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Explosive data centre growth is shaking up US power markets - with demand from hyperscalers set to double wholesale prices and transform how America generates electricity
How much new oil is needed? Can AI analogues help unlock the additional barrels and close the supply gap? Will AI make subsurface teams redundant?
China’s clean energy push is evolving - from breakneck growth to smarter, high-quality renewables leadership. Here’s what the world’s top renewables investor is doing next
Global climate goals are slipping - Wood Mackenzie’s latest Energy Transition Outlook explores why, and what an era of “energy addition” means for the path to net zero
From AI’s power surge to oil’s comeback, here are six key takeaways from ADIPEC 2025 - the world’s biggest energy conference shaping the future of global energy
COP30 delivered cooperation but little real progress - here’s what the climate summit revealed about finance, trade, methane and the world’s path to net zero
From volatile geopolitics and falling LNG prices to AI-driven power demand and shifting investment, these five themes will define the global energy landscape in 2026
Despite political rhetoric, Greenland’s harsh conditions and high costs make its strategic location far more valuable than its natural resources
A cold snap exposed just how interconnected global gas markets have become and why volatility is here to stay
Global momentum is slowing, but Europe and China may still hold the key to decarbonising hard-to-abate sectors
Prolonged disruption of Gulf exports will necessitate demand destruction.
Simon covers energy markets and geopolitics, analyzing how global crises shape oil, gas, and LNG supply and pricing
What opportunities, challenges and risks does the world of energy and natural resources face in 2024? Our experts share their thoughts.
As oil prices surge, Asia faces mounting economic pressure, can governments sustain the cost of shielding consumers?
The Iran war is pushing countries to rethink energy independence, what does this mean for oil, gas and the future of power?
How do the interactions of politics, finance and technology impact the world of energy? Every week in Energy Pulse, Ed examines the forces driving the week's biggest stories.
A look at how Middle East disruption is exposing the limits of US energy independence, and what it means for global oil and LNG supply
Ed Crooks examines how turbine shortages may cap gas generation growth just as AI-driven power demand surges
As US tight oil matures, consolidation, scale and shareholder returns are reshaping the industry’s next phase
Five years after Uri, a brutal winter storm put US grid resilience to the test
Rising power bills, surging data centres and a rare alignment between Trump, governors and PJM on who should pay to keep the lights on.
Ten under-the-radar and headline-making moments that reshaped global energy in 2025
The US tight oil industry is racing to boost recovery and reshape the future of shale - with new technologies, bold government targets and huge stakes for energy security
US energy policy, geopolitics and market pressures collide — here’s what they mean for oil supply, gas prices and the future of global power
How will COP30 shape the next phase of the energy transition?
The AI revolution is changing the US power landscape
US renewables face a new test as tax credits end - can wind, solar and storage still thrive?
Why are US electricity bills still climbing and what’s driving prices even higher in the years ahead?
“Drill baby drill” may not reflect reality for US E&Ps. But the rise of AI and LNG exports are creating attractive opportunities in US gas
New national policies are needed to expand power investment.
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