Energy & Natural Resources Research and Analysis

1. Asia Pacific Regional Integrated Service Research Highlights, Q1 2021

   11 April 2021 Logan Reese Ankita Chauhan

   In the first quarter of 2021, 23 new insight papers have been published in the IHS Markit Asia Pacific Integrated service, apart from the regular...

   

2. Europe’s carbon border adjustment mechanism – Far reaching implications

   09 April 2021 Laurent Ruseckas Coralie Laurencin

   The European Union has targeted to reach net-zero emissions by 2050. For European industry, which has had relatively stable emissions over the...

   

3. Australia’s Energy and Climate Policy – The Great Divide

   08 April 2021 Rajiv Biswas Logan Reese Hannah Cotillon Asees Bajaj

   The federal government’s energy policy sets out objectives to provide a reliable, secure, and affordable energy supply while meeting international...

   

4. Kenya is emerging as the center of LPG demand growth in East Africa

   08 April 2021 Keefer Douglas

   Improvements in import and distribution infrastructure are driving LPG demand growth in Kenya and the surrounding region.

   

5. Mounting financial challenges for Australia’s utility-scale solar developers

   01 April 2021 Logan Reese

   The rapid uptake in solar photovoltaic (PV) capacity in Australia’s National Electricity Market (NEM) has created financial challenges for utility-scale...

   

6. Ebbing tide of demand: An electrified two-wheeler fleet could reshape Asia’s gasoline demand narrative

   01 April 2021 Yeng Ying Lee Nicholas Yew

   This document describes the challenges and opportunities in electrifying the transportation sector in Asia. Motorbikes in these markets consume...

   

7. APAC perspectives on top issues facing the E&P sector

   31 March 2021 Rajeev Lala Rachel Calvert Nick Sharma Asees Bajaj Antonio Dimabuyu

   IHS Markit Upstream colleagues recently published our annual paper that bring forth our perspectives on the top issues facing the Upstream sector....

   

8. Vietnam’s draft PDP VIII confirms the market’s expectation of large renewable capacity additions, targeting 127 GW by 2045, but the challenges posed by it are still not well addressed

   31 March 2021 Joo Yeow Lee Allen Wang

   Vietnam’s Ministry of Industry and Trade issued the draft of the eighth power development plan (draft PDP VIII) in February 2021, illustrating...

   

9. Petroleum Framework Changes Needed for Sudan to Attract Investors

   30 March 2021 Alessandro Bacci

   To attract international investors to its petroleum sector, Sudan may need to improve its hydrocarbon legal and fiscal framework, which dates...

   

10. Trinidad and Tobago and its challenge to offset potential shortage in gas supply

    29 March 2021 Fernanda Machado

    In this quick video, we talk about the natural gas supply in Trinidad and Tobago and how we envision the challenges the country will have to...

    

11. IHS Markit forecasts 2021 to be a banner year for solar PV in the United States

    29 March 2021 Maria Chea

    Despite the supply and demand challenges that PV faced in 2020, the US solar market had its largest installation year to date. Over 22 GWdc of...

    

12. Florida’s natural gas market to see aggressive challenges from solar PV

    29 March 2021 Suzanne Edwards Nikolay Filchev

    Natural gas has long had a captive market in Florida’s power sector – marked by dependence on a handful of highly utilized pipeline systems running...

    

13. An alternate approach to develop regasification terminals in South and Southeast Asia

    25 March 2021 Zhi Xin Chong Huyen Trang Vu

    Project sponsors fashion different business models to mitigate project risks and obtain financing. In India, pipeline connectivity has been a...

    

14. North American Upstream Spend Report - 1st Quarter 2021

    24 March 2021 David Vaucher

    Read more to find our projections on North American E&P capex spending in 2021.

    

15. Can West Africa’s mature hydrocarbon producers navigate turbulent transitions?

    24 March 2021 Roderick Bruce

    West African hydrocarbon producers Cameroon, Equatorial Guinea, Gabon and the Republic of the Congo face mounting challenges related to political...

    

16. Reduce, Repurpose Reinvent: Distilling an Energy Transition path for refiners

    23 March 2021 Spencer Welch Karine Boccara Giacomo BOATI

    Oil refiners across the world are facing tough decisions – whether to Reduce capacity, Repurpose the refinery or Reinvent themselves.

    

17. Is an upstream M&A market recovery sustainable during the energy transition?

    22 March 2021 Chris Sheehan

    The COVID-19 global pandemic led to historical lows in deal activity in 2020 but upstream M&A deal flow has begun to rebound. this early-stage...

    

18. Power generation is emerging as a viable outlet for the growing ethane surplus in parts of the United States

    18 March 2021 Veeral Mehta

    Faced with growing gas production and a need to recover more ethane, parts of the US are looking to ethane as a fuel for power generation.

    

19. Make or break legislation: Nigeria’s latest hydrocarbon sector reform bill risks not going far enough to incentivize new E&P investment

    18 March 2021 Josh Holland

    After years of consideration and several failed attempts, Nigeria may finally overhaul its oil sector legal framework in 2021 – potentially within...

    

20. US upstream under scrutiny: Regulatory burden, restrictions set to increase under the Biden administration

    16 March 2021 Aliaksandr Chyzh

    The US administration of President Joe Biden is conducting an overhaul of hydrocarbon policies and regulations, which is likely to result in...

    

21. ERCOT power crisis: Putting the February 2021 winter weather in historical context

    12 March 2021 Yufei Su Douglas Giuffre Barclay Gibbs

    Severe winter weather led to the near collapse of the power grid in the Electric Reliability Council of Texas (ERCOT) region in mid-February...

    

22. Proposed gas quality constraints on the Northern Border pipeline will bring more ethane from North Dakota to Gulf Coast markets

    11 March 2021 Veeral Mehta

    The Northern Border gas pipeline in North Dakota has proposed a gas gross heating value upper limit that will have significant impacts on the...

    

23. Higher natural gas prices and renewables growth are expected to suppress US gas demand for power generation in 2021

    09 March 2021 Warren Waite

    After two record years in 2019 and 2020, US lower-48 gas-fired power generation is expected to retreat in 2021 owing to higher natural gas prices...

    

24. The surging demand of green energy in Taiwan will drive the T-REC price up in the near term

    09 March 2021 Shan Xue

    After several years of regulation amendment, Taiwan’s first renewables indirect supply transaction was fulfilled in 2020, signifying the establishment...

    

25. Chinese Premier’s 2021 State of Nation Report: Emphasis on getting to peak carbon emissions before 2030

    09 March 2021 Lara Dong

    On 5 March 2020, Chinese Premier Li Keqiang delivered his annual “State of the Nation” address, formally known as the Government Work Report...

    

26. How will China’s gas storage development alter LNG import seasonality?

    08 March 2021 Xiao Lu

    Inadequate gas storage and increasingly pronounced demand seasonality have led to a chronic problem of winter gas supply constraint for China....

    

27. In search of better days: Five anticipated trends in 2021 for global power and renewable markets

    04 March 2021 Etienne Gabel

    As 2021 begins, IHS Markit considers five key trends that could profoundly define global power and renewable markets this year.

    

28. Despite near-term demand improvement, long-term refinery surplus looms

    03 March 2021 Rob Smith

    Global refined product demand—after holding steady for several months—is beginning to recover once again, and yet the refining industry is still...

    

29. Renewables are the cheapest source of electricity in South Asia

    03 March 2021 Rashika Gupta, Ph.D. Deeksha Wason Ankita Chauhan

    Renewables continue to benefit from a range of drivers for further cost reduction, including adoption of best practices, and maturing global...

    

30. Chinese domestic LNG price spikes again: How is it different from the 2017/18 winter?

    01 March 2021 Megan Jenkins

    During December 2020 and January 2021, Chinese domestic wholesale LNG prices shot up to levels unseen since the winter of 2017/18, then owing...

    

31. India energy sector: Key questions for 2021

    01 March 2021 Vasu Goyal Rashika Gupta, Ph.D. Ashish Singla Ankita Chauhan Abhishek Rakshit

    The socio-economic impact of COVID-19 considerably affected energy markets during 2020. Negative electricity demand, lower utilization of coal-fired...

    

32. US biofuels have been boosted by the RFS and RINs, but can a fresh approach drive new growth?

    25 February 2021

    The Renewable Fuel Standard (RFS) has succeeded at boosting US demand for biofuels, yet the program has reached a crossroads, where proponents...

    

33. Whitepaper: Higher Voltage Standards Help Reduce LCOE for PV Systems

    25 February 2021 Miguel De Jesus

    Whitepaper: Higher Voltage Standards Help Reduce LCOE for PV Systems

    

34. US Northeast natural gas production management

    24 February 2021 Matthew Piatek

    The end of the pipeline expansion era will require US Northeast natural gas production to be more responsive to storage limits, takeaway capacity...

