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US tight oil piles pressure on refiners

01 10月 2018

Alan Gelder looks at the ways in which US tight oil has revolutionised the global oil market. This article first appeared on Forbes.com on September 27, 2018.

Opinion

Spot market not a reliable pricing mechanism, says GECF leader

24 9月 2018

Dr Yury Sentyurin. Secretary General of the GECF, cautions against relying on gas-on-gas pricing in this interview with LNG Research Manager Edward Gomersall.

Opinion

Regulatory clouds darken a bright outlook for refining

27 7月 2018

The spotlight fell on the refining sector in 2015 as the oil price collapsed and oil demand surged, resulting in a record year for global refining margins. How long can this picture of rude health continue?

Opinion

How Chinese PTA and MEG futures impact the polyester industry?

30 1月 2019

The two polyester feedstocks – purified terephthalic acid (PTA) and monoethylene glycol (MEG) – in the world's most important polyester market China, have recently moved towards a total paper business.

Opinion

Commodity slowdown in China could be different this time

05 3月 2019

In today's meeting of the National People’s Congress, China announced slower growth this year, with its gross domestic product (GDP) growth targeted at a range of 6 to 6.5% in 2019.

Opinion

M&A shake-up on the horizon for the Australian upstream sector

29 8月 2019

We’ve identified a potential US$32 billion worth of assets that could change hands in the next few years. Many of these deals are long in the planning and reflect wider trends in the Australian and global upstream sectors. We’ve bucketed our pick of the deals into three key themes.

Opinion

Downstream consistency holds lessons for upstream

23 3月 2017

Downstream continues to demonstrate robust financial performance while upstream struggles.

Opinion

Is Asia’s offshore wind sector ready for take-off?

01 7月 2020

Costs will continue to fall with technology and scaling - average global offshore wind generation cost will be halved by 2028 - but without a clear route-to-market that requires policy and financial support from governments, developers will be hesitant to invest in offshore wind.

Opinion

Australia’s North West Shelf set for change

24 6月 2020

Chevron’s announcement to offer its 16.7% stake in the North West Shelf (NWS) LNG project for sale has surprised some.

Opinion

What investors want to know about energy and natural resources

17 6月 2020

The impact of Covid-19 on energy demand remains top of mind, but investors’ questions reveal a return to calm if not a return to “normal”

Opinion

Distress signals: where are the chemicals industry pain-points?

08 7月 2020

Covid-19 has created challenging economics for many petrochemicals players, leaving some at risk of financial distress.

Opinion

Nigeria’s marginal field bid round – opportunities for investors?

22 7月 2020

Nigeria’s government, through the Department of Petroleum Resources (DPR), recently launched its first marginal field bid round in almost 20 years.

Opinion

Is green aluminium an achievable goal?

11 8月 2020

Metals producers face a dual challenge in the energy transition – meeting global demand for critical commodities while also cutting emissions. For aluminium the challenge is greater – of all the metals, it faces the biggest impact from carbon pricing. But how significant is the risk? And is carbon neutral aluminium achievable?

Opinion

The Majors’ energy transition: Corporate New Energy Series

10 12月 2020

The European Majors’ energy transition strategies continue to accelerate, with increasingly ambitious (and competitive) carbon reduction targets and New Energy portfolios. Meanwhile, the transatlantic divide with the US Majors is becoming deeper, with little sign yet that the US oil majors will follow their European peers’ corporate transformations.

Opinion

Is PetroChina really going green?

02 9月 2020

The move is the first publicly confirmed (near) net-zero goal by an Asian national oil company, a recognition by one of the world’s largest producers that it must address carbon emissions and adapt to the energy transition.

Opinion

Electric vehicles market to get back on track post-Covid-19

26 8月 2020

EV sales to benefit from governments’ commitments to “green recovery”

Opinion

5 themes shaping the olefins/polyolefins value chain in 2025

29 1月 2025

A forward-looking perspective on the evolving dynamics of the olefins/polyolefins value chain in 2025

Opinion

5 themes shaping the olefins/polyolefins value chain in 2025

29 1月 2025

A forward-looking perspective on the evolving dynamics of the olefins/polyolefins value chain in 2025

Opinion

Horizons podcast: Scraping the barrel

06 3月 2023

Is the world running out of high-quality oil and gas? Valentina Kretzschmar, Head of Energy Transition at Capricorn Energy and Andrew Latham, Vice-President of Energy Research at Wood Mackenzie join to discuss this month’s Horizons topic.

Opinion