• The Edge

  How to scale up carbon capture and storage

  • 09 7月 2021

  Industrialising a nascent technology that’s critical for net zero targets

• Featured

  Carbon taxes – which mined commodities will be the winners and losers?

  • 13 7月 2021

  Carbon taxes could well provide the economic incentive needed to deliver rapid decarbonisation of the global economy. But what impact will they have on marginal costs and prices for mined commodities? And how does the competitive position of each commodity change under different carbon tax scenarios?

• Featured

  Could Africa become the home of green metals?

  • 29 6月 2021

  The Inga hydropower scheme in the Democratic Republic of Congo (DRC) could be the key to the green electrification of Africa. But could the project also be a catalyst for the development of vast underutilised resources, creating a centre for low carbon metals production?

• The Edge

  Why upstream needs to be more ambitious to cut emissions

  • 25 6月 2021

  What is the oil and gas industry doing to cut carbon emissions? Tougher policy will help but much is in the upstream industry’s gift.

• Opinion

  What ‘vehicle-to-everything’ electric vehicle pilots mean for the grid

  • 23 6月 2021

  As rates of bus electrification continue to rise globally, fleet operators are looking to a novel solution to drive down costs and smooth the transition: vehicle-to-everything (V2X). What’s the potential of this technology, and what stands in the way of commercialisation?

• Opinion

  China becomes the world’s largest LNG market

  • 16 6月 2021

  With Japan’s LNG demand in long-term structural decline, China will this year become the world’s largest LNG market.

• Featured

  Decarbonisation: is aluminium a solution or a problem?

  • 15 6月 2021

  Aluminium is both a major contributor to global greenhouse gas (GHG) emissions and one of the key energy transition metals needed to build a low-carbon future. Julian Kettle, Senior Vice President, Vice Chair Metals and Mining, asks: can initiatives to cut aluminium’s carbon intensity offset the impact of increasing production?

• Opinion

  Asia’s frozen upstream M&A sector begins to thaw

  • 10 6月 2021

  Global upstream M&A is bouncing back. The recent increase in asset acquisitions saw North American deal flow hit its highest level since 2019, while across the rest of the world M&A activity is showing signs of a gradual – if uneven - recovery from the abyss of 2020.

• The Edge

  How the oil market would deal with the return of Iranian exports

  • 16 4月 2021

  The return of Iranian exports to the oil market in 2021 was a clear risk. If sanctions are lifted, how much oil could Iran produce and how quickly? What wiggle room would OPEC+ have to accommodate Iran's exports? What would be the effect on the oil price?

• Featured

  Tin – the forgotten foot soldier of the energy transition

  • 20 4月 2021

  What’s driving demand for tin? And could a lack of ESG-compliant supply affect the pace of the energy transition?

• Opinion

  Tracking the trajectory of the global energy storage market

  • 21 4月 2021

  Global energy storage deployment surged 62% in 2020, and we expect the global market to grow 27-fold by 2030. But where will growth come from? What technologies will triumph? And what will it all cost?

• Opinion

  Electric vans on the brink of a commercial breakthrough

  • 16 4月 2021

  There is a dispute over whether the US Postal Service should buy EVs, but the private sector is pressing ahead with orders.

• Opinion

  Global wind turbine market: state of play

  • 14 4月 2021

  After a record-breaking year, what are the key wind turbine market trends – and which OEMs have secured the most market share?

• Featured

  Could soaring prices see copper fly too close to the sun?

  • 18 5月 2021

  With ever more bullish price forecasts, copper is flying high – but is enough attention being paid to the risk of substitution associated with such high prices? Julian Kettle, Senior Vice President, Vice Chair Metals and Mining, argues that the threat from aluminium as a viable energy transmission alternative is being vastly underestimated.

• Opinion

  Colonial pipeline hack exposes the vulnerability of critical infrastructure

  • 14 5月 2021

  The ransomware attack on the Colonial pipeline system had only a marginal impact on fuel markets, but could have been much more serious.

