• 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?

• The Edge

  What the energy world looks like in 2030

  • 28 1月 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.

• The Edge

  Global upstream investment – the trends in 2020

  • 21 1月 2020

  Upstream spend on development and exploration is a barometer of the industry’s mood. A muted recovery has been underway since the collapse in investment levels after the 2014 fall in oil price. What’s the forecast for spend in 2020?

• The Edge

  Kicking the hydrocarbon habit – Part II

  • 10 12月 2019

  Carbon emissions and global temperatures will continue to rise and the world is in danger of falling well short of the 2 °C path set out in the Paris Agreement. That’s the July conclusion of our base case outlook for global energy supply through 2040. We’ve now flexed the base case to look at what might be possible in an accelerated energy transition scenario.

• The Edge

  Private equity – big buyers of oil and gas in the downturn

  • 12 11月 2019

  Private equity firms have been among the big buyers of oil and gas assets in the last few years, taking advantage of portfolio restructuring among traditional players during the downturn. What’s the plan for success? And how are the exit options shaping up?

• The Edge

  The Edge: Asian NOCs, the energy transition and ESG

  • 19 11月 2019

  Where does Asia stand on the energy transition? What are energy companies in the region doing to adapt? Are some further down the road than others? Much of LNG’s strong growth outlook reflects Asian demand but are its credentials as a bridging fuel for the transition all that good? And what does the US-China trade dispute mean for the region?

• The Edge

  How to stay investible – the oil industry’s challenge

  • 05 11月 2019

  Big Oil faces sluggish oil demand, weak gas prices, the energy transition and the implications of next year’s US Presidential election. How can Big Oil stay investible in this environment?

• The Edge

  Big Oil leaders take on the climate challenge

  • 15 10月 2019

  Thirteen of the largest companies have signed up for the Oil and Gas Climate Initiative, committing them to support the Paris Agreement and introduce efforts to curb their greenhouse gas emissions. But there's still a long way to go to meet the Paris Agreement objectives.

• The Edge

  Australia and the Majors – is change on the horizon?

  • 08 10月 2019

  The Majors are looking to boost returns by portfolio high-grading and have embarked upon a phase of divestment. Everywhere is under the spotlight, including Australia. Which assets might the Majors look to sell?

• The Edge

  Keeping the LNG bandwagon rolling

  • 12 9月 2024

  The LNG industry is on a roll. But the pace of future growth can’t be taken for granted. Ahead of next week’s Gastech conference in Houston, we identify three structural challenges that must be addressed to keep the LNG bandwagon rolling.

• The Edge

  Why higher tariffs on Chinese EVs are a double-edged sword

  • 13 6月 2024

  The US and EU have slapped big tariff increases on Chinese EVs, responding to the threat of China flooding those regions with low-cost electric vehicles. Restricting EV and battery imports not only threatens the pace of road transport decarbonisation, but higher tariffs could also negatively impact domestic automakers.

• 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

  Getting serious about tackling global warming

  • 09 4月 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 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

  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

  Gas and LNG – approaching a winter reckoning

  • 14 10月 2021

  Gas prices have hit record levels in Europe and Asia surging ten-fold in a year.