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The last few years have been all about managing down the costs base, resulting in diminished capacity, and laying the foundations of the recovery.
A government can’t influence the geological potential of the areas they offer, so they need to be aware of how the industry perceives the areas offered. How good are the rocks?
This week’s results announcements from the big oilfield services (OFS) companies show that the market may be turning very quickly.
Dr Pieterjan Van Uytvanck reviews the outlook for sustainable polyester markets in his recent blog.
So has the industry finally reversed the long trend of opex inflation? Well, yes and no.
New projects in countries that impose a high fiscal burden appear significantly less competitive in the corporate portfolio.
A less favourable economic backdrop means Covid-19 looks set to have a bigger impact than the 2003 SARS outbreak did.
Reports of the death of exploration have been greatly exaggerated. Since the 2014 oil price downturn, the industry has re-imagined exploration. Spend has halved since its peak, and only the boldest exploration teams now take difficult wells in tough locations to their investment committees.
The risks to supply chains posed by the COVID-19 outbreak do not present a strong case for economic decoupling.
While the oil and gas sector remains the largest for the offshore supply chain, we expect the offshore wind market to grow more attractive for traditional oil and gas players. Here are three things offshore supply chain investors need to know.
In addition to high capital and operating costs and a lack of crop diversity, a major issue is energy intensity and associated carbon emissions.
In this month's episode of the MENA in Brief podcast, Ian Thom and his guests discuss unconventional gas project announcements in Saudi Arabia and UAE.
How the taskforce on Climate-related Financial Disclosures is changing the way corporations communicate with investors
In this episode of The LNG Big Chill podcast, we discuss how Covid-19 is hitting an already oversupplied LNG market, whether we will see more cancellations of US LNG cargoes and what this uncertainty means for LNG project FIDs.
Changing oil price dynamics add an extra dimension to ethylene’s overcapacity outlook.
Tight oil producers are dealing with prices half of what the sector was founded on. The worst positioned won’t survive this downturn.
Italy is the epicentre of the coronavirus pandemic. This has led to a sudden and significant drop in power demand. What does that tell us about what’s to come in other markets?
How will the oil price crash affect the embryonic energy transition efforts of oil and gas companies? Renewable energy economics suddenly look far more attractive.
The Antelope Valley Transit Authority in Southern California plans to be the first public transit agency in the United States to operate a 100 percent battery-electric bus fleet.
As distribution load becomes harder to predict due to the pandemic, targeted residential demand response may bring much needed relief
Global EV sales could see a 43% drop, while battery raw materials markets face major disruption in 2020.
The coronavirus outbreak has stunted economic growth, but what is the impact on polymer value chains?
The timing and phasing of India’s gradual release from lockdown, including the restart of selected manufacturing after 20 April, will be critical to the country’s economic stability and the shape of near-term energy demand. Multiple risks remain.
After the historic OPEC+ agreement to cut production, Dan Brouillette explained the US role in the talks and its view of the oil market.
Lockdown measures are sending home consumption skywards, and driving demand for flexible packaging.
In this episode of The Big Chill podcast we discuss how the oil price crash and coronavirus are impacting Asian and European LNG markets, and the longer term impacts to global supply.
Which is more competitive, a US ethane-based cracker or a second-generation COTC cracker? And can other regions match China's ROI potential?
Will Covid-19 help or hinder the global climate agenda? Analysts from our sister company Verisk Maplecroft examine seven ways coronavirus is challenging decarbonisation.
Coronavirus travel restrictions will affect supply chains and company operations throughout 2020. US and sub-Saharan Africa most likely to ease restrictions first.
The coronavirus outbreak is having a transformational effect on global olefins. Supply, demand, trade, pricing, costs and margins are all being impacted to the extent that it will undoubtedly reshape the wider industry. So, what forces are defining the ‘new normal’?
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