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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.
Data and energy insight from our thought leaders, Jason Liu and Simon Flowers, Connected the book.
In depth analysis of the energy transition and the path to a low carbon future.
Global energy market analysis and strategic insights
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.
Could Venezuelan production and refining capacity return to relevance?
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Maximise investment opportunities across the hydrogen, ammonia and methanol value chain.
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Identify advantaged barrels and support critical investment decisions with an integrated view of commercial and technical data.
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Unlock robust data and new unique perspectives across key mined commodities needed to assess the mining landscape.
Analysis of CCUS and offset opportunities to shape decarbonisation strategies.
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The upstream service sector is under pressure to increase efficiency, reduce costs and abate carbon emissions. It calls for rapid structural change and commitment to a new strategic direction.
There’s no shortage of ambition or growth potential in the power and renewables sector. But while energy transition momentum builds, near-term risks have also risen.
What are carbon offsets, and how do they support the energy transition? Exploring the role of carbon markets in the net zero journeys of energy-intensive companies.
Rising ESG pressure for public companies to decarbonise is bringing more upstream assets to the market, presenting an opportunity for private equity.
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.
Metal exchange stock levels are under scrutiny, but is that the best indicator of market strength or should the focus be elsewhere?
How will supply and demand dynamics in the petrochemical feedstock market play out?
Pricing, legislation, brand commitments, chemical recycling and bottlenecks will all influence long term circular packaging growth
Energy access is still a dream for many, including families in Puerto Rico still struggling with an unstable power grid in the aftermath of Hurricane Maria.
As the energy transition drives surging demand, boosting supply will be key for copper and nickel.
The Russia-Ukraine conflict is a major disruptor for geopolitics, the global economy and commodity markets.
With the cost of green hydrogen set to plummet, demand will soar – but policy support and investment of at least US$600 billion is required.
Our Russia-Ukraine briefings explore what the war means for the global economy and natural resources sectors. This week, our focus is on oil exports and Russia’s economy.
China will account for almost half of new wind capacity over the next decade – but wind remains a global growth story, with the US and Germany leading the rest of the pack
Our Russia/Ukraine weekly briefing explores what the conflict means for the global economy and natural resources sectors. This week, we focus on Russia’s mined commodity exports
Can alternative fuels set the global maritime trade on a course for net zero?
The results of the 22 edition of our annual Future of Exploration survey are in.
Steel emissions will drop 30% by 2050 – but more transformative change is needed to keep pace with an accelerated energy transition.
Manufacturing capacity plans, the US anti-circumvention investigation and the ripple effect from Russia’s war with Ukraine are all shaping the global solar outlook.
Metals, from copper and lithium to steel, hold a central role in the energy transition. The West must act now to invest in reliable, scalable and ESG compliant sources of these key commodities so vital to delivering a low-carbon future.
Our new native architecture, which incorporates the Databricks Lakehouse Platform, provides a unified view of all our data for analytical and machine learning workloads and allows our teams to manage data effectively and efficiently at any scale.
A focus on carbon emissions is driving a new dynamic for the energy-intensive smelting industry.
Financial institutions will redirect capital towards companies with robust and credible plans to reduce emissions. Oil and gas will be under increasing pressure to cover all scopes of emissions.
Do you know your green hydrogen from your blue, grey, black, brown, yellow, turquoise, white and pink, and where they sit on the carbon emissions spectrum?
Developers have struggled to scale the production of solid-state batteries – emerging semi-solid tech could offer an alternative.
China continues to set the pace for energy storage market growth – while the US feels the lingering impact of the solar anticircumvention investigation.
The propylene industry is heading for a downturn. Which regions will fare best through the downturn and beyond, and which assets may be at risk of closure?
Swelling component sizes, soaring demand and the required re-investment make change in the offshore wind tower market not only merely required, but inevitable.
Until recently, Asia was the premium market for LNG. But dynamics have changed dramatically, and Asia has become the new swing market.
The crisis has demonstrated the urgent need to boost supplies of all types of energy.
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