Hot take
Don’t forget the macro!
HOT TAKE: Oil and gas prices will surge on Monday’s market open. But this won’t mark a structural shift.
oil and gas
Newsletter
Back to Baku
Reporting from Baku Energy Week, and a press trip out to Oil Rocks - one of the weirdest places in the energy world
Hot take
Chaos theory
HOT TAKE: Trump’s impossible energy trade demands are a fractal of infinite contradictions
Deep dive
Russia goads Britain with Antarctic oil fable
DEEP DIVE: British Conservatives want to drill for oil in the South Pole. They are playing into Russia’s hands
Deep dive
War, peace and energy in the land of fire
DISPATCH FROM BAKU: Can a ‘green corridor’ of energy trade heal deep wounds in the South Caucasus?
EU LNG Chart Deck
The Asian LNG glut is here
Widening gulf between LNG spot prices and oil-indexed contracts is squeezing sellers | EU LNG Chart Deck: 4-8 Mar 2024
Newsletter
Shock therapy
Geopolitical crises jolt moribund gas markets back into life | EU LNG chart deck: 9-13 Oct 2023
Newsletter
*REPOST* Big Oil’s painful offshore wind pivot
European oil majors throw caution to the wind by embracing razor-thin margins
Newsletter
*REPOST* Lost in transition: Big Oil searches for purpose as peak demand looms
BP’s decision to slash its crude production this decade is brave. But its assumption that pivoting to low carbon will be profitable is heroic
Newsletter
Scope 3 hyperopia
The energy industry can barely tame its own emissions, let alone yours and mine
Newsletter
The price of freedom (gas)
DEEP DIVE: The need to reduce gas demand - and political squabbling - has never been more urgent
Newsletter
Tilting at windfall taxes (part 2)
UK government’s bid to claw back profits is riven with dubious trade-offs