• Opinion

  Could alternative marine fuels decarbonise shipping?

  • 26 2月 2021

  Tough IMO emissions targets could steer shipping towards biofuels and e-fuels – but there are issues to navigate.

• Opinion

  Carbon emissions: a new challenge for US LNG

  • 05 2月 2021

  President Joe Biden adds to the pressure on US gas exporters to consider climate impacts

• Opinion

  What President Biden’s first day means for energy

  • 22 1月 2021

  Blocking the Keystone XL pipeline, rejoining the Paris climate agreement, and a 60-day restriction on drilling permits on federal lands and waters are a statement of intent from the new administration

• The Edge

  How the oil market plays out in 2021

  • 15 1月 2021

  Oil prices are on a roll, the 10% jump in January means Brent has tripled since the dark days of April 2020. How will the oil market develop in 2021 and can the price rise further still?

• Opinion

  2021 – cheerful or fearful?

  • 13 1月 2021

  And after the 12 months we’ve all just experienced, making bold predictions for the year ahead is more fraught than ever: nothing is off the table.

• Opinion

  Oil and gas: a risky business

  • 10 8月 2021

  Can we take a new, differentiated approach to evaluating oil and gas risk? Where do we place risk-adjusted discount rates, and how could a more nuanced view of oil and gas risks impact the Major’s portfolios? Read on for a preview of our insight ‘Oil and gas valuations – the risky outlook’.

• Opinion

  Prices, FIDs and the energy transition: three key factors for global LNG

  • 29 7月 2021

  Using our latest global gas outlook to 2050, we're tackling the biggest questions facing the gas and LNG industry.

• Opinion

  Decarbonising the upstream industry

  • 14 7月 2021

  In the face of the energy transition, upstream companies are under severe pressure to decarbonise. A situation that is only likely to intensify. Companies need to take note, set out their strategy and act so as to future-proof their business and keep hold of their social licence to operate.

• Opinion

  Horizons: three key findings from Q2 2021

  • 06 7月 2021

  A recap from the last three editions of Horizons, from the prospect of upside-down oil and gas prices to the vast potential of carbon capture

• Opinion

  Nord Stream 2 nears the finish line

  • 24 6月 2021

  The gas pipeline from Russia to Germany has been acknowledged as a “fait accompli” by the US. The European market will still need more LNG

• The Edge

  Oil refining’s four big challenges

  • 02 7月 2021

  Oil refining's concerns over profitability, rationalisation, decarbonisation and EVs

• Opinion

  Alerts send warnings about the future of power

  • 18 6月 2021

  As a heatwave hit the southwest US this week, electricity demand surged, putting strain on the grids in Texas and California. Grid operators issued alerts urging customers to conserve electricity where possible by turning up thermostats and not running appliances in the late afternoon and evening. The measures worked: blackouts were avoided in both states. But the alerts were a reminder of the pressures facing grids in extreme weather conditions, which will increase as their reliance on wind and solar power grows. Demand response programmes and other measures to improve the flexibility of the grid are becoming increasingly important.

• The Edge

  How high can the oil price go in 2021?

  • 18 6月 2021

  The oil price has been on a bull run for over a year. Fundamentals are improving with oil demand bouncing back towards pre-pandemic highs as the global economy recovers. But OPEC+ is also playing a key role in rebalancing the market after the crisis of 2020. How much further could prices go?

• Opinion

  Big Oil’s watershed moment: five things you need to know

  • 10 6月 2021

  The events of May 26 2021 look like a defining moment for the oil and gas industry. In the space of a few hours, three decisions crystallised trends that had been building for years at the large international oil companies, showing the pressure they are under to address climate change and the energy transition.

• The Edge

  The prize for China from decarbonisation

  • 23 4月 2021

  China’s net-zero ambitions are a significant boost to global efforts to tackle climate change. Will the push to decarbonise transform China's economy? What does it mean for its energy markets and the supply chains? And is China well placed to capitalise on low-carbon technologies?

• Opinion

  How Asia changed the global LNG market in the space of a year

  • 21 4月 2021

  The past year has undoubtedly been the most dramatic in the history of the global LNG industry. Demand buffeted by lockdowns and recession, liquefaction shut-in, pre-FID supply projects delayed and spot LNG prices crashing to all-time lows before going into orbit.

• The Edge

  Is the price rally in energy and metals sustainable?

  • 14 5月 2021

  Green shoots of economic recovery are bursting through. Energy, metals and mining commodity markets have sensed it for months – witness the soaring prices of oil, LNG, iron ore, copper and many other metals. Is this a post-pandemic economic bounce or the start of a new supercycle?

• Opinion

  India in crisis

  • 06 5月 2021

  Given the scale of the crisis facing India and the potential for a further nationwide lockdown, I turned to our experts to hear how they are assessing the impact across the economy and energy sectors.

• Opinion

  Asia’s developing economies need more gas investment, not less

  • 27 5月 2021

  It is increasingly clear across Asia that governments, lenders, and both gas suppliers and consumers must prioritise the management of carbon emissions across the gas value chain.

• Opinion

  Will carbon costs destroy the added value from refinery-petrochemical integration?​

  • 10 11月 2021

  Earlier this year, we published a case study exploring S-Oil’s decision to add steam cracking capacity to its Onsan refinery. In this update, we have used REM-Chemicals and PetroPlan to scrutinise the possible impact of carbon costs.

• Opinion

  US Infrastructure bill bets on breakthrough technologies

  • 12 11月 2021

  The US Congress has been debating two bills with big implications for energy. The first, the Infrastructure Investment and Jobs Act, has finally been passed by both House and Senate, and will be signed into law by President Biden.

• Opinion

  Plugging the methane leaks

  • 29 10月 2021

  The Biden administration and key members of Congress are in negotiations over legislation that could include a new fee on methane emissions from US oil and gas facilities. If it passes into law, the fee would have a widely varying impact across regions and across companies.

• The Edge

  Why COP26 has to succeed

  • 28 10月 2021

  What happens if COP26 doesn’t put the world on a 2 °C or lower pathway? Our latest Energy Transition Outlook explores what happens if COP26 fails to lay down the law on collective goals and actions to tackle climate change.

• Opinion

  The Net Zero Standard: 7 key takeaways for oil and gas companies

  • 25 10月 2021

  The IIGCC's Net Zero Standard for oil and gas companies shows much more needs to be done to align to Paris Agreement goals. What are the implications for the sector?

• Opinion

  The nuclear moment

  • 22 10月 2021

  Gas and coal prices have soared while governments commit to ambitious goals for cutting emissions. Nuclear power can be part of the solution.

• Opinion

  What impact could COP26 have on oil and gas company strategies?

  • 20 10月 2021

  With stakeholder pressure growing, will COP26 accelerate oil and gas companies’ pivot to low carbon?

• The Edge

  Gas and LNG – approaching a winter reckoning

  • 14 10月 2021

  Gas prices have hit record levels in Europe and Asia surging ten-fold in a year.

• Opinion

  Responsibly sourced gas (RSG): a primer

  • 18 10月 2021

  Responsibly sourced gas (RSG) is gaining traction in the US as investor pressure incentivises faster decarbonisation and higher ESG standards.

• Opinion

  Winners and losers in the energy transition

  • 15 10月 2021

  Moving to net zero emissions would transform the allocation of resource wealth around the world. Policymakers are starting to assess the potential economic impact.

• Opinion

  Does Europe have enough gas to meet demand?

  • 08 10月 2021

  We've seen record wholesale gas prices over the past month. But this masks the bigger question - is there enough gas to meet european demand this winter?