• The Edge

  Three questions on energy CEOs’ minds - peak oil demand, decarbonisation and US tight oil

  • 15 12月 2016

  Chief Analyst Simon Flowers sees three inter-related topics dominating our conversations with industry leaders: peak oil demand, decarbonisation, and whether US tight oil alone can meet oil demand growth.

• The Edge

  The accelerating recovery in tight oil: conventional investment at risk of stagnating

  • 02 2月 2017

  Tight oil will drive a 4% increase in global upstream investment in 2017, while investment in conventional projects will be flat at just under US$340bn.

• The Edge

  Making Australia an energy transition leader

  • 03 8月 2023

  Investment barriers still to be tackled

• The Edge

  Breakthrough technologies for the energy transition

  • 20 7月 2023

  CCUS, hydrogen, grid edge, next-gen solar and new nuclear

• The Edge

  Positioning for global LNG’s next big growth phase

  • 06 7月 2023

  How developers can be more competitive

• The Edge

  Does the bull market in oil rigs signal a slower transition?

  • 08 6月 2023

  Deepwater hot spots drive up demand for drilling

• The Edge

  Can China’s recovery turn the oil market around?

  • 15 6月 2023

  Government starts pulling the levers to bolster the economy

• The Edge

  How renewables are changing power markets

  • 12 5月 2023

  This week's Edge examines how renewables are changing power markets and what it means for flexible power and energy storage

• The Edge

  Is there more upside for oil prices in 2023?

  • 13 4月 2023

  OPEC+ output cuts hasten market tightening

• The Edge

  How the war is shaping Big Oil’s transition strategy

  • 09 3月 2023

  The Majors have shown there can be different approaches to decarbonisation and achieving net zero, but divergent strategies are showing signs of converging again.

• The Edge

  How India is redefining its energy future

  • 17 2月 2023

  Investors eye up huge low-carbon and oil and gas opportunities.

• The Edge

  Transforming the US EV battery supply chain

  • 19 1月 2023

  The Inflation Reduction Act (IRA) aims not only to incentivise and foster the development of the low-carbon technologies essential to achieving net zero but to build out the domestic supply chains to support them, too. Simon Flowers discusses five key takeaways for battery cell production that are central to the roll-out of electric vehicles (EVs) in the US.

• The Edge

  The new investment cycle in energy and metals

  • 03 2月 2023

  On this week's The Edge, Simon Flowers examines the new investment cycle underway for commodities to meet the growing demand from both a recovering global economy and the energy transition.

• The Edge

  Two very different paths to achieve net zero

  • 18 11月 2022

  The world is still working out how to get into a 1.5 °C pathway and COP27 is an important stepping stone.

• The Edge

  Decarbonising crude

  • 11 11月 2022

  Crude oil’s centrality to the global economy has been reinforced in the energy crisis of 2022. Oil demand has recovered strongly from the Covid-induced dip and, despite an economic slowdown, could reach record highs next year. But COP27, underway in Egypt, is a reminder that oil consumption must fall if the world is to achieve net zero.

• The Edge

  Building upstream portfolio resilience

  • 12 6月 2020

  How resilient are the Majors' upstream portfolios? Which Majors lead on resilience metrics? How do companies build resilience into portfolios? Find out in this week's Edge.

• The Edge

  Why oil price recovery has further to run

  • 05 6月 2020

  Will the effect of coronavirus be more lasting for demand or supply? Will the oil price be lower-for-longer? Or, if demand recovers, could the sharp reduction in upstream investment lead to a tighter market and higher prices? Find out more in this week's Edge.

• The Edge

  How will Covid-19 change corporate strategy?

  • 01 6月 2020

  Future energy demand patterns could look very different depending on policy choices and the societal response to the pandemic. Our three scenarios suggest oil demand in particular is at risk. How will the increased uncertainty influence corporate strategy? Will we see diversifying companies speed up investment in decarbonisation? What are the options for pure oil and gas players, big or small?

• The Edge

  Future energy – zero-carbon heating

  • 12 5月 2020

  Heat pumps are proven zero-carbon technology that could displace fossil fuel systems in the home. How do they work? What are the economic challenges to scale up for the mass market? How is policy shaping up to incentivise switching? How much gas demand is at risk and when? Find out in this week's Edge.

• The Edge

  Oil closes in on peak oversupply

  • 28 4月 2020

  The steep decline in oil demand is putting the entire system under pressure. Will there be sufficient storage globally to cope? Will we see more production shut-in? What are the prospects for demand recovery? Find out more in this week's Edge.

• The Edge

  Coping with negative cash flow

  • 24 3月 2020

  The oil price collapse has plunged the oil sector into negative cash flow. Can the M&A market help companies bolster finances? Find out more in this week's Edge.

• The Edge

  Guyana – global oil’s new king of the heap

  • 10 3月 2020

  Guyana’s oil, only just being commercialised, promises to transform the nation’s wealth. How can the South American country make the most of it? Find out more in this week's Edge.

• The Edge

  Seven days that shook the world

  • 13 3月 2020

  The coronavirus outbreak has derailed OPEC+, thrown the oil market into turmoil and sent an already unloved sector into freefall. What are the implications?

• The Edge

  Have we passed ‘peak growth’ for tight oil?

  • 25 2月 2020

  Have we passed 'peak growth' for tight oil? What are the implications of slowing growth for the crude market? And how will pipeline owners adapt their strategies? Find out in this week's Edge.

• The Edge

  Global LNG and coronavirus

  • 18 2月 2020

  LNG demand has boomed globally in recent years, with rampant demand from China the main driver. But as coronavirus spreads, the economy is weakening, as is demand across all commodities. How will this impact the global LNG market? Find out in this week's Edge.

• The Edge

  Future energy – green hydrogen

  • 04 2月 2020

  Zero-carbon energy is the future. In the Edge this week we look at green hydrogen and its potential to speed up decarbonisation and get the world onto a 2-degree pathway.

• The Edge

  Is the world sleepwalking into an oil supply crunch?

  • 16 7月 2021

  Where new oil supply to 2030 will come from and what it costs

• The Edge

  How to scale up carbon capture and storage

  • 09 7月 2021

  Industrialising a nascent technology that’s critical for net zero targets

• The Edge

  Why upstream needs to be more ambitious to cut emissions

  • 25 6月 2021

  What is the oil and gas industry doing to cut carbon emissions? Tougher policy will help but much is in the upstream industry’s gift.

• The Edge

  How the oil market would deal with the return of Iranian exports

  • 16 4月 2021

  The return of Iranian exports to the oil market in 2021 was a clear risk. If sanctions are lifted, how much oil could Iran produce and how quickly? What wiggle room would OPEC+ have to accommodate Iran's exports? What would be the effect on the oil price?