Russia is known for its commodity exports to the world, and the short- and long-term impacts of the recent sanctions on the country are not yet completely clear. But given the wide-reaching implications of these sanctions on everything from energy and metals to airplane parts and shipping, we can ... READ MORE >
energy
This week in energy: Jet fuel demand, oil and gas earnings, ESG metrics
In this week's energy industry analysis, we take a look at the jet fuel demand landscape, fourth-quarter earnings reports for oil and gas companies, and the first oil and gas producer in North America to issue a sustainability-linked bond. Aviation energy demand to rise in 2022 Global air travel rose ... READ MORE >
Manufacturing and energy industry outlook: Spring 2022
Robotics and automation will be crucial areas of focus for manufacturing and energy companies in the year ahead, especially as businesses across these sectors continue to navigate labor challenges, adapt to supply chain disruptions and hone their digital strategies. Our spring edition of The Real ... READ MORE >
This week in energy: Oil releases, Ukraine tensions, Canada investments
In this week's energy industry analysis, we take a look at the release of more oil from U.S. strategic reserves, the swing in natural gas prices amid tensions between Ukraine and Russia, and an anticipated spike in oil and gas investment in Canada. Efforts continue to boost oil supply The U.S. ... READ MORE >
This week in energy: Global market turbulence, Canada’s oil outlook, energy transition
In this week's energy industry analysis, we take a look at the energy market implications of unrest in Kazakhstan, a strong outlook for Canada's 2022 oil production and the continued importance of environmental, social and governance issues in the energy transition. Turbulence in global markets Unrest ... READ MORE >
This week in energy: US LNG capacity, Canada pipelines, Europe’s natural gas supply
In this week's energy industry analysis, we take a look at the anticipated growth of U.S. liquefied natural gas production, the impact of the British Columbia floods on pipeline operations in Canada, and fears of a natural gas supply disruption in Europe. Growth expected for US LNG exports After ... READ MORE >
What Biden’s $1.2T infrastructure package means for manufacturing and energy
On Nov. 15, President Biden signed a $1.2 trillion infrastructure package—The Infrastructure Investment and Jobs Act—that provides historic funding levels to improve public works, including roads, bridges, highways, internet access and the power grid, as well as to mitigate the effects of climate change. ... READ MORE >
This week in energy: Omicron & OPEC, Canada oil revenue, measuring ESG
In this week's energy industry analysis, we take a look at recent factors affecting oil prices, the oil revenue landscape in Canada and a new board that aims to create more consistency around measuring companies' progress on environmental, social and governance issues. Market update – OPEC+ and ... READ MORE >
What the global coordinated release of petroleum reserves means
The politics and policy of global inflation will begin to shape markets as major global economies push back in direct and indirect ways on the surging price of oil. Recent jawboning of the oil market by the Biden administration and its global allies has resulted in a roughly 9% decline in the price ... READ MORE >
This week in energy: Infrastructure bill, carbon capture, oil prices up
In this week's energy industry analysis, we take a look at the recently passed infrastructure bill's implications for the sector, proposals for carbon capture and storage projects in Canada, and the recent rise in oil prices. Infrastructure implications The infrastructure bill passed by the House on ... READ MORE >