Companies

Gold hydrogen is garnering attention in Australia as a potential competitor to blue and even green hydrogen, but critics say that gold hydrogen comes with considerable methane emissions and may not be volumetrically significant.

Lower valuations for green companies are creating opportunities for oil and gas companies to fulfil transition objectives through acquisition. Purchases are on the rise.

The war in Ukraine seems set to accelerate clean hydrogen development in the EU, in line with the bloc’s increased targets for hydrogen uptake, but the nascent industry still has considerable challenges to overcome.

Inflationary pressures are making investment in low carbon solutions more expensive, while ESG concerns mean many O&G companies are also avoiding an increase in hydrocarbon investment.

Poland, Bulgaria and Finland are the first EU nations to see Russian gas deliveries completely cut off after the invasion of Ukraine, but others may soon follow as Moscow insists on payment in rubles and launches counter-sanctions against the West.

At least a partial embargo on Russian oil looks likely to be brought in by the EU, and the move would have far-reaching implications for global markets.

Hungary has delayed a European-wide deal to ban Russian oil imports, but if a deal is reached, it could have a big impact on Russia.

Drilling activity is on the rise, but cost inflation and snarled supply chains will keep production growth in check.

Lack of consultation about recent changes to Australia's Emissions Reduction Fund and an uncertain policy environment could spook investors in CCS, a non profit has said.