Outlook 2020
Electricity production is on a sustained charge
13 January 2020
Renewable cost reductions and increasing storage availability will fuel exponential electricity growth
Marine fuel regulation change to create African winners and losers
8 January 2020
The African upstream may be well placed to benefit from IMO 2020, but it poses significant wider risks to the region
Dividing lines appear in transition approaches
7 January 2020
Differences have emerged between how IOCs and NOCs are tackling the energy transition—and the size of oil and gas reserves also has a big impact
‘America Third’ to turn down LNG supply
7 January 2020
US liquefaction plants are typically cited as the first to turn down if the global LNG markets cannot absorb supply
The LNG SPA and the energy transition
6 January 2020
The long-term nature of gas and LNG contracts poses legal challenges which may be conventional or, depending on the shape of the low-carbon future, unexpected
Refiners over a barrel?
6 January 2020
Challenges and costs increase as ageing oil fields reach the ‘babushka’ stage
Powerful new players enter the utilities sector
2 January 2020
Oil and gas companies are entering the utilities market—aiming to take advantage of rapid market transformation
Chinese LNG demand growth tapers off
2 January 2020
A rise in imports fuelled by Beijing’s clean air initiative is threatened by the aftermath of trade tensions with Washington
Operating models are the key to gas success
2 January 2020
Global gas demand is certain to increase but exact predictions are impossible—so an end-to-end operating approach is required
East Med juggles win/losses and win/wins
2 January 2020
Rivalry continues to impact energy projects across the region. But collaboration will be essential to achieve economic potential
Saudi Arabia grapples with geopolitical change
27 December 2019
The Crown Prince will continue to consolidate his control. But he must contend with unpredictable US foreign policy and shifting political alliances
The diverging fortunes of Africa’s crude kings
27 December 2019
Profound differences in governance style will impact the speed and development of future energy projects across Angola and Nigeria
Conflict threatens Libyan oil sector’s long-term stability
27 December 2019
Civil war endangers the state-owned oil company’s ability to maintain crude production and threatens the collapse of the entire sector
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
Venezuela feels the heat
19 December 2019
Punishing US sanctions will continue to inflict heavy losses on the country’s oil sector
European exploration surprises on the upside
19 December 2019
Exploration interest remains high in the region even as political storms gather over the industry’s ‘license to operate’
Downstream slumbers as plastics backlash grows
19 December 2019
Recycling will increasingly alter supply fundamentals, while legislation targeting single-use plastics will erode demand
Presidential race critical for oil & gas
18 December 2019
The Republican incumbent and Democrat candidates have wildly divergent visions of the future of US energy
US election looms large for energy in 2020
17 December 2019
Foreign policy will pose a range of geopolitical risks to energy markets, while US shale will slacken its breakneck pace
East/west tug-of-war for Russia’s barrels
12 December 2019
Challenges and costs increase as ageing oil fields reach the ‘babushka’ stage
Chinese-US trade war threatens globalisation
1 December 2019
Economic tensions may ease over the short term. But critical differences will only continue to divide rival global superpowers
Egypt’s stability rests on economic gains
28 November 2019
Unless Cairo can consolidate economic progress, upcoming elections could become a focal point for mass protests
Russian production looks to technology for growth
28 November 2019
Expanding the use of enhanced oil recovery methods could offset output declines
Gulf of Mexico recovery accelerates
28 November 2019
Confidence is rising amid an uptick in deepwater permits and the proving of potentially transformative technologies
Russian gas pivots east
26 November 2019
The newly completed Power of Siberia pipeline may boost Moscow's options, but it is hardly a geopolitical big win
The US-China trade war may escalate to energy
26 November 2019
A trade reconciliation between Washington and Beijing may come too late for the US oil and gas industry