• Opinion

  Could oil Majors and Independents generate record free cash flow this year?

  • 25 2月 2021

  IOCs have just been through one of their toughest ever years. But the sector is primed for a V-shaped free cash flow recovery, potentially to record levels. What’s fuelling the shift in fortunes, and how will it shape corporate priorities?

• Opinion

  Batteries with Chinese characteristics

  • 10 2月 2021

  At present, China accounts for almost 75% of global lithium-ion battery manufacturing capacity and this share is set to increase through the short term with its build-out of new facilities.

• Opinion

  Biden’s climate plans aim at job creation

  • 29 1月 2021

  The president wants to support renewables and EVs, while having little immediate impact on oil and gas

• The Edge

  Could 2021 be the start of a new super-cycle?

  • 29 1月 2021

  Led by Asia, and with vaccine roll-out underway, global economic growth should bounce back strong in 2021. It sets the scene for a much better year in commodity markets. But do surging oil, gas and metals prices point to something more lasting?

• Featured

  How uncertainty will define the oil market in 2021

  • 28 1月 2021

  Covid-19 and the oil price crash sent shockwaves through the oil market in 2020. How will continuing uncertainty affect global demand, supply and refining in 2021?

• Opinion

  China-US relations, tech wars and climate change

  • 26 1月 2021

  When President Xi Jinping spoke of the risks of ‘tech wars’ at the World Economic Forum’s virtual Davos Agenda event on Monday, there was little doubt who he was aiming at. At a White House briefing later that day, press secretary Jen Psaki stated that “Technology is of course at the centre of US-China competition.”

• Opinion

  Making sense of Asia’s sky-high spot LNG prices

  • 20 1月 2021

  None of us could have foreseen what happened this winter. Cost of supply became an irrelevance as Asian spot LNG prices went into orbit. From lows of around US$2/mmbtu in April, the JKM price soared north of US$32/mmbtu last week, with media reports of Trafigura purchasing a cargo from Total at US$39.3/mmbtu.

• Featured

  Gas and LNG: why 2021 will be a defining year

  • 14 1月 2021

  The year ahead will shape the role of gas in the energy transition. Read our predictions for the top five global trends for gas and LNG, and how they could play out in Europe, North America and Southeast Asia.

• Opinion

  Rising oil prices test US producers’ willpower

  • 15 1月 2021

  WTI above $50 means US E&Ps can hold production flat while paying down debt. But will they be tempted to go for growth?

• Opinion

  International explorers steer clear of Alaska’s wildlife refuge

  • 08 1月 2021

  Reputational, legal and political risks meant there was little interest in a first-ever lease sale in the area. But Alaska’s oil industry has other more promising prospects

• Opinion

  COP26: how the energy and natural resources industries are responding to climate change challenges

  • 04 8月 2021

  After a year of delay due to Covid-19, COP26 will define the next five years’ climate ambitions. In this week’s COP26 briefing, we explore the issues facing the energy transition and the challenges around carbon emissions

• Opinion

  China’s solar growth sends module prices plummeting

  • 05 4月 2024

  Excess capacity has sent solar panel prices tumbling. In the early 2010s, the stretch goal was to get the cost down to 50c a watt. Now they are selling in China for just 11c. That is great for solar deployment, but less good for manufacturers.

• Opinion

  China’s zonal gas transmission tariff: changes and implications

  • 26 3月 2024

  Simplified tariffs will facilitate supply optimisation and gas-on-gas competition

• Opinion

  Russian refining outages surge on Ukraine drone attacks: three key questions answered

  • 21 3月 2024

  Russian waterborne product exports see substantial cuts, will crude loadings be next?

• Opinion

  Three key takeaways from our Europe gas markets short-term outlook Q1 2024

  • 14 3月 2024

  How will changes in supply and demand affect pricing dynamics for European gas in 2024 and beyond?

• Opinion

  Extended production cuts show OPEC's enduring influence over oil

  • 08 3月 2024

  It has been written off many times, but the oil producers' group remains relevant. In the long term, its influence could grow.

• Opinion

  Cold weather impacts on US natural gas

  • 28 2月 2024

  A round up of the impact of severe cold weather on the US LNG market so far in 2024

• Opinion

  US gas enters an era of increased price volatility

  • 23 2月 2024

  A mild winter has driven US gas prices down to levels last seen during the pandemic. After the spike in prices in 2022, it seems as though the market has become more volatile. One key reason is that the US has not been building enough gas storage.

• Opinion

  2023 was a tough year for clean energy investment. Will 2024 be better?

  • 20 2月 2024

  Join Ed Crooks, Amy Myers-Jaffe and Dan Goldman as they discuss the downturn in climate-focused funds and venture capital flows. What’s impacting clean energy shares?

• News Release

  Asia Pacific could become a global leader in the energy transition

  • 21 2月 2024

  Home to half of the world’s population and contributing a third to the global GDP, the Asia Pacific region is expected to maintain a 50% share of global primary energy demand and a 60% share of global carbon emissions until 2050. This trend is unlikely to change without strong policy action and investment. However, the region still has the potential to turn these challenges into opportunities and become a global leader in the energy transition.

• The Edge

  Building an energy superpower

  • 15 2月 2024

  How India fuels its future growth

• The Edge

  Why Brent isn’t reacting to escalating geopolitical risk

  • 08 2月 2024

  Today’s geopolitical temperature is close to boiling point. So why haven’t oil prices leapt in response, as we’ve seen in the past?

• The Edge

  Diverging views on the role of gas in the energy transition

  • 01 2月 2024

  Comparing Wood Mackenzie’s Net Zero 2050 scenario to the IEA NZE

• Opinion

  US LNG export restrictions underline the case for blue ammonia

  • 02 2月 2024

  The Biden administration’s pause in LNG project approvals points to new political risks for US gas exports. Blue ammonia could be a solution

• The Edge

  Low-carbon tech: is geothermal close to a breakthrough?

  • 25 1月 2024

  Is geothermal tech on the brink of a breakthrough? Explore the potential of next-gen geothermal in The Edge's latest article.

• Featured

  Gas and LNG: global and regional predictions for 2024

  • 17 1月 2024

  The global gas and LNG market rebalanced in 2023 – perhaps more than many expected. What key themes will define 2024?

• Opinion

  Ten predictions for energy in 2024

  • 15 12月 2023

  A solar slowdown, relief for OPEC+, the rise of blue hydrogen, and other trends to watch out for in the year ahead

• Opinion

  COP28: Ed's notebook | Podcast

  • 22 12月 2023

  COP28 was the largest climate talks to date, with industry leaders, governments, analysts, journalists and climate activists all converging on Dubai. On this bonus episode, we bring you three conversations from the summit.

• Opinion

  Equity special winter report: flush production

  • 08 12月 2023

  Exploring operator strategies and regional dynamics in the surging US gas market

• Opinion

  COP28: This year’s COP is breaking new ground | Podcast

  • 06 12月 2023

  Ed Crooks is joined by Dr. Melissa Lott and Michael Webber as they dissect the latest energy trends at COP28. Phase out vs phase down is still the big topic, and the team give their take on the future of fossil fuels.