• Opinion

  The US natural gas market wakes up

  • 22 4月 2022

  North American gas prices were quiet for more than a decade. Now changing market conditions are creating increased volatility

• Opinion

  ‘Dynamic clearing’ turns China’s economic indicators to red

  • 29 4月 2022

  China’s relentless battle against Covid-19 continues, with the country’s ‘dynamic clearing’ policy requiring all local governments to implement strict containment measures as soon as local cases climb into double figures.

• Opinion

  Ukraine war: Russia’s waterborne crude and diesel exports remain resilient

  • 10 5月 2022

  This week's Russia/Ukraine briefing focuses on the EU's ban on Russian crude oil and product exports.

• Opinion

  Asia’s power sector feels the burn

  • 12 5月 2022

  Everything across Asia’s power sector is heading north. With electricity demand continuing to climb, power prices are being pushed significantly higher by increasing fuel, equipment, land, and labour costs. Rising interest rates add further complexity.

• Opinion

  What would it take for India to reach net zero emissions?

  • 27 7月 2023

  Achieving India’s decarbonisation target by 2070 is possible, but renewables and emerging technologies must scale rapidly.

• Opinion

  In conversation with Asia Pacific’s CEOs

  • 04 11月 2020

  We hosted the CEOs of PETRONAS, Santos and Medco, the chairman of Indian Oil Corporation, and many other senior executives from a range of leading oil and gas companies, utilities and banks over two days at our APAC Energy & Commodities Summit last month.

• Opinion

  Biden, China and politics of energy

  • 11 11月 2020

  As the new administration looks to take the US back into the Paris climate agreement, will the US and China work together on tackling global warming?

• Opinion

  What is carbon-neutral LNG?

  • 18 11月 2020

  LNG ranks among the most emission-intensive resource themes across the oil and gas sector.

• Opinion

  Dual circulation and China’s push for energy security

  • 25 11月 2020

  At its core, dual circulation is about relying less on the outside world.

• Featured

  What would it take to limit global warming to 1.5 degrees?

  • 04 3月 2021

  A 1.5 °C pathway calls for immediate action, and collaboration at an unprecedented scale. Jonathan Sultoon, Head of Markets & Transitions in our Energy Transition Practice, explores the radically different trajectory for carbon emissions in our inaugural Accelerated Energy Transition 1.5-degree scenario (AET-1.5).

• Opinion

  2021 – cheerful or fearful?

  • 13 1月 2021

  And after the 12 months we’ve all just experienced, making bold predictions for the year ahead is more fraught than ever: nothing is off the table.

• Opinion

  China’s war on waste means more than just clean plates

  • 24 3月 2021

  In re-launching the ‘Clean Plate’ campaign in August last year, President Xi Jinping urged all of China to “maintain a sense of crisis about food security”. This is of course an important message in and of itself, given the huge amounts of energy, water and land involved in food production in China.

• Opinion

  How carbon pricing could reshape upstream oil and gas economics

  • 31 3月 2021

  Few countries currently require oil and gas producers to either pay a carbon tax or participate in an emissions trading scheme (ETS). But that could soon change. Higher carbon charges are not a case of ‘if’ but when, where and how much — raising serious questions for investors.

• Opinion

  Suez blockage highlights Asia’s vulnerability to disruptions

  • 31 3月 2021

  The grounding of the 400-metre, 224,000-tonne Ever Given cargo vessel in the Suez Canal last Tuesday inevitably sparked concern across the global economy and, while the vessel is now afloat and traffic has resumed, will have once again reminded Asian countries of the risks such trade arteries continue to present.

• Opinion

  What is COP26 and how is it vital to the energy transition?

  • 26 5月 2021

  This year, the UK will host COP26. Countries around the world are aware of their responsibilities to tackle climate change, and many have set targets to cut greenhouse gas emissions.

• Opinion

  The road to COP26

  • 08 6月 2021

  This is a big year for climate policy. The Paris agreement of 2015 set up a five-yearly cycle for countries to increase the ambition of their goals for cutting greenhouse gas emissions. So right from the outset, the COP26 climate conference originally scheduled for 2020 was going to be particularly significant.

• Opinion

  Asia’s developing economies need more gas investment, not less

  • 27 5月 2021

  It is increasingly clear across Asia that governments, lenders, and both gas suppliers and consumers must prioritise the management of carbon emissions across the gas value chain.

• Opinion

  Big Oil’s watershed moment: five things you need to know

  • 10 6月 2021

  The events of May 26 2021 look like a defining moment for the oil and gas industry. In the space of a few hours, three decisions crystallised trends that had been building for years at the large international oil companies, showing the pressure they are under to address climate change and the energy transition.

• Opinion

  Opportunities abound in Asia Pacific’s transforming power markets

  • 01 7月 2021

  Last week we hosted our inaugural Asia Pacific Power & Renewables Conference. This three-day event tackled all aspects of the region’s power markets and their roles in the energy transition.

• Opinion

  Does Europe have enough gas to meet demand?

  • 08 10月 2021

  We've seen record wholesale gas prices over the past month. But this masks the bigger question - is there enough gas to meet european demand this winter?

• Opinion

  Global economy maintains momentum after upside surprise

  • 04 3月 2024

  The global economy is expected to grow at a decent clip again in 2024 – but downside risks have escalated since our last quarterly update.

• Opinion

  Global economic outlook: GDP growth upgrades, downgrades and sticky inflation

  • 30 5月 2024

  Our latest outlook sees China and India’s forecast upgraded, US services extend its boom, sticky inflation tempering rate cut expectations and a delayed pivot to investment and industry.

• Opinion

  5 things you need to know about carbon offsets in 2024

  • 29 7月 2024

  The carbon offset market holds potential for participants across carbon management strategies and as investments, but how are market dynamics evolving?

• Opinion

  Why the world needs global rules on polymer use

  • 08 8月 2024

  UN legislation with firm language and clear, legally binding targets can reduce plastics pollution worldwide

• Opinion

  The impact of Republican control on US energy policy and the IRA

  • 19 11月 2024

  We expect renewables to remain competitive, and while protectionism will rise, a full repeal of Inflation Reduction Act (IRA) is unlikely

• Opinion

  China’s top 5 ‘must haves’ from COP26

  • 02 9月 2021

  With COP26 rapidly approaching, China’s special envoy on climate change, Xie Zhenhua, recently announced that Beijing would release more details of its climate strategy “very soon”. The clock is ticking.

• Opinion

  Carbon capture and the future of LNG in Asia

  • 08 9月 2021

  With LNG projects among the most emission-intense assets in the oil and gas sector, many companies are now actively working to lower the carbon intensity of their LNG portfolio.

• Opinion

  COP26: Carbon capture & storage and low-carbon hydrogen

  • 22 9月 2021

  A critical outcome of COP26 will be a global response on carbon pricing and enabling policies, aimed at bridging the gap on high-cost CCS and hydrogen.

• Opinion

  The fork in the road for Asia’s oil and gas demand

  • 23 9月 2021

  Our accelerated energy transition (AET-2) scenario offers a view on how to achieve a 2˚C world aligned with the upper temperature limit of the 2015 Paris Agreement. The AET-2 scenario is curtains for long-term global oil demand, with consumption falling to 70% below peak levels by 2050.

• Opinion

  Voluntary carbon markets: here to stay?

  • 08 2月 2022

  What are carbon offsets, and how do they support the energy transition? Exploring the role of carbon markets in the net zero journeys of energy-intensive companies.