• Opinion

  How will US independents answer the call for capital discipline?

  • 14 二月 2019

  Investors in the Lower 48 E&P sector are demanding greater capital discipline. US Independents are under pressure to deliver returns, free cash flow and demonstrate meaningful capital discipline. New research from Wood Mackenzie shows that in the tug-of-war between value and volume, value has emerged as the winner.

• Opinion

  The rise and rise of polyester

  • 12 二月 2019

  Polyester is hugely cost-effective and it’s not easy to replicate its economies of scale. Are there more sustainable alternatives?

• Opinion

  Signs of renewed optimism in the global offshore upstream supply chain

  • 06 二月 2019

  After a difficult few years, the global offshore upstream supply chain saw continued signs of recovery in 2018. Could 2019 mark a tipping point?

• Opinion

  North Sea exploration is making a comeback in 2019

  • 08 一月 2019

  What's in store for the North Sea industry in 2019? Neivan Boroujerdi, senior analyst for North Sea upstream, looks at five big themes in 2019, a year of increased exploration, some big transactions led by North American Majors and large caps, and a new wave of projects.

• Opinion

  Flexible packaging: Is it time to find a more sustainable replacement?

  • 16 一月 2019

  Flexible packaging... once thought of as an answer to a growing waste problem, it has now become the problem. Flexible packaging expert Simon King looks at a holistic solution.

• Opinion

  The four changing priorities in the polyolefins industry

  • 15 十二月 2018

  The impact of major demand drivers, customer preferences, protectionism and regulatory changes are shifting the priorities of players in the polyolefins markets.

• Opinion

  The calm before the storm for the nylon industry?

  • 17 十二月 2018

  What if the current period is the calm before the storm for the nylon industry? Quentin de Carvalho looks at the 5 key issues for the industry to focus on in 2019.

• Opinion

  The future of exploration: Big wells mainly in deepwater and frontiers

  • 23 五月 2018

  Over the next few years, we expect most of the 'wells to watch' will be operated by the Majors and a handful of bolder independents. And we expect, as has been the case throughout the downturn, the best discoveries to come from newly-proven plays and frontiers, with again, more than half of all volumes being found in deepwater. In the second part of his three-part series following EAGE in Copenhagen, Andy Latham highlights our 'wells to watch' in 2018.

• Opinion

  What is the current state of the upstream industry?

  • 12 四月 2018

  We asked our clients what they thought 2018 will bring. There were two main themes: digitalisation and the energy transition.

• Opinion

  Five issues keeping executives awake at night

  • 22 三月 2018

  We've come up with a list of concerns plaguing upstream executives that - if left unresolved - will consume leadership and erode shareholder value.

• Opinion

  Teaming up with CWC for the LNG and Gas Summit

  • 12 三月 2018

  Reactions from the CWC LNG and Gas Summit held this year in Tokyo.

• Opinion

  Downstream integration: a peak demand strategy for NOCs

  • 27 十一月 2018

  The prospect of peak oil demand undoubtedly introduces risks to the world's crude exporters. Although we predict global demand to continue to grow through 2035, there are already signals that decline is could be coming. So what does the scenario look like for resource-rich NOCs?

• Opinion

  Is natural gas more emissions intensive than coal?

  • 25 一月 2018

  Gavin Law discusses what we know about CO2 emissions along the value chains of both gas and coal

• Opinion

  Is the outlook for China's petrochemicals market hanging in the balance?

  • 09 一月 2018

  China's luckiest number is 8 – so we posed 8 questions to Steve Jenkins, Vice President Consulting - Chemicals, Polymers & Fibres about China's petrochemicals market.

• Opinion

  How will China's waste plastic ban impact the global recycling chain?

  • 05 十二月 2017

  The Chinese government's plans to ban waste imports, including plastics and RPET waste products by the end of 2017 could have significant repercussions; not only for the Chinese fibre industry but also for the global recycling chain.

