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The Edge
Oil refining’s four big challenges
- 02 July 2021
Oil refining's concerns over profitability, rationalisation, decarbonisation and EVs
The Edge
How high can the oil price go in 2021?
- 18 June 2021
The oil price has been on a bull run for over a year. Fundamentals are improving with oil demand bouncing back towards pre-pandemic highs as the global economy recovers. But OPEC+ is also playing a key role in rebalancing the market after the crisis of 2020. How much further could prices go?
The Edge
Upstream’s biggest challenge
- 11 June 2021
Maximising value through the energy transition is a huge challenge for upstream. The Edge this week asks: how will strategies change? Is consolidation inevitable? And can the industry become more sustainable?
The Edge
What different scenarios tell us about the future of oil and gas
- 21 May 2021
What does a net-zero pathway mean for the oil and gas industry? As capital markets and an ever-widening stakeholder community demand clarity and action on decarbonisation, more of our customers are talking to us about how they should incorporate such scenarios into their planning.
The Edge
Is the price rally in energy and metals sustainable?
- 14 May 2021
Green shoots of economic recovery are bursting through. Energy, metals and mining commodity markets have sensed it for months – witness the soaring prices of oil, LNG, iron ore, copper and many other metals. Is this a post-pandemic economic bounce or the start of a new supercycle?
The Edge
The prize for China from decarbonisation
- 23 April 2021
China’s net-zero ambitions are a significant boost to global efforts to tackle climate change. Will the push to decarbonise transform China's economy? What does it mean for its energy markets and the supply chains? And is China well placed to capitalise on low-carbon technologies?
The Edge
Getting serious about tackling global warming
- 09 April 2021
COP26 is where concerted global action on reducing carbon emissions should kick off. The EU is in the vanguard, with plans to reduce emissions by 55% by 2030. Is the EU's ambition achievable? And could it provide a template that others follow?
The Edge
How innovation and carbon are shaping future LNG supply
- 26 March 2021
LNG might be the last great growth opportunity in oil and gas. But the difficult investment environment and buyers’ appetite for low-carbon LNG are among the challenges facing developers.
The Edge
Big Oil’s separate paths to decarbonisation
- 12 March 2021
All of the Majors have strategies for the energy transition, they're just doing it in different ways. The Euro Majors have set net-zero targets and are diversifying into renewables; the US Majors' strategy is about decarbonising oil and gas. What's behind the different approaches? How will coming changes in US policy on climate change influence the US Majors' strategies? And what about ESG pressure from investors?
The Edge
Hydrogen’s critical role in the energy transition
- 05 February 2021
Green hydrogen is front of mind for investors looking for solutions to cut emissions from hard-to-abate sectors. Is policy going in the right direction? When could green hydrogen become competitive? And what are the risks to realising its potential?
The Edge
Future energy – electric vehicles
- 22 January 2021
Electric vehicles sales jumped in 2020, against the trend for global light vehicle sales, which fell. Is the expected progressive shift away from ICE vehicles to EVs accelerating?
The Edge
How the oil market plays out in 2021
- 15 January 2021
Oil prices are on a roll, the 10% jump in January means Brent has tripled since the dark days of April 2020. How will the oil market develop in 2021 and can the price rise further still?
The Edge
The Euro Majors’ big bet on new energy
- 04 December 2020
The Euro Majors are building new energy businesses as a key part of net carbon-neutral targets for 2050. How and when will they be able to demonstrate value from renewables investments?
The Edge
Exploration - where less can be more
- 20 November 2020
How capital discipline led a return to value creation
The Edge
A Biden administration: implications for the energy industry
- 09 November 2020
The energy sector faces a very different future under President-elect Biden. What are the implications for the oil market? How will key US geopolitical relationships change? And can a Biden administration push through its climate change goals?
The Edge
The energy transition will be built with metals
- 30 October 2020
The energy transition will see demand for some metals reach unimagined levels in coming years. Which metals are critical to the transition? How much will we need and what will it cost to develop the supply? And can the mining sector deliver?
