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Three key trends from the latest grid edge quarterly briefing.
A recap of the hottest topics of discussion at EPCA 2022
Policymakers cash in, consumers pay out and asset owners look to balance risk with reward as offshore wind power market trends flip.
Only ten major oil and gas companies have set Scope 3 net zero ambitions – so far three broad business models for dealing with this complex challenge are emerging.
The gang explores where investors are putting their money, the state of the economy and the impact of the IRA on investment into power and renewables
But are China’s consumers ready to pay a premium?
From EV charging infrastructure ownership to the future of microgrid technology: a preview of the Grid Edge Innovation Summit 2022.
From soaring Li-ion demand to a cobalt trilemma, and the rare earth winners and losers.
Flagship climate policy in the EU and the US could give hydrogen the jumpstart it needs.
Ed Crooks is joined by Samantha Gross from the Brookings Institution and Joseph Majkut from the Center for Strategic and International Studies to discuss COP27, the Kigali Amendment and the latest on European leaders calling for a price cap on Russian oil.
Lenders can still finance new oil and gas development, but emissions goals mean the balance of their operations is shifting.
Clear and robust legislation is vital if the fragmented plastics economy is to find a sustainable pathway – the UN treaty on plastic pollution will play a central role.
What can Asia Pacific governments do to ensure the ramp up in new CCUS projects, which countries are showing the most progress and what role can oil and gas companies play in delivery?
The IRA and other global policy drivers yield a 25.6 GW quarter-on-quarter upgrade to the wind outlook – though Asia Pacific is bucking the trend.
The UK has announced plans to become a net energy exporter by 2040. This includes lifting the 2019 ban on hydraulic fracturing in unconventional shale plays in England.
A strong correlation between GDP and plastics demand growth means that macroeconomic conditions have a significant impact on the chemicals industry.
We discuss the growing global demand for steel and the industry-wide challenge in achieving net zero emissions by 2050.
Where in Asia is demand at greatest risk, can suppliers still count on Asian LNG demand recovery, and what do Asian buyers really want from suppliers amidst the current crisis?
David is joined by Manik Suri from Therma, a tech start-up that builds safety and sustainability tools to eliminate food waste and improve energy efficiency. They are focused on solving this often overlooked but important piece in the energy transition puzzle.
A preview of our Energy & Natural Resources Summit: APAC
Fiscal changes, energy security pressures and cost inflation risks collide for Europe’s upstream oil and gas sector.
On the podcast we explore how traditional super basins can and must transition to new ‘energy super basins’; a mix of plentiful renewable electricity, established oil and gas resources and hub-scale CCS.
The gang discuss The Inflation Reduction Act. Is the bill an indication the energy transition is finally getting the momentum it needs? What new technologies will benefit?
The upstream sector has long analysed cash margins on a per barrel of oil equivalent (boe) basis. Our new cash margin metric – operating cash flow per gigajoule equivalent (GJe) – goes beyond traditional comparisons, and shows how offshore wind can come up trumps.
LNG is plugging the Russian gas supply gap. Prices are volatile; buyers are rushing to secure long-term deals.
In a year of significant change and new challenges, granular, asset-level valuation data is more important than ever.
A deep-dive into the supply-demand, cost, supply chain, tech and policy trends for battery storage
Changing Face of Energy Series: Africa Energy Hotspots
Understanding the implications of the intermittency of renewable energy is essential for energy market participants
It remains important for upstream oil and gas to find advantaged growth opportunities. Pragmatic decisions feature as companies shift to adapt portfolios to keep pace with change. Efficiency and discipline are watchwords and high-impact projects must focus on unlocking roadblocks to growth. But M&A is still on the agenda, with some operators getting innovative with Joint Ventures.
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