• Opinion

  Horizons Live: The Big Ban

  • 30 6月 2022

  Watch on demand as we answer your questions about the consequences of the Ukraine war on commodities, and how governments, companies and investors must respond as the outlook for energy is transformed.

• Opinion

  Horizons Live: Plastic surgery

  • 06 12月 2021

  Andrew Brown, Guy Bailey and Steve Jenkins answer questions and reignite discussion on creating more sustainable plastics value chain and getting the chemicals industry fit for the future.

• Opinion

  Horizons Live: Adding fire to e-fuels

  • 02 7月 2024

  This month's Horizons Live examines whether synthetic fuels could be the key to unlocking growth in hydrogen.

• Opinion

  Horizons Live: Carbon removals

  • 01 10月 2024

  In the recent Horizons Live session, our panel discussed carbon removals and how they will play a crucial role in achieving net zero.

• Opinion

  Horizons Live: No country for old fields

  • 09 12月 2024

  Following the aligned Horizons report, this session replay examines the potential for high-impact exploration to lower the cost of oil and gas to consumers, cut carbon intensity, and add value for both resource holders and explorers.

• Opinion

  How will refiners cope with lost oil demand?

  • 24 6月 2020

  Demand pressures, overcapacity and budget cuts mean the refining industry should brace for a challenging few years ahead

• Opinion

  How Chinese PTA and MEG futures impact the polyester industry?

  • 30 1月 2019

  The two polyester feedstocks – purified terephthalic acid (PTA) and monoethylene glycol (MEG) – in the world's most important polyester market China, have recently moved towards a total paper business.

• Opinion

  Commodity slowdown in China could be different this time

  • 05 3月 2019

  In today's meeting of the National People’s Congress, China announced slower growth this year, with its gross domestic product (GDP) growth targeted at a range of 6 to 6.5% in 2019.

• Opinion

  Does Germany need LNG?

  • 19 3月 2019

  Proposals to build a German LNG import terminal have gathered momentum. Does the country need its own supply of LNG?

• Opinion

  China's refining sector to slowdown and reconfigure for energy transition

  • 15 3月 2019

  Refinery capacity is expected to continue growing in the medium term, but the pace of growth is expected to slow down considerably. Capacity additions are mainly from crude-to-chemicals projects, which aim to maximise naphtha production to meet the increasing petrochemical feedstock demand.

• Opinion

  China's thermal coal import restriction could mean a game of musical chairs for producers

  • 26 3月 2019

  Rumours of a ban on Australian thermal coal to China swept through the thermal coal market early March while in late February five north-eastern ports in China implemented changes to clearance procedures for Australian thermal coal. One thing appears certain - Chinese demand for Australian thermal coal has been significantly impacted, at least in the short-term. Even if an outright ban is not implemented, a three-month customs clearance time will significantly increase the cost and increase the risk associated with Australian thermal cargoes.

• Opinion

  Renewables, market intervention and exploration – three themes weighing on Australia upstream players' minds

  • 13 6月 2019

  Having attended many APPEA events in the past, this was the first time renewable energy sources - hydrogen in particular - were put under the spotlight.

• Opinion

  M&A shake-up on the horizon for the Australian upstream sector

  • 29 8月 2019

  We’ve identified a potential US$32 billion worth of assets that could change hands in the next few years. Many of these deals are long in the planning and reflect wider trends in the Australian and global upstream sectors. We’ve bucketed our pick of the deals into three key themes.

• Opinion

  Southeast Asian NOCs show growing appetite in global M&A market

  • 02 9月 2019

  I’ll bet that if you ask anyone with an interest in the global upstream M&A if they could name the top three spenders through the first half of 2019, they would struggle to name the third. The easy one is Occidental (Anadarko), second place is Total through its acquisition of Anadarko’s African assets. But who was the third largest acquirer by spend in H1 2019?

• Opinion

  Collaboration in the Carnarvon Basin

  • 04 11月 2018

  Can big players in the Carnarvon Basin lose the ego and play nice for the greater good of Australian LNG?

• Opinion

  Russia also matters in refining, but has its appetite to invest waned?

  • 21 11月 2018

  Russia is a major energy exporter and a key player in the global energy market. Despite its 6.5 million barrels per day of refining capacity, its critical role in the global refining industry is not often recognised. Alan Gelder explains Russia's role and influence in the global energy market.

• Opinion

  Simon Flowers explores LNG trends and long term outlook

  • 28 11月 2018

  Simon Flowers' perspective on the growth of electric vehicles, the growing role of the US in global LNG markets, and more.

• Opinion

  US tight oil piles pressure on refiners

  • 01 10月 2018

  Alan Gelder looks at the ways in which US tight oil has revolutionised the global oil market. This article first appeared on Forbes.com on September 27, 2018.

• Opinion

  Spot market not a reliable pricing mechanism, says GECF leader

  • 24 9月 2018

  Dr Yury Sentyurin. Secretary General of the GECF, cautions against relying on gas-on-gas pricing in this interview with LNG Research Manager Edward Gomersall.

• Opinion

  Regulatory clouds darken a bright outlook for refining

  • 27 7月 2018

  The spotlight fell on the refining sector in 2015 as the oil price collapsed and oil demand surged, resulting in a record year for global refining margins. How long can this picture of rude health continue?

• Opinion

  Dorado: Australia's biggest oil discovery this century

  • 17 8月 2018

  Exploration in Western Australia has produced a result no one expected - a large commercial oil find, Australia's largest this century. The discovery is significant for block partners Quadrant and Carnarvon, but how they will monetise it remains to be seen. Senior Research Analyst for Oceania Upstream, Daniel Toleman, explores the options and outcomes.

• Opinion

  Costs: early warning signals

  • 27 10月 2016

  This week’s results announcements from the big oilfield services (OFS) companies show that the market may be turning very quickly.

• Opinion

  Switching gears on olefins production?

  • 12 10月 2017

  Kelly Cui, our expert in CTO, explains how this emergent technology could transform global olefins and olefins derivatives trade by enabling China to become more self sufficient in ethylene, propylene and butadiene.

• Opinion

  5 unintended consequences of Australia's gas market intervention

  • 07 8月 2017

  On 1 July 2017, the Australian government implemented its gas export restrictions policy, which presents a number of potential unintended consequences for Australia.

• Opinion

  Boom times: American ethylene's reversal of fortunes

  • 27 6月 2017

  Steve Zinger assesses changing investment patterns of US chemicals companies in a major article by the Wall Street Journal. He evaluates how global ethylene consumption is growing and explores the drivers for this from a low gas price to new and plentiful sources of supply in North America.

• Opinion

  How green is the road ahead for polyester?

  • 05 9月 2016

  Dr Pieterjan Van Uytvanck reviews the outlook for sustainable polyester markets in his recent blog.

• Opinion

  Downstream consistency holds lessons for upstream

  • 23 3月 2017

  Downstream continues to demonstrate robust financial performance while upstream struggles.

• Opinion

  Royalty increases in Brazil: a renewed burden for iron ore miners or a threat to their international competitiveness?

  • 28 4月 2017

  The new mining code may become effective in less than four months, meaning extra costs for local mining companies.

• Opinion

  Norway’s upstream sector will prosper — but can the UK rally?

  • 12 1月 2017

  In Norway, interest in the sector is still high, but in the UK, the lowest number of exploration wells for 50 years and another 20% drop in capex point to a deeper malaise.

• Opinion

  The LNG wars — Will short run marginal costs be the deciding factor?

  • 16 5月 2017

  Amidst a growing market glut, attention has turned to the short-term costs to keep existing projects running at all.