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Interregional transmission, battery storage growth and managing rising winter demand are key themes for these grid operators
Gulf of America (US Gulf of Mexico) deepwater production will set a record at almost 2.5 million boe/d in 2026, but this peak may prove fleeting.
Oil and gas diverge in Canada as pipeline constraints ease and policy clarity emerges.
Our experts' predictions for the year ahead
What is the oil market risk and will Big Oil want to invest in Venezuelan upstream opportunities?
In this partnered report with CohnReznick, we discuss how trade policy, tariffs and regulatory changes are reshaping renewable project economics - and why the energy transition continues despite unprecedented headwinds.
In this annual series our global experts draw on unique insight from Lens Gas & LNG to highlight the key themes we'll be watching closely – and offers our predictions of how they’ll play out.
Cumulative freeze-offs projected to exceed 120 bcf, ranking among the most impactful winter events in recent memory.
Forward curve remains subdued even as recent cold snap drives massive inventory withdrawals and production freeze-offs
New analysis from our Corporate Strategy and Analytics Service (CSAS).
We dissect some key upstream issues that arose in 2025, but more importantly, assess the lasting impacts on 2026.
Considerable uncertainty remains in 2026
Duopoly no more: Tesla, Enphase, and SolarEdge are locked in a three-way battle for the residential inverter market
Aerial imagery and operational analysis of the Valero facility shutdown and its impact on energy markets.
Satellite data signals early commissioning activity at ECA Phase 1, with ramp-up pace likely pushing first LNG into Q3 2026.
Mainline construction is progressing well, but compression constraints could limit initial capacity.
Federal reforms have created some momentum and grid-enhancing technologies buy time, but structural challenges mean the transmission gap will be tough to close
The two polyester feedstocks – purified terephthalic acid (PTA) and monoethylene glycol (MEG) – in the world's most important polyester market China, have recently moved towards a total paper business.
The vehicle industry’s shift towards cleaner technology is poised to throw a wrench in the oil market – but likely not for another decade. Demand growth from light vehicles and two-wheelers, a key sector which accounts for roughly 30% of the near 100 million b/d in global crude consumption, are expected to slow down over the next 10 years, and eventually begin to decline after 2030, with the rapid adoption of electric vehicles (EVs).
Chevron's planned $50 billion acquisition of Anadarko is much more than a Permian acreage play.
The Inflation Reduction Act has given a boost to key renewables segments, and their future is looking bright. Our solar and storage experts recap some of the biggest takeaways from RE+ 2023
Henry Hub natural gas prices are entering a new era, and the ripple effect will be felt globally.
A second round of global unconventional exploration is underway – and ‘global shale 2.0’ could look very different.
In this edition of Horizons, we explore how the Trump administration has put US “energy dominance” at the top of its agenda alongside tariffs and international trade.
We answer five key questions in this edition of Horizons. Where would the additional oil and gas supply come from? Could the supply chain cope? How much more upstream investment would be needed? How would cost inflation affect the price of oil and gas? And can the industry amend its disciplined approach?
In our final Horizons of 2024, we have compiled five charts to make you think. We start and end with charts on the power markets of the world’s two largest economies, the US and China.
Ammonia shapes modern life in every way imaginable. As the basis for all nitrogen fertilisers, industrial ammonia has truly changed the world.
Leverage accurate estimates based on direct, real-time coal plant monitoring of over 165 MW in capacity
Gain unique insight into North American power markets with our real-time coincident peak alert and reporting service.
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