When, why and how is the global energy transition going to happen?

• 16 10月 2018

When, why and how is the great fuel switch going to happen? The great energy transition is already underway - we do the maths.

5 factors that will cushion the PTC phase-out in the US

• 07 8月 2018

We present five drivers that will sustain demand for new wind capacity additions in the market during this time.

Anticipating 88 GW of residential flexibility in the US

• 04 10月 2018

Grid-connected devices can help alter load shape, but the future hinges on customer demand, rate design and incentives. Read more.

Pulling the handbrake on the electric vehicle revolution?

• 08 10月 2018

What role do battery raw materials such as cobalt, nickel and lithium play in the electric vehicles revolution? Our analysis indicates that achieving EV penetration rates of over 10% by 2030 with the current battery technologies presents a challenge.

What’s holding back a new investment cycle?

• 02 10月 2018

Despite strong financial performance for the 48 IOCs and NOCs covered in our Corporate Service this year, investment activity is weak. Simon Flowers and Norman Valentine discuss.

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.

The rise of electric vehicles and the cobalt conundrum

• 25 9月 2018

The electric vehicle exuberance has been gaining traction in recent years. Governments are setting ever more aggressive targets on internal combustion engine bans, while automakers have been jockeying to outdo each other by laying out bullish production plans for new electrified models.

The case for investing more in exploration

• 25 9月 2018

The industry isn’t finding enough oil. We need more Guyanas, a lot more, and we need them soon. Without them, the oil market is in danger of tightening in the not too distant future.

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.

Electric vehicles – the story so far

• 10 10月 2018

How will the rise of electric vehicles impact the future of transport and the natural resources industry? In 2018, our experts have been exploring what that means for oil, metals and power markets around the world.

How private equity is revitalising offshore exploration and production

• 01 10月 2018

Private equity is revitalising offshore exploration and production, with smaller operators bringing new life to the US Gulf of Mexico, the North Sea and Brazil. Get the latest analysis here.

Guyana - a new planet in oil’s solar system

• 18 9月 2018

The discovery of a major new oil play like Guyana instils a sense of wonder in we oil industry devotees. What’s the story? How big could it be? Will it change the oil market? Simon takes on these questions and more.

Is LNG poised for a new growth cycle?

• 11 9月 2018

This week in The Edge, Simon Flowers asks whether LNG is poised for a new growth cycle. And addresses three major challenges for the global LNG industry – competitive new supply, the effect of rising US supply, the need for gas advocacy.

What the surge in oil-basis hedges tells us about Permian operators

• 11 9月 2018

Permian producers increased their 2020 oil-basis hedge positions by 431% in Q2 2018. What does the surge in oil-basis hedges tell us about Permian operator sentiment? And what is the implication for projects due to start up in 2019? Find out in our latest analysis of oil and gas hedging activity.

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?

Solar Data Hub

The Solar Data Hub is a dynamic tool that provides strategic insight into the global solar market.

Grid Edge Data Hub

The Grid Edge Data Hub is a data exploration and analysis tool that equips you with insight into the global grid edge project, technology and company ecosystem.

Grid Edge Executive Council

The Grid Edge Executive Council represents an exclusive group of decision makers driving the future of the electric grid.

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.

Energy Storage Data Hub

The Energy Storage Hub is a dynamic tool that provides strategic insight into the burgeoning and complex global energy storage landscape.

6 forces driving improved upstream project delivery

• 13 8月 2018

What can the industry do to give their projects the best chance of being delivered successfully? Our analysis points to six key factors that in most recent cases combined to create better execution.

Securing exposure to Permian tight oil – Part 2

• 10 7月 2018

US tight oil's growth prospects are attracting the attention of any number of upstream companies. But new entrants need to go in with their eyes wide open - it's a very different business model to conventional E&P. In Part 2 of our assessment of buying into tight oil we look at the technical, logistical and valuation pitfalls.

Electric vehicles – transportation disruptor, part 1

• 24 7月 2018

There will be just 5 million EVs on the road by the end of 2018, minuscule penetration into a global car stock of 1.2 billion cars. But with faster acceleration, longer life, fewer moving parts and less maintenance, and no tail pipe emissions EVs are going to be big – really big.

European PET market turmoil could see knock-on effects for brand owners

• 10 6月 2018

The European PET market is currently in a state of turmoil, which has principally been caused by a lack of PTA feedstock and reduced imports.

India’s flexible packaging enjoys continuing growth despite a stuttering economy

• 23 1月 2018

Our latest study of the Indian flexible packaging market place ‘Flexible Packaging Supply Demand Study – India’ shows that despite the current uncertainty in the Indian economy, demand for flexible packaging continues to grow at a pace, reaching an estimated $5.6 billion in 2017. India now has the fourth largest flexible packaging market, representing around 6% of the global market, behind the US, China and Japan.

OPEC remains key to price recovery through 2040

• 16 7月 2018

Despite record-breaking gains in the Permian, strong demand growth and heightened geopolitical risk pushed Brent to USD80/bbl in May. For the market to truly rebalance, OPEC will remain key to price recovery over the short to medium term.

Meeting gas demand in China - the role of LNG trucking

• 21 6月 2018

We're seeing phenomenal growth in China's LNG demand, driven by government-mandated coal-to-gas switching. Serious air pollution issues have led to new environmental policies prompting a reduction in coal in favour of cleaner fuels, including gas. How can China ensure local gas demand is met, without the price hikes seen last winter?

OPEC opts for clever compromise – and a show of unity

• 22 6月 2018

Focusing on market fundamentals, we look at the impact of three possible options for OPEC and co-operating non-OPEC producers.

What should the E&P sector do with a wall of cash?

• 19 6月 2018

The biggest lottery prize of 2018? A contender is the windfall oil and gas companies find drops into their bank account.

EV growth will require massive charging infrastructure build-out

• 01 8月 2018

Why the growth of Electric Vehicles will require massive charging infrastructure build-out? Learn more.