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  • European aboveground risks are rising in the face of the energy crisis. As it tries to compensate for lost Russian volumes, high gas prices and supply uncertainty will plague Europe until new ventures materialize mid-decade. This is undermining its competitiveness and transition strategy, threatening long-term growth. Despite its exceptional unity so far, tensions over gas policy and national fiscal responses are beginning to undermine the EU’s cohesion. Meanwhile, Europe is implementing tighter fiscal terms, including new windfall taxes, while gas market interventions are generating uncertainty. Security risks are also rising, exacerbated by the sabotage of the Nord Stream pipeline.
    Thu, Dec 8, 2022
Research Services
Energy Transition Research
  • Announced low-carbon spending in Q3’22 fell sharply to $9 billion, yet 2022 overall still shows growth over 2021, with $70 billion in investments unveiled in the first three quarters. The latest data from Energy Intelligence's Low-Carbon Investment Tracker, accompanying the recently-published report, covers investments, acquisitions and initiatives announced or approved up to Q3’22, and now includes a “status” field for all tracked items.
    Mon, Nov 21, 2022
Global LNG Research
  • Lessons from European gas inventory dynamics in 2022 provide important insight into rebuilding storage in 2023. Still, several categories of policy remedies intended to lower the gas price burden for European consumers loom large, reflecting shifting longer-term priorities. While the region continues to look toward the Eastern Mediterranean for gas supply, it could be Egyptian fiscal challenges that help keep the country's LNG exports elevated in the near term.
    Tue, Nov 22, 2022
Research Services 2
Risk Research
  • The approval of prime minister Mohammed Shia al-Sudani’s cabinet brings a reprieve from recent political chaos. However, politics remains sectarian and volatile, while questions about Kurdistan and Iran’s role grow. Al-Sudani also pledged to hold early elections next year in a likely attempt to appease Sadrists, which may generate volatility itself. Al-Sudani also faces numerous chronic obstacles, including corruption, water scarcity, energy shortages and an underperforming private sector. For the energy sector, the end of Iraq’s political deadlock reduces imminent supply risks and may enable new projects to advance, depending on the new government’s policies. Addressing Iraq’s natural gas supply deficit will also be important.
    Tue, Nov 22, 2022
Latest Research2
Competitive Intelligence Research
  • Competitive Intelligence Research is pleased to share the Executive Summary findings from this year's Top 100: Global NOC & IOC Rankings. “More supply” has been a key rallying cry as the energy crisis deepens. However, the latest Energy Intelligence Top 100 report show a post-pandemic oil and gas industry still wrestling with strategic direction. Saudi Aramco, NIOC, CNPC and Exxon Mobil retain the first, second, third and fourth spots, respectively. Consolidation centered in, but not limited to, North America, and price-related reserve growth have opened space in the Top 100 for both new and returning companies in this latest ranking. Still, the Russia-Ukraine war has only amplified post-pandemic recovery imbalances and underinvestment across all fuels. It has also further illuminated the difficulty in finding quick solutions compatible with longer-term transition strategies.
    Mon, Nov 14, 2022
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