• Opinion

  Metals investment: the darkest hour is just before the dawn

  • 12 2月 2024

  As the world races towards 2030 and key decarbonisation targets approach, we look at how investment in metals and mining is central to achieving net zero

• Opinion

  North American power markets: navigating a trickier path to decarbonisation

  • 15 2月 2024

  North America’s energy transition could be longer, more expensive and more politically contentious than previously predicted

• Opinion

  LNG trade disrupted as Suez Canal transits stop

  • 20 2月 2024

  The implications of no LNG carriers transiting through the Red Sea and Suez Canal

• Opinion

  Red Sea crisis: what crisis? Not for US refiners as refining margins boom

  • 19 2月 2024

  US product exports to Europe advantaged as Middle East/West Coast India exports are challenged by Red Sea disruption

• Opinion

  2024’s carbon policy so far: four key takeaways

  • 22 2月 2024

  Read on for our pick of this year’s big carbon policy developments so far

• Opinion

  Investing in the energy transition

  • 21 4月 2021

  What do major investors need to know to capitalise on the opportunity offered by the energy transition over coming decades?

• Opinion

  No silos allowed in the pursuit of a greener economy

  • 21 10月 2020

  The move towards a circular economy is one of many initiatives being pursued as society seeks to reduce its environmental impact. Within the refining and chemical industries, there is an increasing focus on how technology and research can be applied to support the re-engineering of many product value chains, thereby reducing the environmental impact of specific products throughout their entire lifecycle.

• Opinion

  Choppy waters ahead for global olefins

  • 28 10月 2020

  2020 has been characterised by a pandemic-driven collapse in demand and turbulent feedstock prices. How will the industry navigate the challenging times ahead?

• 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

  How decarbonisation will drive mining supply-side adjustments

  • 09 11月 2020

  Governments, consumers and producers will push and pull metals and mining to reduce emissions – and it's going to mean big adjustments for the supply side.

• Opinion

  The ecommerce revolution: friend or foe to sustainability?

  • 11 11月 2020

  Covid-19 has accelerated the adoption of ecommerce, which typically uses more packaging than traditional retail. The pressure is on for brands, and the packaging industry, to deliver sustainable solutions.

• 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

  Harvest or grow: what’s the future of upstream oil & gas investment?

  • 27 11月 2020

  Resilience and sustainability will increasingly shape the upstream oil and gas industry’s investment decisions

• 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

  What happens to gas and LNG if the energy transition accelerates?

  • 10 12月 2020

  Gas still has a role to play in reducing global carbon emissions. But what will the renewed focus on decarbonisation mean for the gas and LNG industry?

• 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

  European refining at the Rubicon again – which assets will make it over?

  • 04 12月 2020

  European refining at the Rubicon again – which assets will make it over? Wood Mackenzie’s updated closure threat analyses 83 refineries in Europe and quantifies the risk of closure of each asset.

• Opinion

  How will dynamics shift in Asia Pacific’s power markets?

  • 08 12月 2020

  Asia Pacific is the engine room for global power and renewables growth. Has coronavirus put the brakes on, or is APAC still on course to outpace demand in all other regions combined in the next 20 years?

• Opinion

  North Sea decommissioning: a turning point lies ahead

  • 09 12月 2020

  £16 billion will be spent on offshore decommissioning in the coming decade – how can costs be planned and managed effectively?

• Opinion

  Power purchase agreements: how will they support renewables growth?

  • 15 12月 2020

  Power purchase agreements are attractive for investors entering the renewable energy space, but the market is still relatively small. We take a look at key market trends.

• Opinion

  Faster decarbonisation and mining: a crisis of confidence or capital?

  • 15 12月 2020

  Fuelling an accelerated energy transition scenario calls for a massive increase in investment in key metals, and soon. What stands in the way, and can it be overcome?

• Opinion

  Five ways the copper industry can improve economics and sustainability

  • 22 12月 2020

  Driven by a growing list of stakeholder requirements and an explosion in creative solutions, is the mining industry about to accelerate its adoption of technology?

• Opinion

  Could alternative marine fuels decarbonise shipping?

  • 26 2月 2021

  Tough IMO emissions targets could steer shipping towards biofuels and e-fuels – but there are issues to navigate.

• 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

  Federal leases and permits: how much could US tight oil shrink?

  • 03 3月 2021

  The Biden administration has moved swiftly to impose temporary restrictions on new federal lease sales and drilling permits ahead of a potential overhaul of regulations for oil and gas producers on federal lands. Are tighter rules ahead?

• Opinion

  From federal spending to Texas blackouts: key themes shaping the US grid edge

  • 03 3月 2021

  The growth of distributed energy resources on the grid edge continues to influence many sectors of the energy industry. In recent weeks we’ve seen this play out in everything from the way the federal government is investing in the electricity grid of the future, to the response to blackouts in Texas.

• 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

  Oil demand interview with Harry Tchilinguirian

  • 02 3月 2021

  Alan Gelder, Refining, Chemicals & Oil Markets interviews Harry Tchilinguirian, former Global Head of Commodity Markets Research and Senior Oil Market Analyst, BNP Paribas to get his view on the key market uncertainties and signposts for 2021.