• Opinion

  December '18 OPEC meeting: production cuts expected

  • 03 12月 2018

  As OPEC ministers prepare to meet in Vienna this week, Qatar abruptly announced its withdrawal from the producer’ group. While the move sparked a lot of speculation, it will not have a significant impact on supply. Get Ann-Louise Hittle's analysis of this and other key talking points including Trump and production cuts at this week's OPEC meeting. With live updates from Vienna from Ann-Louise.

• Opinion

  Revisiting the deepwater cost curve

  • 27 11月 2018

  Falling costs and rising production are reshaping the deepwater market. Costs will stay low until 2020, after which cost inflation could bite. How will the industry respond?

• Opinion

  Simon Flowers explores LNG trends and long term outlook

  • 28 11月 2018

  Simon Flowers' perspective on the growth of electric vehicles, the growing role of the US in global LNG markets, and more.

• Opinion

  Collaboration in the Carnarvon Basin

  • 04 11月 2018

  Can big players in the Carnarvon Basin lose the ego and play nice for the greater good of Australian LNG?

• Opinion

  Russia also matters in refining, but has its appetite to invest waned?

  • 21 11月 2018

  Russia is a major energy exporter and a key player in the global energy market. Despite its 6.5 million barrels per day of refining capacity, its critical role in the global refining industry is not often recognised. Alan Gelder explains Russia's role and influence in the global energy market.

• Opinion

  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

  Dorado: Australia's biggest oil discovery this century

  • 17 8月 2018

  Exploration in Western Australia has produced a result no one expected - a large commercial oil find, Australia's largest this century. The discovery is significant for block partners Quadrant and Carnarvon, but how they will monetise it remains to be seen. Senior Research Analyst for Oceania Upstream, Daniel Toleman, explores the options and outcomes.

• 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

  Does Germany need LNG?

  • 19 3月 2019

  Proposals to build a German LNG import terminal have gathered momentum. Does the country need its own supply of LNG?

• Opinion

  China's refining sector to slowdown and reconfigure for energy transition

  • 15 3月 2019

  Refinery capacity is expected to continue growing in the medium term, but the pace of growth is expected to slow down considerably. Capacity additions are mainly from crude-to-chemicals projects, which aim to maximise naphtha production to meet the increasing petrochemical feedstock demand.

• Opinion

  China's thermal coal import restriction could mean a game of musical chairs for producers

  • 26 3月 2019

  Rumours of a ban on Australian thermal coal to China swept through the thermal coal market early March while in late February five north-eastern ports in China implemented changes to clearance procedures for Australian thermal coal. One thing appears certain - Chinese demand for Australian thermal coal has been significantly impacted, at least in the short-term. Even if an outright ban is not implemented, a three-month customs clearance time will significantly increase the cost and increase the risk associated with Australian thermal cargoes.

• Opinion

  Renewables, market intervention and exploration – three themes weighing on Australia upstream players' minds

  • 13 6月 2019

  Having attended many APPEA events in the past, this was the first time renewable energy sources - hydrogen in particular - were put under the spotlight.

• 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

  Southeast Asian NOCs show growing appetite in global M&A market

  • 02 9月 2019

  I’ll bet that if you ask anyone with an interest in the global upstream M&A if they could name the top three spenders through the first half of 2019, they would struggle to name the third. The easy one is Occidental (Anadarko), second place is Total through its acquisition of Anadarko’s African assets. But who was the third largest acquirer by spend in H1 2019?

• Opinion

  Costs: early warning signals

  • 27 10月 2016

  This week’s results announcements from the big oilfield services (OFS) companies show that the market may be turning very quickly.

• Opinion

  Switching gears on olefins production?

  • 12 10月 2017

  Kelly Cui, our expert in CTO, explains how this emergent technology could transform global olefins and olefins derivatives trade by enabling China to become more self sufficient in ethylene, propylene and butadiene.

• Opinion

  5 unintended consequences of Australia's gas market intervention

  • 07 8月 2017

  On 1 July 2017, the Australian government implemented its gas export restrictions policy, which presents a number of potential unintended consequences for Australia.

• Opinion

  Boom times: American ethylene's reversal of fortunes

  • 27 6月 2017

  Steve Zinger assesses changing investment patterns of US chemicals companies in a major article by the Wall Street Journal. He evaluates how global ethylene consumption is growing and explores the drivers for this from a low gas price to new and plentiful sources of supply in North America.

• Opinion

  How green is the road ahead for polyester?

  • 05 9月 2016

  Dr Pieterjan Van Uytvanck reviews the outlook for sustainable polyester markets in his recent blog.

• Opinion

  Royalty increases in Brazil: a renewed burden for iron ore miners or a threat to their international competitiveness?

  • 28 4月 2017

  The new mining code may become effective in less than four months, meaning extra costs for local mining companies.

• Opinion

  Downstream consistency holds lessons for upstream

  • 23 3月 2017

  Downstream continues to demonstrate robust financial performance while upstream struggles.

• Opinion

  Norway’s upstream sector will prosper — but can the UK rally?

  • 12 1月 2017

  In Norway, interest in the sector is still high, but in the UK, the lowest number of exploration wells for 50 years and another 20% drop in capex point to a deeper malaise.

• Opinion

  The LNG wars — Will short run marginal costs be the deciding factor?

  • 16 5月 2017

  Amidst a growing market glut, attention has turned to the short-term costs to keep existing projects running at all.

• Opinion

  China and LNG: 5 takeaways from the CWC Gas and LNG Summit

  • 11 6月 2017

  The mood at the recent CWC event was optimistic — with good reason. What were the five big takeaways from the event?

• Opinion

  US COP21 withdrawal: Is this actually a step forward?

  • 02 6月 2017

  On 01 June 2017, President Trump took the first step on the road to reconsidering the best way to meet our climate challenges.

• Opinion

  How will Alberta's carbon emissions cap impact oil sands development?

  • 26 1月 2017

  Although the plan provides comfort to local citizens and international buyers, it also raises questions for oil sands asset owners and investors.

• Opinion

  Do lower oil prices lead to lower oil tax rates?

  • 08 12月 2015

  New projects in countries that impose a high fiscal burden appear significantly less competitive in the corporate portfolio.