• The Edge

  Is there more upside for oil prices in 2023?

  • 13 4月 2023

  OPEC+ output cuts hasten market tightening

• Opinion

  Will lower gas prices spark switching in Europe and Asia?

  • 20 3月 2023

  In 2022, record high prices forced many European and Asian companies to switch from gas to alternative cheaper fuels, or reduce output. The market will seek a new balance this year

• The Edge

  How the war is shaping Big Oil’s transition strategy

  • 09 3月 2023

  The Majors have shown there can be different approaches to decarbonisation and achieving net zero, but divergent strategies are showing signs of converging again.

• Opinion

  Gas contracts central to Nord Stream pipeline mystery

  • 24 2月 2023

  The attack on the Nord stream gas pipeline has fueled an enormous amount of speculation

• Opinion

  Has Norway’s oil and gas tax stimulus been a success?

  • 22 2月 2023

  Norway is monetising as much oil and gas as it can, while it still can. Other countries with challenged pre-FID resources may look to do something similar.

• Opinion

  Capital discipline raises questions about US oilfield services

  • 03 2月 2023

  Like E&Ps, oilfield services companies are prioritising cash generation and distributions to shareholders. It could be a constraint on the industry's growth.

• Opinion

  Introducing our Global Net Zero Pledges Scenario

  • 08 2月 2023

  In the build up to COP27, countries around the world made pledges to reach net zero around the middle of the century. How are they all faring on those pledges and is the world is on track for a 1.5c pathway?

• Opinion

  International tensions shape COP27 climate talks

  • 14 11月 2022

  COP27 is ongoing, but progress could be limited by the leaders of China and India staying away from the summit in Egypt

• Opinion

  Why climate justice is on the agenda at COP27 | Podcast

  • 04 11月 2022

  The Energy Gang on what to expect from the latest round of international climate talks.

• Opinion

  Green signals but no sharp turns expected in Brazil

  • 07 11月 2022

  Lula’s victory in the presidential election means a stronger emphasis on curbing emissions, but no radical changes in energy policy.

• The Edge

  How will Covid-19 change corporate strategy?

  • 01 6月 2020

  Future energy demand patterns could look very different depending on policy choices and the societal response to the pandemic. Our three scenarios suggest oil demand in particular is at risk. How will the increased uncertainty influence corporate strategy? Will we see diversifying companies speed up investment in decarbonisation? What are the options for pure oil and gas players, big or small?

• Opinion

  Making sense of the TCFD recommendations

  • 20 5月 2020

  The Task Force on Climate-related Financial Disclosures released recommendations years ago but getting to grips with the finer details remains a challenge for companies.

• Opinion

  Energy demand starts on its long road to recovery

  • 08 5月 2020

  As businesses start to reopen in Europe and the US, fuel use has risen from its lows last month. But returning to pre-pandemic levels will take time.

• Opinion

  Lower 48: How low can costs go?

  • 08 5月 2020

  Tight oil is in turmoil. The sector was already under pressure before the coronavirus crisis knocked the bottom out of oil demand. Ever nimble, operators moved quickly, revising down CAPEX and production guidance. But the WTI crude futures benchmark plunging below zero for the first time in history this April is a sign of just how much pressure US producers are under. Now, more than ever, players in the Lower 48 need to focus on what they can control. And managing unit costs is one of the few remaining survival levers available. But just how low can costs go? Pricing for key components had already fallen by double-digit percentages last year.

• Editorial

  Will the natural resources sector recover from Covid-19?

  • 07 5月 2020

  The outbreak of coronavirus, the oil price crash and the impending global recession present an enormous challenge for energy and natural resources. Keep up with the spread of Covid-19 and its impact on your sector.

• Opinion

  Could oil Majors and Independents generate record free cash flow this year?

  • 25 2月 2021

  IOCs have just been through one of their toughest ever years. But the sector is primed for a V-shaped free cash flow recovery, potentially to record levels. What’s fuelling the shift in fortunes, and how will it shape corporate priorities?

