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

• 25 February 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?

Is the energy transition road paved with scrap metal?

• 07 January 2021

Scrap could help to decarbonise the metals and mining industry, and fill a looming supply gap – but policy change will be crucial.

Gas and LNG: why 2021 will be a defining year

• 14 January 2021

The year ahead will shape the role of gas in the energy transition. Read our predictions for the top five global trends for gas and LNG, and how they could play out in Europe, North America and Southeast Asia.

How far will upstream M&A activity rebound in 2021?

• 25 January 2021

This year will almost certainly bring a more buoyant M&A market, but there are structural headwinds to be faced. Read our full set of predictions for the year ahead in Global upstream M&A: 4 things to look for in 2021.

Making sense of Asia’s sky-high spot LNG prices

• 20 January 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.

Tough calls for the upstream supply chain in 2021

• 25 January 2021

This will be a defining year for the upstream supply chain, with many service sector companies facing stark decisions about their future direction. Read our predictions and expert analysis in ‘Upstream supply chain: 4 things to look for in 2021’.

Will a lack of supply growth come back to bite the copper industry?

• 23 March 2021

With copper on the frontline of the energy transition and a mining super-cycle on the way, can the red metal meet the challenge of transformational demand? Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks whether a mismatch between the rhetoric and the reality of supply development could constrain copper market growth – and even slow the pace of the energy transition.

China-US relations, tech wars and climate change

• 26 January 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.”

Five trends that will cut global emissions in 2021

• 27 January 2021

Even a global pandemic couldn’t keep climate change from climbing the corporate agenda in 2020, and that momentum will only build in 2021. Which trends will have the biggest impact on extractive industries like oil and gas and mining in the year ahead? Read our analysts’ predictions.

How uncertainty will define the oil market in 2021

• 28 January 2021

Covid-19 and the oil price crash sent shockwaves through the oil market in 2020. How will continuing uncertainty affect global demand, supply and refining in 2021?

The hunt for advantaged oil

• 30 March 2021

Oil and gas will continue to play a key role in the world’s energy mix for decades to come. But as the energy transition takes hold only the barrels with the strongest economics and lowest carbon emissions will make it to market. Which subsurface factors could point to the optimal reservoirs and an opportunity to seize an advantage?

Offshore wind: long-term promise after short-term decline

• 04 February 2021

Annual installs dropped 29% in 2020, but FIDs for new capacity hit an all-time high and a record number of alliances were formed. With the scale of ambition increasing, what will 2021 bring?

Are Japan’s upstream players heading for the exit?

• 02 February 2021

Japan’s trading houses are re-thinking their long-term strategies around upstream investment.

How Big Oil is set to transform the offshore wind sector

• 05 April 2021

The Euro Majors’ huge renewables ambitions mean the winds of change are blowing. Who’s getting involved in offshore wind? What strategies are emerging? And what does it mean for the future of the sector?

Build or buy: are the copper Majors rising to the growth challenge?

• 06 April 2021

The copper industry may be shooting for the stars on demand — but the supply challenge could bring it back down to earth. In the second of a two-part series, Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks: can the top producers arrest a decline in output with organic project development? Or is it time to buy growth?

Are we on the cusp of another mining super-cycle?

• 23 February 2021

The global pandemic saw demand for mined commodities slow to a virtual standstill and prices slump. But are we now on the brink of a new super-cycle – or even a super-charged super-cycle? Or are the markets getting ahead of themselves?

Batteries with Chinese characteristics

• 10 February 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.

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

• 13 April 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?

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