• Opinion

  Driving the energy transition: the EV and batteries outlook

  • 31 10月 2023

  While financial incentives are driving the switch to electric vehicles (EV) and precipitating a boom in EV sales, the result is a drastic demand for batteries and raw materials (BRMs). But how do countries protect their road transport industries long term? And who’s going to be at the forefront of this?

• Opinion

  What does the Chevron-Hess deal mean for oil and gas?

  • 31 10月 2023

  The creation of a second Mega Major hot on the heels of ExxonMobil-Pioneer has big implications for the sector

• Opinion

  Chinese state-owned enterprises are the largest owners of solar assets

  • 01 11月 2023

  The largest solar portfolios in the world grew by a staggering 44% in 2022

• Opinion

  Survival of the fittest refineries

  • 16 11月 2023

  Why complex sites that integrate petrochemicals and more will have the edge long-term

• Opinion

  Metals investment: the darkest hour is just before the dawn

  • 12 2月 2024

  As the world races towards 2030 and key decarbonisation targets approach, we look at how investment in metals and mining is central to achieving net zero

• Opinion

  LNG trade disrupted as Suez Canal transits stop

  • 20 2月 2024

  The implications of no LNG carriers transiting through the Red Sea and Suez Canal

• Opinion

  Red Sea crisis: what crisis? Not for US refiners as refining margins boom

  • 19 2月 2024

  US product exports to Europe advantaged as Middle East/West Coast India exports are challenged by Red Sea disruption

• Opinion

  2024’s carbon policy so far: four key takeaways

  • 22 2月 2024

  Read on for our pick of this year’s big carbon policy developments so far

• Opinion

  Investing in the energy transition

  • 21 4月 2021

  What do major investors need to know to capitalise on the opportunity offered by the energy transition over coming decades?

• Opinion

  No silos allowed in the pursuit of a greener economy

  • 21 10月 2020

  The move towards a circular economy is one of many initiatives being pursued as society seeks to reduce its environmental impact. Within the refining and chemical industries, there is an increasing focus on how technology and research can be applied to support the re-engineering of many product value chains, thereby reducing the environmental impact of specific products throughout their entire lifecycle.

• Opinion

  Choppy waters ahead for global olefins

  • 28 10月 2020

  2020 has been characterised by a pandemic-driven collapse in demand and turbulent feedstock prices. How will the industry navigate the challenging times ahead?

• Opinion

  How decarbonisation will drive mining supply-side adjustments

  • 09 11月 2020

  Governments, consumers and producers will push and pull metals and mining to reduce emissions – and it's going to mean big adjustments for the supply side.

• Opinion

  The ecommerce revolution: friend or foe to sustainability?

  • 11 11月 2020

  Covid-19 has accelerated the adoption of ecommerce, which typically uses more packaging than traditional retail. The pressure is on for brands, and the packaging industry, to deliver sustainable solutions.

• Opinion

  Harvest or grow: what’s the future of upstream oil & gas investment?

  • 27 11月 2020

  Resilience and sustainability will increasingly shape the upstream oil and gas industry’s investment decisions

• Opinion

  What happens to gas and LNG if the energy transition accelerates?

  • 10 12月 2020

  Gas still has a role to play in reducing global carbon emissions. But what will the renewed focus on decarbonisation mean for the gas and LNG industry?

• Opinion

  Three factors driving the upstream M&A market

  • 02 12月 2020

  Operators are under growing pressure to optimise portfolios. What are the forces having the biggest impact on decision-making?

• Opinion

  How will dynamics shift in Asia Pacific’s power markets?

  • 08 12月 2020

  Asia Pacific is the engine room for global power and renewables growth. Has coronavirus put the brakes on, or is APAC still on course to outpace demand in all other regions combined in the next 20 years?

• The Edge

  Big themes and risks for energy in 2021

  • 11 12月 2020

  After a tumultuous 2020, what will shape the energy world in 2021? We look at five themes to watch – economic boom, action on climate change, oil demand, industry finances and upstream investment.

• Opinion

  Faster decarbonisation and mining: a crisis of confidence or capital?

  • 15 12月 2020

  Fuelling an accelerated energy transition scenario calls for a massive increase in investment in key metals, and soon. What stands in the way, and can it be overcome?

• Opinion

  Five ways the copper industry can improve economics and sustainability

  • 22 12月 2020

  Driven by a growing list of stakeholder requirements and an explosion in creative solutions, is the mining industry about to accelerate its adoption of technology?

• Opinion

  Could alternative marine fuels decarbonise shipping?

  • 26 2月 2021

  Tough IMO emissions targets could steer shipping towards biofuels and e-fuels – but there are issues to navigate.

• Featured

  What will oil and gas companies focus on in 2021?

  • 19 1月 2021

  It’s been an extraordinary year for oil and gas companies. What will 2021 bring? Get the predictions for the year ahead from our corporate analysis team.

• Featured

  Global upstream oil and gas: new challenges ahead in 2021

  • 19 1月 2021

  What does 2021 hold for the global upstream oil and gas industry? It will be a year of uncertainty and contingency – but resilience and recovery are also key themes.

• Featured

  What would it take to limit global warming to 1.5 degrees?

  • 04 3月 2021

  A 1.5 °C pathway calls for immediate action, and collaboration at an unprecedented scale. Jonathan Sultoon, Head of Markets & Transitions in our Energy Transition Practice, explores the radically different trajectory for carbon emissions in our inaugural Accelerated Energy Transition 1.5-degree scenario (AET-1.5).

• Opinion

  Oil demand interview with Harry Tchilinguirian

  • 02 3月 2021

  Alan Gelder, Refining, Chemicals & Oil Markets interviews Harry Tchilinguirian, former Global Head of Commodity Markets Research and Senior Oil Market Analyst, BNP Paribas to get his view on the key market uncertainties and signposts for 2021.

• Featured

  A new mining super-cycle: can supply rise to the challenge?

  • 09 3月 2021

  A mining super-cycle is on the horizon, with significant implications for producers and investors alike. In the second of a two-part series, Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks: how strong could demand get? How long would high prices last? And is there a lesson to be learned from the tortoise and the hare?

• Featured

  Should upstream investors prepare for bolder fiscal policies in 2021?

  • 20 1月 2021

  Tougher upstream fiscal terms could be on the horizon. Find out what policymakers will be thinking about in 2021, and the key countries to watch.

• Opinion

  Metals and mining: how much value is at risk from carbon policy?

  • 16 3月 2021

  The race towards net zero is well and truly underway, and miners are under pressure to pick up the pace. How much value is at risk and what can miners do to address the issue?

• Opinion

  Six ways the onshore wind O&M market will transform this decade

  • 16 3月 2021

  Global operating capacity for onshore wind is set to surpass one terawatt this decade – and annual operations and maintenance spend will hit US$25 billion. Where will this spend be focused? And how will the O&M market change?

• Opinion

  How will the operations and maintenance market adapt to offshore wind’s rapid rise?

  • 22 3月 2021

  Offshore wind operational expenditure is expected to grow 16% annually to €10 billion by 2029. How will changing industry dynamics, such as improved economies of scale and reductions in subsidies, affect the operations and maintenance (O&M) market?