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Why explorers should worry about M&A
The exploration industry should be worried about the weak state of the upstream asset market. Buyers want advantaged resources but many sellers are...
Why is Australia about to import LNG?
Sending coal to Newcastle, or LNG to Australia? As the country ramps up to become the largest LNG exporter, there are also proposals for the constr...
Will coal-to-gas switching in Japan and South Korea finally become reality in a low oil price world?
Economic coal-to-gas switching has been a regular feature of the European power market over recent years, but economic displacement has remained li...
Will refinery rationalization continue at the US Gulf Coast despite global capacity crunch?
2022 has brought record profits to the refining industry, with particularly advantageous market conditions for US refiners less exposed to escalati...
Will REPowerEU accelerate the energy transition?
The European Commission's REPowerEU plan aims to rapidly reduce reliance on Russian energy imports, without derailing net zero ambitions. Renewable...
Will the latest subsidy reduction scale back China’s EV market?
On March 26, 2019, China announced to halve its purchase subsidy for electric vehicles (EV) based on 2018 level and curb the provincial-level subsi...
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