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Explore the themes shaping the energy transition with our monthly thought leadership.
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The circular economy is a critical strategy for delivering a lower-emission, more sustainable economy. This month's Horizons Live examines how different industries can work towards unlocking circular value chains and initiate change.
Our panel discusses the possible pathways for the Chinese economy and the impact of its reopening on global energy and natural resources supply, markets and prices.
Our panel of experts explore the likely impacts of the CBAM as it is fully implemented over the coming decade and beyond.
Steel prices have been soaring as the global economy recovers from the impact of the pandemic, hitting record highs in the US this week. Meanwhile polysilicon prices have also been surging higher, given extra impetus last week by the Biden administration’s order restricting solar imports that include silicon metal from a key supplier to the Chinese market.
With China buying around a third of everything Australia exports on a value basis, the downward spiral in Sino-Australian diplomatic relations is clearly of concern.
Will falling costs secure solar’s dominance in power? Can Europe slash its emissions by 2030? Will China win the clean energy race? What would an accelerated energy transition mean for oil and gas prices? Find out in our Horizons recap.
The shift towards renewable power generation relies on adding transmission capacity. Opposition to new lines makes that an uphill battle.
Transportation accounts for 23% of global emissions, so it’s unsurprising that decarbonising the sector is one of the four key pillars of COP26. Dramatically accelerated electric vehicle (EV) uptake is needed to put the world on a 2° C trajectory. Yet there is a very big battery shaped barrier to rapid electrification
REEs are used in many key industries: electrical, oil, wind and electric vehicles. Where are they found and what's their role in the energy transition?
The energy transition starts and ends with metals, so why isn’t ensuring supply high on the agenda?
There is no doubt COP26 will target further reductions in coal use. But not all coal is created equal. Thermal coal will be the main target of policies that aim to keep warming to 1.5 oC or lower.
Exploding demand for vital energy transition resources will only be met through better collaboration between all stakeholders, and the right fiscal structures
Accelerating electric vehicle sales continue to dominate battery raw material demand – while stationary energy storage applications are growing fast.
Key energy transition industries are reliant on rare earth elements to meet efficiency and emissions targets
China just re-wrote the global energy record book. Driven by the country’s surging economic growth, 2021 saw China record the largest ever absolute annual increase in electricity demand by any country in history.
But are China’s consumers ready to pay a premium?
From soaring Li-ion demand to a cobalt trilemma, and the rare earth winners and losers.
We discuss the growing global demand for steel and the industry-wide challenge in achieving net zero emissions by 2050.
A preview of our Energy & Natural Resources Summit: APAC
Following the Future Facing Commodities Forum last month, our experts break down some key points from the “What's next for the EV and battery value chains?” panel discussion
Two big European oil companies have recently announced deals to strengthen their holdings in US shale gas. The deals are small, but point to an important trend: the European companies still see the US as a core country.
Pressure from stakeholders is pushing oil and gas companies to improve their environmental performance, driving industry consolidation
The US, Canada and Latin America face different dilemmas in the drive to decarbonise
Demand for energy transition metals combined with decarbonisation goals and elevated energy security concerns will underpin significant investment in scrap.
Chile’s president is moving to take greater control of the country’s lithium resources. It still needs to attract international companies.
The energy transition took centre stage at Mining Indaba, putting a spotlight on the US$1.2 trillion opportunity – and the carbon reduction investment dilemma.
LDES technologies are promising but must be improved to aid the deep decarbonisation of electric power systems
But the appetite of China’s consumers for Aussie tenderloin and Merlot is insignificant in terms of overall trade. Iron ore, coal and LNG are what really matter.
Why investment in battery manufacturing and storage technologies is critical to limiting global warming to 2°C
The coronavirus outbreak means the outlook is evolving quickly. Here’s this week’s view from our analysts.
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