Ethane to Polyethylene: Advantage North America

• 04 2月 2018

Even after growing by 3 million tons since 2012, the North American ethylene industry has 10 firm cracker projects currently underway – adding another 10 million tons by 2020. Where will all the extra polyethylene go? Surely it won’t stay in the North American markets, and it seems that this expansion is just the beginning.

Understanding the Early Movers Advantage in Chemical Markets

• 01 1月 2018

With the world in need of ever more chemicals, demand is set to continue expanding. The companies that recognise this fact today and build strategies to take advantage will benefit long term. So why are many chemical producers slow in making investment decisions?

Has upstream kicked its cost problem?

• 29 9月 2016

Two years into the low-oil-price world, what has actually been achieved?

Zero-royalty mineral drilling: a saving grace?

• 18 7月 2016

Drilling zero-royalty minerals is giving some US Lower 48 operators a competitive advantage in the down commodities market.

Can Gazprom deliver Power of Siberia gas to China by 2020?

• 06 9月 2017

In July, Gazprom and China National Petroleum Corporation (CNPC) announced first gas supplies via the Power of Siberia pipeline for 20 December 2019. Alongside a raft of projects starting up in 2019-2021, tax increases and low gas prices are straining Gasproms finances. We explore the risks for the Power of Siberia project.

Trump administration declines to go all in for coal — for now

• 01 9月 2017

On August 24, the Department of Energy released their "Staff Report on Electricity Markets and Reliability," which some thought would provide a strong endorsement of the value of baseload coal. This was not the case.

Coal's divergent footprints in the wake of COP21

• 06 12月 2016

With the Paris Agreement ratified, it would seem that coal-based energy is facing its terminal decline. But the story isn’t that simple.

5 things to know about investing in Mexico power and gas

• 17 10月 2016

Mexico’s power and gas reforms are creating competitive investment markets.

Asia-Pac oil on the decline

• 28 2月 2017

Up to 2020, Asia-Pacific faces a decline in oil output but is this a permanent trend?

Total acquires Maersk Oil for US$7.45 billion

• 21 8月 2017

“For Total, the deal is first and foremost about consolidation in the North Sea. Cost synergies should add value, with the North Sea a key area of overlap," says Dr Valentina Kretzschmar, director, corporate service.

When will pre-FID oil projects be commercial again?

• 13 7月 2016

If prices remain at $50/bbl, then most major conventional projects are at risk of deferral or cancellation. Which projects will breakeven and which will be profitable?

North Sea in brief: back to business in 2017

• 11 8月 2017

Our North Sea team shares their thoughts on development in the region in this podcast, which builds off our H1 2017 report and recent insight into private equity-backed players.

North America Gas Service

Gain a holistic view of the US and Canadian gas markets — and a clear competitive advantage — with detailed supply, demand, and price forecasts.

Chinese iron ore mines: will they restart?

• 09 4月 2017

Watch our view on whether and when Chinese iron ore mines may re-start production and the factors affecting the start up.

Future of renewables: a radical disruption?

• 09 8月 2017

In this video series, we examine a future in which carbon regulation is tighter, EV use skyrockets and renewable energy costs drop considerably.

Tight oil vs deepwater: do costs for conventional projects have further to fall?

• 14 7月 2017

The vast majority of savings in the offshore sectors have been cyclical — via cheaper rigs and services — rather than due to structural changes, which are more important but much harder to implement.

Will oil majors threaten existing renewable players?

• 12 7月 2017

After 2025, the oil majors’ will be looking for new opportunities, and the renewables market will be an area of increasing focus. Is there enough growth to go around?

Northeast offshore wind power — feast or famine?

• 16 5月 2017

Lower costs of offshore wind energy in Europe have led to renewed interest in the Northeast region, but real-world offshore wind power performance and reliability may fall short of expectations.

Net Metering in a Net Zero world

• 14 6月 2017

Several states have recently restored or extended full retail Net Metering for residential rooftop solar. Read more.

Evolving opportunities and challenges in the PET industry

• 02 2月 2017

The recent PET 2020 conference in Brussels brought the industry together to reflect on how Europe's PET recycling model has become a benchmark in the wider market.

2017 Gas Indonesia Summit: what lies ahead?

• 07 8月 2017

As Indonesia braces for higher LNG consumption, the country needs to address several issues, which can be used as learnings across emerging LNG markets around the world.

ExxonMobil acquires Southeast Asia's Jurong Aromatics

• 15 5月 2017

ExxonMobil acquired Jurong Aromatics in May 2017, strengthen its aromatics supply position in south east Asia.

Has DuPont left the building?

• 31 5月 2017

Does the recent sale of its BOPP and BOPET assets to Jindal Poly Films mean Dupont has left these markets for good? Simon King considers the deal.

A wild ride ahead for petchems?

• 04 3月 2017

Steve Zinger discusses the five market changes which are set to make waves in the global petchems markets.

Flexibility: can California conquer the next phase of renewables?

• 09 6月 2017

A power grid that is reliable, affordable, and clean may be one of the 21st century’s greatest ambitions, and no economy is blazing the trail faster than California.

Oil sands exodus: an opportunity in disguise?

• 01 5月 2017

After a tumultuous 24 months oil sands got a jolt with close to US$25 billion in M&A deals announced in March and April 2017.

Private equity in the North Sea

• 10 8月 2017

These companies have an appetite to invest, and we estimate there are close to 20 PE-backed vehicles with war-chests approaching US$15 billion for North Sea acquisitions.

US flexible packaging majors lose market share

• 19 6月 2017

Paul Gaster reviews the reasons why US flexible packaging companies are losing market share to emerging suppliers.

Styrene production shortfalls lead to price volatility

• 12 9月 2017

Ryan Macaluso discusses the reasons why styrene production shortfalls have led to volatile prices across this important market segment.

Centennial Resource Development acquires Permian acreage

• 01 4月 2017

Our team assesses Centennial Resource Development's recent acquisition and what it means for its portfolio.