Alternative Fuels

Lithium battery demand soars while supply lags behind

Soaring lithium demand for batteries has led to fears supply may fall short, prompting a surge in investment in production of the mineral.

By Peter Stewart 9 August 2017
Alternative Fuels

South Korea’s emissions ambitions

South Korea’s new government is rolling out new energy policies – with big implications for the power sector. These changes could create opportunities for gas-fired power generation.

21 July 2017
Alternative Fuels

Tough competition for gas in Turkey’s power sector

The growing emphasis on coal and renewables in Turkey’s power sector presents a major challenge for the country’s gas-fired infrastructure.

20 July 2017
Alternative Fuels

Hybrids will dominate in drive to electrify vehicle fleets

As emissions standards tighten, car manufacturers are promoting both hybrids and electric vehicles. This may slow the switch away from traditional fuels such as petrol and diesel.

19 July 2017
Alternative Fuels

Japan and South Korea – prospects for coal and gas

The power sectors in Japan and South Korea are currently set on contrasting paths when it comes to nuclear and coal. How the generation mix in both countries develops has implications for gas demand and LNG imports.

11 July 2017
Alternative Fuels

China leads the world in renewables drive

Despite a switch to gas in power, China will need a quantum leap in renewables to meet its COP21 targets. The latest REN21 report suggests that this transition is under way despite a drop in investment in 2016.

6 July 2017
Alternative Fuels

Oil prices continue to weaken as global glut grows

International crude oil prices have dropped to their lowest level in six months as the continuing global glut overshadows efforts by OPEC to shore up the market.

21 June 2017
Alternative Fuels

More action needed on Asian grid integration

A panel at the St. Petersburg International Economic Forum called for “more action rather than talking” on plans for regional electricity grid integration in the Far East.

7 June 2017
Alternative Fuels

Coal is main beneficiary of Trump deregulation

While the revival of fossil fuel production in the United States has coincided with Donald Trump’s presidency, there is little evidence it has been driven by it.

3 May 2017
Alternative Fuels

Japan’s nuclear output to rise this summer

Reactors 3 and 4 at the Takahama nuclear power plant are set to restart by early Q3, boosting Japanese generation capacity.

27 April 2017
Alternative Fuels

The oil and gas risk premium is back

After nearly three years in which geopolitical tensions have barely affected the pulse of the market, the last few weeks have seen a risk premium being built into the oil price. If this trend continues, it will have the potential to boost LNG prices.

19 April 2017
Alternative Fuels

Middle East greens while the US turns to brown

While US President Donald Trump has taken steps to boost the use of highly polluting coal in power generation, the Middle East is increasingly moving towards cleaner fuels in its power sector.

10 April 2017
Alternative Fuels

US ratcheting up exports of crude oil and NGLs

US NGL and crude oil exports may have an even bigger impact on global markets than US LNG, Interfax Chief Energy Analyst Peter Stewart told an LPG conference in London this week.

2 March 2017
Alternative Fuels

Gas investment may be shifting down a gear

The potential for technological change has created uncertainty over how large the gas market can become, and in what time frame. This is changing the pattern of investment in gas infrastructure.

24 February 2017
Alternative Fuels

Gas and renewables: Back to the future?

Interfax Global Gas Analytics Chief Energy Analyst Peter Stewart spoke at an investment conference in London this week on the interface between gas and renewables, and what it means for energy demand.

22 February 2017
Alternative Fuels

US energy strategy may affect oil and gas trade flows

Three strands of US president Donald Trump’s evolving energy strategy have potential implications for the oil and gas market.

15 February 2017
Alternative Fuels

Gas and coal are winners in UK capacity auction

Fossil fuels could provide as much as two-thirds of the UK’s power next winter during periods when renewables fall short, if the provisional results of a UK capacity auction concluded earlier this month are confirmed.

8 February 2017
Alternative Fuels

Trump and China: on a collision course?

The new US president has threatened to boost coal, cut emissions regulations and introduce tariffs on Chinese goods. His counterpart in Beijing, meanwhile, has stressed the need to do exactly the opposite.

24 January 2017
Alternative Fuels

Japan’s uncertain nuclear outlook

Further delays to Japan’s nuclear reactors coming back online look likely, but even a limited number of restarts will affect the country’s gas demand.

19 January 2017
Alternative Fuels

Forecasts poll suggests gas will lag gains in oil price

The latest GGA poll of analyst forecasts suggests oil prices will stage a strong recovery, but the rebound in gas prices will be modest. If this happens, hub-linked gas pricing will be substantially more attractive than oil indexation.

18 January 2017
Alternative Fuels

Emission reductions: supportive of gas

Increasing gas use is key to emissions reductions plans in some of the world’s largest gas markets.

1 December 2016

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