• Opinion

  Suez blockage highlights Asia’s vulnerability to disruptions

  • 31 3月 2021

  The grounding of the 400-metre, 224,000-tonne Ever Given cargo vessel in the Suez Canal last Tuesday inevitably sparked concern across the global economy and, while the vessel is now afloat and traffic has resumed, will have once again reminded Asian countries of the risks such trade arteries continue to present.

• Opinion

  Refinery-petrochemicals integration: your questions answered

  • 08 4月 2021

  With petrochemical demand growth resilient and the energy transition putting pressure on transport fuel demand, the role of integrated refinery-petrochemical sites will only grow. How does integration alter the competitive position of a site? And what are the threats to its value? Read our answers to these questions, and more.

• Opinion

  China’s war on waste means more than just clean plates

  • 24 3月 2021

  In re-launching the ‘Clean Plate’ campaign in August last year, President Xi Jinping urged all of China to “maintain a sense of crisis about food security”. This is of course an important message in and of itself, given the huge amounts of energy, water and land involved in food production in China.

• Opinion

  Oil demand interview with Harry Tchilinguirian

  • 02 3月 2021

  Alan Gelder, Refining, Chemicals & Oil Markets interviews Harry Tchilinguirian, former Global Head of Commodity Markets Research and Senior Oil Market Analyst, BNP Paribas to get his view on the key market uncertainties and signposts for 2021.

• Opinion

  Could alternative marine fuels decarbonise shipping?

  • 26 2月 2021

  Tough IMO emissions targets could steer shipping towards biofuels and e-fuels – but there are issues to navigate.

• Opinion

  2021 – cheerful or fearful?

  • 13 1月 2021

  And after the 12 months we’ve all just experienced, making bold predictions for the year ahead is more fraught than ever: nothing is off the table.

• The Edge

  Is the price rally in energy and metals sustainable?

  • 14 5月 2021

  Green shoots of economic recovery are bursting through. Energy, metals and mining commodity markets have sensed it for months – witness the soaring prices of oil, LNG, iron ore, copper and many other metals. Is this a post-pandemic economic bounce or the start of a new supercycle?

• Opinion

  India in crisis

  • 06 5月 2021

  Given the scale of the crisis facing India and the potential for a further nationwide lockdown, I turned to our experts to hear how they are assessing the impact across the economy and energy sectors.

• Opinion

  Will carbon costs destroy the added value from refinery-petrochemical integration?​

  • 10 11月 2021

  Earlier this year, we published a case study exploring S-Oil’s decision to add steam cracking capacity to its Onsan refinery. In this update, we have used REM-Chemicals and PetroPlan to scrutinise the possible impact of carbon costs.

• Opinion

  Survival of the fittest refineries: what are the metrics that matter?

  • 22 11月 2021

  With peak oil demand on the horizon, diversifying the product mix will be crucial for refiners. Cutting emissions intensity could also give refinery sites a crucial competitive edge.

• Opinion

  US Infrastructure bill bets on breakthrough technologies

  • 12 11月 2021

  The US Congress has been debating two bills with big implications for energy. The first, the Infrastructure Investment and Jobs Act, has finally been passed by both House and Senate, and will be signed into law by President Biden.

• Opinion

  Plugging the methane leaks

  • 29 10月 2021

  The Biden administration and key members of Congress are in negotiations over legislation that could include a new fee on methane emissions from US oil and gas facilities. If it passes into law, the fee would have a widely varying impact across regions and across companies.

• 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

  Is Asia’s oil market recovery losing pace?

  • 15 9月 2021

  Continued restrictions on mobility reverberate through to demand for transportation fuels in Asia Pacific.

• Opinion

  Hurricane Ida causes historic US crude supply chain disruption

  • 31 8月 2021

  Leverage our real-time and historical data to understand Hurricane Ida's impacts to the crude supply chain.

• Opinion

  The Energy Gang podcast: As profits rise, oil majors face new pressures

  • 13 8月 2021

  We started the Covid pandemic at negative oil prices. Today, benchmark prices are above $70. And t...

• Editorial

  Three things you need to know about Refinery I/O

  • 09 9月 2021

  Everything you need to know about one of our most unique oil offerings.

• Opinion

  Onsan refinery case study: how much value will greater refinery-petrochemical integration add for S-Oil?

  • 23 8月 2021

  How can refiners assess the potential ROI of increased petrochemical integration? We explore how S-Oil’s plans to add steam cracking to its Onsan site will affect its competitive position.

• Opinion

  What COP26 means for energy and natural resources

  • 01 12月 2021

  Despite a lack of globally aligned policies and projects for carbon reduction, we see COP26 as a qualified success. So, what are the implications?

• Opinion

  Refinery emissions: implications of carbon tax and mitigation options

  • 13 1月 2022

  The refining industry accounts for only 3% of global energy sector emissions. But carbon tax on refinery carbon emissions can have a material impact on profitability, as it will be difficult to pass on carbon costs to consumers through higher product prices.

• Opinion

  The Energy Gang podcast: The Supreme Court vs the EPA

  • 15 7月 2022

  This week the gang discuss the US Supreme Court’s decision to impose new limits on the Environmental Protection Agency, the Russia-Ukraine war and inflation and their impact on the price of renewables, President Biden's proposal for a suspension of federal gas taxes and more.

• Opinion

  Horizons podcast: The Big Ban

  • 30 6月 2022

  Regular host Dr. Liz Dennett is joined by Derek Brower, US Energy Editor at the Financial Times, Massimo Di-Odoardo and Ann-Louise Hittle.

• Opinion

  The Biden administration seeks answers to high fuel prices

  • 17 6月 2022

  The president has asked refiners to increase output. Effective solutions will be more complex.

• Opinion

  US gasoline prices hit record highs

  • 10 6月 2022

  Refining capacity constraints, OPEC+ strategy and investor demands have driven up fuel prices worldwide, with little prospect of relief in the short term.

• 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

  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.

• Opinion

  Decarbonising global shipping

  • 02 5月 2022

  Can alternative fuels set the global maritime trade on a course for net zero?

• 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.

• The Edge

  Five ways the Russia/Ukraine war is changing oil markets

  • 31 3月 2022

  Amidst the Russia/Ukraine conflict producers, traders, shippers, refiners and even consumers are all having to adapt to shifting crude and product flows – and pricing.