• Opinion

  Electric vehicles continue to get the green light

  • 28 6月 2021

  In Q1 of 2021, electric vehicle sales rocketed to 550,000 – a 66% increase over the same period last year. This surge has seen our outlook upgraded to 950 million EVs on the road by 2050.

• Opinion

  Alerts send warnings about the future of power

  • 18 6月 2021

  As a heatwave hit the southwest US this week, electricity demand surged, putting strain on the grids in Texas and California. Grid operators issued alerts urging customers to conserve electricity where possible by turning up thermostats and not running appliances in the late afternoon and evening. The measures worked: blackouts were avoided in both states. But the alerts were a reminder of the pressures facing grids in extreme weather conditions, which will increase as their reliance on wind and solar power grows. Demand response programmes and other measures to improve the flexibility of the grid are becoming increasingly important.

• Opinion

  Investors exert their influence over the energy transition

  • 11 6月 2021

  Oil and gas companies have been coming under mounting pressure from large shareholders to address climate risks, and that pressure has stepped up sharply this year. The world’s six largest investors by assets under management have signed up to the Net Zero Asset Managers initiative, committing them to supporting the goal of global net zero greenhouse gas emissions by 2050 or sooner. In total the signatories to the initiative have $37 trillion under management.

• Opinion

  Onshore wind: tackling cost escalation in operations and maintenance

  • 16 6月 2021

  Competitive bidding has become the norm in the onshore wind operations and maintenance (O&M) market, pushing price-points down. Meanwhile, operational costs have escalated. How will the industry combat the cost challenge and secure cheaper onshore wind?

• Opinion

  The road to COP26

  • 08 6月 2021

  This is a big year for climate policy. The Paris agreement of 2015 set up a five-yearly cycle for countries to increase the ambition of their goals for cutting greenhouse gas emissions. So right from the outset, the COP26 climate conference originally scheduled for 2020 was going to be particularly significant.

• Opinion

  Supply chain constraints loom for US solar

  • 15 6月 2021

  While record growth continues for US solar, attention is now turning to supply chain constraints. How are different segments being affected by elevated commodity prices and equipment delays?

• Opinion

  Winter reliability and the road to net zero

  • 28 4月 2021

  Winter Storm Uri wreaked havoc on electric and gas systems unprepared for the challenge. What are the implications for ensuring reliable electric supply as the energy transition progresses?

• Opinion

  Demanding new emissions goals set course for low-carbon future

  • 23 4月 2021

  At a US-hosted climate summit this week, large economies discussed their ambitious objectives for cutting emissions. Now comes the hard part.

• Opinion

  Investing in the energy transition

  • 21 4月 2021

  What do major investors need to know to capitalise on the opportunity offered by the energy transition over coming decades?

• Opinion

  The US energy transition rides on the electric F-150

  • 21 5月 2021

  Ford has launched the electric version of its best-selling F-150 truck. Its success or failure will have a big impact on the electrification of transport in the US, and on climate policy.

• Opinion

  Major growth ahead for US commercial solar

  • 17 5月 2021

  2021 will be an interesting year for US commercial solar. In our latest outlook, annual capacity additions are expected to grow 25% – an impressive return to growth for a market that has declined for three years in a row. But it’s not all plain sailing.

• Opinion

  Which technologies will drive the energy transition?

  • 10 5月 2021

  The energy transition is a transformational force, with technology at its heart. What are the technologies that are driving change? Which innovations are on track to help unlock the world’s lower-carbon future? And where do we need to pick up the pace?

• Opinion

  Three global wind turbine technology trends to watch

  • 05 5月 2021

  How will changes to onshore and offshore turbine technology impact the industry?

• Opinion

  The US government speeds up drilling permit approvals

  • 04 6月 2021

  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.

• Opinion

  How will Europe’s Green Deal shape renewable energy project finance?

  • 25 5月 2021

  A huge push is needed to stay on track with ambitious EU net-zero targets. But at the same time, the coronavirus pandemic has stoked fears that green ambitions may be diluted as Europe looks to weather the economic turmoil. This has made the clean energy space both exciting and volatile. So, what does that mean for project finance?

• Opinion

  Asia’s developing economies need more gas investment, not less

  • 27 5月 2021

  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.

• Opinion

  What is COP26 and how is it vital to the energy transition?

  • 26 5月 2021

  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.

• Opinion

  The future of offshore wind: size matters  

  • 01 6月 2021

  Ambitions for offshore wind are ramping up. Everything, it seems, is scaling up – including the turbines.  

• Opinion

  The future of energy storage

  • 18 11月 2021

  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.

• Opinion

  US Infrastructure bill bets on breakthrough technologies

  • 12 11月 2021

  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.

• Opinion

  Sunny side up: our European solar PV market outlook 2021

  • 19 11月 2021

  Solar power becoming more competitive, falling costs and green hydrogen policy developments could all incentivise more solar PV deployment.

• Opinion

  Why COP26 was a success, albeit a qualified one

  • 16 11月 2021

  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.

• Opinion

  How ports can navigate the energy transition

  • 15 11月 2021

  Energy and commodity markets are transforming, and so is the role of ports. What are the key questions for port operators and investors as global economies push for net zero?

• Opinion

  Offshore wind valuations: a closer look at performing sensitivity analysis

  • 10 11月 2021

  Using Lens Power Valuations, we flex assumptions and perform sensitivity analysis for offshore wind assets in seconds.

• Opinion

  Trade becomes a new tactic for curbing emissions

  • 05 11月 2021

  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.

• Opinion

  EVs: the biggest lever in driving the energy transition

  • 03 11月 2021

  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.

• Opinion

  Horizons podcast: One giant leap

  • 27 10月 2021

  Dr. Melissa Lott and Chief Analyst Simon Flowers join Horizons to talk Biden’s vision for repowering America.

• Opinion

  Asia’s energy crisis and net zero – no turning back

  • 28 10月 2021

  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.

• Opinion

  Could energy recovery solve the mounting problem of global waste?

  • 01 5月 2023

  With 70% of global landfill suitable for energy recovery, there is potential for serious growth in waste-to-energy (WtE) industries.

• Opinion

  Are NOCs rising to the energy transition challenge?

  • 26 4月 2023

  National oil companies are still lagging the Majors on the decarbonisation journey – but a raft of incentives mean the pace is picking up.