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Opinion
December '18 OPEC meeting: production cuts expected
- 03 12月 2018
As OPEC ministers prepare to meet in Vienna this week, Qatar abruptly announced its withdrawal from the producer’ group. While the move sparked a lot of speculation, it will not have a significant impact on supply. Get Ann-Louise Hittle's analysis of this and other key talking points including Trump and production cuts at this week's OPEC meeting. With live updates from Vienna from Ann-Louise.
Opinion
Revisiting the deepwater cost curve
- 27 11月 2018
Falling costs and rising production are reshaping the deepwater market. Costs will stay low until 2020, after which cost inflation could bite. How will the industry respond?
Opinion
Simon Flowers explores LNG trends and long term outlook
- 28 11月 2018
Simon Flowers' perspective on the growth of electric vehicles, the growing role of the US in global LNG markets, and more.
Opinion
Collaboration in the Carnarvon Basin
- 04 11月 2018
Can big players in the Carnarvon Basin lose the ego and play nice for the greater good of Australian LNG?
Opinion
Russia also matters in refining, but has its appetite to invest waned?
- 21 11月 2018
Russia is a major energy exporter and a key player in the global energy market. Despite its 6.5 million barrels per day of refining capacity, its critical role in the global refining industry is not often recognised. Alan Gelder explains Russia's role and influence in the global energy market.
Opinion
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.
Opinion
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.
Opinion
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?
Opinion
Dorado: Australia's biggest oil discovery this century
- 17 8月 2018
Exploration in Western Australia has produced a result no one expected - a large commercial oil find, Australia's largest this century. The discovery is significant for block partners Quadrant and Carnarvon, but how they will monetise it remains to be seen. Senior Research Analyst for Oceania Upstream, Daniel Toleman, explores the options and outcomes.
Opinion
Costs: early warning signals
- 27 10月 2016
This week’s results announcements from the big oilfield services (OFS) companies show that the market may be turning very quickly.
Opinion
Switching gears on olefins production?
- 12 10月 2017
Kelly Cui, our expert in CTO, explains how this emergent technology could transform global olefins and olefins derivatives trade by enabling China to become more self sufficient in ethylene, propylene and butadiene.
Opinion
5 unintended consequences of Australia's gas market intervention
- 07 8月 2017
On 1 July 2017, the Australian government implemented its gas export restrictions policy, which presents a number of potential unintended consequences for Australia.
Opinion
Boom times: American ethylene's reversal of fortunes
- 27 6月 2017
Steve Zinger assesses changing investment patterns of US chemicals companies in a major article by the Wall Street Journal. He evaluates how global ethylene consumption is growing and explores the drivers for this from a low gas price to new and plentiful sources of supply in North America.
Opinion
How green is the road ahead for polyester?
- 05 9月 2016
Dr Pieterjan Van Uytvanck reviews the outlook for sustainable polyester markets in his recent blog.
Opinion
Royalty increases in Brazil: a renewed burden for iron ore miners or a threat to their international competitiveness?
- 28 4月 2017
The new mining code may become effective in less than four months, meaning extra costs for local mining companies.
Opinion
Downstream consistency holds lessons for upstream
- 23 3月 2017
Downstream continues to demonstrate robust financial performance while upstream struggles.
Opinion
Norway’s upstream sector will prosper — but can the UK rally?
- 12 1月 2017
In Norway, interest in the sector is still high, but in the UK, the lowest number of exploration wells for 50 years and another 20% drop in capex point to a deeper malaise.
Opinion
The LNG wars — Will short run marginal costs be the deciding factor?
- 16 5月 2017
Amidst a growing market glut, attention has turned to the short-term costs to keep existing projects running at all.
Opinion
China and LNG: 5 takeaways from the CWC Gas and LNG Summit
- 11 6月 2017
The mood at the recent CWC event was optimistic — with good reason. What were the five big takeaways from the event?
Opinion
US COP21 withdrawal: Is this actually a step forward?
- 02 6月 2017
On 01 June 2017, President Trump took the first step on the road to reconsidering the best way to meet our climate challenges.
Opinion
How will Alberta's carbon emissions cap impact oil sands development?
- 26 1月 2017
Although the plan provides comfort to local citizens and international buyers, it also raises questions for oil sands asset owners and investors.
Opinion
Do lower oil prices lead to lower oil tax rates?
- 08 12月 2015
New projects in countries that impose a high fiscal burden appear significantly less competitive in the corporate portfolio.
Opinion
Operating cost: has the oil industry really moved the needle?
- 20 6月 2016
So has the industry finally reversed the long trend of opex inflation? Well, yes and no.
Opinion
Starters’ orders for the oilfield services market?
- 07 12月 2016
The last few years have been all about managing down the costs base, resulting in diminished capacity, and laying the foundations of the recovery.
Opinion
A balancing act: getting fiscal terms right
- 01 12月 2016
A government can’t influence the geological potential of the areas they offer, so they need to be aware of how the industry perceives the areas offered. How good are the rocks?
Opinion
LNG trucking takes off in China
- 04 10月 2017
We explore the new business models supporting growth
Opinion
US solar: four things to look for in 2025
- 16 1月 2025
Our take on key themes, from installations projections to cell manufacturing capacity, the potential impact of the Trump administration energy agenda and the future of the IRA.
Opinion
Asia Pacific power & renewables: 5 things to watch in 2025
- 23 1月 2025
Soaring solar and storage bring in the Lunar New Year of the Snake.
Opinion
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
Opinion
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

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