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Wind: predictions for 2025

27 January 2025

Analysis of the key themes to watch for offshore and onshore wind globally, including the impact of Trump's re-election, Chinese OEM ambitions, tender volumes, supply chain issues, technological innovation, government targets, competition, M&A, costs and risks.

Opinion

eBook | Understanding the metals and mining landscape in 2025

21 February 2025

An integrated perspective for investors and financiers

Opinion

Reduced flow on several US-bound Canadian pipelines following introduction of tariffs

05 March 2025

On 4 March, the United States imposed 25% tariffs on imports from Canada and Mexico. A 10% exception was given to energy imports from Canada – including oil and gas – highlighting the imperative co-dependency between Canadian producers and US refiners.

Opinion

5 key ways to decarbonise cement production

06 March 2025

We recently published a report exploring the factors set to drive and limit carbon capture, utilisation and storage (CCUS) deployment as a means of decarbonising global cement production. Fill out the form to access a series of key insights from this report, or read on for an introduction.

Opinion

Shining a light on the “coal versus LNG emissions” debate

12 March 2025

Is LNG really a cleaner alternative to coal? Explore the latest findings on lifecycle emissions and discover why US LNG could be a crucial player in global decarbonisation efforts.

Opinion

eBook | Navigate power market uncertainty with confidence: the essential guide to profitable energy investments

07 September 2025

How financial companies, utilities and developers are using Lens Power & Renewables to turn unprecedented demand growth and grid constraints into opportunities

Opinion

Power from the people: the state of the vehicle-to-everything (V2X) market

27 March 2025

V2X propositions – including vehicle-to-grid (V2G) – have faced barriers to commercialisation but 2025 should see major progress

Opinion

Global refinery closure outlook to 2035

31 March 2025

Which refineries are at risk of closure by 2035? Explore the key threats to global refining, from carbon costs to market shifts.

Opinion

Oil and refined products in 2025: a commodity trader’s guide

14 April 2025

In an energy hungry world beset by growing trade tensions and shifting energy policy, volatility creates opportunity for commodity traders who can stay one step ahead of market shifts. So, what are the opportunities and challenges set to shape crude and refined product markets as 2025 progresses?

Opinion

Optimism amidst despair: key takeaways from the 17th Lithium Supply and Battery Raw Materials Conference

04 July 2025

Industry maintains long-term confidence despite oversupply challenges, but Western players risk falling behind China's strategic investments.

Opinion

Evaluating infrastructure and optionality in Canadian hydrocarbon exports

01 May 2025

Can Canada move away from its longstanding role as a regional energy supplier to become a global superpower? Is it ready to be? How soon?

Partnered Content

What the data center boom means for grids

07 May 2025

In this first article of a two-part series, we discuss the increasing electricity demand due to the growth of data centers, particularly driven by artificial intelligence (AI) and cloud computing.

Partnered Content

Meeting the data center power challenge

07 May 2025

In the second article of this two-part series, we discuss how utilities and large-load customers can prepare for the increasing electricity demand driven by AI and data center growth. This includes investment in infrastructure and collaboration between utilities and data center operators.

Opinion

Aluminium at a crossroads: synchronising supply growth with decarbonisation

06 May 2025

Rising demand and the push for low-carbon production are reshaping the aluminium industry

Opinion

What’s next for copper?

06 May 2025

The impact of changing supply chains was a key theme for the red metal at our recent Future Facing Commodities Forum

Opinion

Where next for metals markets in 2025?

07 May 2025

Overcapacity, struggling prices, uncertain monetary settings, peaking demand growth and supply security concerns were all on the agenda at our recent Future Facing Commodities event

Opinion

Video | Tariff turmoil: how big a cost hit will US oil and gas operators take?

15 May 2025

In this exclusive video, we explore the impact of shifting tariff policies on costs, activity, and company behaviour across the U.S. Lower 48 and Gulf of Mexico.

