Author: Vincent Lauerman
Letter from Canada: Net zero poses existential threat to oil sands
8 June 2021
Oil sands producers will need to make drastic changes if they are going to survive the next few decades
Worst is over for US refining
24 May 2021
Wave of recent refinery closures and competitive edge make consolidation increasingly less likely
Saudi Arabia looks positively to the future
18 May 2021
The president of Riyadh-based thinktank Kapsarc sees the Kingdom as well-positioned for the industry changes to come
Letter from Canada: Alberta concedes to energy transition
12 May 2021
The region’s hydrocarbons sector grudgingly accepts the inevitable rise of low-carbon energy, and the government is taking steps not to be left out
BP and Shell prepare for the worst
28 April 2021
The UK-headquartered majors are pursuing strategies that assume the future plays out least favourably for hydrocarbons
BP and Shell prepare for the worst
27 April 2021
The UK-headquartered majors are pursuing strategies that assume the future plays out least favourably for hydrocarbons
IEA cries wolf again
25 March 2021
The agency may be overestimating demand and lowballing Opec supply to foresee a tighter market than will materialise
Canadian oil sands in shackles
12 March 2021
Producers tighten their belts even as financial conditions rally and midstream expansion looms
Letter from Canada: Alberta’s debt quagmire
8 March 2021
The province’s strategy of stimulating economic diversification through oil revenue largesse has largely proved a failure
Opportunity knocks for Canadian consolidation
18 February 2021
Recent M&A deals and recovering oil prices showcase the potential for further activity in 2021
Shell sees common trends in its transition scenarios
17 February 2021
Certain themes dominate across the range of the major’s view of potential futures
Shell sees common trends in its transition scenarios
16 February 2021
Certain themes dominate across the range of the major’s view of potential futures
Letter from Canada: Keystone XL’s demise a fiasco and opportunity
26 January 2021
The Canadian oilsands industry should now be clear where it stands and plan accordingly
Enbridge challenges Michigan mandate
19 January 2021
Canadian midstream firm rails against federal executive order calling for Line 5 pipeline closure
Opec+ power shift points to lower crude price paradigm
18 January 2021
If Russia can marshal allies to seize control of the producers’ group, it might respond to structural demand concerns with a volume-over-value strategy
Equinor backs oil and gas for longer
12 December 2020
The Norwegian heavyweight is more optimistic about hydrocarbons than BP. But that may be driven by circumstance
Letter from Canada: Kenney’s bad Keystone XL bet
1 December 2020
Alberta’s premier went all in on the controversial pipeline but may lose his shirt
Kenney’s bad Keystone XL bet
1 December 2020
Alberta’s premier went all in on the controversial pipeline but may lose his shirt
US refiners slip into the red
13 November 2020
Covid-19 demand destruction brings shut-ins and severe financial losses to the once-booming sector
Alberta shelves crude curtailments
12 November 2020
The province’s decision to unwind restrictions hopes for better days ahead. But economics may be against it
Husky deal not the trigger for Canadian consolidation wave
5 November 2020
M&A activity may have started to rally, but further big-ticket transactions look unlikely
Canada’s oil sands under siege
28 August 2020
A scarcity of investment options is compounding the rapid exodus of international firms
Letter from Canada: Alberta’s petchems strategy could backfire
17 August 2020
The Kenney administration seems to be ignoring any warning signs on future demand growth
Canadian oil sands compound their image problem
25 July 2020
Emission pledges are being rolled back to counter adverse economic conditions, reinforcing a sense the sector is not serious about lowering its carbon footprint
Piling the pressure on US LTO
21 July 2020
The country’s production may struggle to return even to its pre-pandemic levels, while growing to new heights seems a distant prospect
Canadian pipelines to nowhere
16 June 2020
Lack of midstream takeaway capacity had been a growing concern for years, but Covid-19 has reversed the danger
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