Outlook
Covid-19 a ‘dress rehearsal for peak oil and gas’ – Shell
14 September 2020
The impacts of the coronavirus on energy consumption and prices hold crucial lessons for when oil and gas demand peak, says Maarten Wetselaar
Banging the drum for gas
27 July 2020
The Gas Exporting Countries Forum is backing the fuel to shake off its current malaise and enjoy future growth
Oil market mulls demand risks
14 July 2020
Crude price comes under pressure from concerns over a second coronavirus wave just as Opec+ considers loosening the supply taps. But are the worries overdone?
Letter from Houston: Energy hotspot hopes for a ‘bronze lining’
30 June 2020
The US oil capital may be battling both the oil price crash and a Covid-19 resurgence, but there are still reasons to be optimistic
Asia to lead gas demand recovery – IEA
11 June 2020
Gas will be more resilient to the effects of Covid-19 than coal and oil but is “far from immune”, says the IEA, as it forecasts the largest-ever demand decline in 2020
Chinese energy demand makes tentative recovery
29 May 2020
A rebound in oil demand and gas consumption remaining largely unscathed are encouraging signs, but a global economic slump and trade tensions could undermine further progress
Like a bat out of hell part three: Gas more resilient than oil
15 May 2020
The third in a five-part series from the BRG energy and climate practice evaluates the impact of plunging oil prices on natural gas and LNG
Like a bat out of hell part two: The outlook for oil
14 May 2020
The second in a five-part series from the BRG energy and climate practice looks at the impact of Covid-19 on the global oil market and the trajectory of its recovery.
Demand doubts dampen investor sentiment
11 May 2020
Concerns over the long-term future of oil exercise US investors’ thinking
Oil demand faces an uncertain future
4 May 2020
A recovery in demand is key to getting the oil market back into balance. But both short and long-term prospects are clouded
Testing times for the European gas sector
3 April 2020
The market was already enduring a difficult 2020—and the Covid-19 outbreak will test it to its limits
What Saudi Arabia and Russia do next
27 March 2020
The Opec+ heavyweights underestimated Covid-19’s impact on demand. It may be too late for them to staunch the bleeding
Approaching tank tops to further pressure oil
26 March 2020
Two analysts agree that crude oversupply will exhaust storage space in a matter of weeks
Europe's Covid-19 impact to stretch into 2021
17 March 2020
Forecaster predicts that countries will take a managed approach, spreading the outbreak over many months
Oil and Covid-19 part one: The route back
5 March 2020
While the potential for a global pandemic that cripples the world economy and the oil price remains, thoughts are beginning to turn to what happens post-coronavirus
2020s oil price: beware black swans
5 December 2019
Oil analytics firm OilX sees a gradual evolution of the 2020s market balance, although with both energy transition in demand and Opec renaissance in supply signalling downside
Russia weighs up future of Opec+
9 May 2019
New developments may get priority over production cuts
Opec's 2019 dilemma
1 February 2019
The cartel faces unprecedented challenges, amid sceptism that output cuts will avert a global supply glut
Latin American producers aim to stem the tide
4 January 2019
Is the fragile market cracking under pressure? Despite some ambitious growth-oriented investments, some of the continent's traditional big guns will be facing challenges in 2019
China to dominate global energy demand
18 December 2018
As the superpower spat continues, can the US close the trade deficit by targeting China's booming energy needs?
PE Outlook 2019: A year of turbulence
12 December 2018
The mood music at year-end 2018 was increasingly gloomy, as economic and political factors spook oil and gas markets
Trade war spills over
7 August 2018
US-China tensions likely to prompt shift in crude, LNG flows
Will the new shale surge wreck the rebalancing?
9 March 2018
As tight oil soars, producers should welcome the retreat in prices. Cheaper oil is the best chance to bring back market equilibrium
The oil market has a forecasting problem
14 February 2018
Predicting oil production growth is a perilous task at best. Surging US oil output isn’t helping
Russia back to growth, of a kind
14 February 2018
Petroleum supplies to the international market should rise in 2018
Demand growth now the focus for oil market
8 February 2018
Surging supply threatens to overwhelm balances, unless consumers come to the rescue