Trends
CO2 shrugs off the Covid-19 slump
28 May 2020
Future policy assumptions support the EU ETS after initial hit
Turbulent times shine a light on imperfect contract structures
7 May 2020
The pandemic provides an opportunity for a significant reset of contract structures
Price crash may fuel contract renegotiation push
6 May 2020
A prolonged era of sustained lower oil prices could result in widespread pressure to renegotiate contracts
Covid-19 may not justify force majeure
5 May 2020
The declaring party will need to demonstrate a causal link between the pandemic and the reason it is unable to fulfil its obligations
Oil price promises more May madness
30 April 2020
After April’s unprecedented negative futures contract pricing, there is every chance of more volatility to come
Price, not cost cutting, will drive recovery
24 April 2020
The oil’s industry path back to health should not focus on capex reduction
Producers’ mindset needs to change
20 April 2020
Storage logistics have never been more challenging, playing to oil traders’ strengths. Pure producers’ structural lack of patience may only assists them
Price crash response quicker than 2014
9 April 2020
Players have moved more swiftly and in different ways to react to the current oil price slump compared to previous downturns, panellists tell PE Live
To deal or not to deal
8 April 2020
Russia and Saudi Arabia blame each for the initial Opec+ breakdown. Will necessity trump naked ill-will this week?
Russia’s hand: weaker than it seems
8 April 2020
The devaluation of the rouble has been seen as insulating Russia during any sustained price war. But it may not be sitting as comfortably as thought
The US should avoid repeating past mistakes
2 April 2020
North America's storied oil history highlights lessons that need to be learned in the current economic crisis
Saudi production hike heading for Asia
9 March 2020
Riyadh’s plan to boost market share by unleashing a tidal wave of crude onto the Asian market would be a boon for local refiners as the region recovers from Covid-19
Sub-$30 Brent looming on Opec+ tension
9 March 2020
Wide differences in strategy, breakeven prices and national finances all contributed to failure to agree production cuts in face of US shale competition and sagging demand
IEA condemns ‘Russian roulette in oil markets’
9 March 2020
Global oil market turmoil caused by a supply war between Saudi Arabia and Russia threatens political stability—just as the world should be coming together to combat Covid-19. So says the IEA, as it launches forecasts for annual growth to 2025.
Opec+ deal failure sends oil spiraling
9 March 2020
Brent price falls from $45/bl to $25/bl in early trade, before partial recovery to $36/bl at 10am, as production surge threatened amid weak demand
Opec+ talks failure highlights virus uncertainty
6 March 2020
Uncertainties over the economic fallout of the coronavirus epidemic a harbinger of more short-term volatility
Oil and Covid-19 part two: Challenge for Opec
5 March 2020
The cartel may need to take significant action to help balance the oil market, particularly as the potential for a worldwide pandemic remains
Why major oil and gas projects go wrong
8 February 2020
The underlying causes of disruptions and disputes could be moderated by improving contracts, audits and controls
Oil demand to rebound in 2020
3 January 2020
Macroeconomic factors promise to boost oil requirements and bolster prices, which may see the market spring a surprise
Opposing forces will affect oil market balance
19 December 2019
Sluggish demand growth may be matched by an almost as equally anaemic lift in output
Benchmarks face 2020s evolution
10 December 2019
The reference prices for crude and other energy markets are unlikely to stand still
Peak oil in less than a decade: Rystad
3 December 2019
CEO makes bullish prediction on the energy transition and suggests investment in oil and gas will never again hit 2014 record
Opec confronts security and investment challenges
11 October 2019
The organisation’s secretary general has concerns on vulnerability of infrastructure and ESG investment agenda
Global oil demand to disappoint
7 October 2019
Peak requirements may be here much quicker than in some forecasts
Carbon price drives generating fuel switch
8 August 2019
Coal pays for its greater carbon intensity in a rising European CO2 price environment
There's still life in coal
16 July 2019
Recent falls in the price of coal were due to increasing supply rather than declining demand