MISO's generation overhaul and transition towards renewables

• 10 3月 2021

Renewables are expected to double their market share in the Midwest. MISO is quickly shifting away from its thermal generation-based fleet towards a more diverse, renewables-based fleet. The recent generation additions and retirements across MISO Classic emphasize the need for grid reliability and an increase in interregional transmission capacity.

Tracking Tesla's revenue generator: the Fremont Factory

• 05 3月 2021

A look into what our real-time data is capturing at Tesla's Gigafactories in terms of deliveries, current production levels and more.

The Texas energy crisis: its causes and consequences

• 19 2月 2021

Freezing conditions in the southern US led to blackouts and a slump in gas production. What can we learn from the crisis?

The challenge of negative emissions

• 12 2月 2021

Elon Musk is offering $100 million in prizes for carbon removal technologies. Costs need to come down a long way for them to be viable

Hydrogen’s critical role in the energy transition

• 05 2月 2021

Green hydrogen is front of mind for investors looking for solutions to cut emissions from hard-to-abate sectors. Is policy going in the right direction? When could green hydrogen become competitive? And what are the risks to realising its potential?

Carbon emissions: a new challenge for US LNG

• 05 2月 2021

President Joe Biden adds to the pressure on US gas exporters to consider climate impacts

What President Biden’s first day means for energy

• 22 1月 2021

Blocking the Keystone XL pipeline, rejoining the Paris climate agreement, and a 60-day restriction on drilling permits on federal lands and waters are a statement of intent from the new administration

Future energy – electric vehicles

• 22 1月 2021

Electric vehicles sales jumped in 2020, against the trend for global light vehicle sales, which fell. Is the expected progressive shift away from ICE vehicles to EVs accelerating?

How the oil market plays out in 2021

• 15 1月 2021

Oil prices are on a roll, the 10% jump in January means Brent has tripled since the dark days of April 2020. How will the oil market develop in 2021 and can the price rise further still?

Nord Stream 2 nears the finish line

• 24 6月 2021

The gas pipeline from Russia to Germany has been acknowledged as a “fait accompli” by the US. The European market will still need more LNG

Oil refining’s four big challenges

• 02 7月 2021

Oil refining's concerns over profitability, rationalisation, decarbonisation and EVs

How high can the oil price go in 2021?

• 18 6月 2021

The oil price has been on a bull run for over a year. Fundamentals are improving with oil demand bouncing back towards pre-pandemic highs as the global economy recovers. But OPEC+ is also playing a key role in rebalancing the market after the crisis of 2020. How much further could prices go?

Alerts send warnings about the future of power

• 18 6月 2021

As a heatwave hit the southwest US this week, electricity demand surged, putting strain on the grids in Texas and California. Grid operators issued alerts urging customers to conserve electricity where possible by turning up thermostats and not running appliances in the late afternoon and evening. The measures worked: blackouts were avoided in both states. But the alerts were a reminder of the pressures facing grids in extreme weather conditions, which will increase as their reliance on wind and solar power grows. Demand response programmes and other measures to improve the flexibility of the grid are becoming increasingly important.

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.

Upstream’s biggest challenge

• 11 6月 2021

Maximising value through the energy transition is a huge challenge for upstream. The Edge this week asks: how will strategies change? Is consolidation inevitable? And can the industry become more sustainable?

US Coal Burn Report

Leverage accurate estimates based on direct, real-time coal plant monitoring of over 165 MW in capacity

Europe Coal Burn Report

Get the most up-to-date coal demand estimates for the European power sector on a country-by-country basis.

Pressures from investors and governments change the shape of the US tight oil industry

• 09 4月 2021

Pioneer’s US$6.4 billion deal for DoublePoint shows how demands for higher returns and lower emissions are driving consolidation among US E&Ps.

The prize for China from decarbonisation

• 23 4月 2021

China’s net-zero ambitions are a significant boost to global efforts to tackle climate change. Will the push to decarbonise transform China's economy? What does it mean for its energy markets and the supply chains? And is China well placed to capitalise on low-carbon technologies?

Demanding new emissions goals set course for low-carbon future

• 23 4月 2021

At a US-hosted climate summit this week, large economies discussed their ambitious objectives for cutting emissions. Now comes the hard part.

The US energy transition rides on the electric F-150

• 21 5月 2021

Ford has launched the electric version of its best-selling F-150 truck. Its success or failure will have a big impact on the electrification of transport in the US, and on climate policy.

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?

COP26

• 26 5月 2021

We've reached a pivotal point in our global battle against climate change. In November 2021, countries from around the world united in Glasgow to debate, review and set new targets to reduce greenhouse gases.

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.

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.

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.

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.

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.

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.

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.