Our View

Apr 2015

China's commodity superhighway to alter energy trade

The gravitational shift from China's east to west is well underway, reinforcing the country's long-term goal to accelerate mid-term economic development and extend its influence beyond its western borders.

We analyse how the emergence of this new commodity superhighway will reshape energy trade flows and consider the uncertainties that may put success at risk.

Apr 2015

Where is peak coal in China?

INFOGRAPHIC: Supply is abundant and demand weak, but our analysis shows that the question is not when, but where is peak coal

Apr 2015

Challenging times for global exploration

INFOGRAPHIC: But is the time right for strong explorers to capitalise and do more with less?

Apr 2015

Corporate survival at $60 per barrel

The aggressive response from oil and gas companies to low oil prices has stabilised the sector but are further cuts required?

Apr 2015

US crude stock growth to fall as refinery runs rise

US crude oil stocks have grown by more than 30 million barrels each month this year, fuelling debate on storage availability