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LNG Project Approvals Hit Speed Bumps
We have revised our assessment of 2024 LNG project approvals after regulatory problems and sanctions hit a swathe of developments. Learn more in our latest Energy Intelligence Premium Briefing.
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Nuclear, Hydrogen Puts Pressure on Japanese, Korean LNG Needs
A fresh momentum to restart idled nuclear reactors in Japan and South Korea, as well as long-term plans for hydrogen and ammonia, is poised to continue dampening LNG demand in the region.
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Our Team will be attending the event in Cape Town on May 21-23 and are available to meet and discuss the the issues shaping the global energy landscape.
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Mideast Energy Supply: The Risks of Disruption
Rising Mideast geopolitical tensions have highlighted oil and gas sector vulnerabilities. While markets have weathered recent Red Sea disruptions, a Strait of Hormuz closure would have much greater impact. Download this exclusive whitepaper for our analysis of the potential impacts of this “nightmare scenario” for oil and gas markets.
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Top Stories
Story 1
ENERGY INTELLIGENCE NEWS
Japan Plans Industrial Strategy, Weighs Power Demand Hike
The new strategy seeks to address decarbonization and energy supply issues while ensuring economic growth.
Tue, May 14, 2024
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Story 2
ENERGY INTELLIGENCE NEWS
Oil Demand Forecasts Show Quiet Regional Shifts
Preliminary first-quarter data has so far failed to provide convincing evidence on how much oil demand will grow this year.
Mon, May 13, 2024
Story 3
ENERGY INTELLIGENCE NEWS
Petronas Outlines Ambitious CCS, CO2 Ship Timeline
Petronas has verbally secured around 2 million tons/yr of CO2 from industries in Japan, Singapore and Malaysia.
Mon, May 13, 2024
Story 4
ENERGY INTELLIGENCE NEWS
Kuwait Forms New Government, But Oil Impacts Unclear
Kuwait formed a new government led by Sheikh Ahmad Abdullah al-Sabah over the weekend, but it is already facing scrutiny.
Mon, May 13, 2024
Story 5
ENERGY INTELLIGENCE NEWS
Venezuela Boosts Military Presence Along Guyana Border
Venezuela’s armed forces have built a makeshift bridge to an island along its border with Guyana, raising risks of an escalation in the territorial dispute.
Mon, May 13, 2024
In Depth
Top Story 1
PETROLEUM INTELLIGENCE WEEKLY
Jockeying Starts for Opec-Plus Baseline Revisions
Some Opec-plus countries have begun positioning themselves for revisions to production baselines, due to be used for new quotas from next year.
Thu, May 9, 2024
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Top Story 2, 3 & 4
NATURAL GAS WEEK
EPA Makes Industry-Friendly Tweaks to GHG Reporting Rule
Gas and oil trade groups remain concerned about some aspects of the regulation, which is aimed at tackling emissions from the upstream sector.
Fri, May 10, 2024
JET FUEL INTELLIGENCE
India Paves Runway for Growth With New Airports and Fleet Expansion
India is building airports and airlines are growing their fleets to accommodate massive growth in air travel that will lift jet fuel usage.
Fri, May 10, 2024
NUCLEAR INTELLIGENCE WEEKLY
United States: TVA Reluctant to Fully Commit to SMR Deployment
Tennessee Valley Authority has stopped short of committing to build small modular reactors at its Clinch River site in Tennessee.
Fri, May 10, 2024
Energy Intelligence Premium
Story 1
ENERGY INTELLIGENCE PREMIUM BRIEFING
LNG Project Approvals Hit Speed Bumps
A range of projects set for 2024 final investment decisions have been impacted by regulatory obstacles and sanctions.
Thu, May 2, 2024
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Story 2
ENERGY INTELLIGENCE PREMIUM BRIEFING
Transition Keeps Momentum, Faces Election Risk
The global low-carbon transition is advancing despite headwinds, but electoral contests bring uncertainty.
Thu, Apr 11, 2024
Story 3
ENERGY INTELLIGENCE PREMIUM BRIEFING
Gas, Low-Carbon Top Industry Agenda
Energy companies and governments are focusing on the hard details of implementing low-carbon projects and navigating LNG headwinds.
