The drone strike on Saudi oil facilities proves that the global oil supply chain is vulnerable to attack. Markets must start to price a bigger risk premium into oil.
We're on the cusp of a revolution in the energy industry. It's one that could redraw the energy map of the world, give humanity the ability to tap essentially unlimited power sources, and – if you make the right investments – make a fortune for investors.
In short, we're living through a change in the way the world produces and consumes energy. It is a transition that's well under way. And it's being driven by the convergence of several key technological trends that are showing no sign of abating.
While you wouldn't be alone in thinking that solar power was further away than ever, you could be wrong. Solar is on the brink of becoming the world's dominant energy source.
Oil cartel Opec’s decision to raise production was seen as bullish for the oil price, even though a lot more crude is heading to market.
Oil cartel Opec and Russia have decided to pump more oil. Normally, higher production means lower prices. But that’s not likely to happen this time, says John Stepek. Here’s why.
For almost 60 years, the southern polar regions have been protected by international treaty. But the continent’s commercial potential is putting co-operation under threat. Simon Wilson reports.
There are plenty of positive signs for the energy sector, says Max King, even if its long-term future is one of declining output. But specialist energy fund managers are asleep at the wheel.
Major oil producers may soon raise production. That could drive the oil price down, deflect inflation, and boost stocks. John Stepek looks at how likely that is to happen.
The big story in the markets this year has been the sharp jump in the oil price. The story of 2019 could be how it came back to earth with a bump.
Matthew Partridge talks to Richard Hulf of the Artemis Global Energy Fund about the state of the oil industry, why US shale is overhyped, and what he’s buying now.