    

35. From fumes to neural networks: Moving beyond the limits of conventional forecasting

    24 February 2021 Vijay Muralidharan Jim Burkhard

    Neural networks offer the capability to gather, analyze, and learn from large amounts of information, adressing a key issue with human intelligence...

    

36. Commercial analysis of the Rencong-1X high impact well

    24 February 2021 Robert Chambers

    The Rencong-1X High Impact Well (HIW) is located in the Andaman III Contract Area, in the deepwater portion of the North Sumatra Basin, offshore...

    

37. Top upstream energy issues for 2021

    23 February 2021 Michael Marinovic Mariam Al-Shamma Lysle Brinker David Vaucher

    E&P and service-sector players are increasingly challenged to attract investors due to their financial performance, concerns about price...

    

38. Upstream oil and gas meeting its challenges through innovation

    23 February 2021 Judson Jacobs Carolyn Seto

    The upstream oil and gas sector is under increasing pressure from capital constraints, a stressed supply chain, and scrutiny on greenhouse gas...

    

39. LPG demand in mainland China will return to rapid growth in 2021 driven primarily by new petrochemical plants

    23 February 2021 Yanyu He, Ph.D Sen Yang Minmin Hu

    Mainland China continues to rapidly expand its petrochemical industry, and many new plants use imported LPG as feedstock

    

40. Electricity forward and derivatives market in India: Will it help address the current issues and attract new investments?

    23 February 2021 Rashika Gupta, Ph.D. Ashish Singla

    In July 2020, the Ministry of Power (MoP) approved the introduction of electricity forward contracts and derivatives market in India. The reform...

    

41. China’s new renewable consumption targets: An enabler to fulfill 2030 climate commitment

    23 February 2021 Lara Dong Bing Han

    On 10 February 2021, National Energy Administration (NEA) released drafted renewable power consumption targets during 2021-30, following China’s...

    

42. Seven big questions facing the Asia Pacific power market in 2021

    22 February 2021 Lara Dong

    Entering 2021, the Asia Pacific (APAC) Power and Renewables research team looked across the regional markets and summarized the key questions...

    

43. Asia-Pacific - An offshore wind powerhouse

    22 February 2021 Algena Lee

    There are currently 695 offshore wind projects worldwide, according to IHS Markit’s Petrodata Fieldsbase. Asia-Pacific (APAC) hosts 46% of global...

    

44. Winter Storm Uri Leaves It's Mark on Midstream Operations

    22 February 2021

    An update on North American Midstream Operations following winter storm Uri.

    

45. Precisiones sobre la situación de importación de gas natural a México desde Texas

    22 February 2021

    Precisiones sobre la situación de importación de gas natural a México desde Texas

    

46. Dual extremes drive ERCOT blackouts

    19 February 2021 Michael Pickens

    Dual extremes drive ERCOT blackouts

    

47. Winter Storm Uri Wreaks Havoc on US Refining Capacity

    19 February 2021 Susan Bell Debnil Chowdhury

    Most Gulf Coast refineries are shutdown or at reduced rates and large portions of the waterborne export terminals, rail, and pipeline infrastructure...

    

48. Record Liquefaction at US LNG Facilities Faces a Spring Slowdown

    19 February 2021

    Record LNG feed gas demand, courtesy of a strong Asian pull on LNG cargoes, has supported US natural gas demand this winter as above-normal temperatures...

    

49. La crisis de importaciones a México de gas natural: IHS Markit

    18 February 2021 David Crisostomo Daniel Rodriguez

    La crisis de importaciones a México de gas natural: IHS Markit

    

50. COVID-19 Accelerates Refinery Shutdown

    18 February 2021 Rajat Joshi

    The refining industry is at the cusp of transition due to the severe jolt given by COVID-19 pandemic.

    

51. The future of ethane as a global commodity

    11 February 2021 Yanyu He, Ph.D Keefer Douglas Fernando Covas

    Ethane is emerging as a globally traded commodity, and trade is likely to expand as US oil and gas production growth resumes.

    

52. BP divests 20% of Oman's Khazzan gas field

    11 February 2021 James Lawton

    The agreement to sell a 20% stake of BP’s participating interest in Oman’s Block 61 to Thailand’s PTT Exploration and ‎‎Production Public Company...

    

53. Five things to watch for in Latin America’s gas and power sectors in 2021

    11 February 2021 Timothy Stephure Marcela Rosas Etienne Gabel Emanuel Simon David Crisostomo

    In this video, the IHS Markit Latin America team discusses some fundamental questions about what may lie ahead for the year 2021—a year that...

    

54. Reinventing the refinery through the energy transition and refining-petrochemical integration

    11 February 2021 Pablo Giorgi

    With an increased focus on climate change concerns and sustainability, shifting consumer habits will impact the refining industry in an unprecedented...

    

55. Growth, competition, and consolidation: The future of the energy storage system integrator in a maturing industry

    10 February 2021 Julian Jansen

    The energy storage industry continues to rapidly expand, creating opportunities for new entrants and incumbents alike. As the market grows, many...

    

56. NOCs and the climate challenge

    09 February 2021 David Gates Cat Hunter, Msc, MA

    Assessments of the energy future are increasingly dominated by the twin uncertainties of government climate initiatives and the speed of the...

    

57. Solving big problems with technology and innovation

    09 February 2021 Kurt Barrow

    Technology and innovation have long been critical success factors for energy, chemical, and agricultural companies. Besides the pandemic, no...

    

58. Navigating the storm: African energy review and outlook

    08 February 2021 Thea Fourie Silvia Macri Roderick Bruce Rebekah Bostan Natznet Tesfay Daniel Berkove

    Africa has so far avoided the worst health impacts of the COVID-19 pandemic, but its economy and energy sector have been hit hard. The region...

    

59. Ten big questions facing the Asia Pacific natural gas market in 2021

    05 February 2021 Zhi Xin Chong Jenny Nguyen Yang

    As 2021 begins, we look at the 10 “big questions” facing the Asia Pacific (APAC) natural gas market. These questions reflect the key issues that...

    

60. Australia, Japan, and Vietnam lead in our new Clean Power Additions Ranking for Asia Pacific, while fossil fuel plants continue to be built across the region

    04 February 2021 Xizhou Zhou

    We have launched our Clean Power Additions Ranking (CPAR) for Asia Pacific, comprising two difference indices: one focused on nonhydro renewables...

    

61. Canadian oil sands diluent demand: A 750,000 b/d market

    03 February 2021 Kevin Birn Celina Hwang Bill Rawlusyk

    Meeting oil sands diluent demand has become a large business in the western Canadian oil market and has a unique set of fundamentals.

    

62. Five big questions facing Asia Pacific's renewable market in 2021

    03 February 2021 Joo Yeow Lee

    As 2021 begins, IHS Markit looks at the renewable markets and highlights the most pertinent issues for the sector in the Asia Pacific region....

    

63. Key trends shaping upstream above-ground risk in 2021

    28 January 2021 Mariam AlShamma David Gates

    The expectation of a modest recovery for oil and gas markets in 2021 is good news for E&P investors and governments of hydrocarbon-producing...

    

64. ReconAfrica – Owambo Basin drilling campaign, what’s the big deal?

    26 January 2021 Justin Cochrane Enrico Pedica

    Reconnaissance Energy Africa Ltd (TSX-V: RECO) (ReconAfrica) recently spudded the 6-2 exploratory well within the Namibian portion of the Owambo...

    

65. Top issues for oil markets and mobility in 2021 after a tumultuous year

    25 January 2021 Jeff Meyer Aaron Brady

    2020 was a tumultuous year for oil markets, and energy markets more generally. What comes next? The precise contours of the post COVID-19 era...

    

66. COVID-19 has not slowed down the energy transition in Southeast Asia

    22 January 2021 Choon Gek Khoo Cecillia Zheng Allen Wang

    COVID-19 has not slowed down the energy transition in Southeast Asia

    

67. Spotlight on the South African LPG market

    21 January 2021 Keefer Douglas

    The South African LPG market is poised to boost to demand growth following pricing reform and additions to import infrastructure.

    

68. Top Five Issues for Latin American Crude Oil Markets in 2021

    20 January 2021 Ha Nguyen

    2021 will be a critical year of transition for the Latin American oil industry as the region grapples with the tumultuous events of 2020.

    

69. High impact wells outlook for 2021

    20 January 2021 Rivers Jack

    Exploration is continuing throughout the globe with several key wells planned for 2021.

    

70. Crossing the river by touching the stones: New framework to promote fuel-cell electric vehicles in China 

    19 January 2021 Tianshi Huang

    Crossing the river by touching the stones: New framework to promote fuel-cell electric vehicles in China

    

71. North Sea service companies continue to struggle, but “green” shoots offer some relief

    12 January 2021 David Vaucher

    The latest IHS Markit North Sea Industry Trends report states that North Sea operators and service companies specifically were already reeling...

