Editorial calendar 2019

Petroleum Economist writes features each month based on news from the ground. However, we also plan in-depth features and reports each year to give you a picture of the energy industry beyond the headlines. Take a look at our editorial calendar to see what's coming up. 

March

In depth

GCC politics makes for bad energy business

Tensions between Qatar and Saudi Arabia, and its allies the United Arab Emirates and Bahrain, have roiled the Gulf Co-operation Council (GCC). Qatar has already left Opec, prompting speculation over its continued GCC membership. The neighbours have energy ties, including cross-border gas pipelines and electricity interconnectors, which are threatened by the discord. But, more than that, the spat introduces another layer of geo-political uncertainty into a region that is not short of existing headaches. Markets and capital dislike uncertainty—the adages may be old, but they remain true. Petroleum Economist will look at the fallout of the row on the investment environment and the oil and LNG markets.

Reportage

Egypt

The Egyptian gas market is booming again with the start-up of the giant Zohr field and further hot exploration prospects exciting drillers. The new volumes will have a transformational effect on the Egyptian downstream and feedstocks markets, as well as offering the prospect of the country re-entering the international LNG liquefaction club. PE will speak to the government and industry to drill down into the fast-moving evolution of a newly dynamic sector.

Forward intelligence

The Mid-East Gulf's hub ambitions

The Mid-East Gulf's position as one of the leading centres of hydrocarbons production has been established for many decades. But it has always remained a price-setter only in terms of official selling prices (OSPs) that are intrinsically linked to market movements in trading venues distant to, and often divorced from the fundamentals of, the region itself. We will look at initiatives to evolve the Gulf from being a price taker of levels in its delivery markets to a more pro-active price maker based on its production profile.

Company profile

Equinor

Even if it was technically a third name change in little over a decade, Statoil's decision in 2018 to change its name to Equinor was rather more radical than just adding and then removing a Hydro. No other international oil company has given such a strong nod to a future where its core hydrocarbons business must integrate a new, much lower carbon economy. With the help of senior executives and analysts, PE will look down the bumpy road from the returns offered by a purely extractive industry business model to a more diversified future firm.

April

In depth

Benchmarks

In oil, the two most important benchmarks are evolving. Dated Brent continues to grapple with declining volumes of its traditional grades and ways to integrate new crude streams to boost the available barrels. While in the US, the export boom is seeing a number of contenders jostle to establish a WTI Houston marker. The products space must evolve to take account of new fuel oil specs as the IMO 2020 implementation looms, but other initiatives, such as moving Mid-East Gulf trade to regional benchmarks rather than Singapore-linked, seem to have stalled. In LNG, the East Asian JKM price has seen rapid growth, but anomalies like European gas trading in GBP and EUR remain. PE will shine a light on the most important issues in this space.

Special report

Chinese unconventional gas

Chinese shale has seen three recent boosts to a sector that had become something of a by-word for disappointment. A promising discovery by BP in Sichuan, a bullish statement on reserves in Hubei, by the China Geological Survey, and CNPC increasing its exploration spend five-fold with shale gas have driven a surge of optimism. But will targets that have already been downgraded be met? We will look both at shale and its more obscure cousin, coal-bed methane.

Forward Intelligence

Global refining investment

While majors and IOCs tout their new ventures into renewable energy and the debate on peak demand rages, the need for continuing investment in conventional oil and gas to maintain and increase supply is in danger of being overlooked. A number of respected analysts argue that the industry's capital plans are below minimum requirements over the coming years. PE will investigate the credibility of these forecasts and examine in detail the adequacy of planned spending.

Company Profile

Petronas

With little scope of growth in its core domestic production business, the state-owned Malaysian firm must make more of a splash internationally. We will asses its progress so far and look ahead to how successful its international growth strategy might be in the coming years.

May

In depth

Central Asia

Report

Japan

Forward Intelligence

Financing the energy transition

Company Profile

Cheniere

June

In depth

Coal's place in the future energy mix

Report

New LNG club entrants—exporters and importers

Forward Intelligence

Exploration hotspots

Company Profile

PetroChina

July/August

In depth

Saudi Vision 2030 update

Report

Russia

Forward Intelligence

IMO 2020

Company Profile

Suncor

September

In depth

Singapore and Asian energy trading

Report

Nigeria

Forward Intelligence

Storage

Company Profile

Petrobras

October

In depth

Bio-energy

Report

India

Forward Intelligence

Oil at the extremes—ultra-deepwater and Arctic

Company Profile

EOG Resources

November

In depth

Pension fund investment infrastructure

Report

Kuwait

Forward Intelligence

The future of transport fuels

Company Profile

Rosneft

Dec/Jan

In depth

Geopolitics and energy

Report

Australia

Forward Intelligence

Decade ahead forecasts

Company Profile

Kinder Morgan