• Opinion

  How low could Asian spot LNG prices fall this summer?

  • 07 4月 2020

  Already oversupplied, the global LNG market has come out of a mild winter straight into the headlock of a global pandemic that is impacting demand across the world’s major gas markets as rapidly as it is damaging their economies.

• Opinion

  Can the world agree a deal to boost oil prices?

  • 03 4月 2020

  As oil demand plunges, companies and governments are looking for ways to manage the market to bring it back to equilibrium. Leading oil-producing countries will hold an online meeting on Monday to try to agree a plan.

• Opinion

  Oil price crash: how Middle East, Russian and US upstream industry responses compare

  • 01 4月 2020

  In this month's MENA in Brief podcast: how the oil price crash is affecting upstream activity in the Middle East – and how that differs from the dynamics in Russia and the US.

• Opinion

  Will carbon policy push refiners to the brink?

  • 26 3月 2020

  Refining faces a significant threat from costly carbon exposure. Preparing for change is crucial.

• Opinion

  Can the North Sea oil and gas industry survive the downturn?

  • 23 3月 2020

  The coronavirus pandemic and collapse in OPEC+ production restraint has seen Brent reach its lowest point since 2003. Can the North Sea weather the storm?

• Opinion

  China’s deteriorating air quality indicates a recovery is underway

  • 24 3月 2020

  As the battle against the coronavirus outbreak intensifies across the globe, positive news is in short supply. But in a world turned upside down, rising levels of air pollution in China indicate that a recovery is now underway.

• Opinion

  What does the OPEC+ supply surge mean for refiners?

  • 23 3月 2020

  The oil market is in a state of flux. Prices have fallen dramatically, and demand has taken a hit as measures are introduced across the globe to combat the spread of coronavirus. Saudi Arabia and Russia’s competition for market share has only exacerbated weak demand.

• Opinion

  Oil price crash - where does Asia go from here?

  • 17 3月 2020

  Oil demand has gone into a tailspin. We now expect Q1 global oil consumption to be 2.7 million b/d lower than the same period a year ago.

• Opinion

  How hard will the oil price crash hit APAC upstream investment?

  • 19 3月 2020

  Fast, deep cuts lie ahead in the Asia Pacific upstream sector in the wake of the oil price crash.

• Opinion

  Coronavirus, China and the big oil crash

  • 12 3月 2020

  Recent events have created a perfect storm in the oil markets, the likes of which have never been seen before. Do these clouds carry any silver lining? Listen to the latest episode of the Asia Pacific Energy podcast.

• Opinion

  Will there be a bailout for the hard-pressed US shale industry?

  • 13 3月 2020

  As US E&Ps are battered by plunging oil prices, the Trump administration is considering offering them financial support. This and more in this week's Energy Pulse with Ed Crooks.

• Opinion

  5 factors that will determine the economic impact of coronavirus

  • 12 3月 2020

  Principal Economist Peter Martin’s 2000-word report “Global spread of Covid-19 derailing the world economy” examines the impact of coronavirus on the world economy. Get the highlights of Peter’s research here or purchase the full report for a more in-depth discussion.

• Opinion

  Asia’s central banks are getting serious on sustainability

  • 10 3月 2020

  As the coronavirus outbreak and subsequent stock market rout and collapse in oil prices now highlights, central banks are critical players in efforts to ensure economic stability through monetary policy and market intervention.

• Opinion

  The spread of the coronavirus shakes the world

  • 28 2月 2020

  As the Covid-19 virus spreads to 52 countries, fears of its economic impact have sent stock markets and oil prices tumbling. This and more in Ed Crooks' Energy Pulse.

• Opinion

  Jeff Bezos pledges $10 billion to fight climate change

  • 21 2月 2020

  The Amazon founder plans a new strategy: giving grants to scientists and activists, rather than making investments in energy technologies. That and more in this week's Energy Pulse with Ed Crooks.

• Opinion

  BP sets an ambition of becoming a “net zero company”

  • 14 2月 2020

  BP sets an ambition of being a “net zero company” by 2050, gas prices slump in Asia, and world CO2 emissions are steady as US coal declines. Energy Pulse with Ed Crooks.

• Opinion

  What if Bernie Sanders banned fracking in the Lower 48?

