• Opinion

  From federal spending to Texas blackouts: key themes shaping the US grid edge

  • 03 3月 2021

  The growth of distributed energy resources on the grid edge continues to influence many sectors of the energy industry. In recent weeks we’ve seen this play out in everything from the way the federal government is investing in the electricity grid of the future, to the response to blackouts in Texas.

• Opinion

  Oil demand interview with Harry Tchilinguirian

  • 02 3月 2021

  Alan Gelder, Refining, Chemicals & Oil Markets interviews Harry Tchilinguirian, former Global Head of Commodity Markets Research and Senior Oil Market Analyst, BNP Paribas to get his view on the key market uncertainties and signposts for 2021.

• Opinion

  Federal leases and permits: how much could US tight oil shrink?

  • 03 3月 2021

  The Biden administration has moved swiftly to impose temporary restrictions on new federal lease sales and drilling permits ahead of a potential overhaul of regulations for oil and gas producers on federal lands. Are tighter rules ahead?

• Opinion

  The Texas energy crisis: its causes and consequences

  • 19 2月 2021

  Freezing conditions in the southern US led to blackouts and a slump in gas production. What can we learn from the crisis?

• Opinion

  The challenge of negative emissions

  • 12 2月 2021

  Elon Musk is offering $100 million in prizes for carbon removal technologies. Costs need to come down a long way for them to be viable

• Opinion

  Could alternative marine fuels decarbonise shipping?

  • 26 2月 2021

  Tough IMO emissions targets could steer shipping towards biofuels and e-fuels – but there are issues to navigate.

• Opinion

  Aiming high: can China’s steel industry hit its ambitious targets?

  • 15 2月 2021

  China’s next Five-Year Plan has some tough goals for the country’s steel industry. It goes beyond solving problems like overcapacity and improving domestic raw-material security, to making its operations greener. Can it be done? And in such a short timeframe?

• Opinion

  Electric vehicle sales are in the fast lane

  • 11 2月 2021

  EV sales shifted up a gear in 2020, surging 38% even while global sales of passenger vehicles fell. Will sales growth continue to outpace ICE vehicles? As we buy more and more EVs, how and where will we charge them? And what will drive the rise in commercial EV adoption? Find out in our look at the road ahead.

• Opinion

  Why refinery-petrochemical integration is the downstream trend to watch

  • 16 2月 2021

  A tumultuous year has highlighted some key truths for the downstream sector – and new performance benchmarks are being set.

• Opinion

  Carbon emissions: a new challenge for US LNG

  • 05 2月 2021

  President Joe Biden adds to the pressure on US gas exporters to consider climate impacts

• Opinion

  A £2.5 trillion transformation: the economic impact of a net-zero North Sea

  • 04 2月 2021

  Low-carbon technologies have the potential to transform the energy industry. They could also have a powerful effect on local economies – as the UK is on a mission to demonstrate.

• Opinion

  What President Biden’s first day means for energy

  • 22 1月 2021

  Blocking the Keystone XL pipeline, rejoining the Paris climate agreement, and a 60-day restriction on drilling permits on federal lands and waters are a statement of intent from the new administration

• Opinion

  2021 – cheerful or fearful?

  • 13 1月 2021

  And after the 12 months we’ve all just experienced, making bold predictions for the year ahead is more fraught than ever: nothing is off the table.

• Opinion

  Asia Pacific’s energy transition conundrum – is net zero possible?

  • 10 8月 2021

  The net zero race is on and Asia Pacific has joined the chase. But the scale of the APAC energy transition challenge is enormous.

• Opinion

  Who will foot the bill for the energy transition in Asia-Pacific?

  • 04 8月 2021

  At Wood Mackenzie's Power and Renewables Conference: APAC, Prashant Khorana led a panel discussion on who might pick up the energy transition tab in the region – and whether, in fact, there is an excess supply of capital.

• Opinion

  Harnessing the sun: how rising solar power demand impacts base metals

  • 09 8月 2021

  Falling production costs and improving efficiency are set to drive up demand for solar power, and that could be good news for base metals like aluminium, copper and zinc.