    

72. Yellowtail: A Modelling Perspective - Vantage® Insights

    07 January 2021

    Guyana is one of the hottest areas for oil and gas exploration and production not just in Latin America, but around the world. In this quick...

    

73. Q4 2020 Power and Renewables Research Highlights

    05 January 2021 IHS Markit Energy Expert

    Q4 2020 Power and Renewables Research Highlights

    

74. Generating ROI From Digital Transformation: Here Is What You Need To Know

    04 January 2021 Nathan Amery

    What should you do to maximize ROI from your digital transformation initiative? Read our step-by-step guide

    

75. Cathedrals in the desert: The outlook for Concentrating Solar Power

    30 December 2020 Francesco d'Avack

    Today there are 6.1GW of Concentrating Solar Power (CSP) plants operating, with a further 1.2GW under construction or in advanced development....

    

76. Big ambitions: How Chile aims to be among the largest exporters of green hydrogen in the world

    22 December 2020 Etienne Gabel

    On 3 November, Chile’s Ministry of Energy presented a “National Strategy for Green Hydrogen for Chile” with three main objectives: have 5 GW...

    

77. How data alchemy is changing the energy industry

    16 December 2020 Leanne Todd Ali Sangster

    A paradigm shift is occurring in the energy industry, as the weakening economy and current market slowdown continues to air uncertainty. Lower...

    

78. PV project acquisition activity in Europe remains heated

    16 December 2020 Martina Assereto

    PV project acquisition activity in Europe remains heated

    

79. EV charge point developers have two big problems – Energy storage can help address them both

    16 December 2020 George Hilton

    As huge quantities of electric vehicle (EV) chargers and energy storage are installed worldwide in the coming years, there is the possibility...

    

80. Biofuels and refining: Is decarbonization a joint opportunity?

    16 December 2020 Tom Scott Kevin Lindemer Juan Sacoto

    The traditional refinery and biofuels sectors are at a point of convergence - one caused by falling demand for petroleum fuels, driven by decarbonization...

    

81. China's new 2030 climate commitments: Beyond peak emissions

    15 December 2020 Lara Dong Bing Han

    China’s Updated 2030 Climate Targets

    

82. Brazil Provides Seismic Bounty

    14 December 2020 Craig Hunter

    With the double whammy of a pandemic and low oil prices, marine seismic is going through one of its worst slumps, with a large portion of the...

    

83. Renewable power in Eastern Europe: A decade of growth beckons in coal’s traditional heartlands

    04 December 2020 Zoe Grainge

    Despite cautious positions on the energy transition adopted by certain governments in the region, the potential for growth in renewable power...

    

84. Whitepaper: Grid stability - How PV inverters can help overcome challenges in the 21st century

    04 December 2020 Sam Wilkinson Miguel De Jesus

    Whitepaper: Grid stability - How PV inverters can help overcome challenges in the 21st century

    

85. PipeChina’s progress: Daily tasks, near-future plans, and long-term goals

    03 December 2020 Xiao Lu Jenny Nguyen Yang

    Despite a slight delay, Chinese national pipeline company—China Oil and Gas Pipeline Network Corporation (PipeChina)—officially started operation...

    

86. As frequency regulation markets across Europe saturate, new installations will be driven by new market opportunities and battery energy storage systems adding new sources of revenue.

    02 December 2020 Oliver Forsyth

    When people discuss electricity markets, they commonly refer to the wholesale energy markets. This may include day-ahead energy markets – where...

    

87. Government Response to E&P Industry Headwinds

    01 December 2020 Michael Marinovic

    The outbreak of the COVID-19 pandemic and subsequent decline in oil prices has wreaked havoc on E&P investment. How will host governments...

    

88. Luiperd – A game changer for South African gas monetization?

    01 December 2020 Rebekah Bostan Anna Shpitsberg

    The Luiperd discovery in October 2020 has led to a two-fold increase in South African gas reserves and is likely to be the second largest global...

    

89. Abu Dhabi bolstering oil resources as market improvements remain elusive

    27 November 2020 Sergey Myakishev

    On Sunday 22 November, the Supreme Petroleum Council (SPC) of Abu Dhabi announced a notable upgrade in the emirate's hydrocarbon resources –...

    

90. Europe is stepping up its 2030 climate target – what does this mean?

    25 November 2020 Coralie Laurencin

    Europe is stepping up its 2030 climate target – what does this mean?

    

91. How do batteries make money in US power markets?

    21 November 2020 Sam Huntington Oliver Forsyth

    Battery energy storage systems (BESS) are on the cusp of rapid growth in US wholesale power markets. But the unique operating characteristics...

    

92. Reform meets opposition: Mexico’s PV market faces decline amidst regulatory uncertainty

    20 November 2020 Maria Chea

    Since the election of President Andrés Manuel Lopez Obrador at the end of 2018, the renewable energy market in the country has experienced an...

    

93. Racing for growth: Are oil and gas companies overheating the renewables sector?

    19 November 2020 Etienne Gabel

    Many large and primarily European oil and gas (O&G) companies—including Shell, BP, and Total—have significant expansion plans for renewable energies...

    

94. North Sea CCS: Consistent policy support is key to unlocking investment in offshore carbon storage

    19 November 2020 Aliaksandr Chyzh

    The North Sea basin is emerging as a global hotspot for carbon capture and storage (CCS) development on the back of strong policy momentum.

    

95. Carbon prices: Taxes and carbon markets increasing to drive company behavior

    16 November 2020 Yuejia Peng Steven Knell, Ph.D.

    Carbon pricing mechanisms—emissions trading systems (ETSs) and carbon taxes—continue to increase globally, with a number of countries having...

    

96. Africa set to lose out on USD25 billion in investment amid global upstream flux

    12 November 2020 Rebekah Bostan Nick Waters

    Africa’s upstream hydrocarbon sector is at a crucial turning point, with reserve additions from final investment decisions (FIDs) and project...

    

97. US utilities follow a “shift to safety” strategy

    11 November 2020

    In recent years, many US utilities have begun to follow a “shift to safety” strategy by rapidly shifting shares of capital spending away from...

    

98. Zama: A potential success story in Mexico

    10 November 2020 Dalia Garduno

    Amidst the uncertainties surrounding the oil price downturn and global production rollback due to the COVID-19 pandemic, the Mexican ministry...

    

99. Winter is coming: Alaska at a crossroad

    06 November 2020 Isaac Nuti George Laguros Fernanda Machado

    The state of Alaska is facing a difficult decision, with reduced oil prices and oil production negatively impacting revenue for local government....

    

100. COVID-19 pandemic offers testing ground for non-fuel retail in US and Europe

     28 October 2020 Rajat Joshi

     Non-fuel sales were the sole bright point for retailers amid lackluster fuel retail sales

     

101. Corporate US renewable procurement outlook: Optimism amid a pessimistic year

     27 October 2020 Thomas Maslin Josef Benzaoui Emma Xie He Anna Shpitsberg

     Procurement of solar and wind projects by corporations is on the rise globally. However, the United States continues to be the largest market...

     

102. US election implications for a clean energy transition in the power sector

     26 October 2020 Patrick Luckow

     The Democratic presidential nominee has put forth a far-reaching US decarbonization plan, seeking to eliminate emissions from the power sector...

     

103. Is there room for more offshore rigs to leave the fleet?

     23 October 2020 Sarah McLean

     After the global offshore rig market was sent reeling in March, with the double hit of an oil price crash and a global pandemic to work around...

     

104. Southeast Asian power market challenged again by second wave of COVID-19

     22 October 2020 Choon Gek Khoo Cecillia Zheng

     Entering the third quarter of 2020, the Southeast Asia region power market is being tested once more by a second wave of COVID-19. Although easing...

     

105. Japan focuses on the role of LNG in tackling the global climate challenge

     16 October 2020 Kaori Tachibana James Taverner

     One key theme of the 9th annual LNG Producer-Consumer Conference—held by Japan’s Ministry of Economy, Trade and Industry (METI) and the Asia...

     

106. Reshuffling among top EPC players as new markets arise

     15 October 2020 Josefin Berg

     At IHS Markit, we have gone through the annual exercise of ranking solar phovoltaic EPC providers in the previous year, noting a new wave of...

     

107. Explore Energy 2020 Virtual Event

     13 October 2020 Natalia Kazakova

     Secrets to Surviving in Volatility: Planning for success in 2021 and Beyond to Thrive in New Upstream World

     

108. EV charge point developers have two big problems; energy storage can help to address them both

     08 October 2020 George Hilton

     As huge quantities of both EV chargers and energy storage will be installed across the world in the coming years, IHS Markit has investigated...

     

109. COVID-19 pressures Egypt’s power and gas sectors

     07 October 2020 Raul Timponi Elsa Kiener Anna Shpitsberg

     According to the Egyptian energy regulator, EgyptERA, the steepest declines happened in March and April 2020, when the average daily peak and...

