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Opinion
There’s still life in China’s shale gas
- 28 4月 2021
Looking back over a decade as the US shale gas boom began to dramatically transform the country’s energy balance, driving down gas prices and ultimately creating one of the world’s largest LNG exporters, many speculated whether China could replicate this success.
Opinion
Asia’s developing economies need more gas investment, not less
- 27 5月 2021
It is increasingly clear across Asia that governments, lenders, and both gas suppliers and consumers must prioritise the management of carbon emissions across the gas value chain.
Opinion
The future of energy storage
- 18 11月 2021
The vast majority of carbon emissions from Asia Pacific are now covered by net zero targets. Wind and solar generation will be critical to achieving this but must be combined with energy storage.
Opinion
Asia’s energy crisis and net zero – no turning back
- 28 10月 2021
Covid-19 made mincemeat of energy price forecasts. From the depths of the oil price crash in March 2020 to the surge in Asian spot gas prices to over US$50/mmbtu for the first time ever earlier this month, the pandemic has shredded predictions (and egos) as fast as they could be produced.
Opinion
Plugging the methane leaks
- 29 10月 2021
The Biden administration and key members of Congress are in negotiations over legislation that could include a new fee on methane emissions from US oil and gas facilities. If it passes into law, the fee would have a widely varying impact across regions and across companies.
The Edge
Gas and LNG – approaching a winter reckoning
- 14 10月 2021
Gas prices have hit record levels in Europe and Asia surging ten-fold in a year.
Opinion
Does Europe have enough gas to meet demand?
- 08 10月 2021
We've seen record wholesale gas prices over the past month. But this masks the bigger question - is there enough gas to meet european demand this winter?
Opinion
China, coal and the big crunch
- 07 10月 2021
The impact of China’s power crunch is being felt globally. As Beijing’s ‘at all costs’ directive pushes coal and gas prices higher, governments, energy suppliers and customers across Asia and Europe are bracing for a tough winter ahead.
Opinion
Is Asia’s oil market recovery losing pace?
- 15 9月 2021
Continued restrictions on mobility reverberate through to demand for transportation fuels in Asia Pacific.
Opinion
The fork in the road for Asia’s oil and gas demand
- 23 9月 2021
Our accelerated energy transition (AET-2) scenario offers a view on how to achieve a 2˚C world aligned with the upper temperature limit of the 2015 Paris Agreement. The AET-2 scenario is curtains for long-term global oil demand, with consumption falling to 70% below peak levels by 2050.
Opinion
China’s top 5 ‘must haves’ from COP26
- 02 9月 2021
With COP26 rapidly approaching, China’s special envoy on climate change, Xie Zhenhua, recently announced that Beijing would release more details of its climate strategy “very soon”. The clock is ticking.
Opinion
Carbon capture and the future of LNG in Asia
- 08 9月 2021
With LNG projects among the most emission-intense assets in the oil and gas sector, many companies are now actively working to lower the carbon intensity of their LNG portfolio.
Opinion
Onsan refinery case study: how much value will greater refinery-petrochemical integration add for S-Oil?
- 23 8月 2021
How can refiners assess the potential ROI of increased petrochemical integration? We explore how S-Oil’s plans to add steam cracking to its Onsan site will affect its competitive position.
Opinion
De-constructing India’s gas supply boom
- 12 8月 2021
India’s pipeline of pre-FID domestic gas supply is perilously thin; the current surge in supply is a short-term story at best.
Featured
Upstream oil and gas: top trends and wildcards to watch in 2022
- 13 12月 2021
The oil and gas sector bounceback is set to continue – but the positive outlook is tempered by concerns about its future in a decarbonising world. Find out how global trends could play out in your region in our 2022 Outlook series.
Opinion
Asia’s demand engine fires up global LNG supply
- 02 12月 2021
Indeed, it is confidence in the resilience of long-term Asian gas demand, even in our accelerated energy transition scenarios, that has been key to the 50 mmtpa of new LNG supply that has taken FID in 2021 compared to only 3 mmtpa in 2020.
Featured
Gas and LNG: predictions for 2022
- 13 1月 2022
The global gas industry enters the new year reflecting on COP26 and navigating high prices. Find out how global gas and LNG trends could play out in your region in our 2022 Outlook series.
Opinion
Kazakhstan’s upstream sector takes stock after nationwide unrest
- 19 1月 2022
For the global and regional energy sector, Kazakhstan’s stability matters. What are the short- and long-term consequences of recent events?
Opinion
The future of Asian LNG supply – backfill or bust
- 20 1月 2022
Despite ongoing pandemic restrictions, sky-high spot prices and rising competition from renewables, the region’s gas consumption will grow at almost 3% a year over the next decade.
Opinion
“Get used to cold showers” – Australia’s energy crisis sends shivers down the east coast
- 15 6月 2022
As fears mount over gas and electricity shortages in New South Wales and Victoria, one producer bluntly told me: “Folks in Melbourne better get used to cold showers.”
Opinion
How the Russia/Ukraine war is changing Asia’s oil and gas market outlook
- 17 5月 2022
Our latest Russia/Ukraine weekly briefing focuses on the outlook for Asian oil and gas markets.
Opinion
Asia’s power sector feels the burn
- 12 5月 2022
Everything across Asia’s power sector is heading north. With electricity demand continuing to climb, power prices are being pushed significantly higher by increasing fuel, equipment, land, and labour costs. Rising interest rates add further complexity.
Opinion
‘Dynamic clearing’ turns China’s economic indicators to red
- 29 4月 2022
China’s relentless battle against Covid-19 continues, with the country’s ‘dynamic clearing’ policy requiring all local governments to implement strict containment measures as soon as local cases climb into double figures.
Opinion
The US natural gas market wakes up
- 22 4月 2022
North American gas prices were quiet for more than a decade. Now changing market conditions are creating increased volatility
Opinion
Asia’s NOCs can now move through the decarbonisation gears
- 30 3月 2022
As the pressure to cut emissions intensifies, no company can remain above the fray. But while the Majors and other international oil companies face increasing calls to decarbonise, many of the world’s largest national oil companies (NOCs) have so far avoided the same level of scrutiny.
Opinion
How worried should Asia be about conflict in Ukraine?
- 17 2月 2022
Combined with existing market tightness, concerns over disruption to Russian energy supplies in the event of conflict in Ukraine have pushed spot prices towards record levels. Across virtually all energy and natural resources, backwardation is back with a bang.
Opinion
Indonesia’s G20 presidency and the ‘lighthouse deliverable’
- 21 10月 2022
Can the hosts make good on their accelerated energy transition goal?
Opinion
In conversation with Asia Pacific’s energy and natural resources leaders
- 26 9月 2022
After exploring the current crisis and taking a deeper look into Asia’s energy transition, Gavin Thompson gives his take on the five key themes that are shaping the future of energy and natural resources across Asia Pacific.
Opinion
Demand response in Asia is the key to balancing the global gas market
- 01 9月 2022
Until recently, Asia was the premium market for LNG. But dynamics have changed dramatically, and Asia has become the new swing market.
Opinion
What’s the energy transition going to cost?
- 23 4月 2024
Dan Goldman from Clean Energy Ventures joins us to explore potential solutions to accelerate investments in clean energy and technology.

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