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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.
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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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Unlock robust data and new unique perspectives across key mined commodities needed to assess the mining landscape.
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Expansion accelerates as policy support, feedstock diversification, and new project development drive North America's RNG momentum.
A new gateway to Asia opens with initial liquefaction and export from Kitimat.
Our recent webinar explored how the OBBBA is reshaping renewable energy, emerging technologies and oil & gas markets
The intersection of energy independence, job creation and renewable growth presents an enormous manufacturing opportunity for investors and financial companies
In a recent Horizons Live Q&A webinar, our experts answered utilities and developers' burning questions around how power industry stakeholders must adapt their strategies to rise to a huge US electricity demand challenge that could quickly become a supply chain crisis
Lower gas burns per degree, rising renewables, and persistent fuel switching explain what the market missed.
What you need to know about the state of interconnection queues as power demand surges for the first time in decades
Evaluating Talos' high-impact find using Lens Subsurface and our new Prospect Valuation module
The Q2 2025 US public charging network grew 5% despite policy rollbacks and rising equipment costs, while autonomous vehicles and commercial fleets emerged as new demand drivers
Eiger Express adds to growing outbound capacity as supply and demand dynamics evolve.
Near-term impacts are muted as projects rush to meet tax credit deadlines
During Gastech 2025, we discuss how new data reinforces the case for US LNG over coal in the emissions debate.
Cooling demand remained steady, but gas lost ground to coal and renewables as prices rose.
Understanding the interconnection queues to North American power grids
Company deployments, unique offtakers and utility and market programs monetized grew over 33% YoY in North America
A deep dive into the interconnection queue and new resource behaviour in ERCOT exposes potential trading opportunities
Which companies and areas are best positioned to capitalise on a structural shift in US gas demand?
How advanced analytics and real-time forecasting reveal the next phase of US grid transformation from Texas to California
The US data center pipeline added 45 GW in Q3, as developers increasingly seek to bypass utilities by chasing natural gas supply
Concentrated demand from data centres is amplifying price and basis risk, while demand growth from both large loads and LNG will lead to structurally higher prices
Interregional transmission, battery storage growth and managing rising winter demand are key themes for these grid operators
Gulf of America (US Gulf of Mexico) deepwater production will set a record at almost 2.5 million boe/d in 2026, but this peak may prove fleeting.
Oil and gas diverge in Canada as pipeline constraints ease and policy clarity emerges.
Our experts' predictions for the year ahead
What is the oil market risk and will Big Oil want to invest in Venezuelan upstream opportunities?
In this partnered report with CohnReznick, we discuss how trade policy, tariffs and regulatory changes are reshaping renewable project economics - and why the energy transition continues despite unprecedented headwinds.
In this annual series our global experts draw on unique insight from Lens Gas & LNG to highlight the key themes we'll be watching closely – and offers our predictions of how they’ll play out.
Cumulative freeze-offs projected to exceed 120 bcf, ranking among the most impactful winter events in recent memory.
Forward curve remains subdued even as recent cold snap drives massive inventory withdrawals and production freeze-offs
New analysis from our Corporate Strategy and Analytics Service (CSAS).
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