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Explore the themes shaping the energy transition with our monthly thought leadership.
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Data and energy insight from our thought leaders, Jason Liu and Simon Flowers, Connected the book.
In depth analysis of the energy transition and the path to a low carbon future.
Explore the future growth potential for carbon capture, utilisation and storage.
Explore the growth trajectory for EVs and spot any possible bumps in the road.
A look at the global economic impacts of new US trade measures.
Explore trends around sustainability, recycling and the circular economy and their impact on materials markets.
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Our latest long-term view reveals exciting market dynamics
Can Canada move away from its longstanding role as a regional energy supplier to become a global superpower? Is it ready to be? How soon?
Electronic interference complicates maritime operations in the Strait of Hormuz and beyond
We highlight the key themes for gas and LNG over the next 12 months
Cooling demand remained steady, but gas lost ground to coal and renewables as prices rose.
Lower capture costs and enhanced decarbonisation incentives will be needed if carbon capture is to materially help decarbonise the global thermal power fleet
Which companies and areas are best positioned to capitalise on a structural shift in US gas demand?
Watch to learn more about Petronas’s recent LNG deals, its contracting positions and how you can use Lens Gas & LNG to value its LNG assets.
We’ve identified a potential US$32 billion worth of assets that could change hands in the next few years. Many of these deals are long in the planning and reflect wider trends in the Australian and global upstream sectors. We’ve bucketed our pick of the deals into three key themes.
Demand pressures, overcapacity and budget cuts mean the refining industry should brace for a challenging few years ahead
Our Global Upstream Update presents timely analysis of key industry topics from our regional experts situated around the world.
For the global and regional energy sector, Kazakhstan’s stability matters. What are the short- and long-term consequences of recent events?
ADNOC’s gas self-sufficiency strategy relies on the development of ultra sour, unconventional, and gas cap resources – but the cost and complexity are impeding progress
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.”
Using our Lens platform, we've analysed the potential joint venture between Eni and bp in Angola
After a year of delay due to Covid-19, COP26 will define the next five years’ climate ambitions. In this week’s COP26 briefing, we explore the issues facing the energy transition and the challenges around carbon emissions
China is also committed to achieving net-zero emissions by 2060. Could Russia’s ambition to rotate the direction of its energy exports through 180 degrees flounder on China’s decarbonisation?
A growing number of the world’s major banks, asset managers, and insurers are signatories to the GFANZ, aligning behind the goals of the Paris Agreement. To access capital, oil and gas companies must meet tightening climate criteria adopted by many of the world’s leading financial institutions.
LNG is plugging the Russian gas supply gap. Prices are volatile; buyers are rushing to secure long-term deals.
Where in Asia is demand at greatest risk, can suppliers still count on Asian LNG demand recovery, and what do Asian buyers really want from suppliers amidst the current crisis?
In the build up to COP27, countries around the world made pledges to reach net zero around the middle of the century. How are they all faring on those pledges and is the world is on track for a 1.5c pathway?
Henry Hub gas prices have fallen as concerns of oversupply rise – a multitude of supply responses may be necessary.
According to a Reuters report, North Sea producer Harbour Energy is in talks with GoM-focused Talos Energy over a potential merger. Conslidation continues to drive upstream M&A as companies look to increase resilience and diversify portfolios.
Are efficiency gains enough to offset price inflation?
Gastech is the biggest exhibition and conference in the calendar for gas and LNG, attracting everyone from producers and infrastructure players to shippers, consumers and financiers. It’s no exaggeration to say the key conversations about the future of gas and LNG happen here. So, what was causing a buzz this year?
Economic expansion, urbanisation and population increases have already made Asia the key driver of global gas market growth over the past decade. So, what can be expected over the next ten years, and what investment opportunities will be created as a result?
The market is grappling with a structural deficit of gas in 2025. Gas prices are high, and several countries are experiencing significant swings in demand. What factors will shape the gas and LNG markets as 2025 progresses?
The global push for decarbonisation is reshaping the transport sector, with biofuels at the forefront of this transformation. For logistics companies, this shift presents a unique set of challenges and opportunities that span policy, investment, feedstock management, and international trade.
As the world navigates a complex geopolitical and economic backdrop, energy security and affordability have become paramount in Asia
Explore the ripple effects of Israel's attack on Iran's nuclear program and how it could reshape global oil markets and geopolitical dynamics in the Middle East
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