Demand for batteries is skyrocketing - we need new ways of extracting lithium

• 21 5月 2024

Lithium demand is booming, but traditional extraction methods fall short. Join us as we explore new, efficient, and eco-friendly extraction techniques with John Busbee of Xerion and Paul Braun of the University of Illinois.

BHP eyes Anglo American for copper growth

• 14 5月 2024

Our recent report explores Anglo American’s rejection of BHP's revised bid and analyses the potential combination of BHP and Anglo American – including valuation, strategic rationale and synergies

Google’s demanding goals for decarbonisation

• 16 5月 2024

Which global steam crackers are at most risk of closure?

• 16 5月 2024

With ethylene producers facing multiple headwinds, we benchmark facilities to see which plants are under threat

How are companies managing excess capacity in Asia Pacific’s solar supply chain amid a solar boom?

• 16 5月 2024

Amidst increasing global solar capacity, new industry players, transitions in cell technology, and the rising cost of polysilicon are behind supply chain challenges in APAC

Green steel: challenging the status quo 

• 09 5月 2024

What are the big themes and challenges to look for as the iron and steel value chain decarbonises?

How banks and government are working together to achieve net zero in the UK

• 07 5月 2024

Heather Buchanan joins us to discuss the collaboration needed between banks and policymakers to drive forward the energy transition. Listen now for insights into the Bankers For Net Zero initiatives and milestones, exploring the financial implications of decarbonising banking products by 2050.

How to address risk from extreme weather in power markets

• 02 5月 2024

How can traders and other stakeholders address the risk to power networks from extreme weather events?

The challenge of growing electricity demand in the US and the shortage of critical electrical equipment

• 02 5月 2024

Electrical equipment remains a significant bottleneck to utility supply chains

BHP’s all-share offer for Anglo American

• 29 4月 2024

BHP’s all-share offer for Anglo American, creating a copper, iron ore and metallurgical coal mining supermajor

Counting carbon: how to set oil and gas industry emissions targets

• 13 4月 2021

Oil and gas firms are increasingly committing to emissions-reduction goals, but their scope and methodologies vary. How can the industry set standardised, meaningful targets that support the energy transition and enable investors to assess risk?

How Big Oil is set to transform the offshore wind sector

• 05 4月 2021

The Euro Majors’ huge renewables ambitions mean the winds of change are blowing. Who’s getting involved in offshore wind? What strategies are emerging? And what does it mean for the future of the sector?

What a 40-year-old shale well can tell us about the future of the Lower 48

• 22 3月 2021

Forty years ago Mitchell Energy filed a permit for the C.W. Slay 1 well, kick-starting a Barnett Shale programme that would forever change the face of US upstream operations. What lessons can the well that commercialised shale provide for the sector's future?

Australia’s gas conundrum

• 19 3月 2021

While it may well claim the crown of world’s largest LNG exporter in 2021, Australia faces rising problems with its gas.

Tesla’s share price and the future of EVs

• 26 2月 2021

After a spectacular rise, Tesla’s shares have been on a downward trend this month. The company’s fundamental prospects still look good

Asian buyers stay cool as US LNG hit by the deep freeze

• 24 2月 2021

So, when freezing conditions hit the southern US last week, resulting in feedgas into LNG plants collapsing from above 10 bcfd to just below 2 bcfd, and with some Texas price markers soaring north of US$400/mmbtu, anxiety levels should have been rising.

Could oil Majors and Independents generate record free cash flow this year?

• 25 2月 2021

IOCs have just been through one of their toughest ever years. But the sector is primed for a V-shaped free cash flow recovery, potentially to record levels. What’s fuelling the shift in fortunes, and how will it shape corporate priorities?

Batteries with Chinese characteristics

• 10 2月 2021

At present, China accounts for almost 75% of global lithium-ion battery manufacturing capacity and this share is set to increase through the short term with its build-out of new facilities.

How will the EU plastics levy change the flexible packaging market?

• 08 2月 2021

The EU is getting tougher on non-recycled plastic packaging waste. Will the new plastics levy lead to more sustainable solutions? And could the flexible packaging sector lose its relative cost advantage?

What do Japan’s soaring spot power prices mean for the energy transition?

• 08 2月 2021

Japan’s power prices were on an unprecedented rally in the first two weeks of 2021. What’s behind these historical highs, and what does it mean for the energy transition?

Offshore wind: long-term promise after short-term decline

• 04 2月 2021

Annual installs dropped 29% in 2020, but FIDs for new capacity hit an all-time high and a record number of alliances were formed. With the scale of ambition increasing, what will 2021 bring?

Are Japan’s upstream players heading for the exit?

• 02 2月 2021

Japan’s trading houses are re-thinking their long-term strategies around upstream investment.

Biden’s climate plans aim at job creation

• 29 1月 2021

The president wants to support renewables and EVs, while having little immediate impact on oil and gas

China-US relations, tech wars and climate change

• 26 1月 2021

When President Xi Jinping spoke of the risks of ‘tech wars’ at the World Economic Forum’s virtual Davos Agenda event on Monday, there was little doubt who he was aiming at. At a White House briefing later that day, press secretary Jen Psaki stated that “Technology is of course at the centre of US-China competition.”

Making sense of Asia’s sky-high spot LNG prices

• 20 1月 2021

None of us could have foreseen what happened this winter. Cost of supply became an irrelevance as Asian spot LNG prices went into orbit. From lows of around US$2/mmbtu in April, the JKM price soared north of US$32/mmbtu last week, with media reports of Trafigura purchasing a cargo from Total at US$39.3/mmbtu.

Rising oil prices test US producers’ willpower

• 15 1月 2021

WTI above $50 means US E&Ps can hold production flat while paying down debt. But will they be tempted to go for growth?

International explorers steer clear of Alaska’s wildlife refuge

• 08 1月 2021

Reputational, legal and political risks meant there was little interest in a first-ever lease sale in the area. But Alaska’s oil industry has other more promising prospects

Is the energy transition road paved with scrap metal?

• 07 1月 2021

Scrap could help to decarbonise the metals and mining industry, and fill a looming supply gap – but policy change will be crucial.

Can the US offshore wind industry reach Biden’s 30 GW target?

• 03 8月 2021

State-level mandates and targets have helped the offshore wind industry take its first steps in the US. Strong federal support – and an ambitious target – could now see it really take off.

Catch, don’t release: the dawn of the CCS era

• 11 8月 2021

With three of the largest gas projects approved this year – Barossa (Australia), North Field East (Qatar) and Ghasha (UAE) coming with associated CCS plans, do barriers exist for carbon sequestration's continued growth?