• Opinion

  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.

• Editorial

  Texas freeze: the real-time impact on gas storage

  • 04 3月 2021

  The recent winter storms left millions without power and heat in the US. Behind the headlines, more complex factors were at play. Our unique access to both gas and power monitoring and data gave us an integrated, real-time view of an unprecedented event and the issues it created.

• Opinion

  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

• The Edge

  Will oil companies start spending again?

  • 26 2月 2021

  The oil and gas sector is bouncing back strong. After savaging costs and spend in response to last year's crisis, and with Brent soaring over US$65/bbl, we expect a resurgence of upstream cash generation in 2021. How much free cash flow will the sector generate? What will companies do with it?

• Opinion

  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.

• Editorial

  Breaking down the Texas winter blackouts: what went wrong?

  • 19 2月 2021

  Our power analysts examine the events of the Texas energy crisis that resulted in extended blackouts across the state, leaving millions of people without power and raising questions around the future of emergency preparedness, market structure, and regulation within the energy sector.

• The Edge

  Future energy – how electric vehicles transform battery demand

  • 19 2月 2021

  Batteries are going to play a big part in achieving net-zero ambitions. Once batteries are cheap enough and deliver sufficient range, they open the door for EVs to disrupt the ICE market. When will battery costs fall enough for EVs to compete head on? And is there enough supply of key battery metals to meet the higher demand?

• Editorial

  Deep freeze hits Texas hard as US Gulf Coast shutters oil complex

  • 17 2月 2021

  We're examining the immediate impacts to the oil industry from 15-16 February as captured across our real-time monitoring offerings.

• Opinion

  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?

• The Edge

  Big Oil’s offshore wind journey is only just beginning

  • 12 2月 2021

  Offshore wind is at the forefront of the Euro Majors' new energy strategies. It's a proven technology, ready for scaling up – and the latest UK permits show the competition for projects is heating up. How big could it be for Big Oil?

• Opinion

  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.

• Opinion

  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?

• Featured

  Are we on the cusp of another mining super-cycle?

  • 23 2月 2021

  The global pandemic saw demand for mined commodities slow to a virtual standstill and prices slump. But are we now on the brink of a new super-cycle – or even a super-charged super-cycle? Or are the markets getting ahead of themselves?

• Opinion

  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?

• Opinion

  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?

• Opinion

  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.

• Opinion

  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

• The Edge

  Could 2021 be the start of a new super-cycle?

  • 29 1月 2021

  Led by Asia, and with vaccine roll-out underway, global economic growth should bounce back strong in 2021. It sets the scene for a much better year in commodity markets. But do surging oil, gas and metals prices point to something more lasting?

• Featured

  How uncertainty will define the oil market in 2021

  • 28 1月 2021

  Covid-19 and the oil price crash sent shockwaves through the oil market in 2020. How will continuing uncertainty affect global demand, supply and refining in 2021?

• Opinion

  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.”

• Featured

  Five trends that will cut global emissions in 2021

  • 27 1月 2021

  Even a global pandemic couldn’t keep climate change from climbing the corporate agenda in 2020, and that momentum will only build in 2021. Which trends will have the biggest impact on extractive industries like oil and gas and mining in the year ahead? Read our analysts’ predictions.

• Featured

  Tough calls for the upstream supply chain in 2021

  • 25 1月 2021

  This will be a defining year for the upstream supply chain, with many service sector companies facing stark decisions about their future direction. Read our predictions and expert analysis in ‘Upstream supply chain: 4 things to look for in 2021’.

• Opinion

  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.

• Featured

  How far will upstream M&A activity rebound in 2021?

  • 25 1月 2021

  This year will almost certainly bring a more buoyant M&A market, but there are structural headwinds to be faced. Read our full set of predictions for the year ahead in Global upstream M&A: 4 things to look for in 2021.

• Featured

  Gas and LNG: why 2021 will be a defining year

  • 14 1月 2021

  The year ahead will shape the role of gas in the energy transition. Read our predictions for the top five global trends for gas and LNG, and how they could play out in Europe, North America and Southeast Asia.

• Opinion

  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?

• Opinion

  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

• Opinion

  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.

• Featured

  Will 2021 be a record-breaking year for renewables auctions in Europe?

  • 07 1月 2021

  What does 2021 have in store for European power markets? We look at the mammoth 45 GW of capacity in the renewables auction pipeline, and four other key themes to watch, from the European Green Deal to the return of power demand.

• Opinion

  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.