• Opinion

  Asia’s power sector feels the burn

  • 12 5月 2022

  Everything across Asia’s power sector is heading north. With electricity demand continuing to climb, power prices are being pushed significantly higher by increasing fuel, equipment, land, and labour costs. Rising interest rates add further complexity.

• Opinion

  Australia’s energy revolution: the promise of battery storage and hydrogen

  • 12 7月 2023

  Abundant natural resources point to immense opportunities for battery storage and hydrogen in Australia – policy support will play a vital role.

• Opinion

  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.

• Opinion

  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?

• Opinion

  What is carbon-neutral LNG?

  • 18 11月 2020

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

• Opinion

  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.

• Opinion

  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?

• Opinion

  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.

• Opinion

  Australian coal exports bounce back from China’s ban

  • 04 3月 2021

  Australia’s coal exporters have staged a recovery after volumes to China plummeted.

• 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.

• 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

  How Asia changed the global LNG market in the space of a year

  • 21 4月 2021

  The past year has undoubtedly been the most dramatic in the history of the global LNG industry. Demand buffeted by lockdowns and recession, liquefaction shut-in, pre-FID supply projects delayed and spot LNG prices crashing to all-time lows before going into orbit.

• Opinion

  There’s still life in China’s shale gas

  • 28 4月 2021

  Looking back over a decade as the US shale gas boom began to dramatically transform the country’s energy balance, driving down gas prices and ultimately creating one of the world’s largest LNG exporters, many speculated whether China could replicate this success.

• 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

  Asia’s developing economies need more gas investment, not less

  • 27 5月 2021

  It is increasingly clear across Asia that governments, lenders, and both gas suppliers and consumers must prioritise the management of carbon emissions across the gas value chain.

• Opinion

  Opportunities abound in Asia Pacific’s transforming power markets

  • 01 7月 2021

  Last week we hosted our inaugural Asia Pacific Power & Renewables Conference. This three-day event tackled all aspects of the region’s power markets and their roles in the energy transition.

• Opinion

  China, coal and the big crunch

  • 07 10月 2021

  The impact of China’s power crunch is being felt globally. As Beijing’s ‘at all costs’ directive pushes coal and gas prices higher, governments, energy suppliers and customers across Asia and Europe are bracing for a tough winter ahead.

• Opinion

  Asia Pacific’s energy transition conundrum – is net zero possible?

  • 10 8月 2021

  The net zero race is on and Asia Pacific has joined the chase. But the scale of the APAC energy transition challenge is enormous.

• Opinion

  De-constructing India’s gas supply boom

  • 12 8月 2021

  India’s pipeline of pre-FID domestic gas supply is perilously thin; the current surge in supply is a short-term story at best.

• 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

  China’s top 5 ‘must haves’ from COP26

  • 02 9月 2021

  With COP26 rapidly approaching, China’s special envoy on climate change, Xie Zhenhua, recently announced that Beijing would release more details of its climate strategy “very soon”. The clock is ticking.

• Opinion

  Carbon capture and the future of LNG in Asia

  • 08 9月 2021

  With LNG projects among the most emission-intense assets in the oil and gas sector, many companies are now actively working to lower the carbon intensity of their LNG portfolio.

• 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

  The fork in the road for Asia’s oil and gas demand

  • 23 9月 2021

  Our accelerated energy transition (AET-2) scenario offers a view on how to achieve a 2˚C world aligned with the upper temperature limit of the 2015 Paris Agreement. The AET-2 scenario is curtains for long-term global oil demand, with consumption falling to 70% below peak levels by 2050.

• Opinion

  Asia’s demand engine fires up global LNG supply

  • 02 12月 2021

  Indeed, it is confidence in the resilience of long-term Asian gas demand, even in our accelerated energy transition scenarios, that has been key to the 50 mmtpa of new LNG supply that has taken FID in 2021 compared to only 3 mmtpa in 2020.

• Opinion

  The future of Asian LNG supply – backfill or bust

  • 20 1月 2022

  Despite ongoing pandemic restrictions, sky-high spot prices and rising competition from renewables, the region’s gas consumption will grow at almost 3% a year over the next decade.

• Opinion

  “Get used to cold showers” – Australia’s energy crisis sends shivers down the east coast

  • 15 6月 2022

  As fears mount over gas and electricity shortages in New South Wales and Victoria, one producer bluntly told me: “Folks in Melbourne better get used to cold showers.”

• Opinion

  The legacy of Australia’s bushfires

  • 11 2月 2020

  It’s impossible not to be moved by the human and environmental disaster wreaked by recent fires across so much of eastern and southern Australia. For those of us outside the country, the harrowing images on television and the internet of course tell only a fraction of the story. Through the incredible dedication of Australia’s firefighters – both professionals and volunteers – and recent rainfall, the bushfires mercifully now appear be coming under control.

• Opinion

  Asia’s energy crisis and net zero – no turning back

  • 28 10月 2021

  Covid-19 made mincemeat of energy price forecasts. From the depths of the oil price crash in March 2020 to the surge in Asian spot gas prices to over US$50/mmbtu for the first time ever earlier this month, the pandemic has shredded predictions (and egos) as fast as they could be produced.

• Opinion

  The future of energy storage

  • 18 11月 2021

  The vast majority of carbon emissions from Asia Pacific are now covered by net zero targets. Wind and solar generation will be critical to achieving this but must be combined with energy storage.