Our Insights

AI-driven schedule optimizers are alleviating long-standing headaches for utility companies by reducing employee downtime, improving...

Electric-vehicle penetration is the biggest driver of oil demand declines in the energy transition. However, emerging supply...

Eight core principles can help companies in the energy, oil and gas, basic materials, and utilities sectors achieve successful...

At the end of COP27, concerns are growing that a 1.5º Pathway is getting out of sight. Our latest Global Energy Perspective...

North America has the potential to provide affordable natural gas that could address energy security and help decarbonization—here’s...

Our recent survey illustrates how the liquefied natural gas market has shifted in response to concerns about supply security...

The size of the global refining industry varies dramatically across different energy transition scenarios by 2040. Assumptions...

Carbon capture, utilization, and storage can help hard-to-abate industries achieve net-zero emissions. Scaling the industry will...

The volatility in energy prices is impacting everyone. This winter, three key factors could decrease natural gas prices in North...

Nuclear fusion has long been considered a near-impossible clean-energy solution. But technological advances—and the need...

Long recognized as a pillar of US energy production, deepwater Gulf of Mexico could help provide the resources the world needs...

Governments can act now to accelerate the energy transition in Europe to both improve the continent’s long-term energy...

The electrification of heating systems could play a significant role in the transition to net zero—and heat pumps are emerging...

Optimizing energy procurement and risk management in a volatile energy market is key to staying resilient.

Electrification brings major value creation opportunities for industrial companies across the value chain—from integrators...

European steelmakers need to reconsider their decarbonization strategies because of rising natural-gas and electricity prices,...

In the global struggle to curb greenhouse-gas emissions, renewable power is taking an ever-increasing share of generation capacity....

Following an announcement by the White House several weeks earlier, the US Environmental Protection Agency (EPA) released a waiver...

Regions around the world are embracing offshore wind. Companies that pursue projects can expect numerous challenges and must...

Over the past year, liquefied natural gas (LNG) prices reached an all-time high. An analysis of the data identifies key insights...

Our dashboard explores key short-term signposts impacting oil demand, supply, and prices.

US natural gas utilities and combined electric and gas utilities have an opportunity to convert their infrastructure into clean-fuels...

Companies and governments must move quickly to gain a foothold in the fast-growing battery market for electric vehicles.

The world’s energy systems are undergoing rapid transitions triggered by simultaneous shifts in technological development,...

The oil-field-services-and-equipment sector has steadily declined for more than a decade. Companies can consider three broad...

Our dashboards summarize recent gas and LNG trends and developments that have occurred in key markets around the world.

Eleven key levers can reduce costs and provide category managers with real-time insights on volatile commodities prices.

For the global refining market, recovery from the COVID-19 crisis will vary across regions and scenarios.

The energy mix is shifting across industries. Developing a five- to ten-year strategy can help oil and gas companies navigate...

Most companies showed recovery of revenues and profits to pre-COVID-19 levels in the third and fourth quarters. A deeper dive...

Most integrated gas players are experiencing earnings pressure from the 2020 down cycle in gas prices. To become more resilient,...

COVID-19 sent shocks through global oil markets, with oil demand and supply still struggling to return to pre-pandemic levels....

While we saw high levels of volatility in 2020, the outlook for gas and LNG shows strong growth, resilience, and changing expectations...

COVID-19 caused unprecedented volatility in LNG markets, with spot prices at both record lows and highs. An analysis of data...

The Global Energy Perspective describes our view on how the energy transition can unfold, through four scenarios.

Re-establishing long-term profitability calls for bold steps to tackle the structural oversupply of active rigs

Operators are likely to pursue a three-phase recovery that tracks the cost curve of activating production

Price and demand pressures in the oil and gas sector make the potential value embedded in advanced connectivity for exploration...

The decision in early July to cancel the Atlantic Coast Pipeline raises questions about the outlook for natural gas in North...