• Opinion

  Oil and gas: a risky business

  • 10 8月 2021

  Can we take a new, differentiated approach to evaluating oil and gas risk? Where do we place risk-adjusted discount rates, and how could a more nuanced view of oil and gas risks impact the Major’s portfolios? Read on for a preview of our insight ‘Oil and gas valuations – the risky outlook’.

• Opinion

  Sustaining the onshore wind boom in the Nordics

  • 26 7月 2021

  The onshore wind market in the Nordics is undergoing phenomenal growth. The region’s operational wind turbine fleet will grow by more than 50% in the 2021-2023 period. What's driving the boom?

• Opinion

  Prices, FIDs and the energy transition: three key factors for global LNG

  • 29 7月 2021

  Using our latest global gas outlook to 2050, we're tackling the biggest questions facing the gas and LNG industry.

• Opinion

  The battle over wind, solar and storage

  • 03 8月 2021

  In this podcast episode from CohnReznick Capital: what does the surging M & A activity tell us about the health of renewables?

• Opinion

  Decarbonising the upstream industry

  • 14 7月 2021

  In the face of the energy transition, upstream companies are under severe pressure to decarbonise. A situation that is only likely to intensify. Companies need to take note, set out their strategy and act so as to future-proof their business and keep hold of their social licence to operate.

• Opinion

  Can the plastics industry decarbonise?

  • 26 7月 2021

  The plastics industry’s impact as a carbon emitter is under increasing scrutiny. Substantial emissions reductions are possible but require an holistic, multi-stakeholder approach.

• Opinion

  Can wind power become truly carbon neutral?

  • 08 7月 2021

  Wind is one of the cleanest power technologies, but there’s still potential to cut life cycle emissions.

• Opinion

  Horizons: three key findings from Q2 2021

  • 06 7月 2021

  A recap from the last three editions of Horizons, from the prospect of upside-down oil and gas prices to the vast potential of carbon capture

• Opinion

  Opportunities abound in Asia Pacific’s transforming power markets

  • 01 7月 2021

  Last week we hosted our inaugural Asia Pacific Power & Renewables Conference. This three-day event tackled all aspects of the region’s power markets and their roles in the energy transition.

• Opinion

  Nord Stream 2 nears the finish line

  • 24 6月 2021

  The gas pipeline from Russia to Germany has been acknowledged as a “fait accompli” by the US. The European market will still need more LNG

• Opinion

  Electric vehicles continue to get the green light

  • 28 6月 2021

  In Q1 of 2021, electric vehicle sales rocketed to 550,000 – a 66% increase over the same period last year. This surge has seen our outlook upgraded to 950 million EVs on the road by 2050.

• Opinion

  Alerts send warnings about the future of power

  • 18 6月 2021

  As a heatwave hit the southwest US this week, electricity demand surged, putting strain on the grids in Texas and California. Grid operators issued alerts urging customers to conserve electricity where possible by turning up thermostats and not running appliances in the late afternoon and evening. The measures worked: blackouts were avoided in both states. But the alerts were a reminder of the pressures facing grids in extreme weather conditions, which will increase as their reliance on wind and solar power grows. Demand response programmes and other measures to improve the flexibility of the grid are becoming increasingly important.

• Opinion

  Is gold turning green?

  • 23 6月 2021

  Scrutiny of the environmental impact of mining has never been greater and with COP26 on the horizon the spotlight will only intensify. How is the gold industry tackling the challenge?

• Opinion

  Investors exert their influence over the energy transition

  • 11 6月 2021

  Oil and gas companies have been coming under mounting pressure from large shareholders to address climate risks, and that pressure has stepped up sharply this year. The world’s six largest investors by assets under management have signed up to the Net Zero Asset Managers initiative, committing them to supporting the goal of global net zero greenhouse gas emissions by 2050 or sooner. In total the signatories to the initiative have $37 trillion under management.