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China, coal and the big crunch

07 October 2021

The impact of China’s power crunch is being felt globally. As Beijing’s ‘at all costs’ directive pushes coal and gas prices higher, governments, energy suppliers and customers across Asia and Europe are bracing for a tough winter ahead.

Opinion

Does Europe have enough gas to meet demand?

08 October 2021

We've seen record wholesale gas prices over the past month. But this masks the bigger question - is there enough gas to meet european demand this winter?

Opinion

Asia’s energy crisis and net zero – no turning back

28 October 2021

Covid-19 made mincemeat of energy price forecasts. From the depths of the oil price crash in March 2020 to the surge in Asian spot gas prices to over US$50/mmbtu for the first time ever earlier this month, the pandemic has shredded predictions (and egos) as fast as they could be produced.

Opinion

The future of energy storage

18 November 2021

The vast majority of carbon emissions from Asia Pacific are now covered by net zero targets. Wind and solar generation will be critical to achieving this but must be combined with energy storage.

Opinion

Asia’s demand engine fires up global LNG supply

02 December 2021

Indeed, it is confidence in the resilience of long-term Asian gas demand, even in our accelerated energy transition scenarios, that has been key to the 50 mmtpa of new LNG supply that has taken FID in 2021 compared to only 3 mmtpa in 2020.

Featured

Upstream oil and gas: top trends and wildcards to watch in 2022

13 December 2021

The oil and gas sector bounceback is set to continue – but the positive outlook is tempered by concerns about its future in a decarbonising world. Find out how global trends could play out in your region in our 2022 Outlook series.

Featured

Gas and LNG: predictions for 2022

13 January 2022

The global gas industry enters the new year reflecting on COP26 and navigating high prices. Find out how global gas and LNG trends could play out in your region in our 2022 Outlook series.

Opinion

Kazakhstan’s upstream sector takes stock after nationwide unrest

19 January 2022

For the global and regional energy sector, Kazakhstan’s stability matters. What are the short- and long-term consequences of recent events?

Opinion

The future of Asian LNG supply – backfill or bust

20 January 2022

Despite ongoing pandemic restrictions, sky-high spot prices and rising competition from renewables, the region’s gas consumption will grow at almost 3% a year over the next decade.

Opinion

How worried should Asia be about conflict in Ukraine?

17 February 2022

Combined with existing market tightness, concerns over disruption to Russian energy supplies in the event of conflict in Ukraine have pushed spot prices towards record levels. Across virtually all energy and natural resources, backwardation is back with a bang.

Opinion

Asia’s NOCs can now move through the decarbonisation gears

30 March 2022

As the pressure to cut emissions intensifies, no company can remain above the fray. But while the Majors and other international oil companies face increasing calls to decarbonise, many of the world’s largest national oil companies (NOCs) have so far avoided the same level of scrutiny.

Opinion

The US natural gas market wakes up

22 April 2022

North American gas prices were quiet for more than a decade. Now changing market conditions are creating increased volatility

Opinion

‘Dynamic clearing’ turns China’s economic indicators to red

29 April 2022

China’s relentless battle against Covid-19 continues, with the country’s ‘dynamic clearing’ policy requiring all local governments to implement strict containment measures as soon as local cases climb into double figures.

Opinion

Asia’s power sector feels the burn

12 May 2022

Everything across Asia’s power sector is heading north. With electricity demand continuing to climb, power prices are being pushed significantly higher by increasing fuel, equipment, land, and labour costs. Rising interest rates add further complexity.

Opinion

How the Russia/Ukraine war is changing Asia’s oil and gas market outlook

17 May 2022

Our latest Russia/Ukraine weekly briefing focuses on the outlook for Asian oil and gas markets.

Opinion

“Get used to cold showers” – Australia’s energy crisis sends shivers down the east coast

15 June 2022

As fears mount over gas and electricity shortages in New South Wales and Victoria, one producer bluntly told me: “Folks in Melbourne better get used to cold showers.”

Opinion

Demand response in Asia is the key to balancing the global gas market

01 September 2022

Until recently, Asia was the premium market for LNG. But dynamics have changed dramatically, and Asia has become the new swing market.

Opinion

In conversation with Asia Pacific’s energy and natural resources leaders

26 September 2022

After exploring the current crisis and taking a deeper look into Asia’s energy transition, Gavin Thompson gives his take on the five key themes that are shaping the future of energy and natural resources across Asia Pacific.

Opinion