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Commentary
22 Jun 2026
How global oil supplies have readjusted to help fill the huge gap left by the Strait of Hormuz shock
…increased optimism that a deal would be reached to enable more regular shipping flows through the Strait. The new agreement last week between the United States and Iran, which aims to reopen the Strait and provide the foundation for a lasting peace, is a crucial breakthrough on this front, with signs of exports already increasing since the deal was agreed.The supply disruptions and price spikes to date have prompted a wide range of responses by oil producers, refiners and consumers to adapt to the radically changed market conditions. Many consumers have scaled back their energy use and governments have…
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Commentary
15 Jun 2026
From farms to fuel: Ukraine’s biomethane opportunity for energy security and European decarbonisation
…emissions gas. Home to the largest agricultural land area in Europe, Ukraine has the resource potential to become one of the continent’s leading biomethane producers, supplying both its domestic market and the EU via an already existing pipeline infrastructure.The first exports of biomethane come at a critical moment. Repeated Russian attacks on Ukrainian energy infrastructure have exposed the vulnerabilities of centralised energy supply. Although biomethane relies on the same gas distribution and transmission infrastructure as natural gas, its production is inherently more decentralised than domestic natural gas extraction, reducing exposure to disruptions affecting individual production sites. Biogas and…
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Commentary
03 Jun 2026
India’s electricity demand grows at night: Managing rising cooling demand
India cooling commentary As India’s cooling demand surges alongside solar power capacity, ensuring sufficient nighttime power capacity is key Power consumption in India is on the rise amid economic and population growth, as well as the growing use of air conditioning as more households purchase units and temperatures increase. Since 2019, the country’s electricity demand has increased by 5% per year. While electricity supply has kept pace, solar PV has accounted for two-thirds of power capacity additions in India since 2019. Against this backdrop, ensuring adequate power generation capacity during periods of peak demand is emerging as…
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Contributor
Ben van Beurden
Chief Executive Officer. Ben van Beurden has led Royal Dutch Shell, one of the world’s biggest oil and gas companies, since the start of 2014. Before becoming Chief Executive, he worked as Downstream Director and Executive Vice President Chemicals. He joined Shell in 1983 after studying chemical engineering.
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Chart
15 Dec 2025
Number of countries taking policy action between June 2024 and December 2025
Number of countries taking policy action between June 2024 and December 2025 COP28 Tripling Renewable Capacity Pledges 2025
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Chart
20 Apr 2026
Average annual growth rate of global energy related CO2 emissions by region, 2009-2025
CO2 emissions China
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Chart
17 Feb 2026
Total venture capital investment across all sectors, 2015-2025
Total venture capital investment across all sectors, 2015-2025 state of innovation 2026
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Chart
12 Jun 2026
Final investment decisions for new LNG liquefaction capacity
Final investment decisions for new LNG liquefaction capacity LNG liquefaction tracker 2025
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