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US upstream week in brief: Q2 2021 archive
The US week in brief report highlights the need-to-know events from US upstream. It is a rolling document, continuously updated with our own analys...
US-Mexico power market arbitrage: Sustained opportunity or fleeting mirage?
In this insight we discuss the prospects of power interconnection between the US and Mexico along with ongoing plans to link Baja California to the...
Towards green steel: will the US steel industry rise to the challenge?
The US steel industry has experienced a strong comeback from the pandemic with record highs in steel prices and demand. This steel boom comes in th...
Strategy Update: ExxonMobil’s 2021 Investor Day
ExxonMobil presented its vision for the energy transition at its 2021 Investor Day. Deploying technology at scale into carbon-related themes such a...
Sending mixed signals: Southeast power and renewables short term outlook March 2019
The month of March has highlighted many of the resiliency issues the North American power grid is grappling with as renewable penetration continues...
Shandong's aluminium smelters feel the heat of power pricing reforms
On 14 September 2018, Shandong provincial government announced it will regulate power price policies for coal-fired captive power plants (CPPs). Un...
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