Thu, Mar 21, 2024
Story 4
ENERGY INTELLIGENCE PREMIUM BRIEFING
US Election Outcomes Diverge Sharply
Either result of the Biden-Trump rematch this November would yield dramatically different energy policy priorities.
Thu, Mar 7, 2024
Story 5
ENERGY INTELLIGENCE PREMIUM BRIEFING
China Powers EV Growth
EV uptake is exceeding expectations on explosive Chinese growth, while oil demand impacts are small but growing.
Thu, Feb 8, 2024
Latest Research Reports
Latest 1
OIL MARKETS RESEARCH
Monthly Oil Check: Geopolitics Ebb and Flow, But Remain in Focus Along With Opec-Plus’ Next Move
Focus Shifts from Geopolitics to Fundamentals For Now, But Market Will Need To Continue To Watch For Tensions
Tue, May 14, 2024
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Latest 4
COMPETITIVE INTELLIGENCE RESEARCH
YPF: Company Profile
Tue, May 14, 2024
RISK RESEARCH
Quarterly Risk Outlook, Q2’24 Update
Thu, May 9, 2024
GAS AND LNG RESEARCH
Critical Trends, April 2024
Mon, Apr 29, 2024
OIL MARKETS RESEARCH
Weekly Monitor: Wide Variances on Demand Outlook Remain
Mon, Apr 29, 2024
World Energy Opinion
WORLD ENERGY OPINION
A Missed Opportunity for US Sustainability Reporting
There’s no meaningful corporate climate reporting without Scope 3 emissions, argues John Spear from epi Consulting in this opinion piece.
Mon, May 13, 2024
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>
WORLD ENERGY OPINION
Israel and Iran: A New Deterrence Paradigm
In this opinion piece, Scott Ritter examines how Iran’s recent missile and drone attack, and Israel’s muted response, have redefined the regional balance of power.
Fri, May 10, 2024
WORLD ENERGY OPINION
Charting the Course for Low-Carbon Hydrogen Trade
Project developers will need to address a number of issues when negotiating with buyers to ensure that low-carbon hydrogen production is scaled cost-effectively.
Tue, May 7, 2024
WORLD ENERGY OPINION
Connecting Sanctions, Dollar Dots
Washington is on the warpath against perceived Chinese and Russian challenges to its residual global leadership. With luck, few will notice, argues Sarah Miller.
Wed, May 1, 2024
WORLD ENERGY OPINION
Should We Relax the 1.5°C Global Warming Target?
Before concluding that the Paris Agreement goal should be relaxed or abandoned, the consequences should be carefully considered, argues John Gault and Nordine Ait-Laoussine.
Mon, Apr 29, 2024
Most Read
ENERGY INTELLIGENCE NEWS
EU's Major Russian LNG Importers Signal Sanctions Support
The EU's largest importers of Russian LNG have signaled their support for a proposed ban on transshipments of Russian LNG in the EU.
Mon, May 13, 2024
ENERGY INTELLIGENCE NEWS
Repsol CEO: Greenpeace Responsible for Rising Emissions
Imaz's blistering rhetoric at Repsol's AGM typifies the harder line oil companies are taking against environmentalists.
Fri, May 10, 2024
ENERGY INTELLIGENCE NEWS
Petronas Outlines Ambitious CCS, CO2 Ship Timeline
Petronas has verbally secured around 2 million tons/yr of CO2 from industries in Japan, Singapore and Malaysia.
Mon, May 13, 2024
NUCLEAR INTELLIGENCE WEEKLY
United States: TVA Reluctant to Fully Commit to SMR Deployment
Tennessee Valley Authority has stopped short of committing to build small modular reactors at its Clinch River site in Tennessee.
Fri, May 10, 2024
ENERGY INTELLIGENCE NEWS
Kuwait Forms New Government, But Oil Impacts Unclear
Kuwait formed a new government led by Sheikh Ahmad Abdullah al-Sabah over the weekend, but it is already facing scrutiny.
Mon, May 13, 2024
NATURAL GAS WEEK
US Gas Producers Prepare to Pounce on Data Center Demand
Analysts believe data center hot spots will emerge where there's easy access to natural gas supplies, and the upstream sector is adjusting its plans accordingly.
Fri, May 10, 2024
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