How to scale up carbon capture and storage

• 09 7月 2021

Industrialising a nascent technology that’s critical for net zero targets

Carbon taxes – which mined commodities will be the winners and losers?

• 13 7月 2021

Carbon taxes could well provide the economic incentive needed to deliver rapid decarbonisation of the global economy. But what impact will they have on marginal costs and prices for mined commodities? And how does the competitive position of each commodity change under different carbon tax scenarios?

Could Africa become the home of green metals?

• 29 6月 2021

The Inga hydropower scheme in the Democratic Republic of Congo (DRC) could be the key to the green electrification of Africa. But could the project also be a catalyst for the development of vast underutilised resources, creating a centre for low carbon metals production?

Rising costs will hit solar investment

• 01 7月 2021

Steel prices have been soaring as the global economy recovers from the impact of the pandemic, hitting record highs in the US this week. Meanwhile polysilicon prices have also been surging higher, given extra impetus last week by the Biden administration’s order restricting solar imports that include silicon metal from a key supplier to the Chinese market.

What lies beneath: why Middle East upstream resources are so advantaged

• 05 7月 2021

With future oil and gas demand highly uncertain, advantaged resources with the lowest costs, lowest carbon emissions and best economics stand the greatest chance of being commercialised. The Middle East won the geological lottery, but how does it fare on other fronts?

Why upstream needs to be more ambitious to cut emissions

• 25 6月 2021

What is the oil and gas industry doing to cut carbon emissions? Tougher policy will help but much is in the upstream industry’s gift.

Will India set a net zero target?

• 24 6月 2021

As COP26 approaches, pressure on India to commit to net zero is increasing. Global action on climate change is firmly at the top of the political agenda.

Can the Caspian region still compete for upstream capital?

• 28 6月 2021

The Caspian region risks facing an upstream investment crisis in the 2020s that could shape the strength of hydrocarbon-dependent economies like Azerbaijan and Kazakhstan for decades to come.

What ‘vehicle-to-everything’ electric vehicle pilots mean for the grid

• 23 6月 2021

As rates of bus electrification continue to rise globally, fleet operators are looking to a novel solution to drive down costs and smooth the transition: vehicle-to-everything (V2X). What’s the potential of this technology, and what stands in the way of commercialisation?

China becomes the world’s largest LNG market

• 16 6月 2021

With Japan’s LNG demand in long-term structural decline, China will this year become the world’s largest LNG market.

Decarbonisation: is aluminium a solution or a problem?

• 15 6月 2021

Aluminium is both a major contributor to global greenhouse gas (GHG) emissions and one of the key energy transition metals needed to build a low-carbon future. Julian Kettle, Senior Vice President, Vice Chair Metals and Mining, asks: can initiatives to cut aluminium’s carbon intensity offset the impact of increasing production?

Asia’s frozen upstream M&A sector begins to thaw

• 10 6月 2021

Global upstream M&A is bouncing back. The recent increase in asset acquisitions saw North American deal flow hit its highest level since 2019, while across the rest of the world M&A activity is showing signs of a gradual – if uneven - recovery from the abyss of 2020.

Eni and bp get up close and personal in Angola

• 09 6月 2021

Using our Lens platform, we've analysed the potential joint venture between Eni and bp in Angola

On the road again: where will US gasoline demand go this summer?

• 26 4月 2021

Find out when we expect gasoline to return to pre-pandemic levels, how prices could affect the demand trajectory and more in this complimentary insight.

The rise of renewables and real-time trading decisions

• 27 4月 2021

The ongoing growth in wind and solar capacity in Europe is contributing to the emergence of an increasingly volatile and short-term spot market for electricity. How will trading dynamics evolve?

Could Australia’s battery storage pipeline bottleneck thwart energy transition progress?

• 26 4月 2021

Australia has one of the lowest renewables cost premiums over fossil fuel in the APAC region and renewables (solar and wind) account for a fifth of total power generation. However, this has caused transmission constraints and put pressure on grid reliability. Australian utilities and regulators are looking to battery storage as a solution.

How the oil market would deal with the return of Iranian exports

• 16 4月 2021

The return of Iranian exports to the oil market in 2021 was a clear risk. If sanctions are lifted, how much oil could Iran produce and how quickly? What wiggle room would OPEC+ have to accommodate Iran's exports? What would be the effect on the oil price?

Tin – the forgotten foot soldier of the energy transition

• 20 4月 2021

What’s driving demand for tin? And could a lack of ESG-compliant supply affect the pace of the energy transition?

Tracking the trajectory of the global energy storage market

• 21 4月 2021

Global energy storage deployment surged 62% in 2020, and we expect the global market to grow 27-fold by 2030. But where will growth come from? What technologies will triumph? And what will it all cost?

Myanmar’s woes increase

• 15 4月 2021

Less than six years after the National League for Democracy won a landslide election victory after more than half a century of military rule, the country’s generals are once again in control. Already hundreds of civilians have been killed protesting the February 1 coup, leading to international condemnation and the imposition of economic sanctions by many western governments.

Electric vans on the brink of a commercial breakthrough

• 16 4月 2021

There is a dispute over whether the US Postal Service should buy EVs, but the private sector is pressing ahead with orders.

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Global wind turbine market: state of play

• 14 4月 2021

After a record-breaking year, what are the key wind turbine market trends – and which OEMs have secured the most market share?

Could restricting oil production in the US Gulf of Mexico lead to carbon leakage?

• 12 4月 2021

Federal actions have put the comparative emissions performance of the prolific US Gulf of Mexico under the spotlight.

Could soaring prices see copper fly too close to the sun?

• 18 5月 2021

With ever more bullish price forecasts, copper is flying high – but is enough attention being paid to the risk of substitution associated with such high prices? Julian Kettle, Senior Vice President, Vice Chair Metals and Mining, argues that the threat from aluminium as a viable energy transmission alternative is being vastly underestimated.

Next-stage decarbonisation in Europe: five key considerations

• 18 5月 2021

The EU’s target to cut emissions to 55% below 1990 levels by 2030 clearly acknowledges that decarbonisation cannot wait. But what will be needed to achieve near-term goals over the next decade? What are the key enablers and drivers in play?

Colonial pipeline hack exposes the vulnerability of critical infrastructure

• 14 5月 2021

The ransomware attack on the Colonial pipeline system had only a marginal impact on fuel markets, but could have been much more serious.

Australia-China relations continue to sour

• 13 5月 2021

With China buying around a third of everything Australia exports on a value basis, the downward spiral in Sino-Australian diplomatic relations is clearly of concern.

Connect four: key findings from the first four editions of Horizons

• 12 5月 2021

Will falling costs secure solar’s dominance in power? Can Europe slash its emissions by 2030? Will China win the clean energy race? What would an accelerated energy transition mean for oil and gas prices? Find out in our Horizons recap.

The challenge of upgrading the US grid

• 07 5月 2021

The shift towards renewable power generation relies on adding transmission capacity. Opposition to new lines makes that an uphill battle.