• 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

  Which technologies will drive the energy transition?

  • 10 5月 2021

  The energy transition is a transformational force, with technology at its heart. What are the technologies that are driving change? Which innovations are on track to help unlock the world’s lower-carbon future? And where do we need to pick up the pace?

• Opinion

  Can carbon capture help Big Oil reach its net zero targets?

  • 04 5月 2021

  Carbon capture, utilisation and storage (CCUS) could be a critical step on the Majors’ decarbonisation journey. What role could this technology play, and can it scale at the pace required to support Paris Agreement targets?

• Featured

  Mining risk: will fortune favour the brave?

  • 04 5月 2021

  The mining industry seems to be reticent about investing sufficient capital to develop future supply at the pace and scale demanded by the energy transition. Is time for a re-evaluation of risk and risk mitigation strategies?

• Opinion

  Three global wind turbine technology trends to watch

  • 05 5月 2021

  How will changes to onshore and offshore turbine technology impact the industry?

• Opinion

  How will reuse models change the plastic packaging industry?

  • 10 6月 2021

  The ‘war on plastics’ is changing the packaging industry. But while much of the debate focuses on recycling, reuse still plays a marginal role in most packaging markets. Is that about to change? And what would that mean for polymer demand?

• Opinion

  The US government speeds up drilling permit approvals

  • 04 6月 2021

  The Biden administration this week issued an order suspending further work on oil leases in the Arctic National Wildlife Refuge in Alaska, pending a new environmental review. The order follows through on a commitment that President Joe Biden made on his first day in office. Drilling in ANWR has always been highly controversial, and the lease sale in January attracted only limited interest.

• The Edge

  What different scenarios tell us about the future of oil and gas

  • 21 5月 2021

  What does a net-zero pathway mean for the oil and gas industry? As capital markets and an ever-widening stakeholder community demand clarity and action on decarbonisation, more of our customers are talking to us about how they should incorporate such scenarios into their planning.

• 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

  What is COP26 and how is it vital to the energy transition?

  • 26 5月 2021

  This year, the UK will host COP26. Countries around the world are aware of their responsibilities to tackle climate change, and many have set targets to cut greenhouse gas emissions.

• Opinion

  The future of offshore wind: size matters  

  • 01 6月 2021

  Ambitions for offshore wind are ramping up. Everything, it seems, is scaling up – including the turbines.  

• Featured

  Copper prices: fundamentally justified or fundamentally flawed?

  • 01 6月 2021

  Copper prices have reached record highs. But is it possible that there's still a way to go to spur the investment required to meet demand? Should conventional incentive price analysis be challenged?

• 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

  Offshore wind valuations: a closer look at performing sensitivity analysis

  • 10 11月 2021

  Using Lens Power Valuations, we flex assumptions and perform sensitivity analysis for offshore wind assets in seconds.

• Opinion

  How ports can navigate the energy transition

  • 15 11月 2021

  Energy and commodity markets are transforming, and so is the role of ports. What are the key questions for port operators and investors as global economies push for net zero?

• Opinion

  Survival of the fittest refineries: what are the metrics that matter?

  • 22 11月 2021

  With peak oil demand on the horizon, diversifying the product mix will be crucial for refiners. Cutting emissions intensity could also give refinery sites a crucial competitive edge.

• Opinion

  The future of energy storage

  • 18 11月 2021

  The vast majority of carbon emissions from Asia Pacific are now covered by net zero targets. Wind and solar generation will be critical to achieving this but must be combined with energy storage.

• Opinion

  Why COP26 was a success, albeit a qualified one

  • 16 11月 2021

  We estimate that if all pledges made at COP26 are actioned, the world could reach a 2 °C pathway, although we would still fall short of 1.5 °C.

• 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.

• The Edge

  A COP26 wish list

  • 04 11月 2021

  COP26 has a week to put the world on a 2 °C or lower pathway. Simon Flowers highlights four must-haves that can make a Glasgow Agreement a gamechanger in tackling climate change.

• Opinion

  EVs: the biggest lever in driving the energy transition

  • 03 11月 2021

  In China transport generates 25% of emissions, in Europe 27% and in the US a whopping 29%. Electric vehicles offer a road to redemption for the sector.

• Opinion

  Trade becomes a new tactic for curbing emissions

  • 05 11月 2021

  On the eve of the COP26 climate talks, the US and EU announced a plan to draw up the first ever trade agreement based on carbon emissions. Under the proposed deal, steel and aluminium from high-emitting producers would be penalised in US and EU markets, while metal produced with low emissions would be favoured, subject to other conditions.

• Opinion

  Horizons podcast: One giant leap

  • 27 10月 2021

  Dr. Melissa Lott and Chief Analyst Simon Flowers join Horizons to talk Biden’s vision for repowering America.

• Opinion

  Asia’s energy crisis and net zero – no turning back

  • 28 10月 2021

  Covid-19 made mincemeat of energy price forecasts. From the depths of the oil price crash in March 2020 to the surge in Asian spot gas prices to over US$50/mmbtu for the first time ever earlier this month, the pandemic has shredded predictions (and egos) as fast as they could be produced.

• 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

  COP26: The economics of the energy transition

  • 27 10月 2021

  Economics is both a problem and solution for climate change. Our latest COP26 briefing looks at how keeping a 1.5 °C pathway in sight will require rapid reduction in the carbon intensity of economic activity.

• Featured

  Are mined commodity markets being viewed down the wrong end of the telescope?

  • 19 10月 2021

  Strong demand and talk of a supercycle have sent prices for most mined commodities shooting for the stars, but can their dramatic upward trajectory be sustained? According to Julian Kettle, Senior Vice President, Metals and Mining, it’s unlikely to be a smooth journey.

• 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.