• Opinion

  The nuclear moment

  • 22 10月 2021

  Gas and coal prices have soared while governments commit to ambitious goals for cutting emissions. Nuclear power can be part of the solution.

• Opinion

  Winners and losers in the energy transition

  • 15 10月 2021

  Moving to net zero emissions would transform the allocation of resource wealth around the world. Policymakers are starting to assess the potential economic impact.

• 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

  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

  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

  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.

• The Edge

  Carbon markets’ COP26 breakthrough

  • 25 11月 2021

  The biggest win at COP26 was Article 6. So, how will the Glasgow Climate Pact change carbon markets? How will carbon offsets interact with carbon pricing regimes in future? And how high could carbon prices go?

• Opinion

  Predictions for 2022

  • 17 12月 2021

  2022 could see rising carbon prices, greater distributed solar capacity, tighter supply chains for renewable energy and a double-digit market share for EVs.

• Opinion

  Horizons podcast: Sea Change

  • 01 6月 2022

  Listen to our latest Horizons podcast. Costs for offshore wind are reducing dramatically and it will play an integral part of the energy transition.

• Opinion

  The Energy Gang podcast: the EU's plan for energy self-sufficiency

  • 03 6月 2022

  The energy crisis is showing no signs of abating. There’s a shortage of energy, and the world’s efforts to transition to low-carbon energy are met with countless hurdles.

• Opinion

  Bitcoin is set to reshape the Texas power market

  • 27 5月 2022

  Cryptocurrency miners' ambitious plans mean adding significant new demand for electricity, but could help balance the grid.

• 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

  The Energy Gang podcast: California gets to 100% renewable electricity. Almost

  • 06 5月 2022

  Ed Crooks is joined by Melissa Lott and Amy Harder. In this week's episode, the gang discuss nuclear power, California’s quick peek into the future and the current state of the global supply chain.

• 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.

• The Edge

  How the Russia/Ukraine war changes energy markets

  • 28 4月 2022

  The war has created turmoil and sent power, gas, coal and oil prices through the roof. Will the world's dependence on fossil fuels increase – or will high prices accelerate investment in the energy transition?

• 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

  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

  How is the war with Ukraine affecting Russia’s oil economy?

  • 12 4月 2022

  Our Russia-Ukraine briefings explore what the war means for the global economy and natural resources sectors. This week, our focus is on oil exports and Russia’s economy.

• Opinion

  How is Russia’s war with Ukraine affecting gas markets – and the global economy?

  • 05 4月 2022

  The Russia-Ukraine conflict is a major disruptor for geopolitics, the global economy and commodity markets.

• Opinion

  Rethinking energy security

  • 04 4月 2022

  The transition to low-carbon sources creates a new set of concerns about excessive dependence on imports. How could we rethink energy security?

• Opinion

  Asia’s NOCs can now move through the decarbonisation gears

  • 30 3月 2022

  As the pressure to cut emissions intensifies, no company can remain above the fray. But while the Majors and other international oil companies face increasing calls to decarbonise, many of the world’s largest national oil companies (NOCs) have so far avoided the same level of scrutiny.

• Opinion

  Sanctions start to bite

  • 14 3月 2022

  Restrictions on Russia's financial system are already affecting energy trades. And momentum for longer-term changes is building.

• Opinion

  Ukraine: webinar on the impact for commodities and countries

  • 11 3月 2022

  In our rapid response webinar, our experts discussed the impact the crisis in Ukraine is having on global commodities.

• Opinion

  Europe looks for alternatives to Russian energy

  • 28 2月 2022

  European governments are looking at ways to limit their dependence on Russian energy. What plans have been announced for increased investment in LNG, nuclear power and renewables?

• Opinion

  How worried should Asia be about conflict in Ukraine?

  • 17 2月 2022

  Combined with existing market tightness, concerns over disruption to Russian energy supplies in the event of conflict in Ukraine have pushed spot prices towards record levels. Across virtually all energy and natural resources, backwardation is back with a bang.

• Opinion

  Is private equity the buyer the upstream M&A market has been looking for?

  • 16 2月 2022

  Rising ESG pressure for public companies to decarbonise is bringing more upstream assets to the market, presenting an opportunity for private equity.

• 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.

• The Edge

  How to tackle the upcycle’s big challenges

  • 11 2月 2022

  Could the margin-boosting gains shrink under the pressure of supply chain challenges, and what can companies do to ensure their supply chain meets ESG requirements?

• Opinion

  Horizons podcast: No pain, no gain

  • 03 2月 2022

  Dr. Liz Dennett joins Harvard fellow Monique Motty and Wood Mackenzie's Peter Martin to discuss the economic impact countries could face from a 1.5 °C pathway.