• Opinion

  For Asia’s NOCs, it’s time to go big or stay home

  • 28 4月 2020

  Indeed, many Asian national oil companies (NOCs) have emphasised that they are seeking to broadly maintain their 2020 capital budgets for domestic investment.

• Opinion

  Saudi Arabia’s price push for oil market dominance in Asia

  • 21 4月 2020

  Competition is fierce and struggling Asian refiners must now take full advantage of the abundant crude options to maximise their margins.

• Featured

  Why Covid-19 is the ultimate energy transition stress test for refiners

  • 20 7月 2020

  Covid-19 is a threat to global refiners. Who will thrive? Who will merely survive? And what does this tell us about refiners’ resilience and readiness to take on the energy transition?

• Opinion

  How low could Asian spot LNG prices fall this summer?

  • 07 4月 2020

  Already oversupplied, the global LNG market has come out of a mild winter straight into the headlock of a global pandemic that is impacting demand across the world’s major gas markets as rapidly as it is damaging their economies.

• Opinion

  Is China embarking on a major expansion of coal-fired power generation?

  • 31 3月 2020

  As energy companies worldwide grapple with the economic impact of the coronavirus pandemic, long-term planning continues. Ahead of the release of the 14th five-year plan early next year, recent announcements from several key players in the country’s power sector indicate China is considering a major investment spree in coal-fired generation.

• Opinion

  China’s bulks: the sentiment gap between steel and coal widens

  • 25 3月 2020

  The coronavirus outbreak means the outlook is evolving quickly. Here’s this week’s view from our analysts.

• Opinion

  China’s deteriorating air quality indicates a recovery is underway

  • 24 3月 2020

  As the battle against the coronavirus outbreak intensifies across the globe, positive news is in short supply. But in a world turned upside down, rising levels of air pollution in China indicate that a recovery is now underway.

• Opinion

  How hard will the oil price crash hit APAC upstream investment?

  • 19 3月 2020

  Fast, deep cuts lie ahead in the Asia Pacific upstream sector in the wake of the oil price crash.

• Opinion

  Asia’s central banks are getting serious on sustainability

  • 10 3月 2020

  As the coronavirus outbreak and subsequent stock market rout and collapse in oil prices now highlights, central banks are critical players in efforts to ensure economic stability through monetary policy and market intervention.

• Opinion

  Coronavirus, China and the big oil crash

  • 12 3月 2020

  Recent events have created a perfect storm in the oil markets, the likes of which have never been seen before. Do these clouds carry any silver lining? Listen to the latest episode of the Asia Pacific Energy podcast.

• Opinion

  Oil price crash - where does Asia go from here?

  • 17 3月 2020

  Oil demand has gone into a tailspin. We now expect Q1 global oil consumption to be 2.7 million b/d lower than the same period a year ago.

• Editorial

  How might coronavirus impact global energy and commodity markets?

  • 17 2月 2020

  In our recent webinar, "Coronavirus (COVID-19) Outbreak: impact on commodities", our team of experts from across the energy value chain explored the immediate and future impact of coronavirus on global commodity and energy markets.

• Opinion

  Coronavirus: demand downgrades for bulk commodities

  • 06 3月 2020

  The coronavirus outbreak is a rapidly evolving news story – and a real wildcard for bulks demand. Here's a summary of our latest forecasts for steel, iron ore, metallurgical coal and thermal coal.

• Opinion

  Coronavirus: could flexible packaging reduce the threat of future outbreaks?

  • 04 3月 2020

  The Covid-19 outbreak could spark an increase in China’s relatively low consumption of flexible packaging.

• Opinion

  BP sets an ambition of becoming a “net zero company”

  • 14 2月 2020

  BP sets an ambition of being a “net zero company” by 2050, gas prices slump in Asia, and world CO2 emissions are steady as US coal declines. Energy Pulse with Ed Crooks.

• Featured

  What will 2020 look like in Asia Pacific for gas and LNG?

  • 18 12月 2019

  The global LNG market spent 2019 in the depths of oversupply with Asian spot LNG prices hitting an all-time low of $4.3/MMBtu in September.

• Opinion

  Coronavirus and China’s jittery commodity markets

  • 04 2月 2020

  The WHO has announced that the novel coronavirus (2019-nCoV), first detected in Wuhan, is now a ‘Public Health Emergency of International Concern’. As of February 4, there are over 20,000 cases of 2019-nCoV confirmed globally, the vast majority within China.

• Opinion

  How Asia’s NOCs can learn to stop worrying and love the energy transition

  • 28 1月 2020

  All oil and gas companies are in a state of flux. Driven by the energy transition, upstream supply must now be low cost, low risk and, increasingly, lower carbon. Lenders and shareholders seek clear strategies on emissions reduction, while still expecting the returns that attracted them to oil and gas companies in the first place.

• Featured

  How will global gas and LNG markets respond to oversupply in 2020?

  • 10 2月 2020

  What will 2020 look like? And what could happen that will shape the market longer term?

• Opinion

  LNG’s short-term blues

  • 13 12月 2019

  In this episode of The LNG Big Chill podcast we discuss the potential for under-utilisation of US LNG facilities, how much LNG Europe can take – and whether a new coal policy in South Korea will provide some upside this winter.

• Opinion

  Floating solar farms making waves across Asia-Pacific

  • 12 7月 2021

  This year, countries that rank in the top ten for FPV demand will hold 84% of global market share and this is forecast to increase to 86% by 2026. Of these ten countries, eight sit within Asia-Pacific. So, what is driving FPV growth in the region?

• Opinion

  Could China lead the global energy storage market by 2030?

  • 07 7月 2021

  China’s energy storage strategy could unlock its net-zero ambitions.

• Opinion

  China’s economic power surge

  • 07 7月 2021

  China's National Bureau of Statistics could never be accused of hyperbole. With its recent data release showing China achieved record Q1 economic growth of just over 18% year-on-year, the bureau announced that "the national economy made a good start" to 2021.

• Opinion

  Will India set a net zero target?

  • 24 6月 2021

  As COP26 approaches, pressure on India to commit to net zero is increasing. Global action on climate change is firmly at the top of the political agenda.

• 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.

• 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.

• Opinion

  Myanmar’s woes increase

  • 15 4月 2021

  Less than six years after the National League for Democracy won a landslide election victory after more than half a century of military rule, the country’s generals are once again in control. Already hundreds of civilians have been killed protesting the February 1 coup, leading to international condemnation and the imposition of economic sanctions by many western governments.

• 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

  What a difference a year makes – Asia’s energy leaders discuss an uncertain future

  • 21 10月 2021

  Last month, we hosted our annual Global Energy Summit. The Asia Pacific session welcomed a range of senior industry leaders from across the energy and natural resources sectors to debate our topic of Net Zero and the Future of Energy.

• Opinion

  The future of China’s gas demand

  • 05 10月 2021

  China’s gas demand has exceeded expectations. We now expect gas demand to increase. How far can it go? How could carbon neutrality impact gas in China?