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Insight

Brazil’s A-4 and A-5 thermal power auctions: Petrobras’ strategy to win

We explore the results of the auctions and Petrobras’ flexibility, variable cost per unit, fixed revenue, gas supply and market implications

Insight

Can the oil market shake off summer doldrums?

Brent traded in a narrow range during June and into late July. The focus in the market was on weak economic signals, especially from China.

Insight

China and Covid-19: Returning lockdowns increase downside risk to demand

The impact of China's zero-Covid on oil demand amid an endless cycle of restrictions

Insight

China gas and power in brief 2021

Live updates and insight into China gas and power markets for 2021.

Insight

China gas and power month in brief: gas reforms keep rolling out while coal faces headwinds

An early Chinese New Year misleads demand figures, gas sees more liberalisation and the power sector looks set for a painful time.

Insight

Reversing a giant: assessing North American market impacts and project-level economics from a reversal of the Capline pipeline

Who are the winners and losers from the Capline reversal?

Insight

Review of PipeChina’s LNG terminal access in Q2 2021

High LNG prices to limit demand growth in the rest of the year

Insight

Saudi Arabia could boost its NGL production in a big way – here’s why

NGLs from the Jafurah field could help offset the decrease in production from the US NGL in mid-2030 and reduce global market tightness.

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