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Explore the themes shaping the energy transition with our monthly thought leadership.
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Key trends from our latest Grid Edge Quarterly Briefing
Difficult times for the upstream wind supply chain as a multitude of issues deteriorate profit margins.
Building out renewables is central to Japan's decarbonisation goals.
Annual matching requirements for new IRA tax credits could kick-start economically competitive green hydrogen production.
After decades with Houston at the heart of the US Gulf Coast crude value chain, shifting legislation and trade flows have brought about change.
Chinese investment and know-how has accelerated high-pressure acid leach (HPAL) operations to extract nickel and cobalt in Indonesia.
Carbon capture capacity could increase more than sevenfold in the next decade – but there are significant risks to the outlook.
The EU took unprecedented steps to reduce energy prices and alleviate security of supply pressures this winter. The results send significant messages about the future of Europe’s power markets.
The new government in China faces challenges in domestic and external markets
The forces shaping nickel, cobalt and lithium markets – from the supply growth challenge to emissions, carbon costs and the rise of recycling
National oil companies are still lagging the Majors on the decarbonisation journey – but a raft of incentives mean the pace is picking up.
With 70% of global landfill suitable for energy recovery, there is potential for serious growth in waste-to-energy (WtE) industries.
A better understanding of carbon capture, utilisation and storage (CCUS) costs is needed before the technology can become a commercial reality on a truly global scale.
Our experts tackle everything from lithium demand to the rare earth elements at risk of substitution, and from copper and aluminium competition to green hydrogen costs.
What’s the impact of maintenance downtime at major LNG facilities in North America, including Cameron, Corpus Christi, Cove Point, Freeport and Sabine Pass?
Join Ed Crooks, David Brown and Prakash Sharma as they discuss making new nuclear power viable in the energy transition.
The US solar industry is still constrained, but conditions are improving
Opportunities, risks and the changing growth profile of distributed energy resources in the US
Annual capital expenditures on solar projects will almost double to US$72 billion by 2033 – but the 'solar coaster’ ride isn’t over yet.
Views from around the world of CCUS, including the UK's carbon storage bid round, CNOOC commissioning China’s first offshore project and ExxonMobil’s carbon offtake agreement with a Louisiana steel producer.
Supportive policies are creating renewed momentum in the low-carbon hydrogen market
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.
High prices have supported a surge in Asia Pacific energy investment, but prices are falling fast and undermining vital support for battery storage.
A month into the role and Nigeria’s new president, Tinubu is already having a significant impact on the economy
From the implications of nodal pricing to offshore wind supply chain trends: key themes from the London event.
Choices regarding tax incentives can have significant consequences for overall profitability.
Achieving India’s decarbonisation target by 2070 is possible, but renewables and emerging technologies must scale rapidly.
Supply, demand and investment themes to watch in Europe’s upstream oil and gas sector outlook
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