Andy Burnham is expected to outline a change in Labour's approach to North Sea drilling as he replaces Keir Starmer as prime minister, according to the report. The expected move points to a softer stance on offshore energy production, but not necessarily a complete reversal of the party's existing position.
The report says hopes of a full reopening of new North Sea drilling licences have been tempered after Labour's deputy leader played down the idea of abandoning the ban altogether. That suggests any announcement from Burnham could focus on a narrower expansion or a more selective policy rather than a wholesale return to new licences.
For the North Sea sector, the distinction is important. The industry has been looking for stronger backing after facing uncertainty over future investment and production, and even a partial shift could be seen as a sign of greater support. At the same time, Labour appears to be trying to balance energy security, jobs and its wider climate commitments.
The expected announcement therefore looks likely to be framed as an adjustment rather than a dramatic policy break. While Burnham may signal more room for drilling in the North Sea, the report indicates Labour is still unlikely to fully scrap its restrictions on new offshore licences.