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Opinion
Power of Siberia begins gas supply to China (and why it’s ok for LNG)
- 16 12月 2019
On December 2 Russian gas officially flowed into China with the start-up of the Power of Siberia (PoS) pipeline. The project, which will ultimately see 38 bcm a year delivered under a US$400 billion, 30-year contract, will elevate China to become Gazprom’s second largest export market and support Beijing’s goals of energy import diversification and security.
Opinion
The Asia energy market outlook for 2020
- 06 1月 2020
A new year, a new decade and a lot of uncertainty across Asia’s energy markets. To kick off 2020 I spoke to several WoodMac analysts in the region to hear their predictions for the coming 12 months. I hope their thinking might surprise you!
Opinion
MENA upstream: 2019 in review – and a look ahead
- 07 1月 2020
In this episode of the MENA in Brief podcast, Ian Thom and his expert guests look at 2019 in review, and share their view on what lies ahead in 2020.
Opinion
How the top microgrid developers do business
- 09 1月 2020
American microgrid developers are taking two distinct approaches
Opinion
Is Northeast Asia finally tackling its coal dependency as air quality deteriorates?
- 14 1月 2020
As 2019 ended, I visited clients in Tokyo, Seoul and Taipei and was struck by how rapidly concern over emissions has escalated and is now driving energy policy change. I believe this trend could accelerate in 2020, with important implications for companies and the fuel mix across the region.
Opinion
Could the Majors take a fast-track route to lower emissions intensity?
- 05 12月 2019
A handful of assets account for almost a third of the Majors’ upstream carbon emissions – and that presents an opportunity for rapid progress against emissions targets.
Opinion
Greener LNG is vital to Asia’s sustainable development
- 29 11月 2019
Gas will play a vital role in Asia’s fight against air pollution, and in meeting its future energy demand. But with its environmental impact under new scrutiny, is it time for LNG to get greener?
Opinion
What technology is winning the global energy storage race?
- 26 11月 2019
What is winning the global energy storage race? Lithium-ion is the clear winner, but it has one major drawback. Rory McCarthy, senior analyst, energy storage, looks at lithium-ion's role in the energy transition.
Opinion
Rebooting what’s possible in India’s gas and LNG market
- 07 11月 2019
India is something of a conundrum for global LNG players. I recently returned from a week in Delhi, just as the capital was making headlines for one of the worst episodes of air pollution, while the country’s energy mix remains dominated by cheap domestic coal.
Opinion
Enterprise targets a second PDH unit in the US
- 08 11月 2019
Enterprise has confirmed plans to construct a second propane dehydrogenation (PDH) plant. So how much capacity will be added – and what's driving the need for new on-purpose production?
Opinion
Electric vehicles: is workplace charging good for business?
- 07 11月 2019
The electric vehicle (EV) revolution depends on getting the right infrastructure, in the right locations. Here’s how providing workplace charging could bring direct and indirect economic benefits to businesses, and support the energy transition.
Opinion
Chasing the sun: Spain’s solar PV boom
- 05 11月 2019
What investors need to know about Europe's hottest solar PV market: Spain.
Opinion
The Russian energy transition: what makes it different
- 25 10月 2019
The Russian energy transition: analysis from our upstream research team. Understand the uniquely Russian approach to the energy transition and the risks and opportunities that presents.
Opinion
What are the implications of the attacks on Saudi oil facilities?
- 30 9月 2019
In this episode of the Middle East and North Africa In Brief podcast, Ian Thom, Stewart Williams, Tor Soltvedt and Norman Valentine discuss the attack on Saudi Arabia's oil facilities in September.
Opinion
What does the electric vehicle revolution mean for Latin American refiners?
- 27 9月 2019
The electrification of transport is just one aspect of the energy transition, and will have a far-reaching effect. The dynamics of change will be slightly different in different parts of the world. What could it mean for Latin America?
Opinion
ONGC outlines 2040 strategic vision
- 24 8月 2019
India's national oil company ONGC has just unveiled its 2040 strategy. Get our latest analysis.
Opinion
How South Texas market shifts will create gas price divergence
- 13 9月 2019
Permian and Eagle Ford gas production growth are meeting robust LNG export in South Texas. What does this mean for Katy, Agua Dulce and HSC price hubs?
Opinion
Tough second quarter for US chemical companies
- 13 9月 2019
US chemical company earnings for Q2 2019 came under pressure as uncertainty caused by the US-China trade war and a slowing economy affected demand. What do we expect for the rest of 2019? Our analysts Hugh Hartzog and Ashish Chitalia take a closer look at the trends behind the numbers.
Opinion
Who will make money on the second wave of US LNG?
- 06 9月 2019
Commercial structures are evolving as the second wave takes shape, changing the balance of risk and reward for project developers, suppliers and offtakers.
Opinion
Revisiting the landmark Caspian Sea agreement
- 06 9月 2019
A year since the much-anticipated Convention on the Legal Status of the Caspian Sea was signed, how much has changed?
Opinion
What factors could influence the pace of the energy transition?
- 29 8月 2019
The energy transition is well underway. But huge challenges still stand in the way of decarbonisation. What could influence the pace and scale of the transition? David Brown investigates.
Opinion
Notes from URTeC and our views on development cubes and in-basin sand
- 26 8月 2019
Listen to the latest episode of Crude For Thought: Notes from URTeC and our views on development cubes and in-basin sand
Opinion
Do European utilities still have an appetite for LNG?
- 03 9月 2019
European utilities are re-evaluating their exposure across the gas value chain against the backdrop of the energy transition.
Opinion
Trading houses’ risk appetite create more evolved LNG market
- 20 8月 2019
The rising influence of four commodity trading houses is shaking up the global LNG market. Trafigura, Vitol, Glencore and Gunvor have played a part.
Opinion
Copper: Powering up the electric vehicle
- 13 8月 2019
We explore why copper is inseparable from the electric vehicle story and why we need more infrastructure investment as a catalyst for greater EV adoption.
Opinion
It’s now time to get excited about renewables in Asia Pacific
- 02 8月 2019
How does the region move rapidly towards a pathway to decarbonisation in line with Paris Agreement goals, while ensuring continued economic growth and competitiveness?
Opinion
How will Russia respond to Europe's changing gas market?
- 22 7月 2019
Changing European gas market dynamics present new challenges and opportunities for Russia, Europe's largest supplier. How can Russia monetise giant gas reserves while mitigating the risks of European decarbonisation and diversification efforts?
Opinion
How to create value through oil and gas acquisitions in the North Sea
- 15 7月 2019
The years between 2012 and 2018 saw frenetic M&A activity in the UK North Sea. Our team of North Sea analysts looked back at the 55 biggest deals announced during that period to learn how value was created.
Opinion
Stepping on the gas: are Asia Pacific governments doing enough?
- 26 6月 2019
Find out which Asia Pacific countries are most attractive to investors as a gas supply crunch looms. And get your copy of the report by Graham Kellas, Senior VP of Global Fiscal Research.
Opinion
Three reasons why bauxite seaborne trade is set to grow sharply over the next decade
- 21 6月 2019
Three reasons why bauxite seaborne trade is set to grow sharply over the next decade

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