     

110. Green, flexible, and economical: India’s strategies for large-scale renewable integration

     07 October 2020 Ankita Chauhan

     India’s ambitious target of 450 GW of renewable capacity by 2030 will require the country to adapt its power system to the increasing variability...

     

111. September Power and Renewables Research Highlights

     02 October 2020 IHS Markit Energy Expert

     Status of global wind turbine orders, rolling blackouts return to California’s power markets, evolution of the NEM: Navigating Australia’s renewable...

     

112. Infographic: Assessing biofuel policies and their impact on global markets

     01 October 2020 James Simpson Dr. Christoph Berg

     Infographic: Assessing biofuel policies and their impact on global markets

     

113. North America gas prices could fall in October, but look stronger for 2021

     29 September 2020 Matthew Palmer Jack Weixel Anusha de Silva

     Natural gas prices could continue to struggle early in the 2020/21 winter heating season, but IHS Markit sees a strong rebound in 2021, according...

     

114. China’s carbon neutral pledge: Setting the stage for another four decades of transformation

     25 September 2020 Xizhou Zhou Jenny Nguyen Yang

     In a recent announcement to the United Nations, Chinese President Xi Jinping committed China to a carbon-neutral future, to be achieved by 2060....

     

115. Analysis: American Propane Entrenches Itself Again in China's Import Mix

     22 September 2020 Rajesh Joshi

     Gain a better understanding of the factors that continue to influence the increase of propane exports from the United States to China.

     

116. Two-month rise in gas prices can be sustained

     21 September 2020 IHS Markit Energy Expert

     In the last two months, the spot natural gas price at the Henry Hub has shot up by nearly 42%, and futures prices have gained even more sharply—and...

     

117. Pressure mounts to allow new players to procure renewable power in South Africa

     18 September 2020 Silvia Macri Raul Timponi

     Small-scale customers in residential and commercial segments, as well as industrial consumers and municipalities, are exerting pressure on South...

     

118. Texas to outshine California in utility scale PV installations in 2020

     17 September 2020 Maria Jose Chea

     As COVID-19 continues to cast a cloud on industries around the world, the utility scale PV segment in the United states has continued to grow...

     

119. Case Study: In a future case with deep decarbonization, how would the operation and profitability forecasts evolve for various technologies?

     16 September 2020 Drew Bobesink Barclay Gibbs

     How does a case with deep decarbonization alter the performance outlook for various power sector technologies? Using our North American Power...

     

120. How decarbonisation policies will transform the biofuels industry

     16 September 2020 Dr. Christoph Berg

     The climate change debate is leading to an increased interest in renewable fuels. COVID-19 has not changed that. All around the world, governments...

     

121. Exciting Changes to IHS Markit’s North American Coal Market Service

     16 September 2020

     Exciting Changes to IHS Markit’s North American Coal Market Service

     

122. Heuristic assessments of LMP understate arbitrage margins for energy storage

     15 September 2020 Sam Huntington Duncan Anderson Barclay Gibbs

     When evaluating potential project sites early in the development cycle, energy storage developers are faced with a difficult question: how to...

     

123. Greenhouse gas emissions - why methane is critical to the full picture

     11 September 2020 Kevin Birn Cathy Crawford Carolyn Seto

     Understanding methane's role in GHG emissions

     

124. Venezuela exports near zero - how are refineries coping

     11 September 2020 Stephanie Rivera Ha Nguyen

     Never in the history of the industry has output from a former major producing country fallen so low

     

125. Pakistan’s draft Indicative Generation Capacity Expansion Plan 2047: Unrealistic and overambitious

     10 September 2020 Deeksha Wason

     Pakistan’s National Transmission and Dispatch Company (NTDC) released the Draft Indicative Generation and Capacity Expansion Plan 2047, within...

     

126. Case Study: In which regions will increasing battery penetration support the captured prices of solar generators the most?

     09 September 2020 Drew Bobesink Barclay Gibbs

     There are striking differences across regions in how the captured price of solar generators reacts to increasing battery penetrations.

     

127. Malaysia LNG feedstock gas supply faces headwinds

     08 September 2020

     Between 2018-2019, utilization rates at the Malaysia LNG (MLNG) complex have fallen to between 80-90%, a decrease from the high utilization rate...

     

128. Global geothermal power, heating up for a moderate growth

     08 September 2020 Guneet Kaur Dhingra Andrei Utkin

     Nearly 1GW worth of new additions was commissioned last year to reach a total global installed base of 15.4GW by the end of 2019, around 5% of...

     

129. Reduce, repurpose, reinvent: Long-term refinery outlook defined by diverging regional imperatives

     07 September 2020 Sandeep Sayal Louise Vertz

     As markets begin to find a new balance, refiners will be tasked with not just redesigning production profiles in the medium term, but weighing...

     

130. Renewable tenders continue to grow across Southeast Asia, presenting attractive but challenging opportunities

     03 September 2020 Ying Ting Lew Joo Yeow Lee

     Southeast Asia is a very attractive market for renewable energy, owing to its rich renewable resources and surging energy consumption.

     

131. 65% surge in polysilicon prices triggers unexpected increase in module production costs and affects solar installation outlook in 2020

     02 September 2020 Siqi He Edurne Zoco, Ph.D.

     Chinese polysilicon price has risen by 65% from a historically low level in June 2020.There are three factors that explain this dramatic surge...

     

132. Evolution of the NEM: Navigating Australia’s renewable energy transition

     01 September 2020 Shan Xue Logan Reese

     Coal-fired power has been the core power supply in Australia’s National Energy Market (NEM) in terms of both installed capacity and generation....

     

133. Wind turbine manufacturers cash in on the ongoing installations rush

     27 August 2020 Indrayuth Mukherjee

     IHS Markit tracked 62.5 GW of new wind installations in 2019, 22% higher than the year before. While over 90% of this was in onshore, the offshore...

     

134. Ghosts from summers past: Rolling blackouts return to California’s power market

     25 August 2020 Wade Shafer

     Rolling blackouts returned to the California Independent System Operator (CAISO) on Friday, 14 August, for the first time since the 2001 energy...

     

135. Possible contracts suspensions in Mexico can make Pemex save $650 million

     25 August 2020 Renata Machado Marcos Lepore

     As soon as the crisis hit the Mexican oil market, a reaction was expected from Pemex, the country's main operator. As companies around the world...

     

136. The new dynamics of upstream supply and spending after COVID-19

     24 August 2020 Paul Markwell Nick Thomson Lysle Brinker Jim Burkhard

     The projected price recovery paints a cautiously positive picture of the upstream industry

     

137. Balancing an unstable grid: The global COVID-19 crisis tests power network operators

     24 August 2020 Etienne Gabel

     Shifts in power demand patterns due to the COVID-19 crisis, combined with the growing penetration of intermittent and distributed generation...

     

138. Eni’s potential divestment in Congo highlights the increasing carbon challenge of developing oil assets across Africa

     21 August 2020 Rebekah Bostan Ismini Katsimpardi

     In July 2020 reports in the press indicated that ENI plans to divest operated assets in Congo. ENI is not the only company to have announced...

     

139. Effect of COVID-19 pandemic on refining and refiners

     20 August 2020 IHS Markit Energy Expert

     Impact of COVID-19 on Refining and Refiners

     

140. Video: US natural gas infrastructure inflection point

     17 August 2020 Warren Waite Nikolay Filchev Matthew Piatek

     More and more natural gas pipeline projects in North American are being shelved and the future for big projects seems less promising.

     

141. Microinverter and power optimizer market proves its resilience through COVID-19 pandemic

     14 August 2020 Miguel De Jesus

     The module level power electronics (MLPE) market is currently dominated by two suppliers, Enphase and SolarEdge. Enphase innovated in this space...

     

142. Solar gains momentum in Ireland’s first auction for utility-scale renewable energy

     13 August 2020 Martina Assereto

     Ireland’s first renewable energy auction saw nearly 1300 MW of successful projects of which almost 800 MW was accounted for by solar, according...

     

143. Hydrogen in Europe: Out of the Starting Blocks

     12 August 2020 Simon Blakey Shankari Srinivasan Catherine Robinson

     A new European Commission communication proposes an EU hydrogen strategy. Together with five recently announced national strategies and a strong...

     

144. Energy storage will play a critical role in supporting network reinforcement, but business case will rely on additional value streams

     10 August 2020 Oliver Forsyth

     As renewable penetration increases, transmission and distribution (T&D) infrastructure will require significant reinforcement. Battery...

     

145. Upstream cost trends - onshore and offshore activity, challenges and investments

     10 August 2020 IHS Markit Energy Expert

     Our experts explore cost trends for offshore Gulf of Mexico and onshore unconventional in the lower 48 and Canada, in relation to the energy...

