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Analysis

How Saudi Arabia Put OPEC's Future At Stake

Thursday, September 24, 2020

How Saudi Arabia Put OPEC's Future At Stake

by Simon Watkins*

OPEC’s 60th birthday should have been reason for celebration, but its largest producer Saudi Arabia is increasingly putting its own interests before the cartel’s objectives and has put the very existence of OPEC at stake on a number of occasions


Tension in the Aegean and Eastern Mediterranean: What Does Greece Want?

Tuesday, September 22, 2020

Tension in the Aegean and Eastern Mediterranean: What Does Greece Want?

The current tensions in the Aegean and Eastern Mediterranean are neither new nor a consequence of ancient history. Their origins can be traced to 1973, when Turkey first contested the Greek continental shelf. Since then, in the aftermath of Turkey’s invasion of Cyprus and its hardened stance towards Hellenism, the scope of that

Pandemic Delays Start of Some Minor Metals Contract Negotiations

Friday, September 18, 2020

Pandemic Delays Start of Some Minor Metals Contract Negotiations

by Anuradha Ramanathan*

This is the time of year when the autumn conference season would normally be upon us and industry participants from all over the world would be congregating to mull over the year and to envision future supply-demand plans


A Robot Wrote This Entire Article. Are You Scared Yet, Human?

Friday, September 11, 2020

A Robot Wrote This Entire Article. Are You Scared Yet, Human?

We asked GPT-3, OpenAI’s powerful new language generator, to write an essay for us from scratch. The assignment? To convince us robots come in peace

For more about GPT-3 and how this essay was written and edited, please read our editor’s note below:

Tech Giants Are Sucking The Energy Out Of Ireland

Friday, September 4, 2020

Tech Giants Are Sucking The Energy Out Of Ireland

by Michael Kern*

As a country with one of the lowest corporate tax rates in the world, Ireland has always been a hub for Big Tech. In fact, its so-called Silicon Docks play host to many of the tech industry’s biggest names, including Google, Microsoft, Amazon, Facebook, and many more. The country’s attractiveness to Big Tech, however, has also put it at a crossroads of sorts


‘Bigger Is Not Always Better’

Friday, August 28, 2020

‘Bigger Is Not Always Better’

by Emiliano Bellini*

Longi will hold off on additional panel output increases beyond the 600 W+ range until it can resolve a number of key challenges, a company spokesperson told pv magazine. Those outstanding issues include low cell manufacturing yield, system compatibility, concerns about module transport, and hotspot-related failure risks, as well as the need for mechanical loading tests.

Terawatt Scale by 2022

Friday, July 24, 2020

Terawatt Scale by 2022

by Michael Schmela*

In 2019, the global solar market increased 13% from the year before, with 116.9 GW of installations, marking a new annual installation record. This record-breaking growth helped solar expand its annual share among all other power generation technologies to 48%, which means that solar accounted for almost half of the global net power capacity installed in 2019


Will Oil Ever Recover To Pre-COVID Levels?

Wednesday, July 15, 2020

Will Oil Ever Recover To Pre-COVID Levels?

By Costis Stambolis

Last May, Bernard Looney, the CEO of BP, said that "the coronavirus hit to crude consumption was likely to endure beyond the pandemic- and may have even ushered in "peak oil" demand (See FT, 13/5/2020).

Will Greece's gamble to decarbonise fast pay off?

Thursday, July 9, 2020

Will Greece's gamble to decarbonise fast pay off?

By Costis Stambolis

Last September Greece's newly elected prime minister Kyriakos Mitsotakis speaking at the UN general assembly on Climate Change and the need to take firm action in order to stop its adverse effects announced his government's decision to eliminate all coal use in the country's energy system by 2028.


EU LNG Import Growth to Slow, But Global Share Rises

Friday, June 19, 2020

EU LNG Import Growth to Slow, But Global Share Rises

by Arun Toora*

European LNG sendout remains a key source of gas supply to the EU despite a surge in US offtake cancellations. LNG sendout was broadly unchanged between April and May, providing just under 10 billion cubic metres (bcm) of gas to the EU or around a quarter of overall imports.


