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The ExxonMobil Baytown Blue Hydrogen complex has announced major developments in recent months, rounded off by ADNOC taking a 35% stake in the project. The project – if developed – would become the world's largest blue hydrogen project, producing 0.9 million tonnes per annum (Mtpa) of blue hydrogen and 1 Mtpa of blue ammonia.

Opinion

Power and renewables mergers and acquisitions: key commercial due diligence considerations

01 October 2024

The US renewable energy M&A boom accelerates with 11% of capacity changing hands in one year, but up to 93% of early-stage projects fail to reach operation, demanding new valuation frameworks to separate viable deals from inflated claims.

Opinion

Splitting at the source: trade-offs between lithium brine and hard rock extraction

01 October 2024

The global lithium market stands at a pivotal moment. While currently experiencing a surplus, the industry faces an inevitable transformation as electric vehicle adoption accelerates, and energy storage demand surges. This creates a fundamental challenge for investors: understanding which extraction pathway offers the most compelling risk-adjusted returns in an increasingly complex landscape where supply deficits are projected to emerge by the mid-2030s.

Opinion

EU Methane Emissions Regulation Study: analysis of market impacts

01 October 2024

As compliance challenges mount for gas and crude importers, will the EU adapt its methane regulation to protect supply security?

Opinion

Digital load, clean grid: How data centres can catalyse grid decarbonisation in the UAE

01 October 2024

Data centres are emerging as major power consumers in the UAE — 3 TWh in 2025, projected to exceed 6 TWh by 2030. Over the same period, clean energy will scale to nearly one-third of demand, supported by nuclear and solar, positioning the UAE as a low-carbon digital hub.

Opinion

BESS valuation: revenue and risk outlook for Germany

20 November 2025

Considerable BESS volumes are now being deployed across Europe – 11 GW as of 2024, at a 9% CAGR over the ten-year outlook with 35 GW expected in 2034.

Opinion

Infographic | The future of the copper market

28 October 2024

Rapid adoption of copper-intensive technologies will drive high future demand

Opinion

Growing pains: how are corporate power and renewables strategies adapting to energy transition challenges?

11 October 2024

Corporate strategies in the power and renewables sector are under investor scrutiny.

Opinion

Four key takeaways from LME 2024

15 October 2024

We spotlight some key themes from conversations at our recent event that will shape the future of metals and mining

Opinion

Preparing for ADIPEC 2024: 3 crucial questions answered

25 October 2024

ADIPEC will take place from 4-7 November in Abu Dhabi. The event will focus on the role of energy in driving a comprehensive transformation that benefits people, the planet, and our collective prosperity.

Opinion

Harris v Trump: A fork in the road for US energy

21 October 2024

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.

Opinion

The global competitiveness of renewable LCOE (Levelised Cost of Electricity) is on the rise

24 October 2024

Across regions, the cost competitiveness of these technologies shows significant variation, but overall, renewables are on a steady path towards outcompeting traditional fossil fuel sources

Opinion

What we learned from conversations with power and renewables investors in 2024

24 October 2024

Insights from recent discussions with over two dozen investors about policy risks, data centers, load growth, and investment opportunities in the power and renewables segment

Opinion

US residential solar market turmoil reached new heights this year

28 October 2024

The financing landscape continues to evolve through the tumult

Opinion

PPAs: transforming miners’ decarbonisation strategies

11 November 2024

Securing power purchase agreements (PPAs) has become the latest trend among mining companies looking to hit emission reduction targets.

Opinion

Big in Japan? The impact of Typhoon Shanshan on oil

01 November 2024

The threat from tropical cyclones makes real-time intelligence essential to anticipating Japanese oil markets.

Opinion

Fully loaded: the potential impact of large demand centres on US short-term power markets

05 November 2024

How surging AI, manufacturing and crypto demands could impact US power markets

Opinion

How to make upstream licensing work

19 November 2024

Despite tight budgets, new upstream investment across Asia-Pacific has never been more competitive as explorers refocus on acreage reload to reinvigorate portfolios.

Opinion

How will the new US Republican government reshape the global electric vehicle supply chain?

12 November 2024

A new Republican administration signals sweeping policy changes, from emissions standards and EV subsidies to battery tariffs and import rules. How could these shifts disrupt commodity supply chains, alter EV adoption rates and redefine opportunities for automakers and battery producers worldwide?

Opinion

Navigating uncertainty in the solar industry: maximising IRA benefits

12 November 2024

How can the solar industry navigate IRA uncertainties to maximise growth opportunities?

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Search results: 5340

Could an expansion of Western sanctions derail Yamal LNG?

Extreme weather and fast LNG dominate US natural gas news

Transforming energy: 5 key questions ahead of Gastech 2024

Japan’s LNG decarbonisation challenge

Sunny skies ahead: the solar market and supply chain in 2024 and beyond

Will gas fuel Asia’s data centre boom?

Global economy: shaking off shocks

Offshore costs: why planning and relationships are key

Infographic | How the steel industry is reducing its carbon footprint

Trump’s tariff plan: implications for the future of global liquids trade

ADNOC doubles net hydrogen production through stake in ExxonMobil’s Baytown project

Power and renewables mergers and acquisitions: key commercial due diligence considerations

Splitting at the source: trade-offs between lithium brine and hard rock extraction

EU Methane Emissions Regulation Study: analysis of market impacts

Digital load, clean grid: How data centres can catalyse grid decarbonisation in the UAE

BESS valuation: revenue and risk outlook for Germany

Infographic | The future of the copper market

Growing pains: how are corporate power and renewables strategies adapting to energy transition challenges?

Four key takeaways from LME 2024

Preparing for ADIPEC 2024: 3 crucial questions answered

Harris v Trump: A fork in the road for US energy

The global competitiveness of renewable LCOE (Levelised Cost of Electricity) is on the rise

What we learned from conversations with power and renewables investors in 2024

US residential solar market turmoil reached new heights this year

PPAs: transforming miners’ decarbonisation strategies

Big in Japan? The impact of Typhoon Shanshan on oil

Fully loaded: the potential impact of large demand centres on US short-term power markets

How to make upstream licensing work

How will the new US Republican government reshape the global electric vehicle supply chain?

Navigating uncertainty in the solar industry: maximising IRA benefits

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