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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.
In depth analysis of the energy transition and the path to a low carbon future.
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.
Explore trends around sustainability, recycling and the circular economy and their impact on materials markets.
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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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There is concern that the metals industry cannot deliver the supply required to achieve the Paris accord decarbonisation targets. Could an economic slowdown provide the breathing space that the industry needs?
In 2021 our global analysts created an outstanding body of research, putting a unique angle on everything from Covid-19 and COP26 through the recovery of commodity markets and rising geopolitical risk.
To unlock investment capital it may be time to give metals more credit as key enablers of the energy transition.
Developing alternatives to Russian natural resources will require vast quantities of metals – but how quickly can the metals supply chain respond?
Slower demand growth, an increase in supply and rising inflation. Will these hinder investment and remove any remaining doubt about a supercycle?
CCUS and hydrogen are energy transition hot topics – but will they live up to their huge potential? The picture will get clearer this year.
Celebrating the very best of another year of outstanding analysis, with insights into CBAM, energy transition scenarios, solar-plus-storage, RNG, tight oil cost inflation and more.
From China’s fast-expanding solar and renewables supply chain to an increase in curtailment across Europe, a look at the key themes and trends for the power and renewables industry in the year ahead
Predictions for the year ahead in global energy storage
From a record level of offshore wind tenders to a long-awaited recovery for the global wind energy market, a look at the key themes and trends for global wind in the year ahead.
From a slowdown in growth in several key markets to Inflation Reduction Act (IRA) impacts, a look at the key themes and trends for global solar in the year ahead.
From the increasing importance of advantaged services to our demand and inflation outlooks, read our predictions for the key supply chain themes to look out for in the year ahead.
The hunt for advantage intensifies in 2024, and a subsurface divergence takes shape as high-impact wildcatting focuses on oil, while gas gains ground in discovered resource progression.
The global gas and LNG market rebalanced in 2023 – perhaps more than many expected. What key themes will define 2024?
A tense calm could fall on the global fiscal landscape in 2024, following the rollercoaster of recent years. Much will depend on geopolitics and supply/demand fundamentals – but it could be a year to taking stock and assessing conflicting ambitions.
It’s shaping up to be a critical year in setting the pace of growth for low-carbon hydrogen and derivatives markets. Read our take on the themes to watch in 2024.
The US Majors made two huge upstream acquisitions towards the end of 2023, creating a frenzy of speculation as to how competitors will react.
From investment to M&A and decarbonisation strategies, read our predictions of the global upstream trends to watch – and how they could play out in your region.
Carbon capture, utilisation and storage (CCUS) is set for a strong year, with key project milestones, regulatory developments and new technology deployment.
It’s shaping up to be a turbulent year for national oil companies (NOCs), Independents and Majors alike, with potentially significant shifts in strategic playbooks.
Our view of the year ahead, including the impact of Trump's re-election on our oil price forecast, a look at refining margins, ethylene capacity and China's overcapacity affects downstream chemicals markets.
How will a Trump administration impact the US hydrogen outlook? Will we see more giga-scale projects take FID in 2025? Will the mismatch between project FIDs and offtake contracts persist? How much M&A can we expect across the ammonia value chain?
Key themes for CCUS in 2025: new project announcements slow as focus shifts to maturation, commercial CO2 shipping moves from pipedream to reality, M&A heats up, regional storage trends prevail and government support and funding evolves.
From the prospect of a new wave of US LNG investments to the potential impact of the Ukraine transit deal expiration.
The copper industry may be shooting for the stars on demand — but the supply challenge could bring it back down to earth. In the second of a two-part series, Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks: can the top producers arrest a decline in output with organic project development? Or is it time to buy growth?
Oil and gas will continue to play a key role in the world’s energy mix for decades to come. But as the energy transition takes hold only the barrels with the strongest economics and lowest carbon emissions will make it to market. Which subsurface factors could point to the optimal reservoirs and an opportunity to seize an advantage?
With copper on the frontline of the energy transition and a mining super-cycle on the way, can the red metal meet the challenge of transformational demand? Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks whether a mismatch between the rhetoric and the reality of supply development could constrain copper market growth – and even slow the pace of the energy transition.
The global pandemic saw demand for mined commodities slow to a virtual standstill and prices slump. But are we now on the brink of a new super-cycle – or even a super-charged super-cycle? Or are the markets getting ahead of themselves?
Covid-19 and the oil price crash sent shockwaves through the oil market in 2020. How will continuing uncertainty affect global demand, supply and refining in 2021?
Even a global pandemic couldn’t keep climate change from climbing the corporate agenda in 2020, and that momentum will only build in 2021. Which trends will have the biggest impact on extractive industries like oil and gas and mining in the year ahead? Read our analysts’ predictions.
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