• Opinion

  Trading houses’ risk appetite create more evolved LNG market

  • 20 8月 2019

  The rising influence of four commodity trading houses is shaking up the global LNG market. Trafigura, Vitol, Glencore and Gunvor have played a part.

• Opinion

  It’s now time to get excited about renewables in Asia Pacific

  • 02 8月 2019

  How does the region move rapidly towards a pathway to decarbonisation in line with Paris Agreement goals, while ensuring continued economic growth and competitiveness?

• Opinion

  How will Russia respond to Europe's changing gas market?

  • 22 7月 2019

  Changing European gas market dynamics present new challenges and opportunities for Russia, Europe's largest supplier. How can Russia monetise giant gas reserves while mitigating the risks of European decarbonisation and diversification efforts?  

• Opinion

  How to create value through oil and gas acquisitions in the North Sea

  • 15 7月 2019

  The years between 2012 and 2018 saw frenetic M&A activity in the UK North Sea. Our team of North Sea analysts looked back at the 55 biggest deals announced during that period to learn how value was created.

• Opinion

  Stepping on the gas: are Asia Pacific governments doing enough?

  • 26 6月 2019

  Find out which Asia Pacific countries are most attractive to investors as a gas supply crunch looms. And get your copy of the report by Graham Kellas, Senior VP of Global Fiscal Research.

• Opinion

  What’s next for Chevron?

  • 17 6月 2019

  Chevron walked away from its bid for Anadarko, but it is still in an enviable position. What will the Supermajor do next? Analysis by Tom Ellacott.

• Opinion

  Simple complexity – the future of the upstream supply chain?

  • 16 4月 2019

  After an extremely challenging few years, could there be light at the end of the tunnel for the upstream supply chain? Read on to find out more about an industry desperately playing catch up.

• Opinion

  5 signs of recovery in Asia Pacific upstream oil and gas

  • 25 1月 2019

  Will Asia Pacific's upstream sector finally emerge from the downturn in 2019? Angus Rodger and the APAC upstream oil and gas team look at 5 signs of recovery.

• Opinion

  There's light at the end of the tunnel for refiners

  • 31 1月 2019

  The second half of 2018 was a very challenging time for refining. This weak commercial performance was due to a whole host of adverse market developments. Are these developments temporary or are they here to stay?

• Opinion

  The future of exploration: Return to profitability

  • 23 5月 2018

  Things are looking up for exploration as we start to see a long overdue return to profitability - for those companies still in the game. In the final part of our mini-series accompanying his presentation at EAGE in Copenhagen, Andy Latham takes stock of the great successes of late.

• Opinion

  Four themes for your future exploration strategy

  • 23 5月 2018

  As the wounds from not too long ago start to heal, the industry remains cautious. Every dollar spent is expected to work harder than ever before. With less than one dollar in ten of upstream investment going to exploration, which strategies will the industry follow when allocating their budgets to ensure the best possible return?

• Opinion

  Turning tide for offshore supply chain markets

  • 06 6月 2018

  One of the first signs we have seen of a recovering offshore market and improving financial health has been in the harsh environment rig market...

• Opinion

  Can conventional oil projects compete with L48 oil?

  • 14 3月 2018

  US tight oil has arrived with a bang, disrupting the oil market. But can conventional oil projects compete? Our latest report looks at where tight oil and other pre-FID conventional projects sit on the global cost curve.

• Opinion

  Is cost reduction the new normal?

  • 15 2月 2018

  We look at the results of our third annual Global Upstream Cost Survey

• Opinion

  Will drivers see a repeat of 2014's gasoline price reprieve?

  • 02 11月 2018

  The average retail gasoline price in the United States is now close to U.S.$3 a gallon, while in Germany, gasoline is retailing at an average of €1.40 per litre. We last saw prices like these in November 2014. Could we see a repeat of the 2014 reprieve?

• Opinion

  IMO 2020: mayhem or opportunity for the refining and marine sectors?

  • 04 9月 2018

  Alan Gelder investigates the impact of the IMO's planned changes to marine fuel standards on the shipping and refining sectors This article first appeared on Forbes.com on September 3, 2018.

• Opinion

  LNG ship orders pour in

  • 21 8月 2018

  Thirty-three new LNG ships have been ordered so far this year, compared to 19 in the whole of 2017 and just six in 2016 - a result of favourable rates, low newbuilding prices and rapidly growing demand. But owners need to be careful they don’t over order. Is it too little too late or too much too soon?

• Opinion

  Australia's east coast gas market – how LNG changes everything

  • 27 9月 2018

  At last count four separate project developers are proposing LNG import terminals in Australia. These come just as Australia is ramping up LNG production to overtake Qatar as the world's largest LNG exporter. So what is going on?

• Opinion

  Can Gazprom deliver Power of Siberia gas to China by 2020?

  • 06 9月 2017

  In July, Gazprom and China National Petroleum Corporation (CNPC) announced first gas supplies via the Power of Siberia pipeline for 20 December 2019. Alongside a raft of projects starting up in 2019-2021, tax increases and low gas prices are straining Gasproms finances. We explore the risks for the Power of Siberia project.

• Opinion

  2017 Gas Indonesia Summit: what lies ahead?

  • 07 8月 2017

  As Indonesia braces for higher LNG consumption, the country needs to address several issues, which can be used as learnings across emerging LNG markets around the world.

• Opinion

  Is the Southern Cone gas industry finally ready for lift off?

  • 05 11月 2015

  Brazil’s natural gas industry and that of its neighbors in the Southern Cone, such as Argentina and Chile, have labelled gas the ‘fuel of the future’. Has that future finally arrived?

• Opinion

  Energy view to 2035 in five charts

  • 15 6月 2017

  We've distilled our outlook into five charts that examine global supply by fuel, demand by country and emerging markets in Asia Pacific.

• Opinion

  Will deals walk the optimistic talk of NAPE?

  • 21 2月 2017

  NAPE 2017 was a great show, and optimism is back in the oil patch.

• Opinion

  ‘Permania’ prevails, and other learnings from the 2017 DUG Permian Conference

  • 11 4月 2017

  At the 2017 DUG Permian Conference, three main themes stood out.

• Opinion

  European oil storage: Competitiveness is key to identifying sustainable investments

  • 22 3月 2017

  Major transactions within Europe’s oil storage sector have resulted in an estimated 22 million barrels of capacity changing hands in 2016.

• Opinion

  New project sanctions on the rise?

  • 21 6月 2017

  At the start of the year, we predicted that around 20 to 25 major new upstream projects would be sanctioned in 2017, roughly double the score for 2016. So, as we approach the year’s halfway mark, how is our forecast faring?

• Opinion

  LNG supply on the up and up

  • 06 12月 2016

  Despite the LNG industry’s well-documented challenges, there are reasons to be positive.

• Opinion

  Breaking the cycle? Cost efficiency in upstream oil and gas

  • 10 12月 2015

  The fact is that the industry faces a structural cost problem which was easy to hide in the days of US$100 oil but less so today.

• Opinion

  Progress on opex, but will it stick?

  • 30 9月 2016

  The dramatic fall in oil prices has forced the industry to look hard at capex plans and the efficiency of operating assets and functions, with significant downward pressure on rates.

• Opinion

  Can fiscal policy help the oil industry to ‘do a Leicester’?

  • 31 5月 2016

  Governments are telling the oil companies that they need to ‘do a Leicester’. That is, maintain (or even improve on) their best performance — investment, production — but at a fraction of the cost.