  • 12 2月 2020

  As Sanders takes New Hampshire, how would a fracking ban hit the Lower 48? Ed Crooks quantifies the impact of a ban.

• Opinion

  Coronavirus and China’s jittery commodity markets

  • 04 2月 2020

  The WHO has announced that the novel coronavirus (2019-nCoV), first detected in Wuhan, is now a ‘Public Health Emergency of International Concern’. As of February 4, there are over 20,000 cases of 2019-nCoV confirmed globally, the vast majority within China.

• Opinion

  How Asia’s NOCs can learn to stop worrying and love the energy transition

  • 28 1月 2020

  All oil and gas companies are in a state of flux. Driven by the energy transition, upstream supply must now be low cost, low risk and, increasingly, lower carbon. Lenders and shareholders seek clear strategies on emissions reduction, while still expecting the returns that attracted them to oil and gas companies in the first place.

• Opinion

  Is Northeast Asia finally tackling its coal dependency as air quality deteriorates?

  • 14 1月 2020

  As 2019 ended, I visited clients in Tokyo, Seoul and Taipei and was struck by how rapidly concern over emissions has escalated and is now driving energy policy change. I believe this trend could accelerate in 2020, with important implications for companies and the fuel mix across the region.

• Opinion

  Why North-west Europe needs more regasification capacity

  • 18 12月 2019

  North-west Europe needs more regasification capacity – both to meet the region’s growing demand, and to soak up surplus volumes of liquefied natural gas (LNG) in the future, new research from global natural resources consultancy Wood Mackenzie shows.

• Opinion

  Power of Siberia begins gas supply to China (and why it’s ok for LNG)

  • 16 12月 2019

  On December 2 Russian gas officially flowed into China with the start-up of the Power of Siberia (PoS) pipeline. The project, which will ultimately see 38 bcm a year delivered under a US$400 billion, 30-year contract, will elevate China to become Gazprom’s second largest export market and support Beijing’s goals of energy import diversification and security.

• Opinion

  LNG’s short-term blues

  • 13 12月 2019

  In this episode of The LNG Big Chill podcast we discuss the potential for under-utilisation of US LNG facilities, how much LNG Europe can take – and whether a new coal policy in South Korea will provide some upside this winter.

• Opinion

  The Asia energy market outlook for 2020

  • 06 1月 2020

  A new year, a new decade and a lot of uncertainty across Asia’s energy markets. To kick off 2020 I spoke to several WoodMac analysts in the region to hear their predictions for the coming 12 months. I hope their thinking might surprise you!

• Opinion

  MENA upstream: 2019 in review – and a look ahead

  • 07 1月 2020

  In this episode of the MENA in Brief podcast, Ian Thom and his expert guests look at 2019 in review, and share their view on what lies ahead in 2020.

• Opinion

  Video | Shell and Equinor announce UK asset merger to create new JV

  • 06 12月 2024

  Equinor and Shell are to combine their UK offshore oil and gas assets in a new incorporated joint venture, owned 50/50. The deal will create the biggest producer on the UKCS. We delve into this topic in a recent video, fill out the form to access this full analysis.

• Opinion

  Threats to oil supplies show the limits of US production growth

  • 08 10月 2024

  The US is sometimes thought to be immune to the impact of a steep rise in crude prices, because of the strength of its oil industry. But that view is an oversimplification. How might US E&Ps respond to disruption to global oil supplies?

• Opinion

  Gastech 2024: Our top three takeaways

  • 22 10月 2024

  Gastech is the biggest exhibition and conference in the calendar for gas and LNG, attracting everyone from producers and infrastructure players to shippers, consumers and financiers. It’s no exaggeration to say the key conversations about the future of gas and LNG happen here. So, what was causing a buzz this year? 

• Opinion

  Global upstream update: oil supply questions and portfolio resets

  • 31 10月 2024

  In our latest Global Upstream Update, we explore the latest industry developments, reflect on their broader energy market impact, and consider what could happen next.

• Opinion

  Is the crude oil refining sector delivering on decarbonisation?

  • 06 11月 2024

  The refining industry ranks as the third largest contributor to global greenhouse gas (GHG) emissions from stationary sources, placing it at the centre of the energy transition and net zero efforts.