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Move over China. Rising incomes, population growth and industrialisation are fuelling a period of rapid, sustained growth in India's energy demand that could reshape the global scene.
Global oil demand is in for a year of strong growth but even small changes to our forecast could have major implications for price.
Konrad Jar discusses the developments he's seen in Asia-Pacific M&A markets.
China and the US — the world’s biggest greenhouse gas emitters — have performed a spectacular U-turn on climate change policy.
For more than 100 years Asia played a fundamental role in the growth of the Majors. Could this finally be coming to an end?
The coronavirus pandemic is a black swan event hitting global gas and LNG markets at the worst possible time. While the collapse of LNG prices towards US production breakevens was foreseeable, the rest of 2020 could not be more unpredictable.
The arrival of the COVID-19 pandemic has derailed power demand patterns and expectations in the Midcontinent ISO (MISO).
Implementation delays continued to affect distributed energy resource (DER) deployments in the second quarter of 2020, but the pandemic is also boosting investment in some areas
The energy transition has forced Japan’s upstream companies to review their strategies. Explorers and producers face a tough choice: to grow or to exit the sector entirely?
India ranks third globally in renewable energy installation and is working towards the ambitious target of non-fossil fuel supply of 500 GW by 2030
Cheaper batteries, faster charging and greater ranges will make the 2020s the decade of the electric vehicle. Latest analysis from Ram Chandrasekaran.
It’s impossible not to be moved by the human and environmental disaster wreaked by recent fires across so much of eastern and southern Australia. For those of us outside the country, the harrowing images on television and the internet of course tell only a fraction of the story. Through the incredible dedication of Australia’s firefighters – both professionals and volunteers – and recent rainfall, the bushfires mercifully now appear be coming under control.
With the energy transition taking centre stage, 2020 looks likely to be a year of change for the energy industry. And the metals and mining industry is at the heart of the action.
Beijing’s commitment to purchase an additional $52.4 billion of energy from the US creates a huge opportunity, but is it realistic and what could be the consequences?
Coal-to-gas switching has been a regular feature of the European power market in recent years. But not so much in Japan and South Korea, two of the largest LNG and premium quality coal buyers in Asia. Market dynamics have shifted dramatically in 2020 - is the scene set for switching?
Can China's shale oil industry replicate US success?
As I write this edition of the APAC Energy Buzz from my desk in Singapore I can see ships. Lots of ships.
Refiners are increasingly turning to chemicals production. But how much value does integration add? We take a closer look at the recent acquisition of Wuhan refinery by SK-Global Chemical and Sinopec to better understand the economics.
As spot prices fall to multi-year lows we look at four key drivers, from port restrictions to the US-China trade dispute.
There’s no doubt the global LNG market needs China; it’s that simple. With some 165 million tons per annum (Mtpa) of new supply expected to take final investment decision between 2018 and 2021 and US$240 billion of investment required to bring this online, much attention is focused on how much China can consume.
September 14 drone strikes on Saudi Arabian oil and gas infrastructure at Abqaiq and Khurais highlighted the vulnerability of Asia's oil markets to an attack on facilities in the Middle East. Analysis from Gavin Thompson.
With 400,000 electric buses and rising, China leads the way. But e-bus growth is poised to accelerate in the US and Europe.
The mining industry needs investment now, or there is a risk of metal shortages in ten year's time. What will it take to convince investors that the time is right?
CNPC and CNOOC have each acquired a 10% stake in Novatek’s Arctic LNG-2 project. What’s the significance for China's Belt and Road Initiative?
Lucy Cullen, Singapore-based senior gas analyst, discusses the potential impact of increasing tariffs on US LNG.
After the US raised tariffs from 10% to 25% on US$200 billion worth of imports from China, China has responded. How will escalating tariffs affect the petrochemicals industry?
APAC Energy Buzz is a monthly blog by our Asia Pacific Vice Chair, Gavin Thompson. In his blog, Gavin shares the sights and sounds of what’s trending in the region and what’s weighing on business leaders’ minds.
Reactions from the CWC LNG and Gas Summit held this year in Tokyo.
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.
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.
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