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Explore the themes shaping the energy transition with our monthly thought leadership.
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The upstream service sector is under pressure to increase efficiency, reduce costs and abate carbon emissions. It calls for rapid structural change and commitment to a new strategic direction.
There’s no shortage of ambition or growth potential in the power and renewables sector. But while energy transition momentum builds, near-term risks have also risen.
US LNG export plants are working flat-out to meet strong global demand for gas that has been reflected in soaring prices. With new capacity coming on stream late in 2021 and early in 2022, the US is emerging as the world’s largest LNG exporter.
Low-carbon ammonia is emerging as a carrier of choice for hydrogen exports, but it’s not without its challenges.
Given the right market and policy environment, green hydrogen has potential as a key driver for the net zero goals of many nations who participated in COP26.
Harald discusses the future of large scale commercial solar projects, the benefits of a PPA for businesses and investors, the role of co-located storage and the policies and legislation in the US that impede (or accelerate) progress in the sector.
The global gas industry enters the new year reflecting on COP26 and navigating high prices. Find out how global gas and LNG trends could play out in your region in our 2022 Outlook series.
Fiscal policies could start to catch up with energy transition goals this year. Read 'Global upstream fiscal systems: 5 things to look for in 2022' for our view on the policy changes that could be in store.
Reviewing COP26: phase down coal, challenges for the EV supply chain, the impact of halting deforestation and if Paris-aligned financing helps metals & mining.
2022 could see rising carbon prices, greater distributed solar capacity, tighter supply chains for renewable energy and a double-digit market share for EVs.
Talking the gang's top 5 energy stories of 2021, energy storage, green stimulus in Europe, smart devices, the role of SPACs in financing clean energy and more.
Combining our expertise in power and renewables, hydrogen and metals and mining to analyse Swedish green steel ventures and their potential for the industry.
What will shape the world of energy and natural resources in 2022? Simon Flowers picks five key themes, from the energy crisis to the metals supercycle, transition cost challenges, higher investment and the chances of US$100/bbl oil.
For the global and regional energy sector, Kazakhstan’s stability matters. What are the short- and long-term consequences of recent events?
Exploring sustainable aviation fuel and electric planes, if venture capital and private equity investment is going to the right technologies, the EU's Green Taxonomy and discussing the hit Netflix film Don't Look Up.
Despite ongoing pandemic restrictions, sky-high spot prices and rising competition from renewables, the region’s gas consumption will grow at almost 3% a year over the next decade.
Upstream M&A is back with a bang. Are we witnessing the start of another cyclical boom in asset and corporate transactions? Or will it be different this time as the energy transition casts its shadow over the sector?
Battery raw materials price inflation could put up a roadblock for electric vehicles. Will a switch in battery chemistry provide an alternative route?
As power price records continue to get smashed – and net zero ambitions soar – what does the coming year have in store for European power and renewables?
The upstream wind supply chain feels the tightest squeeze from rising costs and aggressive power pricing tenders.
Get the inside view from the official knowledge partner of Gastech Milan 2022 | 5-8 September
The propylene industry is heading for a downturn. Which regions will fare best through the downturn and beyond, and which assets may be at risk of closure?
Seeking a solution to the problem of energy procurement. We are joined by Ryan Peusch of Zentility, a company which uses data and an advanced UI to simplify and streamline the energy buying process for businesses.
China continues to set the pace for energy storage market growth – while the US feels the lingering impact of the solar anticircumvention investigation.
Developers have struggled to scale the production of solid-state batteries – emerging semi-solid tech could offer an alternative.
This week the gang discuss the US Supreme Court’s decision to impose new limits on the Environmental Protection Agency, the Russia-Ukraine war and inflation and their impact on the price of renewables, President Biden's proposal for a suspension of federal gas taxes and more.
Miners’ collective balance sheets have never been stronger, but with surpluses rising and deficits falling the outlook is changing. With margin contraction a growing issue have the miners missed the opportunity to lock in future growth and returns?
What a Republican mid-term victory could mean for US energy and climate policy.
The innovation that unlocks a lower-carbon future, from EVs to solar cells and the future of nuclear.
To analyse the changes currently underway in the PPA sector, we are joined by Luca Pedretti from PexaPark. PexaPark use unique data sets to offer pricing across multiple European markets.
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