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Considerable uncertainty remains in 2026
Duopoly no more: Tesla, Enphase, and SolarEdge are locked in a three-way battle for the residential inverter market
Aerial imagery and operational analysis of the Valero facility shutdown and its impact on energy markets.
Why physical intelligence matters in faster, more volatile oil markets.
Satellite data signals early commissioning activity at ECA Phase 1, with ramp-up pace likely pushing first LNG into Q3 2026.
Mainline construction is progressing well, but compression constraints could limit initial capacity.
The two polyester feedstocks – purified terephthalic acid (PTA) and monoethylene glycol (MEG) – in the world's most important polyester market China, have recently moved towards a total paper business.
The Inflation Reduction Act has given a boost to key renewables segments, and their future is looking bright. Our solar and storage experts recap some of the biggest takeaways from RE+ 2023
Manufacturers are betting big on the rapid growth of EV sales in the US. Political and legal uncertainty is the greatest risk.
Ed Crooks examines how turbine shortages may cap gas generation growth just as AI-driven power demand surges
On this Horizons Live replay, we look at the scale of the oil and gas industry’s methane challenge, how technological improvements can help and what companies and governments must do to resolve it.
As AI factories demand more power, the biggest infrastructure challenge may not be compute, but how electricity reaches the chip
ExxonMobil’s US$64.5 billion acquisition of Pioneer Natural Resources could mean US tight oil output grows faster in the future.
A strong rise in prices in Asia and record US exports show how demand for LNG is bouncing back. Other markets are set to follow
A summary of news of what’s been happening in the US market
The first wave of US LNG projects was a game-changer, putting it on a course to be the world's third largest LNG producer after Australia and Qatar by 2020.
Demand for natural gas is growing. So is pressure to reduce its carbon intensity. The industry’s emissions will increasingly come under scrutiny, and measurement and reporting will need to improve.
Investment in US grid modernization is accelerating – but is it going in the right direction?
Our insight 'The 2024 US election: A fork in the road for US energy policy' presents the key areas set to be shaped by the outcome of the presidential race.
Market consolidation slows as competition intensifies for US solar installers and equipment suppliers.
The creation of a second Mega Major hot on the heels of ExxonMobil-Pioneer has big implications for the sector
The inflection points we see across the production, exploration, sustainability and M&A themes.
The US government wants electric vans in the USPS' new fleet, France seeks an expansion of nuclear power, and exploring the progress of fusion power.
A look at the key themes from the conference, including sustainable aviation fuels, investment economics, and routes to carbon reduction
Biden's EO announcing a two-year delay of new anti-dumping and countervailing duties on solar cells and modules imported from Cambodia, Malaysia, Thailand and Vietnam is expected to bring some relief to the solar industry.
Balancing climate goals with demands for cheap energy is not easy. The administration is under attack for favoring increased US oil supply
The US$26 billion Diamondback/Endeavor deal is the latest in a wave of consolidation of US oil, targeting lower costs and lower emissions.
Politics and legal actions are clouding the outlook for US exports. The election could clear some of the uncertainty, but not all of it.
The share of the US vehicle market taken by EVs has fallen sharply this year, underlining the challenges the industry faces. Support from the federal government will be essential for the electrification of road transport to make real progress.
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