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Coronavirus will disrupt Southeast power markets for at least 18 months: Southeast power and renewables March 2020 STO
The direct impact to the US economy and power markets from the coronavirus has become increasingly dramatic over the past month, and we project sig...
Coronavirus: impact on US gas markets (7 August update)
US domestic gas demand recovery from the coronavirus impacts continue. However, demand weakness especially in the industrial sector, have struggled...
Corporate week in brief: soft oil prices, stretched finances threaten renewed focus on growth
Can balance sheets support growth? growth continues to make a comeback in corporate results season. But with corporate balance sheets stretched, wh...
Cost inflation is here: the battle between margins and cost discipline intensifies
Global upstream cost inflation is intensifying. Coming into this year, we forecasted unit costs would rise 7-10%. We now forecast like-for-like cos...
Could a winter crisis boost oil demand?
The Ukraine war and Russia’s squeeze of gas supply to Europe have pushed European gas prices far above coal and oil on an energy equivalence basis....
CPC disruption adds Kazakh export risks to global oil supply concerns
Storm damage at the Caspian Pipeline Consortium (CPC)’s Black Sea terminal in Russia has taken at least half of the oil pipeline’s 1.6 million b/d ...
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