• The Edge

  Could US data centres and AI shake up the global LNG market?

  • 23 5月 2024

  Changing dynamics in US power and gas markets have led our team to take a more bullish view of how gas prices develop. Simon Flowers asks Eugene Kim, Massimo Di Odoardo from our Global Gas team and Gavin Thompson about their thinking and the implications for the LNG market.

• The Edge

  How higher interest rates could hold up energy transition investment

  • 09 5月 2024

  Higher interest rates could stall investment in green technologies. Learn what Policymakers can do to keep the energy transition on track in this analysis.

• The Edge

  Delaying deepwater decommissioning

  • 02 5月 2024

  With resilient oil demand and a positive outlook for prices, operators are doing all they can to shift spend away from decommissioning. What are the options to keep deepwater wells running for longer?

• The Edge

  How innovation and carbon are shaping future LNG supply

  • 26 3月 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 3月 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 2月 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 1月 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 1月 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

  Oil refining’s four big challenges

  • 02 7月 2021

  Oil refining's concerns over profitability, rationalisation, decarbonisation and EVs

• The Edge

  How high can the oil price go in 2021?

  • 18 6月 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 6月 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

  The prize for China from decarbonisation

  • 23 4月 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

  Is the price rally in energy and metals sustainable?

  • 14 5月 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

  What different scenarios tell us about the future of oil and gas

  • 21 5月 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

  A COP26 wish list

  • 04 11月 2021

  COP26 has a week to put the world on a 2 °C or lower pathway. Simon Flowers highlights four must-haves that can make a Glasgow Agreement a gamechanger in tackling climate change.

• The Edge

  Why COP26 has to succeed

  • 28 10月 2021

  What happens if COP26 doesn’t put the world on a 2 °C or lower pathway? Our latest Energy Transition Outlook explores what happens if COP26 fails to lay down the law on collective goals and actions to tackle climate change.

• The Edge

  How commercial is low-carbon hydrogen?

  • 23 3月 2023

  Flor De la Cruz, principal analyst, and Bridget van Dorsten, senior research analyst, are quizzed by Simon Flowers about the outlook for low-carbon hydrogen supply in Europe.

• The Edge

  How the Russia-Ukraine war is changing energy markets

  • 23 2月 2023

  On this week's The Edge, Simon Flowers examines how the Russia-Ukraine war is changing energy markets.

• The Edge

  COP27 – five key takeaways

  • 24 11月 2022

  Simon Flowers examines five key takeaways from COP27 and what they mean for the energy transition agenda.

• The Edge

  How Europe’s energy crisis changes the LNG market

  • 02 12月 2022

  On this week's Edge, Simon Flowers examines how Europe is placed for this winter and beyond. When will we see the market rebalance and what is the outlook for LNG demand, supply and price globally over the next decade?

• The Edge

  Five themes for energy and natural resources in 2023

  • 11 1月 2023

  What else lies ahead in 2023? Simon Flowers discusses five themes that will shape the world of energy and natural resources – the opportunities, the challenges and the associated risks in the coming year.

• The Edge

  Big oil, new energy and the stock market

  • 19 6月 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 5月 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 5月 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 5月 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 4月 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 4月 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 3月 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 3月 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 2月 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?