     

146. High-dollar gas infrastructure investments – what’s ahead for potential investment deals?

     07 August 2020 IHS Markit Energy Expert

     Global gas experts Michael Stoppard and Ed Kelly discuss recent gas infrastructure deals

     

147. Aramco Likely to Cut September Crude OSP Amid Contango, Market Weakness

     07 August 2020 Raj Rajendran

     Saudi Aramco is likely to cut its September official selling price (OSP) to refiners in Asia, a first since May

     

148. 2022 should benefit from pent-up demand for rigs

     06 August 2020 Cinnamon Edralin, BA

     The global offshore rig market once again finds itself in a downturn. However, given the short, slow recovery that was underway before March...

     

149. Disruption of backfill plans for NWS LNG and Pluto LNG

     06 August 2020 Robert Chambers

     An overview of how coronavirus (COVID-19) and the oil price crash has impacted the future supply of feedstock gas into some of Western Australia’s...

     

150. With US growth engine stalled, can other markets improve their ethane recovery?

     04 August 2020 Walt Hart, P.E. Keefer Douglas Darryl Rogers

     The US has become by far the largest producer of ethane in the world – as well as the only significant waterborne exporter of the product. However...

     

151. Chevron- Noble and the implications for upstream mergers and acquisition

     29 July 2020 IHS Markit Energy Expert

     The recent announcement of a $5 billion all-stock deal between Chevron and Noble Energy has some industry players wondering if this is the signal...

     

152. Longer-Term Outlook for Canadian Oil Sands Largely Intact Despite Largest Annual Production Decline in 2020

     28 July 2020 Kevin Birn Celina Hwang

     The COVID-19 demand and price collapse has reduced Canadian oil sands production outlook to 2030 to the lowest point in the past half-decade...

     

153. Accounting Carbon Emission Cost for Future Energy Transition and Sustainability

     27 July 2020 RJ Chang, Ph.D.

     Global carbon emission has dropped substantially due to coronavirus (COVID-19) that has curbed the demand of transportation fuels and business...

     

154. Southeast Asia power demand starts to recover from coronavirus (COVID-19)

     23 July 2020 Cecillia ZHENG

     As more Southeast Asian (SEA) countries began relaxing their lockdown in the second quarter of 2020, most economic sectors in the region were...

     

155. Video: A world of opportunities – where and how can power utilities grow?

     22 July 2020 Etienne Gabel Eduard Sala de Vedruna Anna Shpitsberg

     A handful of our global power and renewable experts virtually sit down to discuss power utilities seeking business growth beyond their home markets....

     

156. Emerging markets and innovation: The twin pillars of future growth of the solar tracker market

     17 July 2020 Cormac Gilligan

     Solar tracker shipments reached new record levels in 2019 with shipments exceeding 31GW globally, an increase of 55 percent year-on-year.

     

157. “New” gas from Russia to China via Power of Siberia-2 pipeline: New route and new strategic opportunities

     16 July 2020 Tianshi Huang Anna Galtsova

     In 2019, Russian President Vladimir Putin proposed an alternative route for Russian piped gas to reach China, across Mongolia. Read the blog...

     

158. Vietnam’s transition away from solar tenders is likely to start between 2025 and 2027

     15 July 2020 Joo Yeow Lee Allen Wang

     Vietnam intends to prioritize grid enhancements, renewable integration, and significantly increase its renewable energy target

     

159. China Power Demand Registered Robust Growth in June 2020

     14 July 2020 IHS Markit Energy Expert

     An overview of China’s power demand growth in June 2020.

     

160. From cost to value: Going beyond LCOE in assessing competitiveness of renewables

     14 July 2020 Sam Huntington

     Extraordinary cost declines mean wind and solar now often boast the lowest levelized cost of energy (LCOE) among power supply resources in many...

     

161. 2019 oil and gas corporate venture capital investments in cleantech startups at record high

     10 July 2020 Carolyn Seto

     oil and gas players have increasingly pursued open innovation strategies to complement internal research and development activities

     

162. Pennsylvania fracking oversight report receives more pushback

     09 July 2020 IHS Markit Energy Expert

     The investigative report by the Pennsylvania grand jury released last month that was highly critical of the Department of Environmental Protection...

     

163. To deal or not to deal, that is the question...

     09 July 2020 Justin Michael Cochrane Etienne Kolly

     Five years on from the last crash, what to expect this time around – Africa's oil price drama

     

164. Economic instabilities and coronavirus (COVID-19) impact pose risks to Pakistan power demand growth and investments

     08 July 2020 IHS Markit Energy Expert

     An overview of how coronavirus (COVID-19) has impacted Pakistan power demand growth and investments.

     

165. Contract cancellations for offshore rigs peak in 2020 - how will the market react?

     08 July 2020 Sarah McLean

     The double whammy of the oil price crash and coronavirus (COVID-19), has left many operators hitting the brakes, slashing budgets and deferring...

     

166. In adapting to the energy transition, refiners diverge on business and investment strategies

     07 July 2020 Rahul Bhutani John Barsby

     As the world shifts to lower-carbon fuels, refining companies are changing the ways they come to market, maximize profitability, and choose investments....

     

167. Global PV inverter market surpassed $9 billion in 2019 following record shipments

     06 July 2020 IHS Markit Energy Expert

     The PV inverter market achieved record shipments, growing by 19% to 126 GW in 2019 driven by booming shipments in key markets such as United...

     

168. Assessing the impact of a second coronavirus wave on fuel demand

     02 July 2020 IHS Markit Energy Expert

     The risk of a dangerous resurgence is rising. Whether or not that risk transforms into a full blown “second wave” is unknowable at the moment....

     

169. Managing Cost During Turbulent Times: The Untapped Potential of Data Analytics for Energy Operators

     02 July 2020 Nathan Amery

     The upstream oil and gas industry is facing another tough year as it looks to manage weakening economic growth and intensifying trade tensions...

     

170. Mexican OSV market: climbing in thin air

     25 June 2020 Renata Machado Marcos Lepore

     Mexican offshore logistics market has always been highly dependent on Pemex, until recently.

     

171. Grid capability key to bolstering Vietnam’s energy fuel mix target

     24 June 2020 Cecillia ZHENG

     Long-standing delays in numerous power generation projects in Vietnam will likely cause severe power shortages over the next five years. As a...

     

172. Is the worst behind us? Insights into the North America onshore recovery

     23 June 2020

     Chaotic is the best way to describe 2020 to-date. In just a short few months, the oil and gas industry had the collapse of the Vienna Alliance...

     

173. Will coronavirus (COVID-19) recovery provide a tailwind for a greener future?

     22 June 2020 Britta Daum

     Coronavirus (COVID-19) could very well serve as an opportunity to institute transformative green agenda policies.

     

174. Energy markets in the 1970s and 2020s: Is past prologue?

     19 June 2020 Roger Diwan Carlos Pascual

     Media and forecasters are increasingly making past-is-prologue comparisons between the 1970s and the coming 2020s, flagging potential parallels...

     

175. As China prepares to lift its BEV subsidies, Tesla announces its Chinese Model 3 will use LFP cells

     16 June 2020 Youmin Rong, Ph.D. Chloe Holzinger

     In June 2020, Tesla received formal approval from China’s Ministry of Industry and Information Technology to build Model 3 vehicles with lithium-iron-phosphate...

     

176. Connected car and mobility innovations drive changes in consumer behavior

     15 June 2020 IHS Markit Energy Expert

     Fuel retailers are starting to take action to ensure they are attracting as many of these potential customers as possible

     

177. Rethinking the risks for E&P from coronavirus (COVID-19)

     12 June 2020 Cat Hunter, Msc, MA

     The oil and gas industry is having to rethink the way in which it works again.

     

178. Bringing people together: The role of hydrogen in a deeply decarbonized future

     11 June 2020 Alex Klaessig

     Hydrogen could develop into a globally traded energy source, like oil and gas

     

179. The balancing effect of low oil prices, rising capacity, and COVID-19 on gas-fired power in China

     10 June 2020 Xiao Lu

     The balancing effect on mainland China's gas-fired power: Low oil prices, rising capacity and coronavirus (COVID-19) in 2020.

     

180. Power-to-X: Moving from MW-scale to GW-scale

     09 June 2020 Soufien Taamallah, Ph.D. Catherine Robinson

     Power-to-X is proving highly resilient to the current downturn with announcements of major new projects made at the height of the COVID-19 turmoil....

     

181. China’s power reform: Transforming State Grid’s investment strategy

     08 June 2020 Lara Dong IHS Markit Energy Expert

     With China’s economic growth moderating in recent years, the key emphasis of power sector development has shifted from scaling up power supply...

     

182. The Brazilian drilling market hurdles

     05 June 2020 Thais Vachala Mariana Anjos

     The drilling market has always been the first and most impacted when there is a crisis in the oil and gas segment. On a global scale, the current...

     

183. Rate Transient Analysis and Numerical Simulation for Under Bubble Point Reservoir

     04 June 2020 IHS Markit Energy Expert

     Case study: An oil well has been observed having reducing trend of GOR.

