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Is a 1.5 °C pathway feasible, does the conflict in Ukraine change anything and will higher prices affect the progress of the energy transition? Does energy security now trump decarbonisation?
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.
COP26 has a week to put the world on a 2 °C or lower pathway. Simon Flowers highlights four must-haves that can make a Glasgow Agreement a gamechanger in tackling climate change.
What happens if COP26 doesn’t put the world on a 2 °C or lower pathway? Our latest Energy Transition Outlook explores what happens if COP26 fails to lay down the law on collective goals and actions to tackle climate change.
Geothermal sits with hydrogen and CCS as a future energy play. Could EGS and AGS geothermal systems support our AET-1.5 and AET-2 projected electricity demand?
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?
COP26 is where concerted global action on reducing carbon emissions should kick off. The EU is in the vanguard, with plans to reduce emissions by 55% by 2030. Is the EU's ambition achievable? And could it provide a template that others follow?
Green hydrogen is front of mind for investors looking for solutions to cut emissions from hard-to-abate sectors. Is policy going in the right direction? When could green hydrogen become competitive? And what are the risks to realising its potential?
Electric vehicles sales jumped in 2020, against the trend for global light vehicle sales, which fell. Is the expected progressive shift away from ICE vehicles to EVs accelerating?
The Euro Majors are building new energy businesses as a key part of net carbon-neutral targets for 2050. How and when will they be able to demonstrate value from renewables investments?
The energy sector faces a very different future under President-elect Biden. What are the implications for the oil market? How will key US geopolitical relationships change? And can a Biden administration push through its climate change goals?
A growing list of zero carbon technologies are vying for capital as energy companies build for the energy transition. In this week's Edge, Simon Flowers looks at why offshore wind stands out from the pack.
Big Oil is on the move, feeling its way into a changing energy world. There are two sides to adapting: how to decarbonise oil and gas and how to build a sustainable business around zero-carbon technology. European and US Majors are following two very different paths.
This decade promises unprecedented change in the way we produce and consume energy. Find out how that will take shape in this week's Edge.
How serious are oil and gas companies about decarbonisation? What are Majors investing in? How much have they spent? Latest energy transition insights from Wood Mackenzie.
Simon Flowers investigates storage's emerging role in balancing intermittent renewables.
The future of light vehicles is electric; in time, perhaps autonomous. But the disruption won’t be quick, and the rise of the EV won’t be linear. Get our analysis here.
What if the energy transition accelerates? And what that could mean for renewables, coal, oil, gas and emissions. Simon Flowers investigates.
Will geopolitics forever dog the transportation sector, even when electric vehicles (EVs) replace internal combustion engine (ICE) vehicles? Simon Flowers investigates.
We explored how the market for EVs might develop in Part 1. This week Ed Rawle, Head of Oils Research, chats about the implications for global oil demand.
There will be just 5 million EVs on the road by the end of 2018, minuscule penetration into a global car stock of 1.2 billion cars. But with faster acceleration, longer life, fewer moving parts and less maintenance, and no tail pipe emissions EVs are going to be big – really big.
A global CCUS milestone: Northern Lights begins shipping carbon for permanent storage, setting the stage for a new era of cross-border climate solutions.
As AI accelerates global data centre demand, is China’s power system outpacing the US in readiness, cost and scale?
Can China’s electric vehicles spark a BEV revolution in Europe and the US?
Can Europe’s refiners spark a breakthrough for green hydrogen demand amid rising costs and tightening EU climate rules?
Explosive data centre growth is shaking up US power markets - with demand from hyperscalers set to double wholesale prices and transform how America generates electricity
China’s clean energy push is evolving - from breakneck growth to smarter, high-quality renewables leadership. Here’s what the world’s top renewables investor is doing next
Global climate goals are slipping - Wood Mackenzie’s latest Energy Transition Outlook explores why, and what an era of “energy addition” means for the path to net zero
From AI’s power surge to oil’s comeback, here are six key takeaways from ADIPEC 2025 - the world’s biggest energy conference shaping the future of global energy
COP30 delivered cooperation but little real progress - here’s what the climate summit revealed about finance, trade, methane and the world’s path to net zero
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