What's top of the agenda at industry and investor roadshows?

• 11 12月 2018

Listen to Crude For Thought, episode 42: What's top of the agenda at industry and investor roadshows?

Podcasts

• 11 12月 2018

Regular podcast content from our analysts

Best laid plans: IRPs and renewable energy

• 25 11月 2018

Questions about IRPs and RFPs speak to a new way of looking at the energy mix. Read more.

What should you consider when setting up a licence round?

• 05 12月 2018

What should you consider when setting up a licence round?

Busting 6 myths about plastic

• 05 11月 2018

Today's consumer has a love/hate relationship with this ubiquitous material as a result of growing coverage of how we use and dispose of it. It's easy to forget the value of plastic and the challenges we face in replacing it. Here we uncover the truth about plastic and its alternatives.

The Majors and US tight oil

• 30 10月 2018

Simon Flowers looks at what tight oil has in common with top tech stocks.

What will it take to sustain corporate upstream growth to 2030?

• 30 10月 2018

Upstream corporate growth is threatened by chronic underspend. What factors are influencing spending? And what's the growth factor the industry needs? Tom Ellacott and Norman Valentine analyse the lack of investment and its impact on long-term outlooks for oil majors.

How dispatchable wind is becoming reality in the US

• 02 11月 2018

One needs two ingredients to make wind plus storage succeed: technical capabilities and a predictable revenue stream that values the firmed capacity.

4 threats to the global ethylene boom

• 07 11月 2018

Can the global ethylene boom be sustained as risks mount?

Will drivers see a repeat of 2014's gasoline price reprieve?

• 02 11月 2018

The average retail gasoline price in the United States is now close to U.S.$3 a gallon, while in Germany, gasoline is retailing at an average of €1.40 per litre. We last saw prices like these in November 2014. Could we see a repeat of the 2014 reprieve?

Investment in new aluminium capacity needed to avoid supply crunch

• 13 11月 2018

What's China's role in re-shaping the global aluminium industry? Head of Aluminium Research Edgardo Gelsomino explored this topic at Arabal 2018, the Middle East's biggest annual gathering of aluminium industry insiders.

Could Iran sanctions see Brent spike to U.S.$100 a barrel?

• 07 11月 2018

Could Iran Sanctions See Brent Spike to U.S.$100 a barrel? The oil market faces a precarious few months. The imposition of U.S. secondary sanctions on Iranian exports on November 5 is the critical factor behind Brent’s rally to more than U.S.$80 a barrel in October. There’s enough supply to meet demand this winter, but the margin for error is worryingly narrow.

Five reasons we might have hit peak Permania

• 20 11月 2018

The US’s premier tight oil play has been the beating heart of industry activity these last few years. Soaring rig numbers, prolific production growth and the gravitational pull of a black hole when it comes to M&A. US L48 tight oil accounted for one-third of global upstream M&A spend in the last three years, with the Permian attracting US$2 out of every US$3 of that. But have we now passed peak Permania? Simon Flowers investigates.

Maximising the value of mining in Oman

• 30 11月 2018

Learn how our metal and mining consultants helped create a more attractive commercial environment for Oman

The changing global crude trade landscape

• 28 11月 2018

Over the next five to six years global crude trade is expected to significantly change. This will impact the entire chain, from producers to investors. In this three part series, we look at the global story, the six key themes and finally, we focus on the likely impacts for Asia.

Elemental forces at play in APAC wind and solar markets

• 26 10月 2018

In Asia Pacific, the renewable power market is evolving rapidly. Changes in policy and prices are driving solar demand down and offshore wind capacity up. Longer term, improvements to infrastructure and technology are expected to drive exponential growth.

How oil & gas Majors can scale in renewables

• 29 10月 2018

Oil and gas Majors claim 15 percent of the global oil and gas market. Matching this scale in wind and solar would require investment of over US$200 billion. While achievable, this means the Majors need to either develop or buy a lot of renewable energy projects.

Is the Global Energy Transition on track?

• 16 10月 2018

Global targets and societal pressure are driving innovation, but are we doing enough? Simon Flowers investigates.

Capital efficiency: the big question for US unconventionals

• 09 10月 2018

Is US shale the paragon of upstream productivity it’s cracked up to be? As the marginal suppliers, shale gas and tight oil operators ought to be adept at managing for margin and all that’s about. Simon Flowers investigates.

Why US unconventionals are crucial to the Oil Majors

• 16 10月 2018

The Oil Majors have made big strategic bets on the Lower 48. Find out how their investments in tight oil and gas are performing and get our production forecasts for the next decade.

Strong macro headwinds provide a mixed outlook for mined commodity markets

• 08 10月 2018

Strong macro headwinds provide a mixed outlook for mined commodity markets. Understand the factors affecting nickel, copper, aluminium, zinc, lithium and cobalt, lead and iron ore prices.

It's a wrap – the 2017 PET packaging market

• 28 9月 2018

2017 was a roller coaster year for the PET packaging market in West Europe. Our latest analysis has been based on a wide-ranging programme of interviews and discussions with participants throughout the PET recycling chain, including compliance agencies, reclaimers, traders and end users.

Where will a global LNG price reference emerge?

• 17 9月 2018

Where will a global LNG price reference emerge? Find out why the US Gulf Coast is likely to take the lead in the short term, with the global LNG market looking to China in the long term.

Horizons podcast: The Great Reopening

• 30 3月 2023

On the podcast today, we look at the possible pathways to growth for the Chinese economy, and the impact of its reopening on energy supply, markets and prices.

Flexible Packaging

Analyse global trends in flexible packaging to identify growth opportunities, gain strategic insights and build strong relationships.

Cumene-Phenol

Optimise your commercial strategy with an integrated view of long-term market dynamics and strategic insights into the global cumene-phenol markets.

Metaxylene & Purified Isophthalic Acid Study

Assess the risks of tight supply and obtain insights on capacity and forecast demand for purified isophthalic acid (PIA) and metaxylene.

Paraxylene & PTA

Understand paraxylene (PX) and purified terephthalic acid (PTA) price and market conditions, and compete more effectively through in-depth analysis of PX, PTA, DMT and polyester production capacity.

Benzene, Styrene & Derivatives

Understand the key commercial trends, supply/demand and capacity with our industry-wide benzene and styrene market report services.

Methanol

Gain insights into the methanol market within the context of the value chain for strategic planning and investment identification.