• Opinion

  Batteries with Chinese characteristics

  • 10 2月 2021

  At present, China accounts for almost 75% of global lithium-ion battery manufacturing capacity and this share is set to increase through the short term with its build-out of new facilities.

• Opinion

  Are Japan’s upstream players heading for the exit?

  • 02 2月 2021

  Japan’s trading houses are re-thinking their long-term strategies around upstream investment.

• The Edge

  Could 2021 be the start of a new super-cycle?

  • 29 1月 2021

  Led by Asia, and with vaccine roll-out underway, global economic growth should bounce back strong in 2021. It sets the scene for a much better year in commodity markets. But do surging oil, gas and metals prices point to something more lasting?

• Opinion

  China-US relations, tech wars and climate change

  • 26 1月 2021

  When President Xi Jinping spoke of the risks of ‘tech wars’ at the World Economic Forum’s virtual Davos Agenda event on Monday, there was little doubt who he was aiming at. At a White House briefing later that day, press secretary Jen Psaki stated that “Technology is of course at the centre of US-China competition.”

• Featured

  Tough calls for the upstream supply chain in 2021

  • 25 1月 2021

  This will be a defining year for the upstream supply chain, with many service sector companies facing stark decisions about their future direction. Read our predictions and expert analysis in ‘Upstream supply chain: 4 things to look for in 2021’.

• Opinion

  International explorers steer clear of Alaska’s wildlife refuge

  • 08 1月 2021

  Reputational, legal and political risks meant there was little interest in a first-ever lease sale in the area. But Alaska’s oil industry has other more promising prospects

• Opinion

  COP26: how the energy and natural resources industries are responding to climate change challenges

  • 04 8月 2021

  After a year of delay due to Covid-19, COP26 will define the next five years’ climate ambitions. In this week’s COP26 briefing, we explore the issues facing the energy transition and the challenges around carbon emissions

• Opinion

  US oil producers live up to their promises on spending restraint

  • 16 7月 2021

  The recovery in crude prices, taking WTI to over $70 a barrel, has meant that the cash flows coming in to US E&Ps have been soaring. But the industry’s response to these price signals, in terms of increased activity and production, has been much more cautious than has been typical over the past decade. Management teams have talked about strengthening balance sheets and returning cash to shareholders, and now they are delivering on those commitments.

• Opinion

  China’s economic power surge

  • 07 7月 2021

  China's National Bureau of Statistics could never be accused of hyperbole. With its recent data release showing China achieved record Q1 economic growth of just over 18% year-on-year, the bureau announced that "the national economy made a good start" to 2021.

• Opinion

  Coal enjoys a temporary reprieve

  • 09 7月 2021

  Reports of the death of coal have been greatly exaggerated. Demand has been bouncing back this year as the world economy picks up again, and some prices have hit their highest levels for more than a decade.

• Opinion

  Will India set a net zero target?

  • 24 6月 2021

  As COP26 approaches, pressure on India to commit to net zero is increasing. Global action on climate change is firmly at the top of the political agenda.

• Opinion

  Asia’s frozen upstream M&A sector begins to thaw

  • 10 6月 2021

  Global upstream M&A is bouncing back. The recent increase in asset acquisitions saw North American deal flow hit its highest level since 2019, while across the rest of the world M&A activity is showing signs of a gradual – if uneven - recovery from the abyss of 2020.

• The Edge

  How the oil market would deal with the return of Iranian exports

  • 16 4月 2021

  The return of Iranian exports to the oil market in 2021 was a clear risk. If sanctions are lifted, how much oil could Iran produce and how quickly? What wiggle room would OPEC+ have to accommodate Iran's exports? What would be the effect on the oil price?

• Opinion

  Myanmar’s woes increase

  • 15 4月 2021

  Less than six years after the National League for Democracy won a landslide election victory after more than half a century of military rule, the country’s generals are once again in control. Already hundreds of civilians have been killed protesting the February 1 coup, leading to international condemnation and the imposition of economic sanctions by many western governments.