Hydrogen’s critical role in the energy transition

• 05 2月 2021

Green hydrogen is front of mind for investors looking for solutions to cut emissions from hard-to-abate sectors. Is policy going in the right direction? When could green hydrogen become competitive? And what are the risks to realising its potential?

Carbon emissions: a new challenge for US LNG

• 05 2月 2021

President Joe Biden adds to the pressure on US gas exporters to consider climate impacts

Metals & mining: what to look out for in 2021

• 03 2月 2021

Will this be another transformative year for metals and mining? From demand recovery to decarbonisation, we explore the key themes for the industry, with commodity-level insight from our global experts.

Future energy – electric vehicles

• 22 1月 2021

Electric vehicles sales jumped in 2020, against the trend for global light vehicle sales, which fell. Is the expected progressive shift away from ICE vehicles to EVs accelerating?

How the oil market plays out in 2021

• 15 1月 2021

Oil prices are on a roll, the 10% jump in January means Brent has tripled since the dark days of April 2020. How will the oil market develop in 2021 and can the price rise further still?

Should upstream investors prepare for bolder fiscal policies in 2021?

• 20 1月 2021

Tougher upstream fiscal terms could be on the horizon. Find out what policymakers will be thinking about in 2021, and the key countries to watch.

Harnessing the sun: how rising solar power demand impacts base metals

• 09 8月 2021

Falling production costs and improving efficiency are set to drive up demand for solar power, and that could be good news for base metals like aluminium, copper and zinc.

Oil and gas: a risky business

• 10 8月 2021

Can we take a new, differentiated approach to evaluating oil and gas risk? Where do we place risk-adjusted discount rates, and how could a more nuanced view of oil and gas risks impact the Major’s portfolios? Read on for a preview of our insight ‘Oil and gas valuations – the risky outlook’.

Prices, FIDs and the energy transition: three key factors for global LNG

• 29 7月 2021

Using our latest global gas outlook to 2050, we're tackling the biggest questions facing the gas and LNG industry.

Decarbonising the upstream industry

• 14 7月 2021

In the face of the energy transition, upstream companies are under severe pressure to decarbonise. A situation that is only likely to intensify. Companies need to take note, set out their strategy and act so as to future-proof their business and keep hold of their social licence to operate.

Exploring the deepwater advantage

• 14 7月 2021

Deepwater will play an important role in the oil and gas industry’s pivot to the advantaged resources essential for success through the energy transition. And this year marks a step-change in deepwater field performance, with advantages that span both economics and carbon emissions.

Can the plastics industry decarbonise?

• 26 7月 2021

The plastics industry’s impact as a carbon emitter is under increasing scrutiny. Substantial emissions reductions are possible but require an holistic, multi-stakeholder approach.

Can wind power become truly carbon neutral?

• 08 7月 2021

Wind is one of the cleanest power technologies, but there’s still potential to cut life cycle emissions.

Horizons: three key findings from Q2 2021

• 06 7月 2021

A recap from the last three editions of Horizons, from the prospect of upside-down oil and gas prices to the vast potential of carbon capture

LNG Short-term Analytics

Understand the near-term dynamics of the LNG market to make smarter strategic decisions.

Nord Stream 2 nears the finish line

• 24 6月 2021

The gas pipeline from Russia to Germany has been acknowledged as a “fait accompli” by the US. The European market will still need more LNG

Electric vehicles continue to get the green light

• 28 6月 2021

In Q1 of 2021, electric vehicle sales rocketed to 550,000 – a 66% increase over the same period last year. This surge has seen our outlook upgraded to 950 million EVs on the road by 2050.

Oil refining’s four big challenges

• 02 7月 2021

Oil refining's concerns over profitability, rationalisation, decarbonisation and EVs

Alerts send warnings about the future of power

• 18 6月 2021

As a heatwave hit the southwest US this week, electricity demand surged, putting strain on the grids in Texas and California. Grid operators issued alerts urging customers to conserve electricity where possible by turning up thermostats and not running appliances in the late afternoon and evening. The measures worked: blackouts were avoided in both states. But the alerts were a reminder of the pressures facing grids in extreme weather conditions, which will increase as their reliance on wind and solar power grows. Demand response programmes and other measures to improve the flexibility of the grid are becoming increasingly important.

How high can the oil price go in 2021?

• 18 6月 2021

The oil price has been on a bull run for over a year. Fundamentals are improving with oil demand bouncing back towards pre-pandemic highs as the global economy recovers. But OPEC+ is also playing a key role in rebalancing the market after the crisis of 2020. How much further could prices go?

Is gold turning green?

• 23 6月 2021

Scrutiny of the environmental impact of mining has never been greater and with COP26 on the horizon the spotlight will only intensify. How is the gold industry tackling the challenge?

Investors exert their influence over the energy transition

• 11 6月 2021

Oil and gas companies have been coming under mounting pressure from large shareholders to address climate risks, and that pressure has stepped up sharply this year. The world’s six largest investors by assets under management have signed up to the Net Zero Asset Managers initiative, committing them to supporting the goal of global net zero greenhouse gas emissions by 2050 or sooner. In total the signatories to the initiative have $37 trillion under management.

Onshore wind: tackling cost escalation in operations and maintenance

• 16 6月 2021

Competitive bidding has become the norm in the onshore wind operations and maintenance (O&M) market, pushing price-points down. Meanwhile, operational costs have escalated. How will the industry combat the cost challenge and secure cheaper onshore wind?

The road to COP26

• 08 6月 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.

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

• 10 6月 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.

Upstream’s biggest challenge

• 11 6月 2021

Maximising value through the energy transition is a huge challenge for upstream. The Edge this week asks: how will strategies change? Is consolidation inevitable? And can the industry become more sustainable?

Putting coal mine emissions under the microscope

• 29 4月 2021

Coal producers are feeling the weight of public scrutiny and investor pressure as increasingly stringent carbon emission policies threaten future demand. A price on carbon – a key policy for emissions reduction – could also transform industry costs and prices.

Demanding new emissions goals set course for low-carbon future

• 23 4月 2021

At a US-hosted climate summit this week, large economies discussed their ambitious objectives for cutting emissions. Now comes the hard part.

Investing in the energy transition

• 21 4月 2021

What do major investors need to know to capitalise on the opportunity offered by the energy transition over coming decades?

The role of NOCs on the road to net zero

• 22 4月 2021

NOCs must play a role in the global mission to decarbonise. Could this be a game-changing year?