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
Chart Deck
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
Newsletter
🧊 Drilling on thin ice 🛢️
DEEP DIVE: War, climate and energy crises are destabilising Russia’s grand plans for Arctic oil
Newsletter
Scraping the barrel
DEEP-DIVE: We need to talk about energy return on energy investment (EROI)
Newsletter
Big Oil’s painful offshore wind pivot
DEEP-DIVE: European oil majors throw caution to the wind by embracing razor-thin margins
Newsletter
Woodside’s high-stakes BHP merger
DEEP-DIVE: Scarborough LNG is go, decommissioning liabilities be damned
Newsletter
Brazil’s onshore oil renaissance
DEEP-DIVE: The energy transition is roiling oil prices, favouring short-cycle investments