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Explore the themes shaping the energy transition with our monthly thought leadership.
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Data and energy insight from our thought leaders, Jason Liu and Simon Flowers, Connected the book.
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A new wave of LNG supply growth is reshaping global gas markets, yet prices remain elevated enough to constrain demand in parts of Asia. As the market shifts from tightness toward greater abundance in 2026, five defining themes will determine how Asian LNG dynamics evolve.
Regional dynamics demonstrate energy storage markets reaching maturity. Explore this evolution and our analysis of the key global themes to watch in the year ahead.
Our pick of the themes that will shape exploration for both oil & gas and geothermal resources – plus a spotlight on 23 wells to watch in the year ahead.
Our Wells to watch class of 2026 demonstrates that frontier exploration for advantaged resources remains a driving force for the industry.
What are the key themes that will shape exploration for, and development of, oil & gas in 2026 and will next generation technologies prove viable?
The downstream shuffle.
Cumulative freeze-offs projected to exceed 120 bcf, ranking among the most impactful winter events in recent memory.
Looking past the volatility and noise to understand what lies ahead for carbon management in 2026 and beyond
Rising electrification and policy pressure support demand, but growing renewable supply and techno-economic factors cap price growth
Forward curve remains subdued even as recent cold snap drives massive inventory withdrawals and production freeze-offs
New analysis from our Corporate Strategy and Analytics Service (CSAS).
We dissect some key upstream issues that arose in 2025, but more importantly, assess the lasting impacts on 2026.
In a struggling global chemicals market, European producers face particular challenges — can AEQUITA make its new assets perform?
Considerable uncertainty remains in 2026
Duopoly no more: Tesla, Enphase, and SolarEdge are locked in a three-way battle for the residential inverter market
Six key factors are making Nigeria the epicentre of operations for the continent’s indigenous oil & gas firms.
Exploring some of the key impacts of the Middle Eastern conflict on metals such as aluminium, copper, steel and iron ore
Massive investment will be needed to meet expected electricity demand growth — how much of that growth is anchored by increasing costs?
What do E&P firms need to know about Malaysia Petroleum Management’s release of new blocks and DROs?
Aerial imagery and operational analysis of the Valero facility shutdown and its impact on energy markets.
Our latest Global Upstream Update was a special edition covering the sector’s reaction to high prices and disruption to production in the Middle East.
Fuel dependence is redrawing the global power landscape, exposing import-reliant markets to acute cost and reliability risks while insulating domestically resourced systems
Geopolitical disruption stalls emerging manufacturing hubs, tightening global solar supply chains and reversing cost deflation trends
Implications for balances, prices and regional premia
From natural gas production expectations to LNG production ramp-up and the impact of the Iran war on US LNG exports, the information you need as a trader.
Carbon, CCUS and the conflict?
Balancing near-term economic pressures with long-term growth, the energy transition presents a complex but ultimately positive trajectory for global prosperity
Key signals from CESCO Week on volatility, inputs and geopolitical risk.
What the closure of the Strait of Hormuz reveals about geopolitics, fuel choices, and metals markets.
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