Our recent survey gauges how the pandemic has affected buyer sentiment with expectations of an increased reliance on the spot...

US shale drillers lead the world—but even so, investing to improve drilling efficiency, well design, and back-office functions...

Decarbonizing global business at scale is achievable, but the math is daunting.

A novel way to gain an accurate view of shale activity in close to real time is through the use of satellites. Remote-sensing...

The race to claim the portfolio development and optimization space has led to double-digit growth in the number of LNG commercial...

The past year has seen a marked increase in LNG. Our analysis outlines the implications for 2020.

The boom in US natural-gas liquids shows no sign of slowing. But producers and exporters should be aware of bottlenecks and price...

What role will natural gas play in North America’s energy mix over the next decades? And how can players position themselves...

As the pressure to act on climate change builds, the industry should consider a range of options.

To operate well is to operate responsibly—but more must be done on sustainable design and balanced portfolios to achieve a net-zero...

New global limits on sulfur content for marine fuels will have a significant impact on fuel markets. Our forecast for 2020 shows...

Listen to the recording from our recent webinar: “Three factors fueling the global downstream market.”

By 2035, unmet LNG demand could reach 100 to 140 MTPA. With more than 100 pre-FID projects totaling over 1,100 MTPA in contention...

Amid long-term margin declines in the global refining market, players must move quickly to adjust their portfolio strategies.

Global energy demand is headed toward a plateau over the next ten to 20 years, as the world focuses on electrification, energy...

New limitations on sulphur emissions will require ship operators to consider alternative fuels. As a result, the use of forced...

Here’s what you need to know about the North American outlook for gas demand, supply, and price to 2030.

As uptake of electric vehicles (EVs) increases, the EV-battery market represents an opportunity for European players. We assess...

Our perspective on the global offshore-drilling market offers projections to 2035.

The European gas market has seen several shifts—driven by a milder winter, rising European LNG demand due to attractive...

Brazil can look forward to some positive news when it comes to oil production for the next few years.

By 2035, global energy demand is expected to plateau, and economic growth and global energy demand will be decoupled for the...

This past year was significant for the global LNG market, with plenty of twists and turns, winners and losers.

The Global Energy Perspective Reference Case provides our view on how the energy transition will unfold.

We may be closer to a radical energy transition than expected, with some far-reaching developments already under way.

Lubricating oils have traditionally been one of the most attractive areas in the oil and gas value chain, but disruption is on...

Tighter market balances have since driven Brent to around USD80/bbl, though the combination of OPEC supply and MARPOL demand...

In 2020, the global limit on sulfur content for all marine fuels will be lowered dramatically, sending shockwaves through global...

Earlier this year, the opening of Cove Point marked a turning point for US LNG exports, placing the US 5th in the 2018 export...

The Permian is experiencing its first natural gas problem. Gas production is starting to exceed pipeline capacity exiting the...

The first half of 2018 saw crude production continuing to rise in North America. US crude exports are also on the rise, but ample...

Widescale adoption of electric buses in Europe is near. There is still a lot of uncertainty around eBus battery charging strategies...

Though deep decarbonization is possible, it will require substantial investments and big changes to the energy system. Technological...

How advanced analytics can help you understand the European gas network system response under demand and supply discontinuities....

Our Global Energy Perspective summarizes our energy demand outlook to 2050. Based on client conversations we’ve had since...

New MARPOL limits on sulfur content in marine fuels could result in 1-1.8MMb/d of additional refinery runs to produce higher...

The days of LNG terminals as simple LNG regasification facilities that only optimize availability and operational reliability...

Cobalt, nickel, and lithium demand for electric vehicle batteries is expected to boom up to 2025 and beyond. Can additional supply,...

With ever lower auction results being reported, the question arises: what would the effect be on our power markets if the average...

Two years after Dieselgate, the impact of the diesel emissions scandal on final demand appears to be smaller than many expected,...

Cold weather led to record demand and storage withdrawals which increased prices to over $100/MMbtu

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