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How will changes to onshore and offshore turbine technology impact the industry?
The ‘war on plastics’ is changing the packaging industry. But while much of the debate focuses on recycling, reuse still plays a marginal role in most packaging markets. Is that about to change? And what would that mean for polymer demand?
The Biden administration this week issued an order suspending further work on oil leases in the Arctic National Wildlife Refuge in Alaska, pending a new environmental review. The order follows through on a commitment that President Joe Biden made on his first day in office. Drilling in ANWR has always been highly controversial, and the lease sale in January attracted only limited interest.
What does a net-zero pathway mean for the oil and gas industry? As capital markets and an ever-widening stakeholder community demand clarity and action on decarbonisation, more of our customers are talking to us about how they should incorporate such scenarios into their planning.
It is increasingly clear across Asia that governments, lenders, and both gas suppliers and consumers must prioritise the management of carbon emissions across the gas value chain.
This year, the UK will host COP26. Countries around the world are aware of their responsibilities to tackle climate change, and many have set targets to cut greenhouse gas emissions.
Ambitions for offshore wind are ramping up. Everything, it seems, is scaling up – including the turbines.
Copper prices have reached record highs. But is it possible that there's still a way to go to spur the investment required to meet demand? Should conventional incentive price analysis be challenged?
The vast majority of carbon emissions from Asia Pacific are now covered by net zero targets. Wind and solar generation will be critical to achieving this but must be combined with energy storage.
The US Congress has been debating two bills with big implications for energy. The first, the Infrastructure Investment and Jobs Act, has finally been passed by both House and Senate, and will be signed into law by President Biden.
We estimate that if all pledges made at COP26 are actioned, the world could reach a 2 °C pathway, although we would still fall short of 1.5 °C.
With peak oil demand on the horizon, diversifying the product mix will be crucial for refiners. Cutting emissions intensity could also give refinery sites a crucial competitive edge.
Using Lens Power Valuations, we flex assumptions and perform sensitivity analysis for offshore wind assets in seconds.
On the eve of the COP26 climate talks, the US and EU announced a plan to draw up the first ever trade agreement based on carbon emissions. Under the proposed deal, steel and aluminium from high-emitting producers would be penalised in US and EU markets, while metal produced with low emissions would be favoured, subject to other conditions.
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.
In China transport generates 25% of emissions, in Europe 27% and in the US a whopping 29%. Electric vehicles offer a road to redemption for the sector.
Dr. Melissa Lott and Chief Analyst Simon Flowers join Horizons to talk Biden’s vision for repowering America.
Covid-19 made mincemeat of energy price forecasts. From the depths of the oil price crash in March 2020 to the surge in Asian spot gas prices to over US$50/mmbtu for the first time ever earlier this month, the pandemic has shredded predictions (and egos) as fast as they could be produced.
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.
With 70% of global landfill suitable for energy recovery, there is potential for serious growth in waste-to-energy (WtE) industries.
National oil companies are still lagging the Majors on the decarbonisation journey – but a raft of incentives mean the pace is picking up.
The Energy Gang dives into scenario analysis and the future of energy in their latest episode, recorded live at NYU's 2040 Now event.
Shell Energy discusses that while the goal is to move towards a more sustainable energy mix, gas will continue to play an important role in our energy transition.
The forces shaping nickel, cobalt and lithium markets – from the supply growth challenge to emissions, carbon costs and the rise of recycling
On the show today, Ed Crooks is joined by Dr Melissa Lott from Columbia University, and Shanu Matthew of Lazard Asset Management, to analyse the economic storm we’ve seen brewing in the past few weeks.
Carbon capture capacity could increase more than sevenfold in the next decade – but there are significant risks to the outlook.
On this week’s episode, Dr. Melissa Lott and Emily Grubert join Ed Crooks to explore critical topics in the energy industry. They discuss the steps needed to unlock investment in renewable energy projects, energy security concerns following recent geopolitical events, and the latest innovations in battery chemistry.
Proposals to expedite infrastructure projects are back on the agenda. They could help ease strains created by the rapid growth in renewables.
The sodium-ion battery market looks set to reach GWh-scale production levels this year.
Exploring the implications for manufacturers, developers and investors of the Inflation Reduction Act.
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