In conversation with Asia Pacific’s CEOs

• 04 11月 2020

We hosted the CEOs of PETRONAS, Santos and Medco, the chairman of Indian Oil Corporation, and many other senior executives from a range of leading oil and gas companies, utilities and banks over two days at our APAC Energy & Commodities Summit last month.

Harvest or grow: what’s the future of upstream oil & gas investment?

• 27 11月 2020

Resilience and sustainability will increasingly shape the upstream oil and gas industry’s investment decisions

Exploration - where less can be more

• 20 11月 2020

How capital discipline led a return to value creation

A Biden administration: implications for the energy industry

• 09 11月 2020

The energy sector faces a very different future under President-elect Biden. What are the implications for the oil market? How will key US geopolitical relationships change? And can a Biden administration push through its climate change goals?

Biden, China and politics of energy

• 11 11月 2020

As the new administration looks to take the US back into the Paris climate agreement, will the US and China work together on tackling global warming?

What is carbon-neutral LNG?

• 18 11月 2020

LNG ranks among the most emission-intensive resource themes across the oil and gas sector.

Global upstream oil and gas: new challenges ahead in 2021

• 19 1月 2021

What does 2021 hold for the global upstream oil and gas industry? It will be a year of uncertainty and contingency – but resilience and recovery are also key themes.

Will 2021 breathe life back into the Asia Pacific upstream M&A market?

• 16 12月 2020

The recovery in oil and gas prices should help bring buyers and sellers closer on price expectation, while ongoing consolidation among upstream producers in North America has driven a sharp uptick in global M&A in recent months, likely pushing more non-core APAC assets into the market.

What will oil and gas companies focus on in 2021?

• 19 1月 2021

It’s been an extraordinary year for oil and gas companies. What will 2021 bring? Get the predictions for the year ahead from our corporate analysis team.

Big themes and risks for energy in 2021

• 11 12月 2020

After a tumultuous 2020, what will shape the energy world in 2021? We look at five themes to watch – economic boom, action on climate change, oil demand, industry finances and upstream investment.

What happens to gas and LNG if the energy transition accelerates?

• 10 12月 2020

Gas still has a role to play in reducing global carbon emissions. But what will the renewed focus on decarbonisation mean for the gas and LNG industry?

Dual circulation and China’s push for energy security

• 25 11月 2020

At its core, dual circulation is about relying less on the outside world.

Three factors driving the upstream M&A market

• 02 12月 2020

Operators are under growing pressure to optimise portfolios. What are the forces having the biggest impact on decision-making?

North Sea decommissioning: a turning point lies ahead

• 09 12月 2020

£16 billion will be spent on offshore decommissioning in the coming decade – how can costs be planned and managed effectively?

The Euro Majors’ big bet on new energy

• 04 12月 2020

The Euro Majors are building new energy businesses as a key part of net carbon-neutral targets for 2050. How and when will they be able to demonstrate value from renewables investments?

OPEC+ strikes a deal to avoid oil glut

• 04 12月 2020

The production cuts agreed by the OPEC+ group in April have been highly effective in rebalancing the oil market after the pandemic sent demand plunging. With hopes growing of a stronger rebound next year, some countries, led by the United Arab Emirates, have been calling for OPEC+ to stick to its plan to allow almost 2 million b/d of extra production in January. But demand is expected still to be weak in the first quarter at least, as the Covid-19 vaccines begin to be rolled out. An OPEC+ production increase of that size would have risked an oversupplied market and falling crude prices. Facing that risk, the OPEC+ ministers pulled back from the brink and agreed a production increase of just 500,000 b/d, to be reviewed for possible further increases every month.

Upside pressure mounts on US gas prices

• 15 5月 2025

Surging gas demand set to push Henry Hub higher

North America natural gas summer market outlook – 2025

• 13 5月 2025

Our summer 2025 outlook gives an idea of what can be expected in the coming months for the North America gas market.

Evaluating infrastructure and optionality in Canadian hydrocarbon exports

• 01 5月 2025

Can Canada move away from its longstanding role as a regional energy supplier to become a global superpower? Is it ready to be? How soon?

Oil and refined products in 2025: a commodity trader’s guide

• 14 4月 2025

In an energy hungry world beset by growing trade tensions and shifting energy policy, volatility creates opportunity for commodity traders who can stay one step ahead of market shifts. So, what are the opportunities and challenges set to shape crude and refined product markets as 2025 progresses?

Tariffs - implications for the oil and gas sector

• 10 4月 2025

Tariffs could shake up oil and gas markets – find out how companies are preparing for price volatility, capital discipline and potential M&A opportunities in a turbulent landscape.

Video | Lens Gas & LNG: Will Russian gas and LNG come back?

• 20 3月 2025

Could Russian gas and LNG make a comeback? Explore the potential impact of US-Russia negotiations on global energy markets.

NGLs & Petrochemicals

Our NGLs solutions provide traders and analysts with the accurate data and forecasts they need to complement and inform their models.

What a future Ukraine peace deal means for energy (Part 2)

• 26 3月 2025

A windfall for Russian oil producers and impetus for upstream investment

Global refinery closure outlook to 2035

• 31 3月 2025

Which refineries are at risk of closure by 2035? Explore the key threats to global refining, from carbon costs to market shifts.

Blackout in the southeast: a wake-up call for Mexico’s lower Gulf and peninsular markets

• 07 4月 2025

We examine the key factors behind the incident and assess the current energy landscape of the region.

Tariff shockwaves shake the energy industry

• 08 4月 2025

Steep new US tariffs and global retaliation send shockwaves through energy markets - discover what it means for prices, demand and industry investment.

President Trump's inflation fight could put pressure on oil

• 17 3月 2025

President Trump's push to reduce energy prices faces challenges, with fluctuating oil prices and production hurdles, but his administration’s plan aims to reshape the future of US energy.

Reduced flow on several US-bound Canadian pipelines following introduction of tariffs

• 05 3月 2025

On 4 March, the United States imposed 25% tariffs on imports from Canada and Mexico. A 10% exception was given to energy imports from Canada – including oil and gas – highlighting the imperative co-dependency between Canadian producers and US refiners.

Majors' capital allocation in a stuttering energy transition

• 03 3月 2025

As energy transition challenges mount, oil and gas Majors are pivoting back to upstream - while NOCs step up their low-carbon commitments. What does this mean for the industry's future?