• Opinion

  Australia-China relations continue to sour

  • 13 5月 2021

  With China buying around a third of everything Australia exports on a value basis, the downward spiral in Sino-Australian diplomatic relations is clearly of concern.

• Opinion

  Connect four: key findings from the first four editions of Horizons

  • 12 5月 2021

  Will falling costs secure solar’s dominance in power? Can Europe slash its emissions by 2030? Will China win the clean energy race? What would an accelerated energy transition mean for oil and gas prices? Find out in our Horizons recap.

• Opinion

  The challenge of upgrading the US grid

  • 07 5月 2021

  The shift towards renewable power generation relies on adding transmission capacity. Opposition to new lines makes that an uphill battle.

• Opinion

  US nuclear’s problems add to the challenge of carbon-free power

  • 30 4月 2021

  The shutdown of the Indian Point nuclear plant underlines the difficulty of achieving 100% zero-carbon electricity in the US by 2035

• The Edge

  The rising hurdles for investment in upstream

  • 30 4月 2021

  A healthy crop of oil and gas projects are up for FID in 2021. If they go ahead, the spend could reverse the downward trend in upstream investment. But sanctioning new projects is getting harder.

• Opinion

  How hard would global refiners be hit by a sharp drop in US gasoline demand?

  • 14 6月 2021

  What happens to the global refining industry if the energy transition produces a sharp downturn in US gasoline demand? Where would the margin squeeze be tightest? We analyse such a scenario using our Refinery Supply Model.

• Opinion

  Why floating solar has an important role to play in the energy transition

  • 08 6月 2021

  We estimate that the global floating solar (FPV) market will reach 1.6 GWdc in 2021 – more than double the total installed capacity in 2020. So, what are the benefits of FPV? And what role will it play in achieving net zero ambitions?

• Opinion

  Why green hydrogen is reaching a tipping point

  • 09 6月 2021

  An increasingly dynamic low-carbon hydrogen market has seen a deluge of government support, corporate commitments, announced projects and even bystander intrigue over the past 18 months. Ben Gallagher outlines five drivers of the green hydrogen boom.

• The Edge

  Did the oil and gas industry change forever last week?

  • 04 6月 2021

  Last week's big announcements for ExxonMobil, Chevron and Shell show that stakeholders are intensifying the pressure on Big Oil to speed up action on climate. What are the implications for the wider industry?

• Opinion

  Europe becomes a battleground for global LNG price formation

  • 27 5月 2021

  Unprecedented market dynamics in Europe are turbo-charging an LNG price recovery, with TTF currently trading close to US$9/mmbtu. What does this mean for global prices?

• The Edge

  Why oil and gas exploration is still important

  • 27 5月 2021

  As the energy transition gains pace, questions are being asked about exploration's continued relevance. Does the industry still need to find new barrels? How committed are the Majors to exploration?

• Opinion

  From electric vehicle investment to virtual power plants: key themes shaping the US grid edge

  • 15 11月 2021

  The growth of distributed energy resources on the grid edge continues to influence many energy sectors. GM, Ford and Tesla are investing in downstream energy services, while virtual power plants become more commonplace.

• Featured

  Is the end of coal in sight?

  • 17 11月 2021

  With COP26 having concluded with a watered-down statement “phase down coal”, the question remains is the end of coal in sight?

• Opinion

  How green hydrogen can ensure Australia’s place in the sun

  • 18 11月 2021

  Green hydrogen has seen a 50-fold increase in announced projects over the past 12 months alone. And while its export supply chains are complex, there are already several serious hydrogen export contenders emerging around the world.

• Opinion

  The Interchange Recharged podcast: Solar power – the silver linings of ditching silver

  • 12 11月 2021

  Solar panels requires silver, making production expensive. By switching to copper, SunDrive solar made headlines. Can the industry grow by driving costs down?