The prize for China from decarbonisation

• 23 4月 2021

China’s net-zero ambitions are a significant boost to global efforts to tackle climate change. Will the push to decarbonise transform China's economy? What does it mean for its energy markets and the supply chains? And is China well placed to capitalise on low-carbon technologies?

Winter reliability and the road to net zero

• 28 4月 2021

Winter Storm Uri wreaked havoc on electric and gas systems unprepared for the challenge. What are the implications for ensuring reliable electric supply as the energy transition progresses?

Putting coal mine emissions under the microscope

• 29 4月 2021

Coal producers are feeling the weight of public scrutiny and investor pressure as increasingly stringent carbon emission policies threaten future demand. A price on carbon – a key policy for emissions reduction – could also transform industry costs and prices.

Demanding new emissions goals set course for low-carbon future

• 23 4月 2021

At a US-hosted climate summit this week, large economies discussed their ambitious objectives for cutting emissions. Now comes the hard part.

Investing in the energy transition

• 21 4月 2021

What do major investors need to know to capitalise on the opportunity offered by the energy transition over coming decades?

The role of NOCs on the road to net zero

• 22 4月 2021

NOCs must play a role in the global mission to decarbonise. Could this be a game-changing year?

How Asia changed the global LNG market in the space of a year

• 21 4月 2021

The past year has undoubtedly been the most dramatic in the history of the global LNG industry. Demand buffeted by lockdowns and recession, liquefaction shut-in, pre-FID supply projects delayed and spot LNG prices crashing to all-time lows before going into orbit.

Europe Coal Burn Report

Get the most up-to-date coal demand estimates for the European power sector on a country-by-country basis.

US Coal Burn Report

Leverage accurate estimates based on direct, real-time coal plant monitoring of over 165 MW in capacity

The US energy transition rides on the electric F-150

• 21 5月 2021

Ford has launched the electric version of its best-selling F-150 truck. Its success or failure will have a big impact on the electrification of transport in the US, and on climate policy.

Is the price rally in energy and metals sustainable?

• 14 5月 2021

Green shoots of economic recovery are bursting through. Energy, metals and mining commodity markets have sensed it for months – witness the soaring prices of oil, LNG, iron ore, copper and many other metals. Is this a post-pandemic economic bounce or the start of a new supercycle?

Major growth ahead for US commercial solar

• 17 5月 2021

2021 will be an interesting year for US commercial solar. In our latest outlook, annual capacity additions are expected to grow 25% – an impressive return to growth for a market that has declined for three years in a row. But it’s not all plain sailing.

Which technologies will drive the energy transition?

• 10 5月 2021

The energy transition is a transformational force, with technology at its heart. What are the technologies that are driving change? Which innovations are on track to help unlock the world’s lower-carbon future? And where do we need to pick up the pace?

Southeast Asia’s steel surge: how will the region manage overcapacity?

• 11 5月 2021

Southeast Asia continues to see ambitious expansion in steel capacity. But with lacklustre utilisation levels, will protectionist government policies be enough to address overcapacity?

India in crisis

• 06 5月 2021

Given the scale of the crisis facing India and the potential for a further nationwide lockdown, I turned to our experts to hear how they are assessing the impact across the economy and energy sectors.

Can carbon capture help Big Oil reach its net zero targets?

• 04 5月 2021

Carbon capture, utilisation and storage (CCUS) could be a critical step on the Majors’ decarbonisation journey. What role could this technology play, and can it scale at the pace required to support Paris Agreement targets?

Mining risk: will fortune favour the brave?

• 04 5月 2021

The mining industry seems to be reticent about investing sufficient capital to develop future supply at the pace and scale demanded by the energy transition. Is time for a re-evaluation of risk and risk mitigation strategies?

There’s still life in China’s shale gas

• 28 4月 2021

Looking back over a decade as the US shale gas boom began to dramatically transform the country’s energy balance, driving down gas prices and ultimately creating one of the world’s largest LNG exporters, many speculated whether China could replicate this success.

Three global wind turbine technology trends to watch

• 05 5月 2021

How will changes to onshore and offshore turbine technology impact the industry?

How will reuse models change the plastic packaging industry?

• 10 6月 2021

The ‘war on plastics’ is changing the packaging industry. But while much of the debate focuses on recycling, reuse still plays a marginal role in most packaging markets. Is that about to change? And what would that mean for polymer demand?

The US government speeds up drilling permit approvals

• 04 6月 2021

The Biden administration this week issued an order suspending further work on oil leases in the Arctic National Wildlife Refuge in Alaska, pending a new environmental review. The order follows through on a commitment that President Joe Biden made on his first day in office. Drilling in ANWR has always been highly controversial, and the lease sale in January attracted only limited interest.

What different scenarios tell us about the future of oil and gas

• 21 5月 2021

What does a net-zero pathway mean for the oil and gas industry? As capital markets and an ever-widening stakeholder community demand clarity and action on decarbonisation, more of our customers are talking to us about how they should incorporate such scenarios into their planning.

How will Europe’s Green Deal shape renewable energy project finance?

• 25 5月 2021

A huge push is needed to stay on track with ambitious EU net-zero targets. But at the same time, the coronavirus pandemic has stoked fears that green ambitions may be diluted as Europe looks to weather the economic turmoil. This has made the clean energy space both exciting and volatile. So, what does that mean for project finance?

Asia’s developing economies need more gas investment, not less

• 27 5月 2021

It is increasingly clear across Asia that governments, lenders, and both gas suppliers and consumers must prioritise the management of carbon emissions across the gas value chain.

What is COP26 and how is it vital to the energy transition?

• 26 5月 2021

This year, the UK will host COP26. Countries around the world are aware of their responsibilities to tackle climate change, and many have set targets to cut greenhouse gas emissions.

COP26

• 26 5月 2021

We've reached a pivotal point in our global battle against climate change. In November 2021, countries from around the world united in Glasgow to debate, review and set new targets to reduce greenhouse gases.

The future of offshore wind: size matters  

• 01 6月 2021

Ambitions for offshore wind are ramping up. Everything, it seems, is scaling up – including the turbines.  

Copper prices: fundamentally justified or fundamentally flawed?

• 01 6月 2021

Copper prices have reached record highs. But is it possible that there's still a way to go to spur the investment required to meet demand? Should conventional incentive price analysis be challenged?

Will carbon costs destroy the added value from refinery-petrochemical integration?​

• 10 11月 2021

Earlier this year, we published a case study exploring S-Oil’s decision to add steam cracking capacity to its Onsan refinery. In this update, we have used REM-Chemicals and PetroPlan to scrutinise the possible impact of carbon costs.

Offshore wind valuations: a closer look at performing sensitivity analysis

• 10 11月 2021

Using Lens Power Valuations, we flex assumptions and perform sensitivity analysis for offshore wind assets in seconds.