     

184. Shut-ins: a game changer for the water management market

     03 June 2020 Paola Perez Pena

     While oil prices have, to some extent, improved and some optimization has emerged, it’s clear that the damage wrought during the global pandemic...

     

185. Onshore wind turbine manufacturers navigating a challenging business environment

     02 June 2020 Indrayuth Mukherjee

     Offshore wind turbine manufacturers navigating a challenging business environment.

     

186. Cutting Out the Kero: Refiners braced for extended period of very low jet fuel demand

     01 June 2020 Rob Smith

     Coronavirus (COVID-19) has negatively affected all forms of global mobility, but none more so than air travel.

     

187. Coronavirus (COVID-19) added insult to the already injured frac sand market just as suppliers were taking small, measured steps toward rebalancing

     29 May 2020 Brandon Savisky

     Exiting 2019 and heading into 2020, the frac sand market was unwell; in fact, the market was slightly hovering above a recently found “new” bottom....

     

188. Asia region to drive floating solar installation growth in next five years

     28 May 2020 Cormac Gilligan

     Floating PV installations are expected to grow strongly in the coming years due to an increasing pipeline of global projects.

     

189. OSV market in Brazil: recovery postponed

     26 May 2020 Thais Vachala Mariana Anjos

     An update on the OSV market in Brazil.

     

190. Europe’s gas battleground: Why low gas prices will not curb LNG deliveries

     22 May 2020 Shankari Srinivasan Matthew Shruhan Alun Davies

     Despite a 5% decline in overall European gas demand in 2020, we still expect LNG imports to Europe to grow nearly 7% year on year to reach 90...

     

191. Hitting where it hurts: Coronavirus (COVID-19) is weakening Latin America’s gas and power demand

     21 May 2020 Etienne Gabel

     Latin America is increasingly becoming an epicenter of the global coronavirus (COVID-19) pandemic. The shock on the region’s economies is worsening...

     

192. Mexico: A new market of farm-outs can unlock demand

     20 May 2020 Renata Machado Marcos Lepore

     Mexican deepwater has a lot of potential despite the many risks. We discuss the details in the blog.

     

193. Moment of reckoning for European refining brought closer by coronvirus (COVID-19)

     20 May 2020 Hedi Grati Eleanor Budds

     A beleaguered refining industry is hardly a new story for Europe, so how has coronavirus (COVID-19) impacted the industry?

     

194. Solar PV module manufacturing base continues to consolidate in 2020

     19 May 2020 Edurne Zoco, Ph.D.

     2020 will be a critical year that will reshape the Solar PV module manufacturing landscape.

     

195. Record output to record cuts in two quarters: Western Canadian crude production to fall 25% in Q2

     14 May 2020 Kevin Birn IHS Markit Energy Expert Celina Hwang

     An overview of Western Canada’s crude production.

     

196. How Chinese national companies will balance oil and gas industry declines

     14 May 2020 Yin Yuan Nick Sharma Kunfeng Zhu Erik Darner

     Podcast: Our Asia-Pacific upstream research team explores the future of Chinese national oil companies.

     

197. Video: Coronavirus’ (COVID-19) impact on Africa’s power and renewable sector

     14 May 2020 Thea Fourie Silvia Macri Natznet Tesfay Anna Shpitsberg

     A virtual discussion: How is coronavirus (COVID-19) impacting the African power sector?

     

198. Even with gasoline demand on the upswing, US retail sector facing several months of low earnings

     13 May 2020 Rob Smith

     Gasoline demand is on the upswing; however, US retail sector is still facing several months of low earnings. Discover more in our blog.

     

199. The low oil price environment: A speed bump for China’s LNG heavy-duty trucks in 2020

     13 May 2020 IHS Markit Energy Expert

     LNG’s cost competitiveness over diesel has contributed to the rise of heavy-duty vehicles (HDV) powered by LNG fuel in China.

     

200. Argentina: Unconventional Activity Update

     12 May 2020 Paola Romero

     The global pandemic paired with a supply surplus has dramatically lowered the oil price and left the energy industry in a difficult position...

     

201. Coronavirus (COVID-19) and Solar PV: How will the solar PV industry weather the storm of a global pandemic?

     11 May 2020 Sam Wilkinson

     How will the solar PV industry endure the global pandemic?

     

202. Technological improvements drive sand demand recover in Argentina

     08 May 2020 Renata Machado Matheus Varanda

     As the global oil & gas industry faces unprecedented market conditions, challenges pile up in Argentina.

     

203. Coronavirus (COVID-19) muddies the water for bunker fuel transition

     06 May 2020 Rob Smith

     An overview of how coronavirus (COVID-19) has impacted bunker fuel.

     

204. The US upstream cementing market feels the full force of the effects of coronavirus (COVID-19)

     05 May 2020 Paola Perez Pena

     An overview of how coronavirus (COVID-19) has impacted the United States upstream cementing market.

     

205. Southeast Asia’s power sector continues to get battered by COVID-19

     04 May 2020 Joo Yeow Lee Allen Wang

     Coronavirus (COVID-19) has hit Southeast Asia’s #power sector hard, although the impact will differ by country.

     

206. Coal, gas, or renewables: Electricity supply responding to lower demand during COVID-19

     01 May 2020 Xizhou Zhou

     With countries going into lockdowns one by one, electricity demand around the world has been dropping. Power generation requirement has gone...

     

207. Coronavirus (COVID-19) implications for Russian oil and refining industries

     30 April 2020 Rob Smith

     The coronavirus (COVID-19) pandemic has coincided with a return to prominence for Russia within the global oil markets.

     

208. West African offshore rigs market reeling in the wake of oil price crash and pandemic – a near term outlook

     30 April 2020 Sarah McLean

     The West African offshore rigs market was barely back on its feet after the last downturn when the combination of the recent oil price crash...

     

209. Coronavirus (COVID-19) demand destruction has forced more than twenty refineries to temporarily cease production

     29 April 2020 Rob Smith

     If you cannot sell it or store it, you cannot produce it.

     

210. IHS Markit Webinar Summary: “North American Onshore Services: Negative Sentiment Going Into 2020 Gives Way to Historic Chaos”

     29 April 2020 David Vaucher

     In the wake of OPEC discussions and the effects of coronavirus (COVID-19) on the global economy, our experts organized a webinar to deliver views...

     

211. Bumpy road ahead for renewables and conventional power developers in South Korea as power market faces uncertainties amid coronavirus (COVID-19)

     28 April 2020 Vince Heo

     South Korea has a target of having 20% renewable generation by 2030. What factors might hinder this goal?

     

212. COVID-19 forces government delays on well, production and land data

     27 April 2020 IHS Markit Energy Expert

     Well, production and land data implications from the impact of coronavirus (COVID-19)

     

213. The world of Europe’s utilities after 2020: Where do we go from here?

     27 April 2020 IHS Markit Energy Expert

     IHS Markit has identified six major themes to help make sense of the impact on European utilities of the societal and economic response to COVID-19....

     

214. China further opens oil and gas upstream to foreign investors: How much impact can we expect?

     24 April 2020 Nick Sharma Kunfeng Zhu

     China accelerated its E&P policy reform, targeting to attract investment in upstream oil and gas from non-NOCs

     

215. Interview: Assessing the power generation fuel mix of Southeast Asia for the next decade

     24 April 2020 Allen Wang

     To fuel power-demand growth, independent power producers have focused on gas-fired power and renewables

     

216. COVID-19 forces pumping suppliers to accelerate drastically the measures they started taking last year

     24 April 2020 IHS Markit Energy Expert

     The aftermath of OPEC discussions and the effects of coronavirus (COVID-19) on the global economy, in combination, have left the oil market in...

     

217. Secondary Shock: A dramatic hit on the Canadian condensate market

     23 April 2020 Kevin Birn Jordan Woloschuk Celina Hwang Bill Rawlusyk

     Low oil prices impact Canadian oil production.

     

218. How can African governments drive a hydrocarbon sector rebound from the COVID-19 crisis?

     22 April 2020 Roderick Bruce

     The impacts of the coronavirus disease 2019 (COVID-19) crisis on Sub-Saharan Africa’s upstream hydrocarbon sector will be broad and deep.

     

219. The ultimate supply cut enforcer: Demand destruction reaches apex

     21 April 2020 Roger Diwan Karim Fawaz

     Historical compliance issues no match for the sheer brutality of market forces as demand disappears

     

220. Coronavirus (COVID-19) offering retail fuel stations a “stress test” for the future

     21 April 2020 Rob Smith

     The combination of lockdown measures and social distancing has hammered US gasoline demand.

     

221. Double black swan looms over offshore industry

     20 April 2020 Richard Sanchez

     The looming effects of the oil price crash and coronavirus (COVID-19) are impacting the offshore supply vessel (OSV) market.

     

222. Russian oil upstream economics of the 2010s

     20 April 2020 Maxim Nechaev

     An overview of the Russian upstream sector.

