The US LNG boom is back

• 07 January 2022

US LNG export plants are working flat-out to meet strong global demand for gas that has been reflected in soaring prices. With new capacity coming on stream late in 2021 and early in 2022, the US is emerging as the world’s largest LNG exporter.

US Infrastructure bill bets on breakthrough technologies

• 12 November 2021

The US Congress has been debating two bills with big implications for energy. The first, the Infrastructure Investment and Jobs Act, has finally been passed by both House and Senate, and will be signed into law by President Biden.

Trade becomes a new tactic for curbing emissions

• 05 November 2021

On the eve of the COP26 climate talks, the US and EU announced a plan to draw up the first ever trade agreement based on carbon emissions. Under the proposed deal, steel and aluminium from high-emitting producers would be penalised in US and EU markets, while metal produced with low emissions would be favoured, subject to other conditions.

Winners and losers in the energy transition

• 15 October 2021

Moving to net zero emissions would transform the allocation of resource wealth around the world. Policymakers are starting to assess the potential economic impact.

Walking on hot coal

• 24 September 2021

Thermal coal prices have been hitting record highs in recent months, driven by the same forces that have stoked many other commodity markets this year

Nord Stream 2 nears the finish line

• 24 June 2021

The gas pipeline from Russia to Germany has been acknowledged as a “fait accompli” by the US. The European market will still need more LNG

Alerts send warnings about the future of power

• 18 June 2021

As a heatwave hit the southwest US this week, electricity demand surged, putting strain on the grids in Texas and California. Grid operators issued alerts urging customers to conserve electricity where possible by turning up thermostats and not running appliances in the late afternoon and evening. The measures worked: blackouts were avoided in both states. But the alerts were a reminder of the pressures facing grids in extreme weather conditions, which will increase as their reliance on wind and solar power grows. Demand response programmes and other measures to improve the flexibility of the grid are becoming increasingly important.

Investors exert their influence over the energy transition

• 11 June 2021

Oil and gas companies have been coming under mounting pressure from large shareholders to address climate risks, and that pressure has stepped up sharply this year. The world’s six largest investors by assets under management have signed up to the Net Zero Asset Managers initiative, committing them to supporting the goal of global net zero greenhouse gas emissions by 2050 or sooner. In total the signatories to the initiative have $37 trillion under management.

The US government speeds up drilling permit approvals

• 04 June 2021

The Biden administration this week issued an order suspending further work on oil leases in the Arctic National Wildlife Refuge in Alaska, pending a new environmental review. The order follows through on a commitment that President Joe Biden made on his first day in office. Drilling in ANWR has always been highly controversial, and the lease sale in January attracted only limited interest.

The US energy transition rides on the electric F-150

• 21 May 2021

Ford has launched the electric version of its best-selling F-150 truck. Its success or failure will have a big impact on the electrification of transport in the US, and on climate policy.

Demanding new emissions goals set course for low-carbon future

• 23 April 2021

At a US-hosted climate summit this week, large economies discussed their ambitious objectives for cutting emissions. Now comes the hard part.

Pressures from investors and governments change the shape of the US tight oil industry

• 09 April 2021

Pioneer’s US$6.4 billion deal for DoublePoint shows how demands for higher returns and lower emissions are driving consolidation among US E&Ps.

President Biden aims for higher employment and lower emissions

• 01 April 2021

Two announcements this week showed the administration attempting to deliver on its promise that a key goal of climate policy is job creation.

Vaccinations point the way to energy demand recovery

• 19 March 2021

It has been a rough week for crude prices, but as vaccine availability continues to widen, hopes of a sustained pick-up in activity are well founded

Drone strikes attempt to disrupt Saudi oil exports

• 12 March 2021

Houthi militants have failed in recent attempts to hit targets in Saudi Arabia. But markets and governments are watching closely for a possible threat to oil supplies

The Texas energy crisis: its causes and consequences

• 19 February 2021

Freezing conditions in the southern US led to blackouts and a slump in gas production. What can we learn from the crisis?

The challenge of negative emissions

• 12 February 2021

Elon Musk is offering $100 million in prizes for carbon removal technologies. Costs need to come down a long way for them to be viable

Carbon emissions: a new challenge for US LNG

• 05 February 2021

President Joe Biden adds to the pressure on US gas exporters to consider climate impacts

OPEC+ strikes a deal to avoid oil glut

• 04 December 2020

The production cuts agreed by the OPEC+ group in April have been highly effective in rebalancing the oil market after the pandemic sent demand plunging. With hopes growing of a stronger rebound next year, some countries, led by the United Arab Emirates, have been calling for OPEC+ to stick to its plan to allow almost 2 million b/d of extra production in January. But demand is expected still to be weak in the first quarter at least, as the Covid-19 vaccines begin to be rolled out. An OPEC+ production increase of that size would have risked an oversupplied market and falling crude prices. Facing that risk, the OPEC+ ministers pulled back from the brink and agreed a production increase of just 500,000 b/d, to be reviewed for possible further increases every month.

Europe’s moonshot moment as it aims for zero net emissions in 2050

• 12 December 2019

The European Commission plans radical change to cut EU emissions to zero by 2050, with potentially huge implications for energy companies. This and more from Ed Crooks.

Upstream Oil & Gas

• 28 June 2017

With our upstream oil and gas consulting, you can access advice to help you prosper throughout your asset lifecycle and during the ups and downs of the markets.

Nigeria's 2025 licensing round: A strategic opportunity in Africa's energy landscape

• 16 December 2025

Nigeria launched its latest licensing round on 1 December 2025, featuring undeveloped Niger Delta fields and frontier exploration blocks. With improved fiscal terms and ambitious production targets, these assets offer compelling opportunities in Africa's largest hydrocarbon producer.

Nigeria: Upstream Investment Opportunities

• 10 August 2021

Get an independent view of potential brownfield asset opportunities in Nigeria’s upstream oil & gas sector

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Hydrogen: the opportunity for investors

• 22 January 2024

The energy transition offers huge opportunities but also presents more wide-ranging risks than ever

The hydrogen revolution: what it means for commercial and industrial firms

• 22 January 2024

With hydrogen set to play a key role in the energy transition, businesses need to understand its place in the energy landscape

Industry-leading bulk metals research for industrials

• 20 July 2023

Rigorous, in-depth analysis to provide strategic clarity for bulk consumers of iron ore, steel and coal in a rapidly evolving environment