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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.
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Simon Flowers reflects on India Energy Week 2026 and the country’s ambitious energy growth, investment needs and low-carbon goals
Corporate Analysis insights on how the Majors are reshaping portfolios and finances to secure production and returns over the next decade
Can natural hydrogen become a competitive low-carbon fuel or remain a niche frontier resource?
Our gas and LNG experts assess how the Middle East conflict could reshape global LNG supply, prices and energy policy
The UAE’s shock departure from OPEC marks the bloc’s biggest split since 1960, raising fresh questions over supply discipline and oil prices
Realising ambitious plans for production growth.
The now twice extended ceasefire between the US and Iran and ongoing talks towards peace give hope that the war ends soon. If a sustainable agreement is finally reached – and as we write it’s still a big if – it could lead swiftly to the reopening of the Strait of Hormuz, kick-starting the proces...
The impact of the crisis, China, finance, trading and more
As energy security moves up the agenda, the Middle East conflict is giving new momentum to low-carbon hydrogen despite ongoing economic challenges
Political pressure over household electricity bills is adding to the pressure to develop collocated power supplies.
Fusion energy could be on the verge of its breakthrough moment, with several companies targeting operational power plants within five years
Ed Crooks examines how surging fuel prices could test the US economy and the Trump administration’s resilience narrative.
High oil prices may force a rapid rethink on EV adoption, even as the market faces setbacks.
Shipping disruptions in the Strait of Hormuz are rippling through global energy markets, raising oil price risks and putting pressure on the world economy
Why global energy companies are betting billions on US shale, LNG and offshore assets and why the dealmaking wave isn’t slowing down
Following the US capture of Nicolás Maduro, Washington is moving quickly to reshape Venezuela’s oil sector but attracting the scale of investment needed will be far from straightforward
Peak Energy’s sodium-ion batteries could reshape the US energy storage landscape - cheaper, safer and less reliant on China
The US bets big on nuclear with an $80 billion Westinghouse deal - can this new wave of reactors deliver where past projects stumbled?
In an escalation of the trade dispute between China and the US, Beijing last week moved to tighten export controls for rare earths and other critical minerals.
US shale hits a turning point - oil output is stalling as prices fall short of sustaining growth. What does this mean for global markets?
Wind and solar power will be hit hardest by the loss of tax credits
US strikes on Iran raise geopolitical tensions and energy risks; oil, LNG markets react cautiously. Plus: clean energy tax cuts, Spain blackout inquiry.
Missile strikes and rising tensions between Israel and Iran are shaking global energy markets - discover what it means for oil, gas and power
From wind and solar cuts to a push for Gulf oil leasing, explore how House Republicans’ proposals could reshape the future of US energy.
Can tariffs jump-start US solar manufacturing or are they putting progress at risk? Explore the policy shake-ups reshaping the future of American solar.
Buoyant US oil and gas exports can only be a partial solution to the deficits targeted by the Trump administration
With US oil production set to plateau, E&Ps are looking overseas for growth. Could this mark a new era of international expansion?
The cost of the threatened 10% tariff on oil and gas would fall mainly on Canadian producers, because they are tied to the US market
The evolving US tariff landscape is creating uncertainty across industries, especially in energy, with fluctuating import tariffs impacting global markets and forcing businesses to adapt.
US energy policy is shifting - what does it mean for renewables, oil and gas?
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