Aluminium Product Suite

Unparalleled analysis of aluminium value chain from mining, refining, and smelting to market

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.

Oil and gas M&A market: more gridlock ahead?

• 31 3月 2017

Our M&A service estimates that over US$300 billion of potential assets earmarked for disposal remain in the global upstream deal pipeline.

South Australia: batteries & renewables to start displacing gas as early as 2025

• 27 9月 2017

By 2025, wind, solar and battery costs will fall by 15%, 25% and 50%, respectively, and renewables are expected to double in capacity to account for 67% of South Australia’s total power capacity.

Deepwater Gulf of Mexico is leaner, smaller and ready to compete

• 27 7月 2017

Smaller, simpler projects and infrastructure-led exploration are emerging as the right mix, with subsea tie-backs and infill drilling leading the way.

The last frontier in Russia: Taimyr Peninsula

• 19 6月 2017

The remote region in the Russian north attracts attention with a resource potential of 5 billion boe and a geology similar to that of the prolific West Siberian basin.

How can governments introduce more competitive fiscal terms?

• 23 8月 2017

With capital scarce, terms must be attractive to win new investment.

How will regulatory changes affect fields in the Gulf of Mexico?

• 19 6月 2017

The Bureau of Safety and Environmental Enforcement has changed an important aspect of the leasing terms in deepwater GoM, which is likely to affect fields that have been appraised or are being appraised, and where leases are past their primary term or close to expiring.

Will renewables leave new LNG exports in the dark?

• 18 11月 2016

Oil and gas prices aren’t the only things that have fallen — renewable energy costs have, too.

Global ethylene asset map

• 07 3月 2017

We have created an exclusive map displaying the location of global ethylene assets. Explore the locations of ethylene production facilities across the Americas, Europe, the Middle East, Africa, Russia and Asia Pacific.

Spandex market growing twice as fast as other fibres

• 23 5月 2017

David Hart reviews the performance of the spandex segment in specialist fibres and examines the reasons why it is growing faster than other segments.

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.

Will pricing levels rebound in the Lower 48 service sector?

• 09 5月 2017

After a flurry of development activity in the first quarter of 2017, the US Lower 48 onshore sector is beginning to feel the squeeze of cost inflation.

Deepwater vs tight oil: levelling the playing field

• 20 4月 2017

All eyes have been on US tight oil breakevens and the Permian boom during the past few years. But as deep water exploration has become leaner, this part of the industry has been quietly recovering and improving its own economics.

PTT re-engages in South East Asia with new chemicals investments

• 05 7月 2017

Thailand’s PTT conglomerate has announced new investments in petrochemical capacity in the Eastern Economic Corridor, a special investment zone established by the Thai government. Steve Jenkins reviews how Thai conglomerate PTT is changing its strategy in response to the government’s recent environmental and economic policymaking.

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.

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.

Lower 48: Increasing costs push up breakevens

• 05 5月 2017

After a flurry of development activity in Q1 2017, the US Lower 48 onshore sector is beginning to feel the squeeze of cost inflation. Although this development was widely anticipated, impacts vary significantly depending on the source as well as project location.

Permian pulse: upstream awards

• 01 8月 2017

Ben Shattuck, Principal Analyst and upstream expert, discusses the winners of our inaugural "Permian Upstream Awards."

Macroeconomics

Understand the interplay between commodities and the economy with macroeconomics analysis to help forecast the pace of global economic development to 2035.

When will tight oil make money?

• 28 7月 2017

Despite its superstardom in the upstream industry, tight oil remains the subject of debate: can it realise its potential as a profit engine, or will over-investment drive supply up and prices down?

Southeast Asia Gas & Power Service

Get an authoritative analysis and proprietary data across the six most well established gas and power markets in Southeast Asia.

Dividends or growth – Big Oil’s dilemma

• 27 7月 2017

The industry is adapting to low oil prices. But can upstream grow in this environment? The question is a profound one, the answer in reality more about sustaining the business and maximising returns rather than pursuing growth.

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.

Vaca Muerta production to reach 113 kboed by 2018

• 04 5月 2017

Production from the seven most advanced developments in the Vaca Muerta play is expected to increase by 43% in 2017 to 77 kboed, and to double 2016 levels by 2018.

Downstream consistency holds lessons for upstream

• 23 3月 2017

Downstream continues to demonstrate robust financial performance while upstream struggles.

Smooth sailing or rough seas? IMO to cap sulphur in 2020

• 09 5月 2017

Our experts weigh in on the changes that the IMO regulations could bring.

Can Asian investors afford to ignore US tight oil?

• 07 5月 2017

Although Asian upstream players have been absent over the last 12 months, we believe this might be set to change.

Exploration economics: does less equal more?

• 25 4月 2017

As the industry gets smarter about doing less with more, can exploration fix its economics?

Oil demand to 2018: Where could we be wrong?

• 14 3月 2017

Global oil demand is in for a year of strong growth but even small changes to our forecast could have major implications for price.