• Opinion

  As politicians bicker, Australia’s energy and natural resources exports to China are booming

  • 09 6月 2020

  But the appetite of China’s consumers for Aussie tenderloin and Merlot is insignificant in terms of overall trade. Iron ore, coal and LNG are what really matter.

• Opinion

  How will the Asia Pacific upstream sector emerge from the crisis?

  • 17 6月 2020

  Clearly, economic and oil price recovery remains at risk. How much upstream capital will NOCs, Majors, IOCs and regional players allocate to Asia Pacific in this environment?

• Opinion

  US LNG exports slump

  • 25 6月 2020

  The plunge in European gas prices has led buyers to cancel cargoes from the US, and export plants are running well below full capacity

• Opinion

  The art of never letting a crisis go to waste

  • 15 7月 2020

  I asked our experts what they believe governments and companies should be doing to ensure that they emerge stronger from the crisis.

• Opinion

  Natural gas: friend or foe in Europe’s 2030 emissions target?

  • 24 7月 2020

  Green hydrogen has grabbed the limelight in the drive to decarbonise. But is there a role for natural gas in a post-coronavirus Europe?

• Opinion

  Could coal and renewables put the squeeze on gas?

  • 16 9月 2020

  Current low gas prices are supporting demand growth in the sector and encouraging pro-gas policies and infrastructure developments

• Opinion

  Which Supermajors’ portfolios are most resilient?

  • 16 9月 2020

  In an uncertain and volatile world, having upstream assets that can cope with both the highs and lows of oil prices is a priority

• Opinion

  Time for Asia’s Sputnik moment on decarbonisation

  • 22 9月 2020

  Halting the pandemic and rebuilding economies are the most urgent goals for the immediate future. Wood Mackenzie estimates that almost US$20 trillion – equivalent to a quarter of global GDP – will go towards stimulus packages, public health spending and delivering a vaccine over the next 12-18 months alone.

• Opinion

  Will the pandemic also claim refinery victims?

  • 23 9月 2020

  The Covid-19 pandemic has caused a reduction in demand for crude oil. However, what is less spoken about is how that reduction affects the chain of actors in the oil production process.

• Opinion

  Radical reform and China’s pathway to carbon neutrality

  • 30 9月 2020

  Despite being both the world’s largest energy market and largest carbon emitter, China’s position has long been that responsibility to reduce global emissions rests with rich countries: you broke it, you fix it.

• Opinion

  Net zero North Sea: can hydrogen live up to its hype?

  • 20 10月 2020

  The UK has an opportunity to be at the forefront of the global hydrogen economy – but it calls for rapid technology scale-up.

• 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

  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

  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: 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

  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

  Coronavirus oil and gas supply chain risks are hidden in your backyard

  • 08 4月 2020

  How confident are you that your oil and gas supply chain can withstand the impact of novel coronavirus?

• Opinion

  2020: the new oil sector supplier crunch bites

  • 14 4月 2020

  The 2020 oil price crash is very different from the 2015 crash. Supply chain leaders will need to consider their contingency plans.

• Opinion

  Has the Lower 48 got the financial strength to ride out the storm?

  • 17 4月 2020

  From revised capex to distressed debt, we track the health of the sector in the wake of the oil price crash.

• Opinion

  Coronavirus: tracking the impact on European gas, power and chemicals

  • 22 4月 2020

  The coronavirus outbreak is having a seismic effect. How is it affecting gas, power and chemicals markets?

• Opinion

  Saudi Arabia’s price push for oil market dominance in Asia

  • 21 4月 2020

  Competition is fierce and struggling Asian refiners must now take full advantage of the abundant crude options to maximise their margins.

• Opinion

  European gas markets feel the pressure – but there are signs of recovery

  • 28 4月 2020

  As the number of new cases of coronavirus starts to slow across Europe, there have been moves to ease restrictions in some markets. As a result, while milder weather and an oversupplied market are still putting gas demand under significant pressure, signs of demand recovery are slowly emerging.

• Opinion

  For Asia’s NOCs, it’s time to go big or stay home

  • 28 4月 2020

  Indeed, many Asian national oil companies (NOCs) have emphasised that they are seeking to broadly maintain their 2020 capital budgets for domestic investment.

• Opinion

  Making sense of the TCFD recommendations

  • 20 5月 2020

  The Task Force on Climate-related Financial Disclosures released recommendations years ago but getting to grips with the finer details remains a challenge for companies.

• Opinion

  When will the global gas market recover from coronavirus?

  • 26 5月 2020

  The coronavirus global pandemic and subsequent collapse in oil price has had a profound impact on global gas markets, changing supply and demand fundamentals. The timing of the global gas market recovery is the biggest uncertainty.

• Opinion

  Counting carbon: how to set oil and gas industry emissions targets

  • 13 4月 2021

  Oil and gas firms are increasingly committing to emissions-reduction goals, but their scope and methodologies vary. How can the industry set standardised, meaningful targets that support the energy transition and enable investors to assess risk?

• Opinion

  Could restricting oil production in the US Gulf of Mexico lead to carbon leakage?

  • 12 4月 2021

  Federal actions have put the comparative emissions performance of the prolific US Gulf of Mexico under the spotlight.

• Opinion

  Myanmar’s woes increase

  • 15 4月 2021

  Less than six years after the National League for Democracy won a landslide election victory after more than half a century of military rule, the country’s generals are once again in control. Already hundreds of civilians have been killed protesting the February 1 coup, leading to international condemnation and the imposition of economic sanctions by many western governments.

• Opinion

  Electric vans on the brink of a commercial breakthrough

  • 16 4月 2021

  There is a dispute over whether the US Postal Service should buy EVs, but the private sector is pressing ahead with orders.

• Opinion

  UK North Sea Transition Deal: a net zero basin by 2050?

  • 06 5月 2021

  In March the UK’s government and oil and gas sector agreed a new deal that aims to leverage upstream industry capabilities and accelerate the energy transition. But are its targets achievable – and indeed, do they go far enough?