Three challenges to overseas expansion for the Chinese cathode sector

• 11 6月 2024

Can Chinese producers of ternary cathodes and precursors look abroad to solve domestic oversupply?

OPEC+ plans to boost oil production

• 07 6月 2024

The OPEC+ countries are taking on the delicate task of trying to raise oil production without crashing the market. They are starting cautiously, but the global economic outlook holds plenty of downside risks for demand and prices.

What’s in store for gas and LNG in Europe?

• 18 6月 2024

An overview of market balances, the price outlook and risks for European gas and LNG through 2026

Two years on from the IRA and the impact on solar and storage is clear

• 13 6月 2024

The 2024 Solar and Energy Storage Summit kicked off in San Francisco this week. We are joined by a roster of expert analysts and industry leaders to explore the key topics, technology, policy and financing of the solar and storage industries.

Can the EU and US hit EV targets amid supply chain shake up?

• 19 6月 2024

We examine whether both markets can meet their production and sales targets for electric vehicles while de-risking supply chains

Supplier diversity programs: a new source of competitiveness and innovation for utilities in North America?

• 28 5月 2024

Three takeaways from the Utility Supply Management Alliance Conference

The energy transition in the upstream oil & gas sector: a reality check?

• 05 6月 2024

Geopolitical, financial and technical headwinds have slowed energy transition progress, but ever-tighter climate regulation continues to drive change.

A two-decade decline in exploration is driving the need for carbon neutral investment in Australia’s upstream sector

• 27 5月 2024

A turbulent period of change has seen many legal and fiscal changes as Australia tries to balance its gas and energy transition strategy

The US puts up the barriers to Chinese products

• 20 5月 2024

China takes only a tiny share of the US markets for EVs, solar modules and steel. The Biden administration is signaling that it intends to keep it that way.

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?

European gas markets feel the pressure – but there are signs of recovery

• 28 4月 2020

As the number of new cases of coronavirus starts to slow across Europe, there have been moves to ease restrictions in some markets. As a result, while milder weather and an oversupplied market are still putting gas demand under significant pressure, signs of demand recovery are slowly emerging.

For Asia’s NOCs, it’s time to go big or stay home

• 28 4月 2020

Indeed, many Asian national oil companies (NOCs) have emphasised that they are seeking to broadly maintain their 2020 capital budgets for domestic investment.

Saudi Arabia’s price push for oil market dominance in Asia

• 21 4月 2020

Competition is fierce and struggling Asian refiners must now take full advantage of the abundant crude options to maximise their margins.

Batteries: powering the fight against climate change

• 22 4月 2020

Why investment in battery manufacturing and storage technologies is critical to limiting global warming to 2°C

Coronavirus: tracking the impact on European gas, power and chemicals

• 22 4月 2020

The coronavirus outbreak is having a seismic effect. How is it affecting gas, power and chemicals markets?

Coronavirus oil and gas supply chain risks are hidden in your backyard

• 08 4月 2020

How confident are you that your oil and gas supply chain can withstand the impact of novel coronavirus?

2020: the new oil sector supplier crunch bites

• 14 4月 2020

The 2020 oil price crash is very different from the 2015 crash. Supply chain leaders will need to consider their contingency plans.

Trump's art of the OPEC deal

• 13 4月 2020

In this episode of our Asia-Pacific energy podcast, we discuss this weekend's OPEC agreement.

Has the Lower 48 got the financial strength to ride out the storm?

• 17 4月 2020

From revised capex to distressed debt, we track the health of the sector in the wake of the oil price crash.

How low could Asian spot LNG prices fall this summer?

• 07 4月 2020

Already oversupplied, the global LNG market has come out of a mild winter straight into the headlock of a global pandemic that is impacting demand across the world’s major gas markets as rapidly as it is damaging their economies.