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Explore the themes shaping the energy transition with our monthly thought leadership.
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After 100+ years of delivering reliable energy, savvy utility leaders are re-positioning their organizations to remain a foundational piece of the energy landscape for the next 100 years.
Exploring the barriers standing in the way of mass EV adoption, tech and policy breakthroughs and how manufacturers could increase their share of the market.
The supply imbalance for critical battery materials is the greatest challenge to transport electrification. Li-ion recycling will have only a limited impact to 2030.
Cost reductions for low-carbon hydrogen are critical to enable a swift energy transition.
Eni is growing its level of investment in UK Dogger Bank, the world’s largest offshore wind farm, currently under construction. We discuss Eni's growth strategy in offshore wind using Lens Power Valuations.
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.
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.
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.
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.
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.
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.
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.
Power prices have soared across Europe. The power market itself faces multiple other challenges to keep the lights on this coming winter. What are the short-term options for governments, regulators and the industry to ease the price pressure on consumers?
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.
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.
The European market value of energy-efficient residential heat pumps is set to more than double to exceed €30 billion by 2030. However, policy change is crucial if this solution to carbon-intensive heating is to reach its full potential.
Biden's EO announcing a two-year delay of new anti-dumping and countervailing duties on solar cells and modules imported from Cambodia, Malaysia, Thailand and Vietnam is expected to bring some relief to the solar industry.
The Obama administration’s attempt to regulate power sector emissions has been ruled illegal, constraining future policy. Renewables are set to grow anyway.
Regular host Dr. Liz Dennett is joined by Derek Brower, US Energy Editor at the Financial Times, Massimo Di-Odoardo and Ann-Louise Hittle.
In this special episode of The Energy Gang: a fireside chat with Tom Deitrich CEO of Itron, and Tom Rand from Arctern Ventures.
Do you know your green hydrogen from your blue, grey, black, brown, yellow, turquoise, white and pink, and where they sit on the carbon emissions spectrum?
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