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‘Permania’ prevails, and other learnings from the 2017 DUG Permian Conference

11 April 2017

At the 2017 DUG Permian Conference, three main themes stood out.

European oil storage: Competitiveness is key to identifying sustainable investments

22 March 2017

Major transactions within Europe’s oil storage sector have resulted in an estimated 22 million barrels of capacity changing hands in 2016.

Opinion

Will deals walk the optimistic talk of NAPE?

21 February 2017

NAPE 2017 was a great show, and optimism is back in the oil patch.

Opinion

Evolving opportunities and challenges in the PET industry

02 February 2017

The recent PET 2020 conference in Brussels brought the industry together to reflect on how Europe's PET recycling model has become a benchmark in the wider market.

Opinion

LNG supply on the up and up

06 December 2016

Despite the LNG industry’s well-documented challenges, there are reasons to be positive.

Opinion

Progress on opex, but will it stick?

30 September 2016

The dramatic fall in oil prices has forced the industry to look hard at capex plans and the efficiency of operating assets and functions, with significant downward pressure on rates.

Opinion

Can fiscal policy help the oil industry to ‘do a Leicester’?

31 May 2016

Governments are telling the oil companies that they need to ‘do a Leicester’. That is, maintain (or even improve on) their best performance — investment, production — but at a fraction of the cost.

Opinion

Breaking the cycle? Cost efficiency in upstream oil and gas

10 December 2015

The fact is that the industry faces a structural cost problem which was easy to hide in the days of US$100 oil but less so today.

Opinion

What if Bernie Sanders banned fracking in the Lower 48?

12 February 2020

As Sanders takes New Hampshire, how would a fracking ban hit the Lower 48? Ed Crooks quantifies the impact of a ban.

Opinion

Coronavirus: a wildcard for bulks demand

28 February 2020

A look at the potential impact of Covid-19 on steel, iron ore, metallurgical and thermal coal.

Opinion

Coronavirus: could flexible packaging reduce the threat of future outbreaks?

04 March 2020

The Covid-19 outbreak could spark an increase in China’s relatively low consumption of flexible packaging.

Opinion

Coronavirus: demand downgrades for bulk commodities

06 March 2020

The coronavirus outbreak is a rapidly evolving news story – and a real wildcard for bulks demand. Here's a summary of our latest forecasts for steel, iron ore, metallurgical coal and thermal coal.

Opinion

Asia’s central banks are getting serious on sustainability

10 March 2020

As the coronavirus outbreak and subsequent stock market rout and collapse in oil prices now highlights, central banks are critical players in efforts to ensure economic stability through monetary policy and market intervention.

Opinion

5 factors that will determine the economic impact of coronavirus

12 March 2020

Principal Economist Peter Martin’s 2000-word report “Global spread of Covid-19 derailing the world economy” examines the impact of coronavirus on the world economy. Get the highlights of Peter’s research here or purchase the full report for a more in-depth discussion.

Opinion

China’s deteriorating air quality indicates a recovery is underway

24 March 2020

As the battle against the coronavirus outbreak intensifies across the globe, positive news is in short supply. But in a world turned upside down, rising levels of air pollution in China indicate that a recovery is now underway.

Opinion

How the coronavirus crisis is driving a global wind market downgrade

24 March 2020

The coronavirus crisis will cause global wind additions in 2020 to decline by 4.9GW when compared to Wood Mackenzie’s previous projections. Due to other market changes since Wood Mackenzie’s Q4 2019 update, total forecast wind additions for 2020 is now expected to be 73GW.

Opinion

China’s bulks: the sentiment gap between steel and coal widens

25 March 2020

The coronavirus outbreak means the outlook is evolving quickly. Here’s this week’s view from our analysts.

Opinion

Is China embarking on a major expansion of coal-fired power generation?

31 March 2020

As energy companies worldwide grapple with the economic impact of the coronavirus pandemic, long-term planning continues. Ahead of the release of the 14th five-year plan early next year, recent announcements from several key players in the country’s power sector indicate China is considering a major investment spree in coal-fired generation.

Opinion

Coronavirus hits the petrochemicals industry with two major shockwaves

03 April 2020

Frozen economic activity and volatile feedstock pricing will both have an immediate and dramatic impact. How will the industry respond?

