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How low could Asian spot LNG prices fall this summer?

07 April 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

Coronavirus oil and gas supply chain risks are hidden in your backyard

08 April 2020

How confident are you that your oil and gas supply chain can withstand the impact of novel coronavirus?

Opinion

2020: the new oil sector supplier crunch bites

14 April 2020

The 2020 oil price crash is very different from the 2015 crash. Supply chain leaders will need to consider their contingency plans.

Opinion

Has the Lower 48 got the financial strength to ride out the storm?

17 April 2020

From revised capex to distressed debt, we track the health of the sector in the wake of the oil price crash.

Opinion

Coronavirus: tracking the impact on European gas, power and chemicals

22 April 2020

The coronavirus outbreak is having a seismic effect. How is it affecting gas, power and chemicals markets?

Opinion

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

21 April 2020

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

Opinion

Batteries: powering the fight against climate change

22 April 2020

Why investment in battery manufacturing and storage technologies is critical to limiting global warming to 2°C

Opinion

European gas markets feel the pressure – but there are signs of recovery

28 April 2020

As the number of new cases of coronavirus starts to slow across Europe, there have been moves to ease restrictions in some markets. As a result, while milder weather and an oversupplied market are still putting gas demand under significant pressure, signs of demand recovery are slowly emerging.

Opinion

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

28 April 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

Is green hydrogen metallurgical coal’s kryptonite?

11 May 2020

With all carbon-intensive industries firmly in the crosshairs of international emission reduction targets, the steel industry has no choice but to investigate low or zero-carbon emission technologies. Enter green steel and green hydrogen – will this duo be the end for metallurgical coal and carbon-based steel production?

Opinion

Coronavirus puts more than a third of seaborne coal supply at risk

06 May 2020

With seaborne thermal and metallurgical coal prices in near-freefall, production curtailment is likely.

Opinion

The outlook for renewable generation across Asia Pacific remains bright

19 May 2020

Pre-pandemic, APAC would account for 67% of global power demand growth through to 2040. Such growth would require over US$1 trillion in new investment. Will the coronavirus pandemic derail this?

Opinion

Will coronavirus change the course of plastic circularity?

20 May 2020

Demand for recycled PET is holding up during the COVID-19 pandemic – but there are headwinds

Opinion

Making sense of the TCFD recommendations

20 May 2020

The Task Force on Climate-related Financial Disclosures released recommendations years ago but getting to grips with the finer details remains a challenge for companies.

Opinion

PPE is giving the fibres industry some protection from coronavirus

22 May 2020

While the fibres industry has seen significant demand destruction from coronavirus, not all sectors are struggling. Global demand for PPE has boomed, and many fibre and textile companies are pivoting to produce it. But this surge won't last forever.

Opinion

When will the global gas market recover from coronavirus?

26 May 2020

The coronavirus global pandemic and subsequent collapse in oil price has had a profound impact on global gas markets, changing supply and demand fundamentals. The timing of the global gas market recovery is the biggest uncertainty.

Opinion

The impact of travel restrictions on oil and gas supply chains

28 May 2020

The impact of travel restrictions is being felt across the industry from production, costs and projects being delayed.

Opinion

Lower 48 midstream not immune to oil price volatility

03 June 2020

Very little new drilling makes sense in the Lower 48 at US$35/bbl (WTI). What does it mean for midstream players when E&Ps decelerate production to survive the downturn?

Opinion

As politicians bicker, Australia’s energy and natural resources exports to China are booming

09 June 2020

But the appetite of China’s consumers for Aussie tenderloin and Merlot is insignificant in terms of overall trade. Iron ore, coal and LNG are what really matter.

Opinion

Three challenges that will stretch spandex in 2020

18 June 2020

Rapid growth means spandex is poised to become a mainstream textile fibre – but environmental issues, commoditisation and the impact of Covid-19 all pose challenges.

Opinion

European gas suppliers gearing up for recovery

17 June 2020

Demand continues to recover – but will Europe’s gas market stay in balance? Learn about the dynamics in the European gas market this year and why Summer 2021 will be more finely balanced.

Opinion

How will the Asia Pacific upstream sector emerge from the crisis?

17 June 2020

Clearly, economic and oil price recovery remains at risk. How much upstream capital will NOCs, Majors, IOCs and regional players allocate to Asia Pacific in this environment?

Opinion

US LNG exports slump

25 June 2020

The plunge in European gas prices has led buyers to cancel cargoes from the US, and export plants are running well below full capacity

Opinion

Has Covid-19 left the apparel industry hanging by a thread?

01 July 2020

Fibres markets have been hit hard by coronavirus, and the apparel sector – where 55% of total fibre volume was consumed in 2019 – is where the value chain has been most exposed.

Opinion

What’s behind the BP and INEOS petrochemical deal?

06 July 2020

While most oil majors and NOCs are focusing on strengthening their petrochemical integration, BP is divesting petrochemical assets to INEOS in a US$5 billion deal.

Opinion

Why US solar tariffs (almost) worked – and why they don’t now

20 July 2020

Despite early success, Section 201 solar tariffs on imported cells and modules could now limit market growth.

Opinion

The art of never letting a crisis go to waste

15 July 2020

I asked our experts what they believe governments and companies should be doing to ensure that they emerge stronger from the crisis.

Featured

Covid-19 reveals critical flaw in European power systems – lack of flexibility

23 July 2020

Rory McCarthy, Principal Analyst, and Victor Laurent, Senior Product Manager for Power at Wood Mackenzie Genscape, look at the flexibility challenges facing European power markets, which have been laid bare by Covid-19

Opinion

Natural gas: friend or foe in Europe’s 2030 emissions target?

24 July 2020

Green hydrogen has grabbed the limelight in the drive to decarbonise. But is there a role for natural gas in a post-coronavirus Europe?

Opinion

Can PTA producers survive plummeting polyester demand?

28 July 2020

The PTA market was already grappling with global overcapacity when the pandemic piled on the pressure.

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Search results: 5165

How low could Asian spot LNG prices fall this summer?

Coronavirus oil and gas supply chain risks are hidden in your backyard

2020: the new oil sector supplier crunch bites

Has the Lower 48 got the financial strength to ride out the storm?

Coronavirus: tracking the impact on European gas, power and chemicals

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

Batteries: powering the fight against climate change

European gas markets feel the pressure – but there are signs of recovery

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

Is green hydrogen metallurgical coal’s kryptonite?

Coronavirus puts more than a third of seaborne coal supply at risk

The outlook for renewable generation across Asia Pacific remains bright

Will coronavirus change the course of plastic circularity?

Making sense of the TCFD recommendations

PPE is giving the fibres industry some protection from coronavirus

When will the global gas market recover from coronavirus?

The impact of travel restrictions on oil and gas supply chains

Lower 48 midstream not immune to oil price volatility

As politicians bicker, Australia’s energy and natural resources exports to China are booming

Three challenges that will stretch spandex in 2020

European gas suppliers gearing up for recovery

How will the Asia Pacific upstream sector emerge from the crisis?

US LNG exports slump

Has Covid-19 left the apparel industry hanging by a thread?

What’s behind the BP and INEOS petrochemical deal?

Why US solar tariffs (almost) worked – and why they don’t now

The art of never letting a crisis go to waste

Covid-19 reveals critical flaw in European power systems – lack of flexibility

Natural gas: friend or foe in Europe’s 2030 emissions target?

Can PTA producers survive plummeting polyester demand?

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