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Explore the themes shaping the energy transition with our monthly thought leadership.
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A look at the outcome of the groundbreaking AO5 Sud de la Bretagne Tender, including the criteria that impacted the decision-making process and the implications for future tenders
Our latest outlook sees China and India’s forecast upgraded, US services extend its boom, sticky inflation tempering rate cut expectations and a delayed pivot to investment and industry.
How will rising demand and shifting supply dynamics shape the future of the global copper market?
We look at the short-to mid-term drivers of this rapidly growing market and report on why it is crucial to the decarbonisation agenda
The US solar industry is off to a strong start in the first quarter
Attachment rates are booming for residential installations, but the non-residential segment has been slower to adopt batteries
Data centres are adding to loads in Texas while coal retirements are hitting capacity in Missouri
Shell has acquired Singaporean Pavilion Energy from Temasek. Here's how it will impact Singapore's market structure and LNG bunkering services.
Four key takeaways from a public sector perspective
The nuanced requirements and risk assessments that make BESS an attractive yet complex asset class for investors
In 2023, China achieved record solar export volume growth across all subcomponents, driving manufacturing expansion in emerging markets
We share how the country’s upstream operators can leverage sustainability principles by seeking “advantaged resources” within their portfolio
On 10 June, it was confirmed that BP, Mitsui &Co, Shell and TotalEnergies will take a 10% stake in Ruwais LNG. ADNOC will retain a 60% stake and serve as the lead developer and the operator.
Our 2024 global power market outlooks take a deep dive into how regions are coping with higher expectations for power demand ahead
Key insights for investors and financial institutions
Despite record-breaking levels of renewables investment over the coming years, achieving decarbonisation targets remains a challenge across Europe. Power prices will be supported by growing flexibility, but competition in some markets will be strong and diversification of revenue stacks will be critical to success
A look at the key themes from the conference, including sustainable aviation fuels, investment economics, and routes to carbon reduction
Public chargers are gaining market share, but with Tesla pulling the plug, the impact has sent shockwaves throughout the industry.
Asian and Middle Eastern national oil companies have doubled down on their investment and resource base in Sub-Saharan Africa. What are their drivers?
The carbon offset market holds potential for participants across carbon management strategies and as investments, but how are market dynamics evolving?
With the growth outlook for onshore and offshore wind looking healthy, Chinese wind turbine OEMs are hungry for global expansion
What is the real impact of curtailing production from Norway on the broader European energy landscape?
Diving into the reasons for lower-than-expected yield, the possible impact on LCOH and the response from Chinese electrolyser OEMs.
UN legislation with firm language and clear, legally binding targets can reduce plastics pollution worldwide
Diversified miners are in a robust financial position following the 2015 commodity price crash, despite volatile dividend payouts.
Plastics have enjoyed popularity across multiple sectors for decades, but times are changing. As environmental and economic pressures mount, will demand hold up?
As chemical producers face increasing pressure to decarbonise, technology investment could see plastic demand loss supported through elimination, substitution, and reuse/refill mechanisms.
Project operations set to continue under veil of secrecy.
The implications of the EU's ban on the transshipment of Russian LNG and what could come next
A summary of news of what’s been happening in the US market
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