Renewable energy shows its strength in the coronavirus crisis

• 01 5月 2020

Earnings announcements from oil majors and utility groups this week have demonstrated the superior resilience of electricity businesses.

Cost challenges in a US$20/bbl world

• 05 5月 2020

Faced with US$20/bbl Brent, IOCs and NOCs are cutting costs across the board. What are the implications for a service sector only beginning to emerge from the last crisis? How will NOCs deal with the dual challenge of cutting costs and supporting the domestic economy? Could we see new kinds of relationships develop to ensure the supply chain survives and thrives?

Global olefins: 10 trends to watch as coronavirus reshapes the industry

• 05 5月 2020

The coronavirus outbreak is having a transformational effect on global olefins. Supply, demand, trade, pricing, costs and margins are all being impacted to the extent that it will undoubtedly reshape the wider industry. So, what forces are defining the ‘new normal’?

Negative prices reveal the crisis for US oil

• 24 4月 2020

The most-watched US crude futures fell below zero on Monday, in a sign of the extreme conditions facing the industry

Are frontier plays worth the risk?

• 06 6月 2018

With deepwater project economics becoming competitive to tight oil and a renewed international interest in such areas as deepwater Mexico and pre-salt Brazil, exploration is once again in the limelight.

New metrics for benchmarking upstream resilience to a low-carbon future

• 23 5月 2018

Our carbon efficiency measure, NPV/tonne, helps investors and companies benchmark the carbon performance of corporate upstream portfolios.

Four themes shaping the energy transition

• 29 5月 2018

In Energy View to 2035, our latest assessment of the energy landscape over the next two decades, we use cross-commodity data to analyse what will shape future trends in global energy consumption.

Will the RPET market flourish with the UK's new deposit scheme?

• 14 5月 2018

It may come as a surprise to learn that 56% of PET bottles used in the UK each year are recovered for recycling. That figure is projected to rise to 59% by 2021, but could increase significantly with the introduction of the UK government’s proposed deposit return scheme. Elsewhere in Europe, similar schemes have achieved ~90% recovery rate.

People

• 10 7月 2017

Our dedicated oil, gas, power & renewables, chemicals, metals and mining sector teams are located around the world

Great expectations for great exploration

• 08 5月 2018

We surveyed over 200 senior exploration leaders and professionals to get a clearer vision of how the industry is making headway and whether the foundations of success set in 2017 are strong enough to sustain future activity.

Global solar adoption diversifies, European wind slows

• 24 4月 2018

Highlights from our solar, wind, grid edge, and energy storage forecasts

What is the current state of the upstream industry?

• 12 4月 2018

We asked our clients what they thought 2018 will bring. There were two main themes: digitalisation and the energy transition.

IMO aims to halve global shipping emissions – but what will it cost?

• 12 4月 2018

Global bunker fuel costs could rise by up to US$60 billion annually from 2020, in a full compliance scenario, when the International Maritime Organization's (IMO) 0.5 wt% sulphur cap for bunker fuels kicks in.

Lessons in attracting upstream investment capital

• 17 4月 2018

Not long ago, Egypt’s gas industry was in crisis. Production fell by a third in the three years to 2015. A top ten LNG exporter in the prior decade, the country had, by then, become a top ten importer.

Video: Which projects will be sanctioned in 2018 and how do they compare to 2017?

• 06 4月 2018

Research Director Angus Rodger shares a series of client questions on projects up for sanction in 2018.

Four themes to watch as the Majors position for a new era

• 02 4月 2018

With the Majors emerging from the downturn standing strong, they're transitioning from 'survive' to 'thrive'. Although capital discipline remains central to the strategic framework of these companies, they must still position their portfolios for the fundamental changes reshaping energy demand in the coming decades.

OPEC and how low prices have changed oil demand

• 03 4月 2018

How to sum up the effect on oil markets of OPEC’s strategy since 2014? Based on how the fundamentals have evolved, it's been a pretty mixed bag.

Global Renewables Data Hub

An interactive tool spanning solar, wind, energy storage and grid edge markets.

How can investors assess the climate-related risk in their portfolios?

• 29 3月 2018

How can investors assess the climate-related risk in their portfolios?

Risk appetite returns as global upstream investment picks up

• 27 3月 2018

Investment is making a comeback. Much of the action, as ever, is in the US Lower 48, with operators responding to higher prices by upping 2018 budgets by 15-20%. But there’s stuff happening, too, in the big wide world beyond onshore USA.

Five issues keeping executives awake at night

• 22 3月 2018

We've come up with a list of concerns plaguing upstream executives that - if left unresolved - will consume leadership and erode shareholder value.

Renate Featherstone speaks to Dukascopy TV on the recent steel tariffs

• 21 3月 2018

US steel tariffs are on their way. We discuss what that means for global producers, buyers and sellers.

Future cost of new oil supply: shale vs conventional

• 20 3月 2018

How much new oil does the world need over the next decade? Where are the competitive plays? What are the economic breakeven prices? Our chief analyst, Simon Flowers, explores in the latest edition of The Edge.

Electric vehicle revolution drives demand for lithium-ion batteries

• 19 3月 2018

We spoke with Thomson Reuters on all things supply chain at their Global Base Metals Forum

5 ways the wind industry is evolving

• 06 4月 2018

Rapid developments in the wind energy supply chain open opportunities new players and innovation

Wave of large upstream project FIDs could signal a new cost cycle

• 05 4月 2018

Final Investment Decisions (FID) in 2017 more than doubled from 2016. We look at the cost cutting that has led to the jump and which projects are likely to get sanctioned next year.

Will electric vehicle manufacturers be able to secure enough raw materials moving forward?

• 06 4月 2018

We sat down with Dukascopy TV to discuss what's happening with the battery and raw materials used in electric vehicles.

Growth in electric vehicles to transform the lithium and cobalt industries

• 15 3月 2018

Electric vehicles and energy storage are dominating the metals and mining space. The supply scramble continues and some companies such as Toyota have gone 'upstream' and bought equity in lithium mines. Will this continue?

Teaming up with CWC for the LNG and Gas Summit

• 12 3月 2018

Reactions from the CWC LNG and Gas Summit held this year in Tokyo.

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