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A look at the global economic impacts of new US trade measures.
Could Venezuelan production and refining capacity return to relevance?
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Oversupply in LNG markets will soon turn into a shortfall. Simon Flowers turns to Massimo Di-Odoardo, Head of Global Gas Research, to make sense of what’s going on.
The future of light vehicles is electric; in time, perhaps autonomous. But the disruption won’t be quick, and the rise of the EV won’t be linear. Get our analysis here.
A giant oil supply gap looms. How to fill it? It’s the preoccupation of the E&P sector. Harry Paton, Senior Analyst, Global Oil Supply, identifies the contribution from each of the traditional four sources.
What are the key risks and uncertainties in 2019? Simon picks the ones our analysts worry could threaten our base case, including oil demand downside, tight oil upside and Iran export volumes.
Addressing the timely boom in access to giant oil and gas discoveries, Simon Flowers looks at some low risk resource-capture strategies in this week's issue of The Edge.
A year of torpor, then the US gas market springs into life. Henry Hub price has shot up to over US$4.50/mmbtu in a volatile week after flat-lining below US$3/mmbtu since last March. What does this mean for global gas markets?
What if the energy transition accelerates? And what that could mean for renewables, coal, oil, gas and emissions. Simon Flowers investigates.
Will geopolitics forever dog the transportation sector, even when electric vehicles (EVs) replace internal combustion engine (ICE) vehicles? Simon Flowers investigates.
Despite strong financial performance for the 48 IOCs and NOCs covered in our Corporate Service this year, investment activity is weak. Simon Flowers and Norman Valentine discuss.
The industry isn’t finding enough oil. We need more Guyanas, a lot more, and we need them soon. Without them, the oil market is in danger of tightening in the not too distant future.
This week in The Edge, Simon Flowers asks whether LNG is poised for a new growth cycle. And addresses three major challenges for the global LNG industry – competitive new supply, the effect of rising US supply, the need for gas advocacy.
Is the oil industry on its way to recovery? Sanctioned projects are smaller and cheaper, while US tight oil buffers the decline in conventional spend.
The biggest current recruiter in upstream? Digitalisation, by a distance. Technology is already playing a part in downstream’s recovery from its lows a few years ago.
The industry is adapting to low oil prices. But can upstream grow in this environment? The question is a profound one, the answer in reality more about sustaining the business and maximising returns rather than pursuing growth.
Andrew Latham, our Head of Exploration Research, has built a global creaming curve for conventional exploration outside the USL48. Three themes stand out.
As energy transition challenges mount, oil and gas Majors are pivoting back to upstream - while NOCs step up their low-carbon commitments. What does this mean for the industry's future?
Tariffs could shake up oil and gas markets – find out how companies are preparing for price volatility, capital discipline and potential M&A opportunities in a turbulent landscape.
A global CCUS milestone: Northern Lights begins shipping carbon for permanent storage, setting the stage for a new era of cross-border climate solutions.
The industry needs to look beyond short-term price volatility.
Can Europe’s refiners spark a breakthrough for green hydrogen demand amid rising costs and tightening EU climate rules?
Can captured carbon replace fossil feedstocks? Explore the catalysts needed to scale CCU from niche to mainstream
Explosive data centre growth is shaking up US power markets - with demand from hyperscalers set to double wholesale prices and transform how America generates electricity
How much new oil is needed? Can AI analogues help unlock the additional barrels and close the supply gap? Will AI make subsurface teams redundant?
Global climate goals are slipping - Wood Mackenzie’s latest Energy Transition Outlook explores why, and what an era of “energy addition” means for the path to net zero
From AI’s power surge to oil’s comeback, here are six key takeaways from ADIPEC 2025 - the world’s biggest energy conference shaping the future of global energy
COP30 delivered cooperation but little real progress - here’s what the climate summit revealed about finance, trade, methane and the world’s path to net zero
From volatile geopolitics and falling LNG prices to AI-driven power demand and shifting investment, these five themes will define the global energy landscape in 2026
Despite political rhetoric, Greenland’s harsh conditions and high costs make its strategic location far more valuable than its natural resources
A cold snap exposed just how interconnected global gas markets have become and why volatility is here to stay
Global momentum is slowing, but Europe and China may still hold the key to decarbonising hard-to-abate sectors
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