• Opinion

  Asian LNG demand can’t be taken for granted

  • 15 9月 2022

  Where in Asia is demand at greatest risk, can suppliers still count on Asian LNG demand recovery, and what do Asian buyers really want from suppliers amidst the current crisis?

• Opinion

  Risk and reward for renewables developers in Asia’s booming power market

  • 22 9月 2022

  Asia Pacific continues to set the pace for power market growth, creating a US$1.8 trillion opportunity for renewables in the next decade – but developers’ risks are increasing.

• Opinion

  Making CCUS work in Asia Pacific

  • 03 10月 2022

  What can Asia Pacific governments do to ensure the ramp up in new CCUS projects, which countries are showing the most progress and what role can oil and gas companies play in delivery?

• Opinion

  The power of the PPA: corporate renewable procurement sets a new record in Asia Pacific

  • 08 11月 2022

  As decarbonisation ambitions grow across the Asia Pacific region, soaring fuel and power prices have improved the competitiveness of corporate renewable power purchase agreements (PPAs).

• Opinion

  How the delayed Olympic Games disrupts Japan’s recycled fibre sector

  • 21 12月 2020

  The Tokyo Olympics could be a game-changer for sustainable textiles – but some momentum has been lost.

• Opinion

  Nuclear – the cleanest dirty word

  • 10 12月 2020

  The reality is that Northeast Asia’s carbon neutral targets will be very difficult to meet by renewables alone, given the need to massively increase electrification. With the size of its future economy, the scale of the challenge is up to 10 times greater in China than Japan or South Korea. Given this, what will be the role of nuclear?

• Opinion

  Asian buyers stay cool as US LNG hit by the deep freeze

  • 24 2月 2021

  So, when freezing conditions hit the southern US last week, resulting in feedgas into LNG plants collapsing from above 10 bcfd to just below 2 bcfd, and with some Texas price markers soaring north of US$400/mmbtu, anxiety levels should have been rising.

• Opinion

  Making sense of Asia’s sky-high spot LNG prices

  • 20 1月 2021

  None of us could have foreseen what happened this winter. Cost of supply became an irrelevance as Asian spot LNG prices went into orbit. From lows of around US$2/mmbtu in April, the JKM price soared north of US$32/mmbtu last week, with media reports of Trafigura purchasing a cargo from Total at US$39.3/mmbtu.

• Opinion

  Australia’s gas conundrum

  • 19 3月 2021

  While it may well claim the crown of world’s largest LNG exporter in 2021, Australia faces rising problems with its gas.

• Opinion

  China-US relations, tech wars and climate change

  • 26 1月 2021

  When President Xi Jinping spoke of the risks of ‘tech wars’ at the World Economic Forum’s virtual Davos Agenda event on Monday, there was little doubt who he was aiming at. At a White House briefing later that day, press secretary Jen Psaki stated that “Technology is of course at the centre of US-China competition.”

• Opinion

  Are Japan’s upstream players heading for the exit?

  • 02 2月 2021

  Japan’s trading houses are re-thinking their long-term strategies around upstream investment.

• Opinion

  What do Japan’s soaring spot power prices mean for the energy transition?

  • 08 2月 2021

  Japan’s power prices were on an unprecedented rally in the first two weeks of 2021. What’s behind these historical highs, and what does it mean for the energy transition?

• Opinion

  Batteries with Chinese characteristics

  • 10 2月 2021

  At present, China accounts for almost 75% of global lithium-ion battery manufacturing capacity and this share is set to increase through the short term with its build-out of new facilities.

• 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

  China unveils the extent of its gas ambitions

  • 05 8月 2020

  Make no mistake, China is the world’s most important gas market. Why? Because today, as demand stalls in so many parts of the world, China is the engine of global gas growth.

• Opinion

  What forces will shape global gas markets over the next two decades?

  • 13 8月 2020

  Global gas demand has proved resilient despite widespread coronavirus lockdowns - but supply dynamics are more challenging. Will gas and LNG demand continue to recover? And what forces will shape the market over the next two decades?

• Opinion

  What a second wave of lockdowns would mean for Asia’s oil and gas markets

  • 18 8月 2020

  Bold assumptions, but not unrealistic. But what would happen with a second wave of prolonged, nationwide lockdowns? What would this mean for economic activity? How will oil and gas supply and prices be affected? Will Asia’s demand-led recovery be blown off course?

• Opinion

  China’s deteriorating air quality indicates a recovery is underway

  • 24 3月 2020

  As the battle against the coronavirus outbreak intensifies across the globe, positive news is in short supply. But in a world turned upside down, rising levels of air pollution in China indicate that a recovery is now underway.

• Opinion

  Re-inventing the North West Shelf

  • 08 9月 2020

  With declining production from the joint venture’s fields, the NWS may be forced to reduce exports unless new gas is secured.

• Opinion

  Asia’s decarbonisation ambition isn’t matching reality

  • 07 7月 2022

  Without action, a disorderly energy transition across Asia Pacific is looming.

• Opinion

  China’s solar growth sends module prices plummeting

  • 05 4月 2024

  Excess capacity has sent solar panel prices tumbling. In the early 2010s, the stretch goal was to get the cost down to 50c a watt. Now they are selling in China for just 11c. That is great for solar deployment, but less good for manufacturers.

• Opinion

  Tensions over “green protectionism” emerge at COP28

  • 01 12月 2023

  Countries including China and India want the climate talks to address unilateral measures such as the EU’s CBAM and the US Inflation Reduction Act.

• Opinion

  What to look for in Asia Pacific renewable energy in 2025

  • 21 1月 2025

  Record offshore wind tenders, surge in storage demand, a floating solar expansion, solar tariffs and more.

• Opinion

  Asia’s LNG pain is Europe’s gain - for now

  • 07 4月 2022

  “It’s not easy, but it’s feasible” was the verdict of EU climate chief Frans Timmermans as the bloc announced its ambitious goal of reducing imports of Russian gas by around two thirds this year. With this implying something in the order of 100 bcm of supply, we do not share Mr Timmermans’ optimism.

• Opinion

  Can Australia create energy super basins?

  • 26 7月 2023

  How can Australia transition from traditional upstream to advantaged energy super basins, and why is action needed?

• Opinion

  Will India’s new regulations release pressure on LNG?

  • 04 9月 2023

  Recent gas regulatory and policy changes should increase overall gas demand and improve LNG attractiveness at higher spot prices.

• Opinion

  China’s regas capacity is on the rise – but low utilisation persists

  • 04 9月 2023

  China’s regas terminals have progressed fast recently, supporting supply diversification. But low utilisation rates are challenging business models

• Opinion

  Strong gas demand raises questions over emissions

  • 11 9月 2023

  As demand for gas grows, it poses challenges for global climate goals. Suppliers will come under increased pressure to curb their emissions.

• Opinion

  Are APAC’s retail markets full of Eastern promise for oil majors?

  • 11 10月 2023

  Retail fuel markets in APAC are set for continued growth – and big oil is taking notice.

• Opinion

  Energy in Asia: in need of a power up?

  • 21 11月 2023

  With fossil fuel demand resilient and emissions rising, a change in direction is needed