Wednesday, June 26, 2024
Biden May Have A Petrol Problem
by Daniel Yergin*
Voters are worried about inflation in general and the cost of filling up their cars in particular
Articles - Commentary
Wednesday, June 5, 2024
Why Oil Import Restrictions Hurt Russia More Than the Price Cap
by Lutz Kilian, David Rapson and Burkhard Schipper*
Sanctions in response to the invasion of Ukraine led to a substantial decline in Russia’s crude oil revenues in 2022 and 2023. This column argues that the decline in revenue was due almost entirely to the embargo on Russian crude oil imports, which forced Russian oil exports to be redirected from Europe to more distant customers in Asia and conferred market power on India and China
Tuesday, May 28, 2024
Europe’s Missing Climate Marches
by Donagh Cagney*
Ahead of the 2019 European Parliament elections, Europe was rocked by massive climate marches. But as the 2024 elections approach, the streets remain silent
Thursday, May 9, 2024
Green Transition at Risk as Carbon Offset Schemes Falter
by Felicity Bradstock*
Many carbon offset projects fail to meet sustainability criteria, despite certification from reputable standards. Companies overstate their decarbonization achievements through ineffective offset schemes, unhindered by weak regulation. Studies demonstrate the failure of carbon offsets to reduce emissions, highlighting the need for stricter monitoring and assessment
Monday, April 8, 2024
Will Europe’s New Standard Help or Hinder Green Bond Market Growth?
by Kevin Leung*
The European Green Bond Standard (EUGBS) can potentially benefit both issuers and investors; its uptake is key for continued market growth.
Issuers can translate European Green Bond issuance into lower transition risks through four pillars: commitments, capex pipelines, green asset delivery and governance.
Tuesday, April 2, 2024
AI is Accelerating the Energy Transition, Say Industry Leaders
by Nicholas Fearn
Energy companies are increasingly leveraging artificial intelligence technology to improve the efficiency and sustainability of their operations. And it is already transforming critical functions: from lowering carbon emissions to mitigating cyber attacks and predicting mechanical failures
Friday, March 29, 2024
Chinese EVs to Make Up 25pc of EU Market: T&E
by Thomas Kavanagh*
Chinese-produced electric vehicles (EVs) are due to make up 25pc of new EV sales in Europe this year, according to campaign group Transport & Environment (T&E), which recommends that tariffs on Chinese EVs be imposed to help EU carmakers survive in the short term
Friday, March 15, 2024
Reuters: Comparison of IEA, OPEC Oil Demand Forecasts Since 2008
The world's two most closely watched oil forecasters – producer group OPEC and the International Energy Agency – disagree over oil demand growth and whether or when demand will peak
Friday, March 8, 2024
China’s Rare Earth Export Ban Is Backfiring
by the Metal Miner* Team
The rare earths market experiences significant fluctuations, with prices plunging due to weaker demand and shifts away from Chinese sources, compounded by export bans imposed by China. Wyoming's rare earth discovery raises hopes of reducing reliance on Chinese supply, potentially leading to a mining boom in the U.S. and altering global market dynamics
Friday, February 9, 2024
The U.S. Pause on LNG Export Permits Does Not Threaten Energy Security in Europe and Asia
by Sam Reynolds and Ana Maria Jaller-Makarewicz
The Biden administration’s decision to temporarily pause permitting for new liquefied natural gas (LNG) export terminals has caused an uproar among industry groups and fossil fuel companies. In Congressional hearings on the issue this week, opponents of the move repeatedly declared it would hurt U.S. allies in Europe and Asia that “desperately” need American LNG
Thursday, February 1, 2024
How Will U.S. Elections Influence Global Energy Markets?
by Alex Kimani*
Trump's presidency could amplify support for fossil fuels and strain clean energy initiatives. Biden's second term may intensify pro-clean energy policies although his administration would likely face legislative challenges. While the election will undoubtedly influence energy markets, energy investors should continue to focus on individual stocks rather than betting on entire sectors
Friday, December 22, 2023
The Impact of Climate Policies on Oil and Gas Investment
by Christian Bogmans, Andrea Pescatori and Ervin Prifti*
The induced transition from fossil fuels to low-carbon energy can affect firm investment through powerful anticipation effects. This column uses a firm-level measure of climate policy exposure to show that climate policies have already led to a 6.5% decline in global investment by publicly traded oil and gas companies between 2015 and 2019
Wednesday, November 29, 2023
Energy Intensity Progress Slows in 2023: IEA
by Rhys Talbot*
Reductions in energy intensity — energy use per unit of GDP generated — slowed in 2023 to 1.3pc from 2pc the year before, the IEA said today. The outlook is positive, but governments must take "substantial and concerted" action to reach a goal of 4pc/yr falls in energy intensity to 2030, it added
Friday, October 27, 2023
The China-West Lithium Tango in South America
by Ali Rahman and Leland Lazarus
In the vast, almost haunting expanse of the high Argentine desert, beneath layers of brine and time, lies an element that could easily be mistaken for table salt. Yet, this mineral holds the key to power electric vehicles, cell phones, and the whole green energy revolution. They call it “white gold” – lithium
Thursday, October 5, 2023
What Fossil Fuel Lobbyists Are Getting Wrong
by Leonard Hyman & William Tilles*
The Edison Electric Institute, the electric industry lobbying group, appears to be fighting hard against any rapid policy changes. The American Petroleum Institute, representing the U.S. oil and gas industry, is pushing back against pressure to lean into the energy transition. While it is understandable why these groups want to defend their industries, this reluctance to change might undermine legacy companies going forward
Thursday, August 17, 2023
Is Nuclear Power Set for a European Renaissance?
by Paul Messad*
Nuclear power is making a comeback on the EU energy scene after an eventful 2022-2023 year, which according to Paris, reflects an “excellent diplomatic record” for France in defending atomic energy. EURACTIV looks at the bigger picture
Wednesday, July 26, 2023
The Impact of Gas Supply Shocks in Europe
by Piergiorgio Alessandri and Andrea Gazzani*
The price of natural gas in Europe increased five-fold after the Russian invasion of Ukraine. This large shock made the gas market the focal point of heated political debates across European capitals
Friday, May 26, 2023
Recycled Plastic Demand: Long-Term Positivity But Short-Term Concern
by Will Collins*
Legislative developments that would be supportive of increased recycling give participants in the European recycling market reason for positivity in the long term, although concern about the short-term outlook sat heavily over the recent Plastics Recycling Show Europe (PRSE) conference and trade show
Friday, April 28, 2023
Falling Crude Prices Drag Down Profits At China's Oil Giants
by By Tsvetana Paraskova*
A decline in oil prices squeezed profit margins at China's large oil & gas companies. Sinopec, for Q1 2023, reported an 11.8% drop in first-quarter net profit. CNOOC’s net profit fell by 6.4% year-over-year
Friday, April 21, 2023
Is a New Russia-China-India Bloc Forming in the East?
by Mohamed Zeeshan*
Last week, a potentially consequential meeting in New Delhi went conspicuously unnoticed in much of the West. On the sidelines of a meeting of the Shanghai Cooperation Organization (SCO), Nikolai Patrushev, secretary of Russia’s powerful Security Council, met India’s Prime Minister Narendra Modi in a private interaction
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