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A look at the global economic impacts of new US trade measures.
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At its core, dual circulation is about relying less on the outside world.
Politics and legal actions are clouding the outlook for US exports. The election could clear some of the uncertainty, but not all of it.
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.
Halting the pandemic and rebuilding economies are the most urgent goals for the immediate future. Wood Mackenzie estimates that almost US$20 trillion – equivalent to a quarter of global GDP – will go towards stimulus packages, public health spending and delivering a vaccine over the next 12-18 months alone.
The UK has an opportunity to be at the forefront of the global hydrogen economy – but it calls for rapid technology scale-up.
The 2020 elections bring US energy policy to a fork in the road. Trump offers continuity, with some further easing of regulations on the oil, gas and coal industries. Biden offers a return to the Obama administration’s strategy of using regulation to cut emissions, and more ambitious moves if the Democrats win control of Congress.
Miners are facing greater pressure than ever to cut emissions. We examine the policies and operations of the five largest diversified miners – Anglo American, BHP, Glencore, Rio Tinto and Vale – to see how they are making headway and where the key challenges lie.
Materials use is on a course to double by 2050, with waste generation increasing by 70%, putting an unsustainable burden on our planet. It’s time for a materials transition, with the global scale and ambition of the energy transition.
Despite being both the world’s largest energy market and largest carbon emitter, China’s position has long been that responsibility to reduce global emissions rests with rich countries: you broke it, you fix it.
The US and European majors showed how cash distributions are a crucial part of their appeal to investors in the energy transition
Technological innovation could shift challenging economics, accelerate net zero ambitions and create a world-class CCUS industry on the UK Continental Shelf.
Good news on Covid-19 vaccines points to a rebound next year, but there are still some difficult months ahead
Watch the Horizons Live replay as industry experts analyse how the upstream sector can meet rising oil and gas demand amid a delayed energy transition. Discover insights on investment needs, supply challenges, and the impact on global energy markets.
Can gas be the key to a lower-carbon future? Our expert panel explores its role in the energy transition and what’s needed to unlock its full potential.
I asked our experts what they believe governments and companies should be doing to ensure that they emerge stronger from the crisis.
Campaigners against pipelines scored three notable successes this week. Their victories show challenges are mounting for pipeline operators
Bold assumptions, but not unrealistic. But what would happen with a second wave of prolonged, nationwide lockdowns? What would this mean for economic activity? How will oil and gas supply and prices be affected? Will Asia’s demand-led recovery be blown off course?
The risk of a second wave of lockdowns is mounting, and with it the risk of an even deeper global recession. What would this mean for oil and gas market dynamics? And what are the implications for industry stakeholders?
Global gas demand has proved resilient despite widespread coronavirus lockdowns - but supply dynamics are more challenging. Will gas and LNG demand continue to recover? And what forces will shape the market over the next two decades?
What’s next for solar? Dive into this live episode as industry leaders unpack market turbulence, smart strategies and the tech powering the next wave of solar growth.
Can climate innovation survive the funding crunch? Discover how smarter investment strategies are keeping cleantech alive.
Buoyant US oil and gas exports can only be a partial solution to the deficits targeted by the Trump administration
The cost of the threatened 10% tariff on oil and gas would fall mainly on Canadian producers, because they are tied to the US market
With US oil production set to plateau, E&Ps are looking overseas for growth. Could this mark a new era of international expansion?
Analysing the global impact of new US trade measures on power and renewables, oil, gas and metals and mined commodities
Are outdated regulations holding back CCUS? Hear top legal and economic experts break down the barriers to scaling carbon capture in the US.
Can tariffs jump-start US solar manufacturing or are they putting progress at risk? Explore the policy shake-ups reshaping the future of American solar.
Battery storage, market uncertainty and the rise of community solar - hear what top industry voices had to say, live from the summit stage.
Two leading energy podcasts collide to decode the big questions shaping America’s clean energy future - live from the Solar and Energy Storage Summit.
How will trade tensions and falling smelter margins shape copper’s future? Discover what industry leaders had to say at CESCO 2025.
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