• Content

  The big ban: global commodities in a post-Ukraine-war world

  • 16 6月 2022

  War in Ukraine is transforming the outlook for the supply, demand and price of hydrocarbons and the pace and cost of the energy transition. Read more.

• Content

  Bio-liquid gold: how biofuel circularity could unlock the energy transition

  • 18 8月 2022

  There’s little doubt that liquid biofuels should play a crucial role in the energy transition. Bio-based diesel and aviation fuels from plant-based feedstock could emit 80% less carbon than the crude oil-based products that dominate today’s global market. The question is how to make it happen.

• Content

  Silver linings playbook: five reasons to be cheerful

  • 08 12月 2022

  Our analysts have identified five developments that suggest that, despite the setbacks of the past year, the world is laying the foundations for a decade or more of sustained opportunity that will deliver better outcomes for the reliability, affordability and sustainability of our energy and natural resources.

• Content

  Boom time: what the Inflation Reduction Act means for US renewables manufacturers

  • 19 1月 2023

  Without doubt, 2022 will be remembered as one of the most pivotal years in the history of power generation. It was the year that highlighted the folly of concentrated supply.

• Horizons

  The great reopening: what the end of China’s ’zero-Covid’ strategy means for global energy and natural resources.

  • 23 3月 2023

  What the end of China's 'zero Covid' strategy means for global energy and natural resources

• Horizons

  Metalmorphosis: how decarbonisation is transforming the iron and steel industry

  • 19 10月 2023

  As the steel industry solves its carbon problem, we see a tectonic shift towards greener metallics like hydrogen-based DRI & scrap over hot metal.

• Horizons

  Mission invisible: tackling the oil and gas industry's methane challenge

  • 15 11月 2023

  Discover how the oil & gas industry is taking on the challenge of methane emissions. Explore impacts and the path to a more sustainable future.

• Horizons

  Top of the charts: five low-carbon tech trends worth tracking

  • 14 12月 2023

  In this December edition of Horizons, we chart five key trends on the road to a low-carbon world.

• Horizons

  Over the rainbow: why understanding full value chain carbon intensity is trumping the colour of hydrogen

  • 15 2月 2024

  Dive into the hydrogen rainbow & explore carbon emissions insights focusing on colour to project-level carbon intensity for companies crafting strategies.

• Horizons

  Conflicts of interest: the cost of investing in the energy transition in a high interest-rate era

  • 18 4月 2024

  In this April edition of Horizons, we assess the cost of investing in the energy transition in a high-interest-rate era.

• Horizons

  Hitting the brakes: how the energy transition could decelerate in the US

  • 16 5月 2024

  The US is facing a pivotal moment for its energy future. Depending on the results of the election, investment in the energy and natural resources sectors could play out in very different ways.

• Horizons

  Gridlock: the demand dilemma facing the US power industry

  • 17 10月 2024

  This research piece addresses what will be the central theme of US power markets over the next couple of years and potentially beyond.

• Horizons

  The bridge: natural gas's crucial role as a transitional energy source

  • 13 2月 2025

  In this Horizons, we take a strong position to advocate for the role of gas in the energy transition and highlight both the merits of gas use and the steps the industry must take to ensure its full potential is realised.​

• Horizons

  Eye on the tiger: how higher Indian economic growth could impact global energy markets

  • 20 3月 2025

  In this edition of Horizons, we consider the implications of higher Indian growth for global energy markets.

• Horizons

  US power struggle: how data centre demand is challenging the electricity market model

  • 19 6月 2025

  This month's Horizons spotlights the urgent need for power industry stakeholders to adapt their strategies to rise to a gargantuan demand challenge that could quickly become a crisis.

• Opinion

  Hydrogen: the outlook to 2050

  • 08 7月 2025

  Drawing from our strategic planning outlook, we offer five key things to know about how the market will develop for this versatile gas