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In this month's MENA in Brief podcast: how the oil price crash is affecting upstream activity in the Middle East – and how that differs from the dynamics in Russia and the US.
The coronavirus outbreak is having a seismic effect. How is it affecting gas, power and chemicals markets?
Indeed, many Asian national oil companies (NOCs) have emphasised that they are seeking to broadly maintain their 2020 capital budgets for domestic investment.
Global gas demand has proved resilient despite widespread coronavirus lockdowns - but supply dynamics are more challenging. Will gas and LNG demand continue to recover? And what forces will shape the market over the next two decades?
The UK has an opportunity to be at the forefront of the global hydrogen economy – but it calls for rapid technology scale-up.
The 2020 elections bring US energy policy to a fork in the road. Trump offers continuity, with some further easing of regulations on the oil, gas and coal industries. Biden offers a return to the Obama administration’s strategy of using regulation to cut emissions, and more ambitious moves if the Democrats win control of Congress.
Japan’s trading houses are re-thinking their long-term strategies around upstream investment.
As COP26 approaches, pressure on India to commit to net zero is increasing. Global action on climate change is firmly at the top of the political agenda.
Green hydrogen has seen a 50-fold increase in announced projects over the past 12 months alone. And while its export supply chains are complex, there are already several serious hydrogen export contenders emerging around the world.
After another rollercoaster year that trampled on predictions, the annual APAC Energy Buzz ‘cheerful or fearful’ outlook is back.
China just re-wrote the global energy record book. Driven by the country’s surging economic growth, 2021 saw China record the largest ever absolute annual increase in electricity demand by any country in history.
Norway is monetising as much oil and gas as it can, while it still can. Other countries with challenged pre-FID resources may look to do something similar.
The attack on the Nord stream gas pipeline has fueled an enormous amount of speculation
The US, Canada and Latin America face different dilemmas in the drive to decarbonise
Our latest outlook finds a remarkably robust global economy, with the US and China both beating expectations in Q3 – but it’s a far from universal story and clouds remain on the horizon.
Geothermal energy is gaining momentum - driven by new tech, major investments and big tech partnerships. Is it the next big player in renewables?
Our COP26 briefing considers the implications for the oil market and refining industry of a global concerted effort to reduce emissions and limit a temperature rise by 2050 to 2 °C.
Breaking down the impact of US tariffs on energy, trade and global markets
From ADIPEC to COP30 - Energy Gang unpacks the rise of “energy addition” and what it means for the future of oil, gas and the clean energy transition
AI data centres drive new gas power opportunities as ERCOT case study reveals strong margin despite construction economics favouring M&A over new builds.
Excess capacity has sent solar panel prices tumbling. In the early 2010s, the stretch goal was to get the cost down to 50c a watt. Now they are selling in China for just 11c. That is great for solar deployment, but less good for manufacturers.
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