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The Majors’ accelerating tilt to new energy

02 December 2021

Big Oil is determined to show it’s part of the solution for climate change. How much has investment in new energy ramped up, where do CCS and hydrogen fit in, and when will spend on low carbon catch up with oil and gas?

The Edge

Carbon markets’ COP26 breakthrough

25 November 2021

The biggest win at COP26 was Article 6. So, how will the Glasgow Climate Pact change carbon markets? How will carbon offsets interact with carbon pricing regimes in future? And how high could carbon prices go?

The Edge

A COP26 wish list

04 November 2021

COP26 has a week to put the world on a 2 °C or lower pathway. Simon Flowers highlights four must-haves that can make a Glasgow Agreement a gamechanger in tackling climate change.

The Edge

Why COP26 has to succeed

28 October 2021

What happens if COP26 doesn’t put the world on a 2 °C or lower pathway? Our latest Energy Transition Outlook explores what happens if COP26 fails to lay down the law on collective goals and actions to tackle climate change.

The Edge

Gas and LNG – approaching a winter reckoning

14 October 2021

Gas prices have hit record levels in Europe and Asia surging ten-fold in a year.

The Edge

How capital markets will drive the decarbonisation of oil and gas

23 September 2021

Are oil and gas companies doing enough to tackle climate change? The answer is almost certainly no, despite the earnest intentions of many companies.

The Edge

Future energy – geothermal power

16 September 2021

Geothermal sits with hydrogen and CCS as a future energy play. Could EGS and AGS geothermal systems support our AET-1.5 and AET-2 projected electricity demand?

The Edge

Booming LNG industry’s energy transition challenges

09 September 2021

With the LNG market on fire, soaring gas prices deliver record earnings and cash flow. What challenges will the LNG industry face with the energy transition?

The Edge

Oil refining’s four big challenges

02 July 2021

Oil refining's concerns over profitability, rationalisation, decarbonisation and EVs

The Edge

How high can the oil price go in 2021?

18 June 2021

The oil price has been on a bull run for over a year. Fundamentals are improving with oil demand bouncing back towards pre-pandemic highs as the global economy recovers. But OPEC+ is also playing a key role in rebalancing the market after the crisis of 2020. How much further could prices go?

The Edge

Upstream’s biggest challenge

11 June 2021

Maximising value through the energy transition is a huge challenge for upstream. The Edge this week asks: how will strategies change? Is consolidation inevitable? And can the industry become more sustainable?

The Edge

What different scenarios tell us about the future of oil and gas

21 May 2021

What does a net-zero pathway mean for the oil and gas industry? As capital markets and an ever-widening stakeholder community demand clarity and action on decarbonisation, more of our customers are talking to us about how they should incorporate such scenarios into their planning.

The Edge

Is the price rally in energy and metals sustainable?

14 May 2021

Green shoots of economic recovery are bursting through. Energy, metals and mining commodity markets have sensed it for months – witness the soaring prices of oil, LNG, iron ore, copper and many other metals. Is this a post-pandemic economic bounce or the start of a new supercycle?

The Edge

The prize for China from decarbonisation

23 April 2021

China’s net-zero ambitions are a significant boost to global efforts to tackle climate change. Will the push to decarbonise transform China's economy? What does it mean for its energy markets and the supply chains? And is China well placed to capitalise on low-carbon technologies?

The Edge

Getting serious about tackling global warming

09 April 2021

COP26 is where concerted global action on reducing carbon emissions should kick off. The EU is in the vanguard, with plans to reduce emissions by 55% by 2030. Is the EU's ambition achievable? And could it provide a template that others follow?

The Edge

How innovation and carbon are shaping future LNG supply

26 March 2021

LNG might be the last great growth opportunity in oil and gas. But the difficult investment environment and buyers’ appetite for low-carbon LNG are among the challenges facing developers.

The Edge

Big Oil’s separate paths to decarbonisation

12 March 2021

All of the Majors have strategies for the energy transition, they're just doing it in different ways. The Euro Majors have set net-zero targets and are diversifying into renewables; the US Majors' strategy is about decarbonising oil and gas. What's behind the different approaches? How will coming changes in US policy on climate change influence the US Majors' strategies? And what about ESG pressure from investors?

