Geopolitics and the transition from oil to electric vehicles

• 23 10月 2018

Will geopolitics forever dog the transportation sector, even when electric vehicles (EVs) replace internal combustion engine (ICE) vehicles? Simon Flowers investigates.

When, why and how is the global energy transition going to happen?

• 16 10月 2018

When, why and how is the great fuel switch going to happen? The great energy transition is already underway - we do the maths.

What’s holding back a new investment cycle?

• 02 10月 2018

Despite strong financial performance for the 48 IOCs and NOCs covered in our Corporate Service this year, investment activity is weak. Simon Flowers and Norman Valentine discuss.

US tight oil piles pressure on refiners

• 01 10月 2018

Alan Gelder looks at the ways in which US tight oil has revolutionised the global oil market. This article first appeared on Forbes.com on September 27, 2018.

The rise of electric vehicles and the cobalt conundrum

• 25 9月 2018

The electric vehicle exuberance has been gaining traction in recent years. Governments are setting ever more aggressive targets on internal combustion engine bans, while automakers have been jockeying to outdo each other by laying out bullish production plans for new electrified models.

The case for investing more in exploration

• 25 9月 2018

The industry isn’t finding enough oil. We need more Guyanas, a lot more, and we need them soon. Without them, the oil market is in danger of tightening in the not too distant future.

Spot market not a reliable pricing mechanism, says GECF leader

• 24 9月 2018

Dr Yury Sentyurin. Secretary General of the GECF, cautions against relying on gas-on-gas pricing in this interview with LNG Research Manager Edward Gomersall.

Electric vehicles – the story so far

• 10 10月 2018

How will the rise of electric vehicles impact the future of transport and the natural resources industry? In 2018, our experts have been exploring what that means for oil, metals and power markets around the world.

Is LNG poised for a new growth cycle?

• 11 9月 2018

This week in The Edge, Simon Flowers asks whether LNG is poised for a new growth cycle. And addresses three major challenges for the global LNG industry – competitive new supply, the effect of rising US supply, the need for gas advocacy.

What the surge in oil-basis hedges tells us about Permian operators

• 11 9月 2018

Permian producers increased their 2020 oil-basis hedge positions by 431% in Q2 2018. What does the surge in oil-basis hedges tell us about Permian operator sentiment? And what is the implication for projects due to start up in 2019? Find out in our latest analysis of oil and gas hedging activity.

Regulatory clouds darken a bright outlook for refining

• 27 7月 2018

The spotlight fell on the refining sector in 2015 as the oil price collapsed and oil demand surged, resulting in a record year for global refining margins. How long can this picture of rude health continue?

6 forces driving improved upstream project delivery

• 13 8月 2018

What can the industry do to give their projects the best chance of being delivered successfully? Our analysis points to six key factors that in most recent cases combined to create better execution.

India’s flexible packaging enjoys continuing growth despite a stuttering economy

• 23 1月 2018

Our latest study of the Indian flexible packaging market place ‘Flexible Packaging Supply Demand Study – India’ shows that despite the current uncertainty in the Indian economy, demand for flexible packaging continues to grow at a pace, reaching an estimated $5.6 billion in 2017. India now has the fourth largest flexible packaging market, representing around 6% of the global market, behind the US, China and Japan.

Propylene Global Supply Demand Analytics Service

• 04 3月 2018

As global propylene consumption continues to grow, petrochemical companies will need to invest in novel on-purpose technologies to meet demand.

Global polyethylene: 6 key things for 2018 (Part 1)

• 28 2月 2018

What should the global polyethylene industry brace themselves for in 2018?

DuPont has almost ‘left the building’

• 31 5月 2017

The show will soon be over for Dupont and we can say that this respected name once synonymous with polyester film has “left the building”.

Spandex market growing twice as fast as other fibres

• 23 5月 2017

Understand why Spandex market growing twice as fast as other fibres. See more.

Acquisition challenges facing all large converters

• 05 10月 2017

What’s next for the flexible packaging market? Learn more.

The opportunities and challenges of CTO/MTO development

• 07 11月 2017

Kelly Cui, Olefins Senior Consultant, provides a high-level overview of China’s CTO/MTO development opportunities and challenges to assess the sustainability of this emerging olefin force.

Deepwater vs tight oil: levelling the playing field

• 20 4月 2017

All eyes have been on US tight oil breakevens and the Permian boom during the past few years. But as deep water exploration has become leaner, this part of the industry has been quietly recovering and improving its own economics.

Macroeconomics

Understand the interplay between commodities and the economy with macroeconomics analysis to help forecast the pace of global economic development to 2035.

Dividends or growth – Big Oil’s dilemma

• 27 7月 2017

The industry is adapting to low oil prices. But can upstream grow in this environment? The question is a profound one, the answer in reality more about sustaining the business and maximising returns rather than pursuing growth.

Downstream consistency holds lessons for upstream

• 23 3月 2017

Downstream continues to demonstrate robust financial performance while upstream struggles.

Six global trends to watch in 2017

• 23 1月 2017

What might happen over the next 12 months? We explore six key trends.

Conventional exploration – playing devil’s advocate

• 06 6月 2017

Andrew Latham, our Head of Exploration Research, has built a global creaming curve for conventional exploration outside the USL48. Three themes stand out.

What is the global upstream outlook for 2017?

• 24 1月 2017

Although 2017 brings a myriad of uncertainties, the new year also ushers in much-anticipated optimism for the global upstream industry.

Recovery in the offing? Seventeen upstream projects set to make FID in 2017

• 14 2月 2017

2017 has kicked off in a big way, with over 40 large developments competing for the green light over the next 12 months. We highlight projects that we think are well positioned for sanction in 2017.

Adapting to the new reality

• 26 9月 2017

Is the oil industry on its way to recovery? Sanctioned projects are smaller and cheaper, while US tight oil buffers the decline in conventional spend.

Digitalisation’s place in upstream’s future

• 21 9月 2017

The biggest current recruiter in upstream? Digitalisation, by a distance. Technology is already playing a part in downstream’s recovery from its lows a few years ago.

5 themes shaping the olefins/polyolefins value chain in 2025

• 29 1月 2025

A forward-looking perspective on the evolving dynamics of the olefins/polyolefins value chain in 2025