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Opinion

US gas exporters target a changing European market

21 October 2022

Europe is replacing its lost imports from Russia with LNG. The shift is putting its gas infrastructure under strain.

Opinion

Slow going for US power transmission

21 April 2023

Three large projects are making progress in the West. But is the pace of development fast enough?

Opinion

Beyond inexpensive supply in North American power markets

31 March 2020

The margin of error for meeting project returns has narrowed substantially in recent years. Competition for offtake contracts in wind and solar that secure the bottom for investors has become intense. This means that developers are increasingly taking more power delivery risks in the near-term to win contracts, while backloading their own returns into the distant future. 

Opinion

Whales provoke emotional responses to offshore wind

31 March 2023

There is no evidence that offshore wind development is causing whale deaths in the US. It has become a political issue nevertheless.

Opinion

Notes from URTeC and our views on development cubes and in-basin sand

26 August 2019

Listen to the latest episode of Crude For Thought: Notes from URTeC and our views on development cubes and in-basin sand

Opinion

US pipelines blocked by the courts

09 July 2020

Campaigners against pipelines scored three notable successes this week. Their victories show challenges are mounting for pipeline operators

Opinion

Trump vs Biden: what does the election mean for US coal markets?

09 September 2020

In 2016, Trump promised to stop the “war on coal” – but what policy changes has he made in office, and how have coal markets fared under his watch? And how might a Biden win change the picture?

Opinion

Google sets a new challenge for renewable energy

18 September 2020

Tech companies have been matching their electricity use with purchases of wind and solar power. Now Google wants to go further and run its operations on renewables 24/7

Opinion

Oil price crash: how Middle East, Russian and US upstream industry responses compare

01 April 2020

In this month's MENA in Brief podcast: how the oil price crash is affecting upstream activity in the Middle East – and how that differs from the dynamics in Russia and the US.

Opinion

The energy transition sparks new interest in copper mining

09 February 2024

A startup backed by Bill Gates hopes to accelerate copper development in Zambia, to increase supplies needed for low-carbon energy.

Opinion

How the MENA region and its NOCs are diversifying into new energies

05 April 2024

The Middle East is faced with a significant challenge – building a new energy economy means accelerating nascent diversification efforts and pushing towards ambitious net zero goals.

Opinion

Black gold to green future? Incentives uncertainty clouds Pathways Alliance economic feasibility

14 February 2024

World’s largest CCUS project up for FID in 2025, but long-term incentives in question

Opinion

Policy changes threaten California’s solar industry

28 January 2022

Distribution generation has grown rapidly in California, Brent Crude breaks US$90 a barrel, and winners and losers from an accelerated energy transition.

Opinion

Can drayage trucks go electric?

03 August 2023

Government funding and innovative business models are driving the electrification of the US drayage sector.

Opinion

What a second Trump term could mean for US oil and gas

12 January 2024

If he wins a second term, former President Trump will aim to boost US oil and gas output. It will be easier to raise demand than supply.

Opinion

Energy transition outlook: Americas

21 April 2026

North America focuses on domestic resource value while recalibrating climate and competitiveness priorities.

Opinion

Will there be a bailout for the hard-pressed US shale industry?

13 March 2020

As US E&Ps are battered by plunging oil prices, the Trump administration is considering offering them financial support. This and more in this week's Energy Pulse with Ed Crooks.

Opinion

China’s solar growth sends module prices plummeting

05 April 2024

Excess capacity has sent solar panel prices tumbling. In the early 2010s, the stretch goal was to get the cost down to 50c a watt. Now they are selling in China for just 11c. That is great for solar deployment, but less good for manufacturers.

Opinion

Horizons Live: Taking the strain

29 January 2025

Watch the Horizons Live replay as industry experts analyse how the upstream sector can meet rising oil and gas demand amid a delayed energy transition. Discover insights on investment needs, supply challenges, and the impact on global energy markets.

Opinion

Washington tariff dispute creates uncertainty for US solar

05 May 2023

Congress and President Biden are at odds over possible new duties on modules imported from Southeast Asia

Opinion

Third wave US LNG: a $100 billion opportunity (part 2)

01 December 2023

How can developers of new US LNG capacity generate double digit returns and reach FID?

Opinion

Can the world agree a deal to boost oil prices?

03 April 2020

As oil demand plunges, companies and governments are looking for ways to manage the market to bring it back to equilibrium. Leading oil-producing countries will hold an online meeting on Monday to try to agree a plan.

Opinion

The promise of green hydrogen

09 October 2020

Hydrogen made from water has been discussed as an energy carrier for 150 years. A steep decline in its cost means it may at last become viable

Opinion

Beyond combustion

06 May 2026

A new generator could crack clean, dispatchable power.

Opinion

What will the 2020 elections mean for US energy?

21 October 2020

The 2020 elections bring US energy policy to a fork in the road. Trump offers continuity, with some further easing of regulations on the oil, gas and coal industries. Biden offers a return to the Obama administration’s strategy of using regulation to cut emissions, and more ambitious moves if the Democrats win control of Congress.

Opinion

Demand growth creates new challenges for the power industry

01 March 2024

Utilities already grappling with decarbonisation and climate risks now face growing demand from data centres to support AI applications.

Opinion

COP28: a metals and mining stocktake

04 December 2023

Metals have a crucial role to play in providing materials for low carbon technologies that will reduce fossil fuel use.

Opinion

The US puts up the barriers to Chinese products

20 May 2024

China takes only a tiny share of the US markets for EVs, solar modules and steel. The Biden administration is signaling that it intends to keep it that way.

Opinion

What’s next for Chevron?

17 June 2019

Chevron walked away from its bid for Anadarko, but it is still in an enviable position. What will the Supermajor do next? Analysis by Tom Ellacott.

Opinion

Energy transition in the Americas: three key questions

07 June 2023

The US, Canada and Latin America face different dilemmas in the drive to decarbonise

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Search results: 767

US gas exporters target a changing European market

Slow going for US power transmission

Beyond inexpensive supply in North American power markets

Whales provoke emotional responses to offshore wind

Notes from URTeC and our views on development cubes and in-basin sand

US pipelines blocked by the courts

Trump vs Biden: what does the election mean for US coal markets?

Google sets a new challenge for renewable energy

Oil price crash: how Middle East, Russian and US upstream industry responses compare

The energy transition sparks new interest in copper mining

How the MENA region and its NOCs are diversifying into new energies

Black gold to green future? Incentives uncertainty clouds Pathways Alliance economic feasibility

Policy changes threaten California’s solar industry

Can drayage trucks go electric?

What a second Trump term could mean for US oil and gas

Energy transition outlook: Americas

Will there be a bailout for the hard-pressed US shale industry?

China’s solar growth sends module prices plummeting

Horizons Live: Taking the strain

Washington tariff dispute creates uncertainty for US solar

Third wave US LNG: a $100 billion opportunity (part 2)

Can the world agree a deal to boost oil prices?

The promise of green hydrogen

Beyond combustion

What will the 2020 elections mean for US energy?

Demand growth creates new challenges for the power industry

COP28: a metals and mining stocktake

The US puts up the barriers to Chinese products

What’s next for Chevron?

Energy transition in the Americas: three key questions

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