• Opinion

  What technology is winning the global energy storage race?

  • 26 11月 2019

  What is winning the global energy storage race? Lithium-ion is the clear winner, but it has one major drawback. Rory McCarthy, senior analyst, energy storage, looks at lithium-ion's role in the energy transition.

• Opinion

  Enterprise targets a second PDH unit in the US

  • 08 11月 2019

  Enterprise has confirmed plans to construct a second propane dehydrogenation (PDH) plant. So how much capacity will be added – and what's driving the need for new on-purpose production?

• Opinion

  How South Texas market shifts will create gas price divergence

  • 13 9月 2019

  Permian and Eagle Ford gas production growth are meeting robust LNG export in South Texas. What does this mean for Katy, Agua Dulce and HSC price hubs?

• Opinion

  Tough second quarter for US chemical companies

  • 13 9月 2019

  US chemical company earnings for Q2 2019 came under pressure as uncertainty caused by the US-China trade war and a slowing economy affected demand. What do we expect for the rest of 2019? Our analysts Hugh Hartzog and Ashish Chitalia take a closer look at the trends behind the numbers.

• Opinion

  Who will make money on the second wave of US LNG?

  • 06 9月 2019

  Commercial structures are evolving as the second wave takes shape, changing the balance of risk and reward for project developers, suppliers and offtakers.

• Opinion

  Notes from URTeC and our views on development cubes and in-basin sand

  • 26 8月 2019

  Listen to the latest episode of Crude For Thought: Notes from URTeC and our views on development cubes and in-basin sand

• Opinion

  Can SMRs scale fast enough to reach climate goals?

  • 14 4月 2023

  On the Interchange Recharged today, we are joined by a panel of industry guests to identify the paths to safe, reliable nuclear power.

• Opinion

  The US needs nuclear energy now, more than ever

  • 25 2月 2025

  Can nuclear energy scale fast enough to power the tech boom? NEI CEO Maria Korsnick discusses policy shifts, advanced reactor, and the path to affordable, reliable nuclear power.

• Opinion

  Home energy storage booms in the US

  • 15 4月 2024

  Residential solar in the US suffered two damaging blows last year: higher interest rates and changes to net metering rules in California. The upside has been a boom in sales of solar systems with battery storage attached.

• 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

  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

  Is the world giving up on green hydrogen?

  • 11 3月 2025

  Green hydrogen is facing an identity crisis, but is the future really blue? Join us as we explore the challenges, financing issues and opportunities shaping the hydrogen energy market

• Opinion

  Tesla’s share price and the future of EVs

  • 26 2月 2021

  After a spectacular rise, Tesla’s shares have been on a downward trend this month. The company’s fundamental prospects still look good

• Opinion

  Lower 48 midstream not immune to oil price volatility

  • 03 6月 2020

  Very little new drilling makes sense in the Lower 48 at US$35/bbl (WTI). What does it mean for midstream players when E&Ps decelerate production to survive the downturn?

• 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

  Why US solar tariffs (almost) worked – and why they don’t now

  • 20 7月 2020

  Despite early success, Section 201 solar tariffs on imported cells and modules could now limit market growth.

• 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

  What forces will shape global gas markets over the next two decades?

  • 13 8月 2020

  Global gas demand has proved resilient despite widespread coronavirus lockdowns - but supply dynamics are more challenging. Will gas and LNG demand continue to recover? And what forces will shape the market over the next two decades?

• Opinion

  Has Covid-19 changed the economics of plastics recycling?

  • 25 8月 2020

  The global pandemic sent a shockwave through the plastic recycling industry. The impact of lockdown, industry closures and sudden shifts in product demand can be felt in every part of the recycling chain. What will the picture look like as the clouds begin to lift?

• Opinion

  Trump vs Biden: what does the election mean for US coal markets?

  • 09 9月 2020

  In 2016, Trump promised to stop the “war on coal” – but what policy changes has he made in office, and how have coal markets fared under his watch? And how might a Biden win change the picture?

• Opinion

  Why the majors, electric utilities, and private equity firms all want to own US microgrids

  • 03 9月 2020

  The US microgrid market is growing, with a record 546 small power grids installed during 2019. Projects below 5MW are increasingly attractive to a wide range of investors.

• Opinion

  Beyond inexpensive supply in North American power markets

  • 31 3月 2020

  The margin of error for meeting project returns has narrowed substantially in recent years. Competition for offtake contracts in wind and solar that secure the bottom for investors has become intense. This means that developers are increasingly taking more power delivery risks in the near-term to win contracts, while backloading their own returns into the distant future. 

• 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

  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

  What will the 2020 elections mean for US energy?

  • 21 10月 2020

  The 2020 elections bring US energy policy to a fork in the road. Trump offers continuity, with some further easing of regulations on the oil, gas and coal industries. Biden offers a return to the Obama administration’s strategy of using regulation to cut emissions, and more ambitious moves if the Democrats win control of Congress.

• Opinion

  Asian buyers stay cool as US LNG hit by the deep freeze

  • 24 2月 2021

  So, when freezing conditions hit the southern US last week, resulting in feedgas into LNG plants collapsing from above 10 bcfd to just below 2 bcfd, and with some Texas price markers soaring north of US$400/mmbtu, anxiety levels should have been rising.

• 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

  Batteries with Chinese characteristics

  • 10 2月 2021

  At present, China accounts for almost 75% of global lithium-ion battery manufacturing capacity and this share is set to increase through the short term with its build-out of new facilities.

• Opinion

  What ‘vehicle-to-everything’ electric vehicle pilots mean for the grid

  • 23 6月 2021

  As rates of bus electrification continue to rise globally, fleet operators are looking to a novel solution to drive down costs and smooth the transition: vehicle-to-everything (V2X). What’s the potential of this technology, and what stands in the way of commercialisation?

• 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?