The Edge

Hydrogen’s critical role in the energy transition

05 February 2021

Green hydrogen is front of mind for investors looking for solutions to cut emissions from hard-to-abate sectors. Is policy going in the right direction? When could green hydrogen become competitive? And what are the risks to realising its potential?

The Edge

Future energy – electric vehicles

22 January 2021

Electric vehicles sales jumped in 2020, against the trend for global light vehicle sales, which fell. Is the expected progressive shift away from ICE vehicles to EVs accelerating?

The Edge

How the oil market plays out in 2021

15 January 2021

Oil prices are on a roll, the 10% jump in January means Brent has tripled since the dark days of April 2020. How will the oil market develop in 2021 and can the price rise further still?

The Edge

The Euro Majors’ big bet on new energy

04 December 2020

The Euro Majors are building new energy businesses as a key part of net carbon-neutral targets for 2050. How and when will they be able to demonstrate value from renewables investments?

The Edge

Exploration - where less can be more

20 November 2020

How capital discipline led a return to value creation

The Edge

A Biden administration: implications for the energy industry

09 November 2020

The energy sector faces a very different future under President-elect Biden. What are the implications for the oil market? How will key US geopolitical relationships change? And can a Biden administration push through its climate change goals?

The Edge

The energy transition will be built with metals

30 October 2020

The energy transition will see demand for some metals reach unimagined levels in coming years. Which metals are critical to the transition? How much will we need and what will it cost to develop the supply? And can the mining sector deliver?

The Edge

New LNG projects – all dressed up and no place to go

25 September 2020

LNG demand is set to grow strongly out of the downturn, driven by Asia. A plethora of new projects is lining up to meet a sizeable supply gap that emerges by the end of the decade. What are the risks to our bullish demand scenario? How will new investment in supply be affected by rising ESG concerns? And which pre-FID projects are best placed to fill the supply gap?

The Edge

Competing for capital in a downcycle

11 September 2020

The economic fall out from Covid-19, the energy transition and tight finances exacerbated by low prices are three of the big challenges facing energy companies today. How much money is available to invest? Where best to spend it, on legacy oil and gas or new energy? And how will another lurch down in upstream investment affect the global oil market and price?

The Edge

Oil refining – facing up to structural overcapacity

03 July 2020

Refining has been hit hard by the economic fallout of the coronavirus pandemic. Profitability in 2020 will be the lowest this century. When will margins recover? And how will the industry respond to this challenge?

The Edge

Future energy – offshore wind

26 June 2020

A growing list of zero carbon technologies are vying for capital as energy companies build for the energy transition. In this week's Edge, Simon Flowers looks at why offshore wind stands out from the pack.

The Edge

Big oil, new energy and the stock market

19 June 2020

Big Oil is on the move, feeling its way into a changing energy world. There are two sides to adapting: how to decarbonise oil and gas and how to build a sustainable business around zero-carbon technology. European and US Majors are following two very different paths.

The Edge

How the price war is hurting US tight oil

26 May 2020

Arresting the explosive growth of US tight oil was a clear target of the price war after the OPEC+ meeting collapsed in March. What's been the effect on drilling and investment? How much will production fall and how quickly? Will tight oil recover and get back on a growth path? Find out more in this week's Edge.

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Search results: 5286

The Majors’ accelerating tilt to new energy

Carbon markets’ COP26 breakthrough

A COP26 wish list

Why COP26 has to succeed

Gas and LNG – approaching a winter reckoning

How capital markets will drive the decarbonisation of oil and gas

Future energy – geothermal power

Booming LNG industry’s energy transition challenges

Oil refining’s four big challenges

How high can the oil price go in 2021?

Upstream’s biggest challenge

What different scenarios tell us about the future of oil and gas

Is the price rally in energy and metals sustainable?

The prize for China from decarbonisation

Getting serious about tackling global warming

How innovation and carbon are shaping future LNG supply

Big Oil’s separate paths to decarbonisation

Hydrogen’s critical role in the energy transition

Future energy – electric vehicles

How the oil market plays out in 2021

The Euro Majors’ big bet on new energy

Exploration - where less can be more

A Biden administration: implications for the energy industry

The energy transition will be built with metals

New LNG projects – all dressed up and no place to go

Competing for capital in a downcycle

Oil refining – facing up to structural overcapacity

Future energy – offshore wind

Big oil, new energy and the stock market

How the price war is hurting US tight oil

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