The Edge
New LNG projects – all dressed up and no place to go
- 25 September 2020
LNG demand is set to grow strongly out of the downturn, driven by Asia. A plethora of new projects is lining up to meet a sizeable supply gap that emerges by the end of the decade. What are the risks to our bullish demand scenario? How will new investment in supply be affected by rising ESG concerns? And which pre-FID projects are best placed to fill the supply gap?
The Edge
Competing for capital in a downcycle
- 11 September 2020
The economic fall out from Covid-19, the energy transition and tight finances exacerbated by low prices are three of the big challenges facing energy companies today. How much money is available to invest? Where best to spend it, on legacy oil and gas or new energy? And how will another lurch down in upstream investment affect the global oil market and price?
The Edge
Oil refining – facing up to structural overcapacity
- 03 July 2020
Refining has been hit hard by the economic fallout of the coronavirus pandemic. Profitability in 2020 will be the lowest this century. When will margins recover? And how will the industry respond to this challenge?
The Edge
Future energy – offshore wind
- 26 June 2020
A growing list of zero carbon technologies are vying for capital as energy companies build for the energy transition. In this week's Edge, Simon Flowers looks at why offshore wind stands out from the pack.
The Edge
Big oil, new energy and the stock market
- 19 June 2020
Big Oil is on the move, feeling its way into a changing energy world. There are two sides to adapting: how to decarbonise oil and gas and how to build a sustainable business around zero-carbon technology. European and US Majors are following two very different paths.
The Edge
How the price war is hurting US tight oil
- 26 May 2020
Arresting the explosive growth of US tight oil was a clear target of the price war after the OPEC+ meeting collapsed in March. What's been the effect on drilling and investment? How much will production fall and how quickly? Will tight oil recover and get back on a growth path? Find out more in this week's Edge.
The Edge
How gas bounces back from the coronavirus lows
- 19 May 2020
Gas has had a year to forget so far in 2020. A collapse in oil price and a demand shock caused by coronavirus have added to the challenges of what was already an oversupplied market. Spot gas prices in Europe and Asia have sunk to new lows. How has LNG demand been affected? What's been the impact on supply? Do the events of 2020 change our longer term view of the market? What does the future price curve look like? Find out in this week's Edge.
The Edge
Cost challenges in a US$20/bbl world
- 05 May 2020
Faced with US$20/bbl Brent, IOCs and NOCs are cutting costs across the board. What are the implications for a service sector only beginning to emerge from the last crisis? How will NOCs deal with the dual challenge of cutting costs and supporting the domestic economy? Could we see new kinds of relationships develop to ensure the supply chain survives and thrives?
The Edge
Low oil price could squeeze out 4 million b/d of non-OPEC supply
- 19 April 2020
The OPEC+ ‘deal of the century’ last weekend changes oil market dynamics in the short run. Find out more in this week's Edge.
The Edge
Coronavirus pushes oil towards the abyss
- 06 April 2020
As demand collapses, how will the market deal with oversupply? Find out in this week's Edge.
The Edge
The oil industry’s rapid response to the crisis
- 31 March 2020
The oil industry has moved fast in response to the dual crisis that's undermining the crude market and price. But this may be just the beginning.
The Edge
Future energy – carbon capture and storage
- 03 March 2020
Carbon capture and storage (CCS) is central to decarbonisation strategies. How does it work? What are the hurdles to commerciality? How much capacity do we need? Find out more in this week's Edge.
The Edge
Refining set for a challenging 2020
- 11 February 2020
Buoyed by steady growth in oil demand and a culture of capital discipline, refining has been a rock for Big Oil in recent years. Suddenly, there are challenges – not least the threat from coronavirus to oil demand. Where does that leave the outlook for refining in 2020?
The Edge
What the energy world looks like in 2030
- 28 January 2020
This decade promises unprecedented change in the way we produce and consume energy. Find out how that will take shape in this week's Edge.

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