, Tesla’s shares have been on a downward trend this month. The company’s fundamental prospects still look good

• Opinion

  Asian buyers stay cool as US LNG hit by the deep freeze

  • 24 2月 2021

  So, when freezing conditions hit the southern US last week, resulting in feedgas into LNG plants collapsing from above 10 bcfd to just below 2 bcfd, and with some Texas price markers soaring north of US$400/mmbtu, anxiety levels should have been rising.

• Opinion

  Could oil Majors and Independents generate record free cash flow this year?

  • 25 2月 2021

  IOCs have just been through one of their toughest ever years. But the sector is primed for a V-shaped free cash flow recovery, potentially to record levels. What’s fuelling the shift in fortunes, and how will it shape corporate priorities?

• Opinion

  Batteries with Chinese characteristics

  • 10 2月 2021

  At present, China accounts for almost 75% of global lithium-ion battery manufacturing capacity and this share is set to increase through the short term with its build-out of new facilities.

• 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

  Rising oil prices test US producers’ willpower

  • 15 1月 2021

  WTI above $50 means US E&Ps can hold production flat while paying down debt. But will they be tempted to go for growth?

• Opinion

  Horizons Live: Call of duties

  • 23 4月 2024

  In this month's Horizons Live, our panel discuss how we assess the carbon intensity of LNG projects around the world and the effects of LNG emission tax scenarios.

• Opinion

  Horizons Live: Commit and collaborate

  • 13 9月 2021

  Net zero Scope 1 and 2 emissions by 2050 are now the standard. Scope 3 emission reductions are coming. We answer your questions in this Horizons Live.

• Opinion

  Horizons Live: One giant leap

  • 25 10月 2021

  President Biden’s vision for America is ambitious. Horizons Live lets our experts answer your questions about achieving a net zero US power sector by 2035.

• Opinion

  This is not a drill: key lessons from GB power price spikes

  • 27 10月 2021

  The GB power market has been hit hard by a painful combination of high commodity prices, pre-winter levels of availability and low wind output.

• Opinion

  Horizons Live: Taking the strain

  • 29 1月 2025

  Watch the Horizons Live replay as industry experts analyse how the upstream sector can meet rising oil and gas demand amid a delayed energy transition. Discover insights on investment needs, supply challenges, and the impact on global energy markets.

• Opinion

  Horizons Live: The bridge

  • 10 3月 2025

  Can gas be the key to a lower-carbon future? Our expert panel explores its role in the energy transition and what’s needed to unlock its full potential.

• Opinion

  Horizons Live: The Great Reopening

  • 26 4月 2023

  Our panel discusses the possible pathways for the Chinese economy and the impact of its reopening on global energy and natural resources supply, markets and prices.

• Opinion

  Horizons Live: Doing more with less

  • 01 8月 2023

  On this month's Horizons Live, our panel discusses debunking the myth of upstream underinvestment.

• Opinion

  Horizons Live: Playing by new rules

  • 12 10月 2023

  Our panel of experts explore the likely impacts of the CBAM as it is fully implemented over the coming decade and beyond.

• Opinion

  Latin America: 5 things to look for in 2025

  • 07 1月 2025

  The Latin America upstream sector will continue with its successful track record of expanding production but will also face challenges in 2025.

• Opinion

  US Gulf of Mexico: 5 things to look for in 2025

  • 07 1月 2025

  With a new administration and refreshed focus on domestic production growth set to take effect in January, the regulatory future looks bright.

• Opinion

  Continental Europe upstream: 5 things to look for in 2025

  • 07 1月 2025

  Continental Europe is intensifying efforts to bolster energy security through increased gas production.

• Opinion

  Canada upstream: 4 things to look for in 2025

  • 07 1月 2025

  Canada's production growth carries on. But there are important nuances underneath total volume numbers.

• Opinion

  Sub-Saharan Africa upstream: 5 things to look for in 2025

  • 07 1月 2025

  From exploration in the deepwater Atlantic margin to LNG momentum and licensing rounds, a look at key themes this year.