• Opinion

  European power and renewables: what to look for in 2024

  • 29 1月 2024

  European power and renewables markets enter 2024 with relative stability compared to last year, although challenges arise in transitioning to emissions-free renewables.

• Opinion

  Asia Pacific power and renewables: what to look for in 2024

  • 29 1月 2024

  Asia Pacific markets powered ahead in 2023, with strong overall demand growth and enormous investments in the power and renewables sector. We explore whether this growth will continue in 2024, or whether there are some fundamental changes underway.

• Opinion

  How worried should Asia be about conflict in Ukraine?

  • 17 2月 2022

  Combined with existing market tightness, concerns over disruption to Russian energy supplies in the event of conflict in Ukraine have pushed spot prices towards record levels. Across virtually all energy and natural resources, backwardation is back with a bang.

• Opinion

  Asia’s nuclear power surge

  • 15 2月 2023

  Is nuclear key to net zero in Asia?

• Opinion

  Asia’s power sector feels the burn

  • 12 5月 2022

  Everything across Asia’s power sector is heading north. With electricity demand continuing to climb, power prices are being pushed significantly higher by increasing fuel, equipment, land, and labour costs. Rising interest rates add further complexity.

• Opinion

  The nuclear moment

  • 22 10月 2021

  Gas and coal prices have soared while governments commit to ambitious goals for cutting emissions. Nuclear power can be part of the solution.

• Opinion

  Horizons Live: Securing copper supply

  • 29 8月 2024

  In the recent Horizons Live session, our panel discussed what it would take to diversify copper supply from China – and why de-risking supply chains may be more about compromise than a complete decoupling.  

• Opinion

  Evaluating infrastructure and optionality in Canadian hydrocarbon exports

  • 01 5月 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?

• Opinion

  The Trump administration's AI strategy points to strong growth in US power

  • 25 11月 2024

  AI needs data centres, which need power. If AI is a national security priority, then so is electricity. That principle will shape the Trump administration’s policies. Gas-fired plants will be favored, but low-carbon energy could benefit, too.

• Opinion

  Vaccinations point the way to energy demand recovery

  • 19 3月 2021

  It has been a rough week for crude prices, but as vaccine availability continues to widen, hopes of a sustained pick-up in activity are well founded

• Opinion

  ADNOC doubles net hydrogen production through stake in ExxonMobil’s Baytown project

  • 01 10月 2024

  The ExxonMobil Baytown Blue Hydrogen complex has announced major developments in recent months, rounded off by ADNOC taking a 35% stake in the project. The project – if developed – would become the world's largest blue hydrogen project, producing 0.9 million tonnes per annum (Mtpa) of blue hydrogen and 1 Mtpa of blue ammonia.

• Opinion

  Wind from the east gathering strength: the outlook for OEMs

  • 30 7月 2024

  With the growth outlook for onshore and offshore wind looking healthy, Chinese wind turbine OEMs are hungry for global expansion

• Opinion

  Is Japan ready to tackle its coal problem?

  • 08 7月 2020

  Does LNG stand to benefit? What would it mean for Japan’s emissions?

• Opinion

  Transformation in the US distributed energy resource market

  • 20 6月 2023

  Opportunities, risks and the changing growth profile of distributed energy resources in the US

• Opinion

  US residential solar turbulence persisted through 2024

  • 23 4月 2025

  Residential solar installed capacity contracted for the first time since 2017, with significant shifts occurring in the financing landscape

• Opinion

  The Interchange Recharged podcast: Scalable carbon capture technology

  • 18 2月 2022

  David Banmiller is joined by Claude Letourneau, the CEO of Svante. Claude shares with us his plans for a CCS infrastructure that is comparable to what the tech industry looks like today.

• Opinion

  A power-up for US renewables

  • 10 12月 2021

  Passage of the Build Back Better Act is by no means certain, but if it passes, it could have a dramatic effect on the US solar industry, supercharging its growth.

• Opinion

  Green hydrogen: what the Inflation Reduction Act means for production economics and carbon intensity

  • 14 3月 2023

  Annual matching requirements for new IRA tax credits could kick-start economically competitive green hydrogen production.

• Opinion

  4 key carbon policy developments from Q1 2025

  • 18 4月 2025

  Our recently published Carbon policy in brief report rounds up the key developments in regulations and certification from across the globe. Fill out the form to access a series of key insights from the report, or read on to get the lowdown on a hot topic that will have an impact on carbon offsetting at a global level.

• Opinion

  The US government is rolling the dice on direct air capture | Podcast

  • 08 9月 2023

  We explore the science and analysis behind DAC and CCS technologies, including their socio-political implications. Guest host Amy Myers-Jaffe is joined by Emily Grubert and Robbie Orvis to discuss the opportunities and challenges.

• Opinion

  Solar and energy storage experts debate the current market

  • 24 4月 2025

  Live from the 2025 Solar & Energy Storage Summit - industry leaders debate trade wars, grid innovation and what Q1 reveals about the future of solar and storage in the US.

• Opinion

  What do the tariff wars mean for low-carbon energy?

  • 25 4月 2025

  Tariffs, AI and clean energy collide - industry experts reveal what’s next for solar and storage in an unpredictable global market.

• Opinion

  COP28: Hydrogen headaches | Podcast

  • 07 12月 2023

  As COP28 navigates the future of fossil fuels, the spotlight is on low-carbon hydrogen as a potential game-changer. However, with challenges like water use, infrastructure resistance and cost, the road ahead is complex.

• Opinion

  eBook | The hydrogen opportunity from now to 2050: what utilities and developers need to know

  • 24 3月 2025

  How Lens Hydrogen is helping utilities, developers and IPPs capitalise on the US$2 trillion hydrogen opportunity

• Opinion

  What’s the biggest mistake clean energy developers make when chasing tax equity?

  • 07 5月 2025

  Are tax equity pitfalls costing your clean energy project? Learn how to turn incentives into smart investments

• Opinion

  Why the majors, electric utilities, and private equity firms all want to own US microgrids

  • 03 9月 2020

  The US microgrid market is growing, with a record 546 small power grids installed during 2019. Projects below 5MW are increasingly attractive to a wide range of investors.

• Opinion

  Can biomethane decarbonise Europe’s gas market?

  • 23 9月 2020

  Europe is the leading global producer of the net-zero carbon renewable gas, but continued growth depends on policy support

• Opinion

  The trillion-dollar question: how will Asia Pacific meet power supply needs in the next decade?

  • 28 9月 2020

  The Asia Pacific power generation market will attract US$1.5 trillion of investment in the next 10 years. So what are the opportunities in the world’s fastest-growing power market?

• Opinion

  Time for Asia’s Sputnik moment on decarbonisation

  • 22 9月 2020

  Halting the pandemic and rebuilding economies are the most urgent goals for the immediate future. Wood Mackenzie estimates that almost US$20 trillion – equivalent to a quarter of global GDP – will go towards stimulus packages, public health spending and delivering a vaccine over the next 12-18 months alone.

• Opinion

  Google sets a new challenge for renewable energy

  • 18 9月 2020

  Tech companies have been matching their electricity use with purchases of wind and solar power. Now Google wants to go further and run its operations on renewables 24/7