     

223. The low oil price environment: Shifting China’s 2020 gas cost curve

     20 April 2020 Tianshi Huang Jenny Yang

     The new oil price environment will shuffle the order of the cost curve in the Chinese gas market in 2020.

     

224. Energy transition and the downstream industry

     17 April 2020 Kurt Barrow

     Awareness and commitments to address climate change are advancing rapidly, and downstream companies need strategies to address the shifting landscape....

     

225. Mexico offshore investments to tumble 20%

     17 April 2020 Renata Machado Marcos Lepore

     Mexico took the spotlight in the midst of energy discussions during the OPEC + meeting, playing an important role in the conduct of the negotiations...

     

226. Energy transition: Why now is the time for a new narrative

     16 April 2020 Dr. Atul Arya, Ph.D.

     When it comes to Energy Transition, there are people who believe that the energy system can be transformed globally to “zero-carbon” within a...

     

227. Video: The impact of coronavirus (COVID-19) on Power Purchasing Agreements

     16 April 2020 Mrs. Coralie Laurencin Etienne Gabel Eduard Sala de Vedruna Anna Shpitsberg

     IHS Markit power experts sit down to discuss how coronavirus (COVID-19) is impacting the development of PPAs across different regions.

     

228. Major cuts coming for US upstream and NGL sectors

     16 April 2020 Rob Smith

     The US upstream sector is both a major investment destination when times are good – and one of the first places to get cut when times are bad....

     

229. The future of conventional exploration

     16 April 2020 Keith King Jerry Kepes

     Important questions arise when we talk about the future of exploration. Our experts explore this topic.

     

230. The demand for refined products is dropping globally due to COVID-19, leading to run cuts at refineries; shut-downs are inevitable as utilization rates at some units drop to 60%

     15 April 2020 Pritesh Patel Jeff Otten

     Developments involving OPEC and COVID-19 have caused a historic downturn in global oil prices and national economies. Our experts explore this...

     

231. Canadian oil sands upstream investment the lowest in over a decade and a half

     14 April 2020 Michael Muirhead Kevin Birn IHS Markit Energy Expert

     A year that had started with cautious optimism and was on pace to record the first uptick in upstream spending since the 2014/15 price collapse...

     

232. CPUC adopts lower greenhouse emissions scenario in 2030 IRP

     14 April 2020 Jim Day

     California Public Utilities Commission adopts a lower greenhouse emissions scenario.

     

233. Amid utility qualms, Massachusetts launches first “clean peak standard”

     13 April 2020 Jim Day

     Massachusetts officials released a final version of the nation’s first “clean peak standard,” which requires utilities to buy credits showing...

     

234. How global integrated oil companies are dealing with the oil price downturn: Short-Term Impact on Low Carbon Spending

     13 April 2020 Chris DeLucia

     Insights on low-carbon investments.

     

235. Upstream Operating Cost Index: Suppliers will struggle to meet operators’ requests for pricing reductions

     13 April 2020 Kate Ashcroft

     Recent developments involving OPEC and coronavirus (COVID-19) have caused historic downturns in global oil prices and national economies.

     

236. The North America oil and gas industry enters survival mode

     10 April 2020 Veeral Mehta Raoul LeBlanc Mr. Reed Olmstead Matthew Palmer Karim Fawaz Hassan Eltorie

     The oil price collapse is rewriting the North America oil and gas rulebook—forcing companies into survival mode. We review the interconnectedness...

     

237. Lower crude prices will erase all expected US natural gas liquids production growth through 2021

     09 April 2020 Veeral Mehta

     Demand destruction and obstinate overproduction has sent crude prices reeling.

     

238. Latin America’s offshore activity levels to see slippage as a result of COVID-19

     09 April 2020 Heather Gardner

     As the COVID-19 pandemic continues its spread across the globe, the oil and gas industry has put into practice new procedures and processes to...

     

239. The Upstream Capital Costs Index (UCCI) will decline as its underlying markets react to a drastically lower oil price and weaker global economy caused by COVID-19.

     09 April 2020 Sheila Moore

     Recent developments involving OPEC and COVID-19 have caused historic downturns in global oil prices and national economies.

     

240. Venezuela’s vulnerability to blackouts imperils the country’s response to the COVID-19 pandemic

     08 April 2020 Etienne Gabel Diego MoyaOcampos, LLB

     The health of Venezuela’s power system has not visibly improved since the massive blackouts of March 2019 that plunged the country into widespread...

     

241. EPA Announces Enforcement Discretion Plan During Pandemic

     08 April 2020 IHS Markit Energy Expert

     The US Environmental Protection Agency (EPA) has announced a temporary enforcement discretion policy for petrochemicals producers, refiners and...

     

242. How global integrated oil companies are dealing with the oil price downturn: Is conventional supply at risk?

     08 April 2020 Chris DeLucia

     Conventionals account for approximately 90% of current production in aggregate. This blog looks at different scenarios to help portray the outlook...

     

243. Global lubricants demand also poised to take a hit

     07 April 2020 Rob Smith

     The ongoing coronavirus (COVID-19) saga is an all-encompassing event, with no sector being unscathed. Global lubricants are no exception, though...

     

244. Upstream service sector in the new sub-$40/bbl Brent environment

     07 April 2020 Ding Li Ang

     March was an eventful month for upstream, resulting in an uncertain and volatile future.

     

245. Impact of oil prices on Latin American Upstream Project Economics and Resources

     06 April 2020 Siddhartha Sen

     An analysis on the oil targeting projects in Latin America which has an FID date between 2020 and 2022. Read our experts’ insights.

     

246. How global integrated oil companies are dealing with the oil price downturn: Entering this downturn with weaker balance sheets

     06 April 2020 Lysle R. Brinker

     Markets continue to fluctuate due to the blows served by coronavirus and tanking oil prices – forcing global oil companies to quickly shift strategies....

     

247. The Perfect Storm Delays Progress in DWGOM

     03 April 2020 Isaac Nuti IHS Markit Energy Expert Cinnamon Edralin, BA

     Coronavirus (COVID-19) is only part of the story when it comes to the oil price decline in recent months.

     

248. Biofuel industry also being hit by COVID-19, but the news is not all bad

     02 April 2020 Rob Smith

     The global biofuel sector is being significantly impacted by the COVID-19 pandemic, but it’s not all bad news.

     

249. Thermal resources’ role in a deeply decarbonized North American power system

     02 April 2020 Wade Shafer Mark Griffith IHS Markit Energy Expert

     Maintaining power grid reliability will be a major challenge in a deeply decarbonized future.

     

250. Ten big questions on South and Southeast Asia’s power markets in 2020

     01 April 2020 Cecillia Zheng Ankita Chauhan

     South and Southeast Asia’s power markets in 2020.

     

251. M&A and venture investments offer oil and gas companies differentiation opportunities within the low-carbon space

     01 April 2020 Chris DeLucia Carolyn Seto

     Oil and gas companies face growing pressures to reposition their models to compete in a new energy landscape

     

252. Canadian Midstream companies evaluate spending in uncertain times

     31 March 2020 Jordan Woloschuk Bill Rawlusyk

     Canadian midstream capex cuts are limited; however, condensate price trend may further dampen Canadian NGL outlook

     

253. IHS Markit releases new 2020 solar installation forecast in light of the impact of coronavirus (COVID-19)

     31 March 2020 Edurne Zoco, Ph.D. Cormac Gilligan

     An overview of the impact coronavirus (COVID-19) has played on the solar industry.

     

254. “Water is not the exception” – Historical drop in oil prices negatively affect the oilfield water management market

     30 March 2020 Paola Perez Pena

     The recent drop in oil prices has created controversy about the future of most of the E&P and services companies, but how will this affect the...

     

255. Global liquids surplus will hit hardest in crude sector

     30 March 2020 Rob Smith

     Coronavirus (COVID-19) and the lockdown period implemented by governments all around the world, have caused an unprecedented drop in oil product...

     

256. Negative sentiment going into 2020 gives way to historical chaos in the North American service industry

     27 March 2020 Paola Perez Pena

     Several forces have plunged the upstream sector into what will surely be an historic downturn, and it’s difficult to overstate just how dire...

     

257. How painful is it? Measuring the thresholds and distress of the OPEC and Vienna Alliance countries

     26 March 2020 Mariam Al-Shamma David Gates Cat Hunter, Msc, MA

     With multifaceted challenges, the global oil market is facing a period of massive oversupply.

     

258. The impact of coronavirus on the renewables industry

     26 March 2020 Sam Wilkinson Francesco d'Avack Edurne Zoco, Ph.D. Eduard Sala de Vedruna Cormac Gilligan

     IHS Markit experts in clean energy technology recently sat down to discuss how coronavirus (COVID-19) could impact the renewables industry.

     

259. Renewables emerge as winner during China’s COVID-19 lockdown

     26 March 2020 Xizhou Zhou

     Renewables have emerged as a winner in the increasing competition among different power generation resources in China.

