• 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.

• 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

  Catch, don’t release: the dawn of the CCS era

  • 11 8月 2021

  With three of the largest gas projects approved this year – Barossa (Australia), North Field East (Qatar) and Ghasha (UAE) coming with associated CCS plans, do barriers exist for carbon sequestration's continued growth?

• Opinion

  How the MENA region and its NOCs are diversifying into new energies

  • 05 4月 2024

  The Middle East is faced with a significant challenge – building a new energy economy means accelerating nascent diversification efforts and pushing towards ambitious net zero goals.

• 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

  NEO Energy and Sval Energi sale rumours - what could the portfolios offer a buyer?

  • 08 4月 2024

  The current combined production for the companies is over 150 kboe/d but they offer different value propositions.

• 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

  The biggest topics in global upstream

  • 06 3月 2024

  Some upstream oil and gas sectors gave us supply surprises in 2023, with some regions producing above expectations, others disappointing. What didn’t disappoint was the level of excitement around M&A, which features throughout the regions in our latest global upstream update.

• 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?

• Opinion

  Black gold to green future? Incentives uncertainty clouds Pathways Alliance economic feasibility

  • 14 2月 2024

  World’s largest CCUS project up for FID in 2025, but long-term incentives in question

• Opinion

  Biden’s pause on US LNG export approvals: four questions answered

  • 01 2月 2024

  The implications of the Biden administration's pause on US LNG export approvals

• 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

• Opinion

  Chesapeake-Southwestern Energy deal: ten key takeaways

  • 24 1月 2024

  Merger creates US$24 billion company that will be the biggest player in US shale gas

• Opinion

  What a second Trump term could mean for US oil and gas

  • 12 1月 2024

  If he wins a second term, former President Trump will aim to boost US oil and gas output. It will be easier to raise demand than supply.

• 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

  Global upstream: four current key themes

  • 10 1月 2024

  Current hot topics include efficiency challenges in the US Lower 48, changing corporate landscape in Nigeria and Russia’s energy alignment with China

• 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.

• Opinion

  COP28: The Energy Gang on the ground at COP28: the summit so far | Podcast

  • 04 12月 2023

  In the inaugural instalment of our on-the-ground coverage at COP28, Ed Crooks is joined by Amy Harder and Bill Spindle from Cipher to discuss the significant developments unfolding in Dubai.

• Opinion

  Tensions over “green protectionism” emerge at COP28

  • 01 12月 2023

  Countries including China and India want the climate talks to address unilateral measures such as the EU’s CBAM and the US Inflation Reduction Act.

• Opinion

  Third wave US LNG: a $100 billion opportunity (part 2)

  • 01 12月 2023

  How can developers of new US LNG capacity generate double digit returns and reach FID?

• Opinion

  Latin America upstream: opportunities and challenges

  • 24 11月 2023

  Wide-ranging opportunities mean expectations for the future of oil and gas in the region are sky-high. But can they be met?

• Opinion

  Can the Iraq-Turkey pipeline logjam be cleared?

  • 20 11月 2023

  A restart to Iraqi oil exports via Turkey is more than just a pipedream, but obstacles remain.