• Opinion

  Connect four: key findings from the first four editions of Horizons

  • 12 5月 2021

  Will falling costs secure solar’s dominance in power? Can Europe slash its emissions by 2030? Will China win the clean energy race? What would an accelerated energy transition mean for oil and gas prices? Find out in our Horizons recap.

• Opinion

  The challenge of upgrading the US grid

  • 07 5月 2021

  The shift towards renewable power generation relies on adding transmission capacity. Opposition to new lines makes that an uphill battle.

• Opinion

  UK North Sea Transition Deal: a net zero basin by 2050?

  • 06 5月 2021

  In March the UK’s government and oil and gas sector agreed a new deal that aims to leverage upstream industry capabilities and accelerate the energy transition. But are its targets achievable – and indeed, do they go far enough?

• Opinion

  US nuclear’s problems add to the challenge of carbon-free power

  • 30 4月 2021

  The shutdown of the Indian Point nuclear plant underlines the difficulty of achieving 100% zero-carbon electricity in the US by 2035

• Opinion

  How hard would global refiners be hit by a sharp drop in US gasoline demand?

  • 14 6月 2021

  What happens to the global refining industry if the energy transition produces a sharp downturn in US gasoline demand? Where would the margin squeeze be tightest? We analyse such a scenario using our Refinery Supply Model.

• Opinion

  Europe becomes a battleground for global LNG price formation

  • 27 5月 2021

  Unprecedented market dynamics in Europe are turbo-charging an LNG price recovery, with TTF currently trading close to US$9/mmbtu. What does this mean for global prices?

• Opinion

  Continental off the shelf with Permian Basin purchase from Pioneer

  • 08 11月 2021

  Continental Resources has entered the Permian Basin by buying Pioneer Natural Resources’ Delaware Basin assets for US$3.25 billion in cash.

• Opinion

  The Biden administration struggles to get a grip on fuel prices

  • 19 11月 2021

  Rising gasoline prices have become an economic problem for the US, adding to concerns about inflation, and a political problem for President Joe Biden. The administration has been trying different ways to bring them down, without much success.

• Opinion

  What a difference a year makes – Asia’s energy leaders discuss an uncertain future

  • 21 10月 2021

  Last month, we hosted our annual Global Energy Summit. The Asia Pacific session welcomed a range of senior industry leaders from across the energy and natural resources sectors to debate our topic of Net Zero and the Future of Energy.

• Opinion

  Oil recovery shows demand is still on a rising trend

  • 08 10月 2021

  When consumption plunged as the pandemic hit, there were claims that the world had passed Peak Demand for oil. As demand rebounds, those claims are set to be refuted and the price has jumped heavily for oil, gas and coal.

• Opinion

  The future of China’s gas demand

  • 05 10月 2021

  China’s gas demand has exceeded expectations. We now expect gas demand to increase. How far can it go? How could carbon neutrality impact gas in China?

• Opinion

  Carbon capture and storage: how far can costs fall?

  • 28 9月 2021

  The costs of carbon capture and storage (CCS) technology are still stubbornly high. Why is it so expensive? And what will be the catalyst that makes costs fall?

• Opinion

  Exploring the subsurface and commercial implications of Eni’s giant Baleine discovery

  • 14 9月 2021

  Exploring the subsurface and commercial implications of Eni’s giant Baleine discovery offshore Cote d'Ivoire

• Opinion

  Horizons: From boom to Biden – a roundup of our insights from Q3 2021

  • 21 9月 2021

  Q3 Horizons explored the commodity price supercycle, carbon emission regulation's impact on the oil and gas sector, and Joe Biden’s plan for net zero by 2050.

• Opinion

  Gas price signals show need for increased supply

  • 17 9月 2021

  European gas prices have been hitting record highs and prices have been soaring in Asia. It's clear the market needs more gas. The US has the resources to meet that demand, but has hurdles to overcome

• Opinion

  COP26: the future of upstream is in governments' hands

  • 25 8月 2021

  Agreements at COP26 will define ambitions, but the impact on supply, demand and process will be dictated by policy actions

• Opinion

  COP26: A smooth transfer of power in electricity generation?

  • 01 9月 2021

  This week’s COP26 briefing highlights three big implications we see for the power sector as a result of the conference

• Opinion

  The slow recovery after Hurricane Ida

  • 10 9月 2021

  Hurricanes are a fact of life in the Gulf of Mexico, and the energy industry has many decades of experience in managing the risks. But Hurricane Ida has been one of the most disruptive in recent years, and about 1.5 million barrels per day of US oil production is still offline. Increased rainfall and potentially higher wind speeds in future could further complicate the challenge of resilience.

• Opinion

  Scotland the brave: a Firth of Forth net zero hub for COP26?

  • 17 8月 2021

  With all eyes on Scotland for COP26 there is an unparalleled opportunity for bold action. Momentum behind a net zero hub could have an outsized impact on the UK’s energy transition.

• Opinion

  Shell to divest its entire Nigeria joint venture portfolio

  • 16 8月 2021

  Shell and Nigeria go back a long way – but net zero plans are leading to a clean break from Niger Delta JV assets.

• Opinion

  COP26 oil demand: in the cross hairs of emissions reduction

  • 18 8月 2021

  Our COP26 briefing considers the implications for the oil market and refining industry of a global concerted effort to reduce emissions and limit a temperature rise by 2050 to 2 °C.

• Opinion

  Why investors may have Nigerian upstream assets in their sights

  • 18 8月 2021

  Brownfield investment opportunities are emerging in Nigeria as international oil companies accelerate energy transition strategies and divest non-core assets.

• Opinion

  Will the US gas market be a tricky balancing act this winter?

  • 11 8月 2021

  Rallying prices underscore the delicate supply-demand balance in an increasingly global market

• Opinion

  COP26: make or break for global emissions trading

  • 11 8月 2021

  Effective carbon pricing is essential to achieve the emissions reductions required by the Paris Agreement. COP26 could be vital for global emissions trading.

• Opinion

  The Energy Gang podcast: Where will DOE’s loan program make the next climate tech investments

  • 21 10月 2021

  The U.S. Department of Energy is crucial for funding, researching, and testing emerging energ...

• Opinion

  What does the Glasgow Climate Pact mean for Asia’s energy companies?

  • 25 11月 2021

  Much has been discussed on the implications of the Glasgow Climate Pact for the global economy and energy markets. And while measurable progress has been made in each field, there is no denying much work remains to be done.

• Opinion

  Can Asia avert a gas supply crisis?

  • 23 11月 2021

  Driven by coal-to-gas switching and a need to underpin renewables generation, Asian gas demand will almost double by 2050. We examine the boom with Lens.

• Opinion

  2022 – cheerful or fearful?

  • 16 12月 2021

  After another rollercoaster year that trampled on predictions, the annual APAC Energy Buzz ‘cheerful or fearful’ outlook is back.

• Opinion

  ExxonMobil sets a net zero emissions goal

  • 21 1月 2022

  Over the past decade, the European and US oil and gas Majors have chosen divergent strategic directions. The European companies have set more ambitious goals for emissions reduction, and moved faster to diversify into low-carbon energy sources. Recently, however, that gap has begun to close.

• Opinion

  Can Europe get through winter?

  • 25 7月 2022

  Russia’s Nord Stream back online after routine maintenance, but expect continued volatility.