OPEC+ Keen to Keep U.S. Shale in Check as Oil Prices Rally

Friday, June 5, 2020

OPEC+ Keen to Keep U.S. Shale in Check as Oil Prices Rally

by Olesya Astakhova, Dmitry Zhdannikov

Now that crude has rallied on the back of those cuts from below $20 a barrel to $40 or more, the group known as OPEC+ faces a fresh challenge: stopping U.S. shale production delivering another surprise by recovering equally quickly.


Rivalry between US and Rivalry between US and China enters new phaseChina enters new phase

Tuesday, May 26, 2020

Rivalry between US and Rivalry between US and China enters new phaseChina enters new phase

As the push to reopen economies intensifies, world leaders face mounting pressure to successfully balance health concerns, national economies and their own political futures. That’s true of US President Donald Trump as he heads into his re-election campaign this fall, but a surprise addition to this list of vulnerable world leaders is Chinese President Xi Jinping. This new reality may bring the US and China to the cusp of a cold war.

Chinese Oil Imports To Rise In 2020 Despite Coronavirus

Friday, May 22, 2020

Chinese Oil Imports To Rise In 2020 Despite Coronavirus

by Tsvetana Paraskova*

Despite the low oil demand during the COVID-19 outbreak in China, the world’s top oil importer is set to increase its crude oil imports by 2 percent in 2020, thanks to the low oil prices, according to a research think-tank affiliated with state oil giant China National Petroleum Corporation (CNPC).

China’s apparent crude oil consumption is expected to increase by between 1 percent and 2 percent year on year, CNPC Research says, as carried by Reuters.


Motor Mouth: Can Electric Vehicles Sell Without Incentives?

Friday, May 15, 2020

Motor Mouth: Can Electric Vehicles Sell Without Incentives?

by David Booth*

It wasn’t a banner year for electric vehicles in 2019. After a six-year run typified by near exponential growth — EVs averaged an incredible 60 per cent year-over-year increase from 2012 to 2018 — worldwide sales of plug-in vehicles have stagnated

Is This The End Of The LNG Boom?

Friday, May 8, 2020

Is This The End Of The LNG Boom?

by Nick Cunningham*

The glut of natural gas could lead to more cancelled LNG exports in the next few months. “It is clear that yes we face today people talk lot about the oil market, but the gas markets are suffering a lot,” the CEO of Total SA, Patrick Pouyanne, told investors and analysts on an earnings call on Tuesday. “We are on the way to, I would say, cancel some of the of the LNG tankers during summer time in order to limit some losses.”


IEA: Global Energy Demand to Plunge this Year as a Result of the Biggest Shock Since the Second World War

Thursday, April 30, 2020

IEA: Global Energy Demand to Plunge this Year as a Result of the Biggest Shock Since the Second World War





The Covid-19 pandemic represents the biggest shock to the global energy system in more than seven decades, with the drop in demand this year set to dwarf the impact of the 2008 financial crisis and result in a record annual decline in carbon emissions of almost 8%.A new report released today by the International Energy Agency provides an almost real-time view of the Covid-19 pandemic’s extraordinary impact across all major fuels. Based on an analysis of more than 100 days of real data so far this year, the IEA’s Global Energy Review includes estimates for how energy consumption and carbon dioxide (CO2) emissions trends are likely to evolve over the rest of 2020.

Germany Has 200,000 Solar-plus-storage Systems

Friday, April 24, 2020

Germany Has 200,000 Solar-plus-storage Systems

by Sandra Enkhardt*

Demand for residential energy storage continued to increase in Germany last year, according to analyst EuPD Research, which estimated 65,000 rooftop-PV linked systems were installed.

That took Germany to around 200,000 residential batteries by the end of the year, meaning the market had doubled in just two years. In 2018, 40,000 household batteries were installed, according to EuPD.


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