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News and insights
Explore the themes shaping the energy transition with our monthly thought leadership.
Unique energy insight, spanning the renewables, energy and natural resources supply chain, to support strategic decision-making.
Weekly discussions on the latest news and trends in energy, cleantech and renewables.
Our weekly round up of the lasted opinions, new, industry analysis from our global analysts.
In depth analysis of the energy transition and the path to a low carbon future.
Explore the future growth potential for carbon capture, utilisation and storage.
Explore the growth trajectory for EVs and spot any possible bumps in the road.
A look at the global economic impacts of new US trade measures.
Explore trends around sustainability, recycling and the circular economy and their impact on materials markets.
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Unlock robust data and new unique perspectives across key mined commodities needed to assess the mining landscape.
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Industry-leading US power market data and analytics
After a record-breaking year, what are the key wind turbine market trends – and which OEMs have secured the most market share?
The EU’s target to cut emissions to 55% below 1990 levels by 2030 clearly acknowledges that decarbonisation cannot wait. But what will be needed to achieve near-term goals over the next decade? What are the key enablers and drivers in play?
The ransomware attack on the Colonial pipeline system had only a marginal impact on fuel markets, but could have been much more serious.
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.
Electrification, resiliency and flexibility continue to be the dominating grid edge themes in 2021. Each quarter, our Grid Edge team provides a comprehensive briefing, including updates and analysis of the key themes and developments in the grid edge ecosystem.
The shutdown of the Indian Point nuclear plant underlines the difficulty of achieving 100% zero-carbon electricity in the US by 2035
We estimate that the global floating solar (FPV) market will reach 1.6 GWdc in 2021 – more than double the total installed capacity in 2020. So, what are the benefits of FPV? And what role will it play in achieving net zero ambitions?
An increasingly dynamic low-carbon hydrogen market has seen a deluge of government support, corporate commitments, announced projects and even bystander intrigue over the past 18 months. Ben Gallagher outlines five drivers of the green hydrogen boom.
The growth of distributed energy resources on the grid edge continues to influence many energy sectors. GM, Ford and Tesla are investing in downstream energy services, while virtual power plants become more commonplace.
Rising gasoline prices have become an economic problem for the US, adding to concerns about inflation, and a political problem for President Joe Biden. The administration has been trying different ways to bring them down, without much success.
Green hydrogen has seen a 50-fold increase in announced projects over the past 12 months alone. And while its export supply chains are complex, there are already several serious hydrogen export contenders emerging around the world.
Solar panels requires silver, making production expensive. By switching to copper, SunDrive solar made headlines. Can the industry grow by driving costs down?
Dr. Liz Dennett joins special guests Gavin Thompson and Prakash Sharma to explore hydrogen's role in the future of the global energy trade.
US residential solar financiers and installers have broadened their financial product offerings to spur customer adoption and foster market growth.
US residential solar customer acquisition costs remain high. How will installers evolve their strategies to meet rising demand while scaling their business sustainably?
Public policy, solar-plus-storage and rapid adoption of electric vehicles are supporting behind-the-meter energy storage growth in Europe.
We examine the project economics of offshore wind assets using Lens Power Valuations
Last month, we hosted our annual Global Energy Summit. The Asia Pacific session welcomed a range of senior industry leaders from across the energy and natural resources sectors to debate our topic of Net Zero and the Future of Energy.
SB Energy, a wholly owned U.S. subsidiary of SoftBank, has confirmed a record purchase of long-duration iron flow batteries from U.S. manufacturer ESS.
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
Can the infrastructure bill create opportunities for EV infrastructure, grid resilience and transmission? The electricity industry remains unsure.
A host of senior leaders joined our virtual Global Energy Summit last week to discuss the commodity supercycle, investment, business models and net zero
The energy transition starts and ends with metals, so why isn’t ensuring supply high on the agenda?
Global energy storage deployments will almost triple year-on-year, nearing the 1TWh mark by 2030. What are the drivers of energy storage across the world?
Polymer value chains currently account for 4% of energy related GHG emissions, and this figure is set to rise to 10% by 2050 as plastic demand rises to meet the needs of the rising global middle-class.
With demand for renewables rising rapidly, the future looks bright for solar photovoltaics (PV). But there is a potential ‘Catch-22’ situation for asset owners.
China’s wind and solar targets are set for 2030. 408 GW of new capacity will be added from 2021 to 2030, of which 82% will come from onshore wind.
The costs of carbon capture and storage (CCS) technology are still stubbornly high. Why is it so expensive? And what will be the catalyst that makes costs fall?
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