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Explore the themes shaping the energy transition with our monthly thought leadership.
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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.
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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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While there may not be a single silver decarbonisation bullet, there are emerging and significant opportunities in the mining and processing sectors to leave fossil fuels behind.
The lithium iron phosphate (LFP) cathode market will demonstrate a surplus until 2035 – but demand will eventually catch up.
Eastern European, Middle East and African markets are at the forefront of green hydrogen development and Chinese export potential.
What are the key factors involved in deciding between PPA, BTA or self-build?
Market dynamics for electric vehicles and energy storage to 2050 will be complex
Investor insights from recent discussions highlight shifting valuations in solar, challenges of domestic content requirements, cautious optimism in offshore wind and varying dynamics in energy storage and carbon capture economics.
From decarbonisation to grid modernisation, we explore the complex challenges facing utilities today.
How Lens Hydrogen is helping utilities, developers and IPPs capitalise on the US$2 trillion hydrogen opportunity
As momentum continues to build, a raft of new policies and flexible power innovations could bring prices down.
Net-zero related demand growth and supportive policy are creating a strong investment opportunity.
A bumpy route to decarbonisation means that coal demand will be more resilient than expected, but there is no place for complacency.
Analysing the impact of crude storage on global oil market trends
The firm is undertaking a strategic review of its weakest integrated refinery-petrochemical site.
Electrification and low-carbon hydrogen are critical for taking the world towards a net-zero future. But cost pressures and the resilience of fossil fuels will take time to subside. How and what can be done to accelerate the transition?
With hydrogen remaining in the spotlight as a key pillar in the energy transition, we look at how subsidies and price are critical to new hydrogen projects.
We analyse and rate national oil companies for resilience and sustainability
What will decide whether the sector can achieve net zero emissions while delivering the raw materials vital to the energy transition?
Amid a challenging year for the offshore wind sector, recent setbacks have increased costs but are now also starting to spur vital policy changes. The industry is now in a position to reverse setbacks and advance toward ambitious goals, encouraging greater investments in renewables and job growth over the next decade
While financial incentives are driving the switch to electric vehicles (EV) and precipitating a boom in EV sales, the result is a drastic demand for batteries and raw materials (BRMs). But how do countries protect their road transport industries long term? And who’s going to be at the forefront of this?
The largest solar portfolios in the world grew by a staggering 44% in 2022
Why complex sites that integrate petrochemicals and more will have the edge long-term
A decarbonized future powered largely by renewable electricity generation depends on a reliable grid, especially the transmission grid.
The outcomes of COP26 will be a reality check for gas, providing clarity about a key question for the industry: does the world acknowledge the role of gas as a transition fuel?
Rising demand and the push for low-carbon production are reshaping the aluminium industry
According to research by natural resources consultancy Wood Mackenzie, Malaysia offers some of the most material and attractive upstream investment opportunities in Southeast Asia, primarily due to the need for additional gas supply.
The mining industry needs investment now, or there is a risk of metal shortages in ten year's time. What will it take to convince investors that the time is right?
What if the current period is the calm before the storm for the nylon industry? Quentin de Carvalho looks at the 5 key issues for the industry to focus on in 2019.
The upstream wind supply chain feels the tightest squeeze from rising costs and aggressive power pricing tenders.
Covid-19 has created challenging economics for many petrochemicals players, leaving some at risk of financial distress.
Can the rest of the world compete with China?
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