Google’s demanding goals for decarbonisation

• 16 5月 2024

US November election results could decelerate energy transition, with $1 trillion in energy investment on the line

• 16 5月 2024

The Infrastructure Investment and Jobs Act (IIJA) of 2021 and the Inflation Reduction Act (IRA) of 2022 catapulted the US to global leadership in decarbonisation. But a victory for former President Donald Trump in the November 2024 election, combined with long-standing issues around the US relationship with China and US government deficits, could significantly alter the path of US energy policy and usher in a delayed transition scenario, according to a new Horizons report from Wood Mackenzie.

World heading for a 3°C warming trajectory, as political headwinds slow the energy transition

• 02 5月 2024

A five-year delay to the energy transition could see the global average temperature rise to 3°C above pre-industrial levels.

Oil closes in on peak oversupply

• 28 4月 2020

The steep decline in oil demand is putting the entire system under pressure. Will there be sufficient storage globally to cope? Will we see more production shut-in? What are the prospects for demand recovery? Find out more in this week's Edge.

For Asia’s NOCs, it’s time to go big or stay home

• 28 4月 2020

Indeed, many Asian national oil companies (NOCs) have emphasised that they are seeking to broadly maintain their 2020 capital budgets for domestic investment.

Below zero: what the WTI crash means for US and global markets

• 21 4月 2020

On Monday, April 20, WTI dipped to minus $37.63, collapsing under the weight of global oversupply and sharply reduced demand due to the Covid-19 pandemic. We asked our experts on supply and demand dynamics, infrastructure, and financial markets to shed light on these historic numbers and discuss what we can expect in the near and longer-term.

Coronavirus: tracking the impact on European gas, power and chemicals

• 22 4月 2020

The coronavirus outbreak is having a seismic effect. How is it affecting gas, power and chemicals markets?

Trump's art of the OPEC deal

• 13 4月 2020

In this episode of our Asia-Pacific energy podcast, we discuss this weekend's OPEC agreement.

Has the Lower 48 got the financial strength to ride out the storm?

• 17 4月 2020

From revised capex to distressed debt, we track the health of the sector in the wake of the oil price crash.

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.

What does the oil price crash mean for you?

• 01 4月 2020

How much do we think investment is going to fall this year, why is it different to the last price crash, and where are the costs most likely to be cut? Our team of global upstream experts tackles the industry’s burning questions in this 35-minute webinar.

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.

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?

Coping with negative cash flow

• 24 3月 2020

The oil price collapse has plunged the oil sector into negative cash flow. Can the M&A market help companies bolster finances? Find out more in this week's Edge.

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.

Seven days that shook the world

• 13 3月 2020

The coronavirus outbreak has derailed OPEC+, thrown the oil market into turmoil and sent an already unloved sector into freefall. What are the implications?

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.

Oil price crash: 3 things you need to know today

• 10 3月 2020

On Monday 9th March 2020, the oil price saw its biggest fall in 30 years. Here’s our analysts’ rapid response to the oil price crash. Look out for more detailed analysis in the days and weeks to come.

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.

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.

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.

How might coronavirus impact global energy and commodity markets?

• 17 2月 2020

In our recent webinar, "Coronavirus (COVID-19) Outbreak: impact on commodities", our team of experts from across the energy value chain explored the immediate and future impact of coronavirus on global commodity and energy markets.

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.

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.

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.

Coronavirus Guide

• 03 3月 2020

How might coronavirus impact global energy and commodity markets? Our team of experts from across the energy value chain are monitoring the immediate and future impact of coronavirus on global commodity and energy markets. 

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.

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.

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.

The EU’s new carbon tax at the border

• 31 1月 2020

The European Commission is proposing a new emissions-based import duty to prevent “carbon leakage”, but could face opposition from the US. This and more from Ed Crooks in this week's Energy Pulse.