     

260. Coronavirus (COVID-19) has triggered a heretofore unimaginable oil product demand decline

     25 March 2020 Rob Smith

     How has coronavirus (COVID-19) impacted oil demand? We explore.

     

261. What is the outlook for the Chinese oil sector with COVID-19 on the wane domestically?

     20 March 2020 Rob Smith

     The COVID-19 outbreak and its aftermath, what does it mean for China’s oil demand and performance of its oil industry

     

262. Video: Hydrogen gas is gaining momentum

     20 March 2020 Shankari Srinivasan Catherine Robinson

     Hydrogen gas is gaining momentum. Discover why.

     

263. China launches small-scale LNG exports to Cambodia: Is there room for growth?

     19 March 2020 IHS Markit Energy Expert

     Early this year, a shipment of five ISO containers of LNG arrived in Cambodia. This event marks two first: Cambodia’s first gas imports and China’s...

     

264. A global oil price war and COVID-19: How will NGL markets adapt and react to these unprecedented disruptions?

     18 March 2020 Yanyu He, Ph.D Darryl Rogers

     Oil prices have plummeted, tearing down the historical price relationships in the energy and chemical markets, including NGLs.

     

265. The impact of the oil price collapse on APAC upstream FID’s

     18 March 2020 Robert Chambers

     An overview of how the oil price collapse has impacted APAC’s upstream financial investment decisions.

     

266. Perovskites technology - beyond efficiency records

     17 March 2020 Karl Melkonyan

     Due to technology advances and cost improvements, solar PV is one of the most dynamic industries of our time.

     

267. Europe is pressing on the green accelerator: What impact for power?

     13 March 2020 Sylvain Cognet-Dauphin Coralie Laurencin

     The greening of Europe’s fuel mix will continue, driving prices lower when renewable availability is high.

     

268. Policy, technology, company strategies, and the COVID-19 wildcard: Seven trends to watch for in global power and renewables in 2020

     11 March 2020 Eduard Sala de Vedruna Anna Shpitsberg

     IHS Markit estimates that there will be 290 gigawatts (GW) of net power capacity added in 2020, globally, 5% more than in 2019.

     

269. Fast Transition: Defining a pathway to 90% decarbonization of electric power in North America

     09 March 2020 Patrick Luckow Mark Griffith

     The decarbonization of electric power.

     

270. Video: Global Energy Transition on Oil Markets

     06 March 2020 Kurt Barrow Bob Fryklund

     Watch video as our IHS Markit energy experts discuss global energy transition and its impact on crude oil supply and refining markets.

     

271. LNG: The counter-cyclical build

     05 March 2020 Michael Stoppard

     An extraordinary counter-cyclical build is under way in the world’s liquefied natural gas (LNG) industry.

     

272. Video: Impact of the coronavirus on China’s power and renewables sector

     05 March 2020 Xizhou Zhou

     The expected impact of the coronavirus on the China power and renewables sector

     

273. Conventional exploration trends in the era of investment dilemma

     04 March 2020 Keith King Jerry Kepes

     Research experts Keith King and Jerry Kepes join Upstream in Perspective to share insights on the conventional exploration trends in the era...

     

274. Global demand for replacement PV inverters to account for 7 percent of total global installations in 2020

     03 March 2020 IHS Markit Energy Expert

     An outline of the global demand for replacing PV inverters.

     

275. Mainland China and the United States drive a record year for wind turbine ordering activity in 2019

     02 March 2020 IHS Markit Energy Expert

     An overview of the wind turbine ordering activity between mainland China and the United States in 2019.

     

276. The coronavirus is expected to have a limited impact on global upstream cost markets

     24 February 2020 Pritesh Patel Kate Ashcroft Jeff Otten Jeff Nitto Anuj Kadakia

     An overview of the novel coronavirus impact on the Upstream Capital Cost Index and Upstream Operating Cost Index.

     

277. Up and down with the USA: The oil market’s cycle of surplus endures for a while longer

     20 February 2020 Jim Burkhard Bhushan Bahree Aaron Brady

     The stunning rise of US oil production growth has been the most important catalyst in this newest cycle of surplus, but how much longer will...

     

278. Novel coronavirus outbreak: Slowing Chinese gas demand growth and disrupting LNG trade

     20 February 2020 Jenny Yang

     An overview of how the coronavirus outbreak has impacted the LNG industry.

     

279. From mild to wild: Coronavirus impact on China’s power and renewables sector

     19 February 2020 Xizhou Zhou

     The novel coronavirus (COVID-19) outbreak has led to a slowdown of economic activities in China.

     

280. Offshore wind is slowly getting ready to float

     19 February 2020 Andrei Utkin

     On 31 December 2019, the first of the three floating platforms of the 25 MW WindFloat Atlantic project, developed by the consortium led by EDP...

     

281. Reassessing the role of gas-fired power in China’s regional markets

     18 February 2020 Xiao Lu

     An overview of gas-fired power development in China

     

282. PennEast Pipeline to Be Built in Two Phases, Announces Developer

     17 February 2020 IHS Markit Energy Expert

     PennEast Pipeline is filing an amendment with FERC to construct the project in two phases.

     

283. Rio Grande LNG Rehearing Denial Raises New Issues for FERC

     14 February 2020 IHS Markit Energy Expert

     In rejecting rehearing requests about the Rio Grande LNG project and related Rio Bravo Pipeline at its January 23 meeting, FERC raised new issues...

     

284. From start to finish: Stages of life impact on oil and gas greenhouse gas emission intensity

     13 February 2020 Kevin Birn Cathy Crawford

     Understand how emission intensity can evolve over the life of an oil- or gas-producing asset and why it matters

     

285. Continued focus on shareholder returns means there will be no upstream activity recovery in 2020

     13 February 2020 IHS Markit Energy Expert

     An overview of the upstream activity recovery in 2020.

     

286. Unprecedented challenges in global crude supply impact E&P company futures

     12 February 2020 Siddhartha Sen Keith King Jerry Kepes

     Overall, the industry remains more challenged than ever. Has the global competitive landscape in E&P really changed, or is it the...

     

287. Ten downstream issues to watch in 2020

     11 February 2020 Rob Smith

     Trade disputes and geopolitical volatility continue to lurk, and it seems increasingly likely that the 2020s will represent an inflection point...

     

288. Analysts: China's carbon market may aid least efficient coal plants

     10 February 2020 IHS Markit Energy Expert

     An overview of China’s plan to launch the world’s largest carbon market.

     

289. Video: Hydrogen as an energy carrier: A win-win situation for mainland China for technology exports, indigenous resource deployment, and deep decarbonization

     10 February 2020 Jenny Yang

     An overview of the recent policies issued by the Chinese government to accelerate the development of hydrogen as an energy carrier.

     

290. Seeing the trees rather than the forest: hydrogen around the world

     07 February 2020 Catherine Robinson

     Interest in hydrogen has soared in every region of the world and in all sectors of the economy.

     

291. Oil and gas company low-carbon M&A 2019 review: Total deal count surges to a record high

     07 February 2020 Chris DeLucia Carolyn Seto

     Oil and gas companies were involved in a record-high number of low-carbon transactions in 2019. Read the overview.

     

292. Aggressive load-shifting could increase battery fire risk- investigators

     06 February 2020 Jim Day

     Raising serious concerns about the safety of battery storage, investigators into the alarming spate of lithium-ion battery fires in South Korea...

     

293. As the novel coronavirus bites: A big negative demand shock to China’s oil markets

     05 February 2020 Xiaonan Feng

     In just little over two months’ time, a SARS-like novel coronavirus has quickly escalated into what is described by many as an unprecedented...

     

294. The state of energy investments in 2020

     03 February 2020 IHS Markit Energy Expert

     The increase of discussions around ESG, climate risk and funding energy projects is not reflective of what's happening in the energy business....

     

295. European solar installations break new record in 2019 as it enters a new era of sustained growth

     03 February 2020 Cormac Gilligan

     After years of weak solar demand growth in Europe, installations are forecasted to reach a new record. 

     

296. India’s onshore wind supply chain realigns with market realities

     31 January 2020 IHS Markit Energy Expert Ankita Chauhan

     An overview of India's onshore wind supply chain

     

297. Five PJM states suggest FERC order could prompt exit from regional market

     30 January 2020 Jeff Beattie

     At least five large states raised the prospect of pulling out from PJM Interconnection or the grid operator’s capacity markets as a result of...

     

298. Infographic: IMO 2020 transition

     28 January 2020 Hedi Grati

     The transition to low-sulfur bunkering has started - what's next?

     

299. Atlantic Coast Pipeline Loses Major Courtroom Battle in Virginia

     28 January 2020

     The Atlantic Coast Pipeline project suffered another legal blow as on January 7 the US Court of Appeals for the Fourth Circuit vacated the air...

     

300. Small-scale LNG in North America, a niche market and growing

     27 January 2020 Ankita Vijay

     Interest in developing small-scale LNG technology across North America is growing.

     

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