• Opinion

  Can North American Independents remain internationally diversified?

  • 31 十月 2017

  Exploring the hybrid investment patterns of North American Independent E&Ps.

• Opinion

  December '18 OPEC meeting: production cuts expected

  • 03 十二月 2018

  As OPEC ministers prepare to meet in Vienna this week, Qatar abruptly announced its withdrawal from the producer’ group. While the move sparked a lot of speculation, it will not have a significant impact on supply. Get Ann-Louise Hittle's analysis of this and other key talking points including Trump and production cuts at this week's OPEC meeting. With live updates from Vienna from Ann-Louise.

• Opinion

  Revisiting the deepwater cost curve

  • 27 十一月 2018

  Falling costs and rising production are reshaping the deepwater market. Costs will stay low until 2020, after which cost inflation could bite. How will the industry respond?

• Opinion

  Simon Flowers explores LNG trends and long term outlook

  • 28 十一月 2018

  Simon Flowers' perspective on the growth of electric vehicles, the growing role of the US in global LNG markets, and more.

• Opinion

  Collaboration in the Carnarvon Basin

  • 04 十一月 2018

  Can big players in the Carnarvon Basin lose the ego and play nice for the greater good of Australian LNG?

• Opinion

  Russia also matters in refining, but has its appetite to invest waned?

  • 21 十一月 2018

  Russia is a major energy exporter and a key player in the global energy market. Despite its 6.5 million barrels per day of refining capacity, its critical role in the global refining industry is not often recognised. Alan Gelder explains Russia's role and influence in the global energy market.

• Opinion

  US tight oil piles pressure on refiners

  • 01 十月 2018

  Alan Gelder looks at the ways in which US tight oil has revolutionised the global oil market. This article first appeared on Forbes.com on September 27, 2018.

• Opinion

  Spot market not a reliable pricing mechanism, says GECF leader

  • 24 九月 2018

  Dr Yury Sentyurin. Secretary General of the GECF, cautions against relying on gas-on-gas pricing in this interview with LNG Research Manager Edward Gomersall.

• Opinion

  Regulatory clouds darken a bright outlook for refining

  • 27 七月 2018

  The spotlight fell on the refining sector in 2015 as the oil price collapsed and oil demand surged, resulting in a record year for global refining margins. How long can this picture of rude health continue?

• Opinion

  Dorado: Australia's biggest oil discovery this century

  • 17 八月 2018

  Exploration in Western Australia has produced a result no one expected - a large commercial oil find, Australia's largest this century. The discovery is significant for block partners Quadrant and Carnarvon, but how they will monetise it remains to be seen. Senior Research Analyst for Oceania Upstream, Daniel Toleman, explores the options and outcomes.

• Opinion

  Costs: early warning signals

  • 27 十月 2016

  This week’s results announcements from the big oilfield services (OFS) companies show that the market may be turning very quickly.

• Opinion

  Switching gears on olefins production?

  • 12 十月 2017

  Kelly Cui, our expert in CTO, explains how this emergent technology could transform global olefins and olefins derivatives trade by enabling China to become more self sufficient in ethylene, propylene and butadiene.

• Opinion

  5 unintended consequences of Australia's gas market intervention

  • 07 八月 2017

  On 1 July 2017, the Australian government implemented its gas export restrictions policy, which presents a number of potential unintended consequences for Australia.

• Opinion

  Boom times: American ethylene's reversal of fortunes

  • 27 六月 2017

  Steve Zinger assesses changing investment patterns of US chemicals companies in a major article by the Wall Street Journal. He evaluates how global ethylene consumption is growing and explores the drivers for this from a low gas price to new and plentiful sources of supply in North America.

• Opinion

  How green is the road ahead for polyester?

  • 05 九月 2016

  Dr Pieterjan Van Uytvanck reviews the outlook for sustainable polyester markets in his recent blog.