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.

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?

The prize for China from decarbonisation

• 23 4月 2021

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?

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?

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.

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?

Europe Coal Burn Report

Get the most up-to-date coal demand estimates for the European power sector on a country-by-country basis.

US Coal Burn Report

Leverage accurate estimates based on direct, real-time coal plant monitoring of over 165 MW in capacity

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.

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.

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?

Three global wind turbine technology trends to watch

• 05 5月 2021

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

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.

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?

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.

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.

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.  

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.

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?

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.

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.

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.

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.

A COP26 wish list

• 04 11月 2021

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.

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.

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.

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.

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.

Plugging the methane leaks

• 29 10月 2021

The Biden administration and key members of Congress are in negotiations over legislation that could include a new fee on methane emissions from US oil and gas facilities. If it passes into law, the fee would have a widely varying impact across regions and across companies.

Why COP26 has to succeed

• 28 10月 2021

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.