Horizons: three key findings from Q2 2021

• 06 7月 2021

A recap from the last three editions of Horizons, from the prospect of upside-down oil and gas prices to the vast potential of carbon capture

Opportunities abound in Asia Pacific’s transforming power markets

• 01 7月 2021

Last week we hosted our inaugural Asia Pacific Power & Renewables Conference. This three-day event tackled all aspects of the region’s power markets and their roles in the energy transition.

LNG Short-term Analytics

Understand the near-term dynamics of the LNG market to make smarter strategic decisions.

Nord Stream 2 nears the finish line

• 24 6月 2021

The gas pipeline from Russia to Germany has been acknowledged as a “fait accompli” by the US. The European market will still need more LNG

Electric vehicles continue to get the green light

• 28 6月 2021

In Q1 of 2021, electric vehicle sales rocketed to 550,000 – a 66% increase over the same period last year. This surge has seen our outlook upgraded to 950 million EVs on the road by 2050.

Oil refining’s four big challenges

• 02 7月 2021

Oil refining's concerns over profitability, rationalisation, decarbonisation and EVs

Alerts send warnings about the future of power

• 18 6月 2021

As a heatwave hit the southwest US this week, electricity demand surged, putting strain on the grids in Texas and California. Grid operators issued alerts urging customers to conserve electricity where possible by turning up thermostats and not running appliances in the late afternoon and evening. The measures worked: blackouts were avoided in both states. But the alerts were a reminder of the pressures facing grids in extreme weather conditions, which will increase as their reliance on wind and solar power grows. Demand response programmes and other measures to improve the flexibility of the grid are becoming increasingly important.

How high can the oil price go in 2021?

• 18 6月 2021

The oil price has been on a bull run for over a year. Fundamentals are improving with oil demand bouncing back towards pre-pandemic highs as the global economy recovers. But OPEC+ is also playing a key role in rebalancing the market after the crisis of 2020. How much further could prices go?

Is gold turning green?

• 23 6月 2021

Scrutiny of the environmental impact of mining has never been greater and with COP26 on the horizon the spotlight will only intensify. How is the gold industry tackling the challenge?

Investors exert their influence over the energy transition

• 11 6月 2021

Oil and gas companies have been coming under mounting pressure from large shareholders to address climate risks, and that pressure has stepped up sharply this year. The world’s six largest investors by assets under management have signed up to the Net Zero Asset Managers initiative, committing them to supporting the goal of global net zero greenhouse gas emissions by 2050 or sooner. In total the signatories to the initiative have $37 trillion under management.

Onshore wind: tackling cost escalation in operations and maintenance

• 16 6月 2021

Competitive bidding has become the norm in the onshore wind operations and maintenance (O&M) market, pushing price-points down. Meanwhile, operational costs have escalated. How will the industry combat the cost challenge and secure cheaper onshore wind?

The road to COP26

• 08 6月 2021

This is a big year for climate policy. The Paris agreement of 2015 set up a five-yearly cycle for countries to increase the ambition of their goals for cutting greenhouse gas emissions. So right from the outset, the COP26 climate conference originally scheduled for 2020 was going to be particularly significant.

Big Oil’s watershed moment: five things you need to know

• 10 6月 2021

The events of May 26 2021 look like a defining moment for the oil and gas industry. In the space of a few hours, three decisions crystallised trends that had been building for years at the large international oil companies, showing the pressure they are under to address climate change and the energy transition.

Supply chain constraints loom for US solar

• 15 6月 2021

While record growth continues for US solar, attention is now turning to supply chain constraints. How are different segments being affected by elevated commodity prices and equipment delays?

Upstream’s biggest challenge

• 11 6月 2021

Maximising value through the energy transition is a huge challenge for upstream. The Edge this week asks: how will strategies change? Is consolidation inevitable? And can the industry become more sustainable?

The prize for China from decarbonisation

• 23 4月 2021

China’s net-zero ambitions are a significant boost to global efforts to tackle climate change. Will the push to decarbonise transform China's economy? What does it mean for its energy markets and the supply chains? And is China well placed to capitalise on low-carbon technologies?

Winter reliability and the road to net zero

• 28 4月 2021

Winter Storm Uri wreaked havoc on electric and gas systems unprepared for the challenge. What are the implications for ensuring reliable electric supply as the energy transition progresses?

Putting coal mine emissions under the microscope

• 29 4月 2021

Coal producers are feeling the weight of public scrutiny and investor pressure as increasingly stringent carbon emission policies threaten future demand. A price on carbon – a key policy for emissions reduction – could also transform industry costs and prices.

Demanding new emissions goals set course for low-carbon future

• 23 4月 2021

At a US-hosted climate summit this week, large economies discussed their ambitious objectives for cutting emissions. Now comes the hard part.

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?

The role of NOCs on the road to net zero

• 22 4月 2021

NOCs must play a role in the global mission to decarbonise. Could this be a game-changing year?

How Asia changed the global LNG market in the space of a year

• 21 4月 2021

The past year has undoubtedly been the most dramatic in the history of the global LNG industry. Demand buffeted by lockdowns and recession, liquefaction shut-in, pre-FID supply projects delayed and spot LNG prices crashing to all-time lows before going into orbit.

Europe Coal Burn Report

Get the most up-to-date coal demand estimates for the European power sector on a country-by-country basis.

US Coal Burn Report

Leverage accurate estimates based on direct, real-time coal plant monitoring of over 165 MW in capacity

The US energy transition rides on the electric F-150

• 21 5月 2021

Ford has launched the electric version of its best-selling F-150 truck. Its success or failure will have a big impact on the electrification of transport in the US, and on climate policy.

Is the price rally in energy and metals sustainable?

• 14 5月 2021

Green shoots of economic recovery are bursting through. Energy, metals and mining commodity markets have sensed it for months – witness the soaring prices of oil, LNG, iron ore, copper and many other metals. Is this a post-pandemic economic bounce or the start of a new supercycle?

Major growth ahead for US commercial solar

• 17 5月 2021

2021 will be an interesting year for US commercial solar. In our latest outlook, annual capacity additions are expected to grow 25% – an impressive return to growth for a market that has declined for three years in a row. But it’s not all plain sailing.

Which technologies will drive the energy transition?

• 10 5月 2021

The energy transition is a transformational force, with technology at its heart. What are the technologies that are driving change? Which innovations are on track to help unlock the world’s lower-carbon future? And where do we need to pick up the pace?

Southeast Asia’s steel surge: how will the region manage overcapacity?

• 11 5月 2021

Southeast Asia continues to see ambitious expansion in steel capacity. But with lacklustre utilisation levels, will protectionist government policies be enough to address overcapacity?

India in crisis

• 06 5月 2021

Given the scale of the crisis facing India and the potential for a further nationwide lockdown, I turned to our experts to hear how they are assessing the impact across the economy and energy sectors.