Opinion

Nickel: looking for a route back to safety

21 May 2025

The outlook for the nickel market, particularly for use in batteries, is not as bullish as it once was - but demand is still buoyant in the Asia markets

Opinion

The strategic planning outlook for lithium | Video

23 May 2025

We use Lens Metals & Mining to take you through our strategic planning outlook for lithium.

Opinion

Geothermal: the next North American goldrush?

29 May 2025

Next generation technology is opening up a new world of opportunities for this established energy resource

Partnered Content

US gas goes global

09 June 2025

Our new partnered report with CME Group explores why U.S. LNG pricing matters globally – and what it means for commodity traders around the world.

Opinion

Global upstream update: diverging development strategies in Latin America, investment at risk in Africa, and Kazakhstan supply tensions explained

17 June 2025

Our Global Upstream Update presents timely analysis of key industry topics from our regional experts situated around the world.

Opinion

Metals and mining tariff scenarios: potential impacts of new US tariffs on metals markets

16 June 2025

Analysing three potential trade scenarios and their potential impacts on global metals markets

Opinion

Five options to address the looming lithium surplus

23 September 2024

In part two of a series on the outlook for the lithium industry, we explore the paths available to rebalance market dynamics

Opinion

The impact of the Israel-Iran conflict escalation on the global energy market

24 June 2025

Events are moving quickly. In response to Saturday night’s developments, we hosted a webinar on Monday to explore the potential impact of a Strait of Hormuz closure on the global economy and the oil and natural gas value chains.

Opinion

Faked signals, real risks: AIS disruptions spread in the Gulf

23 June 2025

Electronic interference complicates maritime operations in the Strait of Hormuz and beyond

Opinion

2025 global power market outlook: divergent paths in a transforming energy landscape

02 July 2025

Our latest research, powered by the Lens Power & Renewables offering, shows regional contrasts emerge as demand surges, storage booms and policy uncertainty reshapes investment flows

Opinion

LNG Canada makes historic first export shipment

04 July 2025

A new gateway to Asia opens with initial liquefaction and export from Kitimat.

Opinion

Lens Carbon: How to navigate carbon offset methodologies

28 July 2025

See how Lens Carbon provides visibility into over 20,000 offset projects across 18 registries.

Opinion

Supply chain bottlenecks threaten US data centre power ambitions

29 July 2025

In a recent Horizons Live Q&A webinar, our experts answered utilities and developers' burning questions around how power industry stakeholders must adapt their strategies to rise to a huge US electricity demand challenge that could quickly become a supply chain crisis

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Search results: 2481

Wind: predictions for 2025

eBook | Understanding the metals and mining landscape in 2025

Reduced flow on several US-bound Canadian pipelines following introduction of tariffs

5 key ways to decarbonise cement production

Shining a light on the “coal versus LNG emissions” debate

eBook | Navigate power market uncertainty with confidence: the essential guide to profitable energy investments

Power from the people: the state of the vehicle-to-everything (V2X) market

Global refinery closure outlook to 2035

Oil and refined products in 2025: a commodity trader’s guide

Optimism amidst despair: key takeaways from the 17th Lithium Supply and Battery Raw Materials Conference

Evaluating infrastructure and optionality in Canadian hydrocarbon exports

What the data center boom means for grids

Meeting the data center power challenge

Aluminium at a crossroads: synchronising supply growth with decarbonisation

What’s next for copper?

Where next for metals markets in 2025?

Video | Tariff turmoil: how big a cost hit will US oil and gas operators take?

Nickel: looking for a route back to safety

The strategic planning outlook for lithium | Video

Geothermal: the next North American goldrush?

US gas goes global

Global upstream update: diverging development strategies in Latin America, investment at risk in Africa, and Kazakhstan supply tensions explained

Metals and mining tariff scenarios: potential impacts of new US tariffs on metals markets

Five options to address the looming lithium surplus

The impact of the Israel-Iran conflict escalation on the global energy market

Faked signals, real risks: AIS disruptions spread in the Gulf

2025 global power market outlook: divergent paths in a transforming energy landscape

LNG Canada makes historic first export shipment

Lens Carbon: How to navigate carbon offset methodologies

Supply chain bottlenecks threaten US data centre power ambitions

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