Opinion

Three signs that a global recession is imminent

02 April 2020

From the coronavirus lockdown to economic meltdown, Peter Martin explains why we’re downgrading our economic outlook for 2020 as a result of Covid-19.

Opinion

Coronavirus oil and gas supply chain risks are hidden in your backyard

08 April 2020

How confident are you that your oil and gas supply chain can withstand the impact of novel coronavirus?

Opinion

Has the Lower 48 got the financial strength to ride out the storm?

17 April 2020

From revised capex to distressed debt, we track the health of the sector in the wake of the oil price crash.

Opinion

Coronavirus: tracking the impact on European gas, power and chemicals

22 April 2020

The coronavirus outbreak is having a seismic effect. How is it affecting gas, power and chemicals markets?

Opinion

Batteries: powering the fight against climate change

22 April 2020

Why investment in battery manufacturing and storage technologies is critical to limiting global warming to 2°C

Opinion

European gas markets feel the pressure – but there are signs of recovery

28 April 2020

As the number of new cases of coronavirus starts to slow across Europe, there have been moves to ease restrictions in some markets. As a result, while milder weather and an oversupplied market are still putting gas demand under significant pressure, signs of demand recovery are slowly emerging.

Opinion

For Asia’s NOCs, it’s time to go big or stay home

28 April 2020

Indeed, many Asian national oil companies (NOCs) have emphasised that they are seeking to broadly maintain their 2020 capital budgets for domestic investment.

Opinion

Is green hydrogen metallurgical coal’s kryptonite?

11 May 2020

With all carbon-intensive industries firmly in the crosshairs of international emission reduction targets, the steel industry has no choice but to investigate low or zero-carbon emission technologies. Enter green steel and green hydrogen – will this duo be the end for metallurgical coal and carbon-based steel production?

Opinion

Coronavirus puts more than a third of seaborne coal supply at risk

06 May 2020

With seaborne thermal and metallurgical coal prices in near-freefall, production curtailment is likely.

Opinion

The outlook for renewable generation across Asia Pacific remains bright

19 May 2020

Pre-pandemic, APAC would account for 67% of global power demand growth through to 2040. Such growth would require over US$1 trillion in new investment. Will the coronavirus pandemic derail this?

Opinion

Will coronavirus change the course of plastic circularity?

20 May 2020

Demand for recycled PET is holding up during the COVID-19 pandemic – but there are headwinds

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Search results: 2228

‘Permania’ prevails, and other learnings from the 2017 DUG Permian Conference

European oil storage: Competitiveness is key to identifying sustainable investments

Will deals walk the optimistic talk of NAPE?

Evolving opportunities and challenges in the PET industry

LNG supply on the up and up

Progress on opex, but will it stick?

Can fiscal policy help the oil industry to ‘do a Leicester’?

Breaking the cycle? Cost efficiency in upstream oil and gas

What if Bernie Sanders banned fracking in the Lower 48?

Coronavirus: a wildcard for bulks demand

Coronavirus: could flexible packaging reduce the threat of future outbreaks?

Coronavirus: demand downgrades for bulk commodities

Asia’s central banks are getting serious on sustainability

5 factors that will determine the economic impact of coronavirus

China’s deteriorating air quality indicates a recovery is underway

How the coronavirus crisis is driving a global wind market downgrade

China’s bulks: the sentiment gap between steel and coal widens

Is China embarking on a major expansion of coal-fired power generation?

Coronavirus hits the petrochemicals industry with two major shockwaves

Three signs that a global recession is imminent

Coronavirus oil and gas supply chain risks are hidden in your backyard

Has the Lower 48 got the financial strength to ride out the storm?

Coronavirus: tracking the impact on European gas, power and chemicals

Batteries: powering the fight against climate change

European gas markets feel the pressure – but there are signs of recovery

For Asia’s NOCs, it’s time to go big or stay home

Is green hydrogen metallurgical coal’s kryptonite?

Coronavirus puts more than a third of seaborne coal supply at risk

The outlook for renewable generation across Asia Pacific remains bright

Will coronavirus change the course of plastic circularity?

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