• Opinion

  What a second wave of lockdowns would mean for Asia’s oil and gas markets

  • 18 8月 2020

  Bold assumptions, but not unrealistic. But what would happen with a second wave of prolonged, nationwide lockdowns? What would this mean for economic activity? How will oil and gas supply and prices be affected? Will Asia’s demand-led recovery be blown off course?

• Opinion

  Re-inventing the North West Shelf

  • 08 9月 2020

  With declining production from the joint venture’s fields, the NWS may be forced to reduce exports unless new gas is secured.

• Opinion

  How hard will the oil price crash hit APAC upstream investment?

  • 19 3月 2020

  Fast, deep cuts lie ahead in the Asia Pacific upstream sector in the wake of the oil price crash.

• Opinion

  China’s deteriorating air quality indicates a recovery is underway

  • 24 3月 2020

  As the battle against the coronavirus outbreak intensifies across the globe, positive news is in short supply. But in a world turned upside down, rising levels of air pollution in China indicate that a recovery is now underway.

• Opinion

  Is China embarking on a major expansion of coal-fired power generation?

  • 31 3月 2020

  As energy companies worldwide grapple with the economic impact of the coronavirus pandemic, long-term planning continues. Ahead of the release of the 14th five-year plan early next year, recent announcements from several key players in the country’s power sector indicate China is considering a major investment spree in coal-fired generation.

• Opinion

  How low could Asian spot LNG prices fall this summer?

  • 07 4月 2020

  Already oversupplied, the global LNG market has come out of a mild winter straight into the headlock of a global pandemic that is impacting demand across the world’s major gas markets as rapidly as it is damaging their economies.

• Opinion

  Saudi Arabia’s price push for oil market dominance in Asia

  • 21 4月 2020

  Competition is fierce and struggling Asian refiners must now take full advantage of the abundant crude options to maximise their margins.

• Opinion

  For Asia’s NOCs, it’s time to go big or stay home

  • 28 4月 2020

  Indeed, many Asian national oil companies (NOCs) have emphasised that they are seeking to broadly maintain their 2020 capital budgets for domestic investment.

• Opinion

  The outlook for renewable generation across Asia Pacific remains bright

  • 19 5月 2020

  Pre-pandemic, APAC would account for 67% of global power demand growth through to 2040. Such growth would require over US$1 trillion in new investment. Will the coronavirus pandemic derail this?

• 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

  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

  Australia’s gas conundrum

  • 19 3月 2021

  While it may well claim the crown of world’s largest LNG exporter in 2021, Australia faces rising problems with its gas.

• Opinion

  Are Japan’s upstream players heading for the exit?

  • 02 2月 2021

  Japan’s trading houses are re-thinking their long-term strategies around upstream investment.

• Opinion

  Could Australia’s battery storage pipeline bottleneck thwart energy transition progress?

  • 26 4月 2021

  Australia has one of the lowest renewables cost premiums over fossil fuel in the APAC region and renewables (solar and wind) account for a fifth of total power generation. However, this has caused transmission constraints and put pressure on grid reliability. Australian utilities and regulators are looking to battery storage as a solution.

• Opinion

  Australia-China relations continue to sour

  • 13 5月 2021

  With China buying around a third of everything Australia exports on a value basis, the downward spiral in Sino-Australian diplomatic relations is clearly of concern.

• Opinion

  Asia’s frozen upstream M&A sector begins to thaw

  • 10 6月 2021

  Global upstream M&A is bouncing back. The recent increase in asset acquisitions saw North American deal flow hit its highest level since 2019, while across the rest of the world M&A activity is showing signs of a gradual – if uneven - recovery from the abyss of 2020.

• Opinion

  China becomes the world’s largest LNG market

  • 16 6月 2021

  With Japan’s LNG demand in long-term structural decline, China will this year become the world’s largest LNG market.

• Opinion

  Will India set a net zero target?

  • 24 6月 2021

  As COP26 approaches, pressure on India to commit to net zero is increasing. Global action on climate change is firmly at the top of the political agenda.

• Opinion

  China’s economic power surge

  • 07 7月 2021

  China's National Bureau of Statistics could never be accused of hyperbole. With its recent data release showing China achieved record Q1 economic growth of just over 18% year-on-year, the bureau announced that "the national economy made a good start" to 2021.

• Opinion

  Floating solar farms making waves across Asia-Pacific

  • 12 7月 2021

  This year, countries that rank in the top ten for FPV demand will hold 84% of global market share and this is forecast to increase to 86% by 2026. Of these ten countries, eight sit within Asia-Pacific. So, what is driving FPV growth in the region?

• Opinion

  A two-decade decline in exploration is driving the need for carbon neutral investment in Australia’s upstream sector

  • 27 5月 2024

  A turbulent period of change has seen many legal and fiscal changes as Australia tries to balance its gas and energy transition strategy

• Opinion

  Making CCUS work in Asia Pacific

  • 03 10月 2022

  What can Asia Pacific governments do to ensure the ramp up in new CCUS projects, which countries are showing the most progress and what role can oil and gas companies play in delivery?

• Opinion

  The power of the PPA: corporate renewable procurement sets a new record in Asia Pacific

  • 08 11月 2022

  As decarbonisation ambitions grow across the Asia Pacific region, soaring fuel and power prices have improved the competitiveness of corporate renewable power purchase agreements (PPAs).

• Opinion

  Japan pulls no punches on risks to Australian LNG exports

  • 12 4月 2023

  Business leaders see confidence in Australia’s investment climate at risk.

• Opinion

  Green LNG: can Australia prioritise decarbonisation in a high-priced world?

  • 26 5月 2022

  Innovation and investment in the decarbonisation of LNG will play an important role in both boosting energy security and tackling climate change.

• Opinion

  What a difference a year makes – Asia’s energy leaders discuss an uncertain future

  • 21 10月 2021

  Last month, we hosted our annual Global Energy Summit. The Asia Pacific session welcomed a range of senior industry leaders from across the energy and natural resources sectors to debate our topic of Net Zero and the Future of Energy.

• Opinion

  Green or blue? The colour of Australia’s hydrogen money

  • 20 7月 2021

  The race is on to dominate the low-carbon hydrogen industry – can Australia lead the way? What's the outlook for blue and green hydrogen development?

• Opinion

  How green hydrogen can ensure Australia’s place in the sun

  • 18 11月 2021

  Green hydrogen has seen a 50-fold increase in announced projects over the past 12 months alone. And while its export supply chains are complex, there are already several serious hydrogen export contenders emerging around the world.

• Opinion

  What does the Glasgow Climate Pact mean for Asia’s energy companies?

  • 25 11月 2021

  Much has been discussed on the implications of the Glasgow Climate Pact for the global economy and energy markets. And while measurable progress has been made in each field, there is no denying much work remains to be done.

• Opinion

  Why a carbon-neutral Winter Olympics matters to China

  • 10 2月 2022

  There is little doubt the Beijing 2022 organisers have gone to great lengths to achieve carbon neutrality, but does it actually matter?