• Opinion

  Three signs that a global recession is imminent

  • 02 4月 2020

  From the coronavirus lockdown to economic meltdown, Peter Martin explains why we’re downgrading our economic outlook for 2020 as a result of Covid-19.

• 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

  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

  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

  Coronavirus hits the petrochemicals industry with two major shockwaves

  • 03 4月 2020

  Frozen economic activity and volatile feedstock pricing will both have an immediate and dramatic impact. How will the industry respond?

• Opinion

  Will carbon policy push refiners to the brink?

  • 26 3月 2020

  Refining faces a significant threat from costly carbon exposure. Preparing for change is crucial.

• Opinion

  China’s bulks: the sentiment gap between steel and coal widens

  • 25 3月 2020

  The coronavirus outbreak means the outlook is evolving quickly. Here’s this week’s view from our analysts.

• Opinion

  Iron ore: how low can the price go?

  • 25 3月 2020

  Having demonstrated remarkable resilience for the past two months, the price of iron ore has taken a big hit this week – and we think it's the start of a trend, not a blip.

• Opinion

  Can the North Sea oil and gas industry survive the downturn?

  • 23 3月 2020

  The coronavirus pandemic and collapse in OPEC+ production restraint has seen Brent reach its lowest point since 2003. Can the North Sea weather the storm?

• Opinion

  How the coronavirus crisis is driving a global wind market downgrade

  • 24 3月 2020

  The coronavirus crisis will cause global wind additions in 2020 to decline by 4.9GW when compared to Wood Mackenzie’s previous projections. Due to other market changes since Wood Mackenzie’s Q4 2019 update, total forecast wind additions for 2020 is now expected to be 73GW.

• 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

  What does the OPEC+ supply surge mean for refiners?

  • 23 3月 2020

  The oil market is in a state of flux. Prices have fallen dramatically, and demand has taken a hit as measures are introduced across the globe to combat the spread of coronavirus. Saudi Arabia and Russia’s competition for market share has only exacerbated weak demand.

• Opinion

  Oil price crash - where does Asia go from here?

  • 17 3月 2020

  Oil demand has gone into a tailspin. We now expect Q1 global oil consumption to be 2.7 million b/d lower than the same period a year ago.

• 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

  Coronavirus, China and the big oil crash

  • 12 3月 2020

  Recent events have created a perfect storm in the oil markets, the likes of which have never been seen before. Do these clouds carry any silver lining? Listen to the latest episode of the Asia Pacific Energy podcast.

• Opinion

  Will there be a bailout for the hard-pressed US shale industry?

  • 13 3月 2020

  As US E&Ps are battered by plunging oil prices, the Trump administration is considering offering them financial support. This and more in this week's Energy Pulse with Ed Crooks.

• Opinion

  5 factors that will determine the economic impact of coronavirus

  • 12 3月 2020

  Principal Economist Peter Martin’s 2000-word report “Global spread of Covid-19 derailing the world economy” examines the impact of coronavirus on the world economy. Get the highlights of Peter’s research here or purchase the full report for a more in-depth discussion.

• Opinion

  Coronavirus: demand downgrades for bulk commodities

  • 06 3月 2020

  The coronavirus outbreak is a rapidly evolving news story – and a real wildcard for bulks demand. Here's a summary of our latest forecasts for steel, iron ore, metallurgical coal and thermal coal.

• Opinion

  The OPEC+ group fails to reach agreement as oil demand plunges

  • 06 3月 2020

  In this week's Energy Pulse, oil demand is in its steepest decline since the great financial crisis, but OPEC and its allies have been unable to agree a deal to cut production.

• Opinion

  Asia’s central banks are getting serious on sustainability

  • 10 3月 2020

  As the coronavirus outbreak and subsequent stock market rout and collapse in oil prices now highlights, central banks are critical players in efforts to ensure economic stability through monetary policy and market intervention.

• Opinion

  The spread of the coronavirus shakes the world

  • 28 2月 2020

  As the Covid-19 virus spreads to 52 countries, fears of its economic impact have sent stock markets and oil prices tumbling. This and more in Ed Crooks' Energy Pulse.

• Opinion

  Coronavirus: could flexible packaging reduce the threat of future outbreaks?

  • 04 3月 2020

  The Covid-19 outbreak could spark an increase in China’s relatively low consumption of flexible packaging.

• Opinion

  Who will win the tug of war over shale service costs?

  • 06 3月 2020

  Last year, operators doubled down on capital discipline and scaled back activity with a 25% drop in rig counts. Costs for several important components fell by double-digit percentages.

• Opinion

  Jeff Bezos pledges $10 billion to fight climate change

  • 21 2月 2020

  The Amazon founder plans a new strategy: giving grants to scientists and activists, rather than making investments in energy technologies. That and more in this week's Energy Pulse with Ed Crooks.

• Opinion

  What’s behind the energy storage boom?

  • 06 4月 2020

  We answer frequently asked questions about the fast-growing energy storage market

• Opinion

  Coronavirus: a wildcard for bulks demand

  • 28 2月 2020

  A look at the potential impact of Covid-19 on steel, iron ore, metallurgical and thermal coal.

• Opinion

  BP sets an ambition of becoming a “net zero company”

  • 14 2月 2020

  BP sets an ambition of being a “net zero company” by 2050, gas prices slump in Asia, and world CO2 emissions are steady as US coal declines. Energy Pulse with Ed Crooks.

• Opinion

  What if Bernie Sanders banned fracking in the Lower 48?

  • 12 2月 2020

  As Sanders takes New Hampshire, how would a fracking ban hit the Lower 48? Ed Crooks quantifies the impact of a ban.

• Opinion

  Coronavirus and China’s jittery commodity markets

  • 04 2月 2020

  The WHO has announced that the novel coronavirus (2019-nCoV), first detected in Wuhan, is now a ‘Public Health Emergency of International Concern’. As of February 4, there are over 20,000 cases of 2019-nCoV confirmed globally, the vast majority within China.

• Opinion

  How Asia’s NOCs can learn to stop worrying and love the energy transition

  • 28 1月 2020

  All oil and gas companies are in a state of flux. Driven by the energy transition, upstream supply must now be low cost, low risk and, increasingly, lower carbon. Lenders and shareholders seek clear strategies on emissions reduction, while still expecting the returns that attracted them to oil and gas companies in the first place.