Investing in the energy transition

• 21 4月 2021

What do major investors need to know to capitalise on the opportunity offered by the energy transition over coming decades?

Is the price rally in energy and metals sustainable?

• 14 5月 2021

Green shoots of economic recovery are bursting through. Energy, metals and mining commodity markets have sensed it for months – witness the soaring prices of oil, LNG, iron ore, copper and many other metals. Is this a post-pandemic economic bounce or the start of a new supercycle?

Which technologies will drive the energy transition?

• 10 5月 2021

The energy transition is a transformational force, with technology at its heart. What are the technologies that are driving change? Which innovations are on track to help unlock the world’s lower-carbon future? And where do we need to pick up the pace?

Major growth ahead for US commercial solar

• 17 5月 2021

2021 will be an interesting year for US commercial solar. In our latest outlook, annual capacity additions are expected to grow 25% – an impressive return to growth for a market that has declined for three years in a row. But it’s not all plain sailing.

What different scenarios tell us about the future of oil and gas

• 21 5月 2021

What does a net-zero pathway mean for the oil and gas industry? As capital markets and an ever-widening stakeholder community demand clarity and action on decarbonisation, more of our customers are talking to us about how they should incorporate such scenarios into their planning.

The US energy transition rides on the electric F-150

• 21 5月 2021

Ford has launched the electric version of its best-selling F-150 truck. Its success or failure will have a big impact on the electrification of transport in the US, and on climate policy.

Southeast Asia’s steel surge: how will the region manage overcapacity?

• 11 5月 2021

Southeast Asia continues to see ambitious expansion in steel capacity. But with lacklustre utilisation levels, will protectionist government policies be enough to address overcapacity?

Mining risk: will fortune favour the brave?

• 04 5月 2021

The mining industry seems to be reticent about investing sufficient capital to develop future supply at the pace and scale demanded by the energy transition. Is time for a re-evaluation of risk and risk mitigation strategies?

India in crisis

• 06 5月 2021

Given the scale of the crisis facing India and the potential for a further nationwide lockdown, I turned to our experts to hear how they are assessing the impact across the economy and energy sectors.

Can carbon capture help Big Oil reach its net zero targets?

• 04 5月 2021

Carbon capture, utilisation and storage (CCUS) could be a critical step on the Majors’ decarbonisation journey. What role could this technology play, and can it scale at the pace required to support Paris Agreement targets?

How will reuse models change the plastic packaging industry?

• 10 6月 2021

The ‘war on plastics’ is changing the packaging industry. But while much of the debate focuses on recycling, reuse still plays a marginal role in most packaging markets. Is that about to change? And what would that mean for polymer demand?

The US government speeds up drilling permit approvals

• 04 6月 2021

The Biden administration this week issued an order suspending further work on oil leases in the Arctic National Wildlife Refuge in Alaska, pending a new environmental review. The order follows through on a commitment that President Joe Biden made on his first day in office. Drilling in ANWR has always been highly controversial, and the lease sale in January attracted only limited interest.

Asia’s developing economies need more gas investment, not less

• 27 5月 2021

It is increasingly clear across Asia that governments, lenders, and both gas suppliers and consumers must prioritise the management of carbon emissions across the gas value chain.

What is COP26 and how is it vital to the energy transition?

• 26 5月 2021

This year, the UK will host COP26. Countries around the world are aware of their responsibilities to tackle climate change, and many have set targets to cut greenhouse gas emissions.

COP26

• 26 5月 2021

We've reached a pivotal point in our global battle against climate change. In November 2021, countries from around the world united in Glasgow to debate, review and set new targets to reduce greenhouse gases.

The future of offshore wind: size matters  

• 01 6月 2021

Ambitions for offshore wind are ramping up. Everything, it seems, is scaling up – including the turbines.  

How will Europe’s Green Deal shape renewable energy project finance?

• 25 5月 2021

A huge push is needed to stay on track with ambitious EU net-zero targets. But at the same time, the coronavirus pandemic has stoked fears that green ambitions may be diluted as Europe looks to weather the economic turmoil. This has made the clean energy space both exciting and volatile. So, what does that mean for project finance?

Copper prices: fundamentally justified or fundamentally flawed?

• 01 6月 2021

Copper prices have reached record highs. But is it possible that there's still a way to go to spur the investment required to meet demand? Should conventional incentive price analysis be challenged?

The future of energy storage

• 18 11月 2021

The vast majority of carbon emissions from Asia Pacific are now covered by net zero targets. Wind and solar generation will be critical to achieving this but must be combined with energy storage.

Why COP26 was a success, albeit a qualified one

• 16 11月 2021

We estimate that if all pledges made at COP26 are actioned, the world could reach a 2 °C pathway, although we would still fall short of 1.5 °C.

The Energy Gang podcast: innovation, agreements and earthshots

• 22 11月 2021

Ed Crooks joins Melissa Lott and Amy Myers-Jaffe to ask COP26: success or failure? The gang also looks at innovation in CCS, nuclear and hydrogen.

US Infrastructure bill bets on breakthrough technologies

• 12 11月 2021

The US Congress has been debating two bills with big implications for energy. The first, the Infrastructure Investment and Jobs Act, has finally been passed by both House and Senate, and will be signed into law by President Biden.

Sunny side up: our European solar PV market outlook 2021

• 19 11月 2021

Solar power becoming more competitive, falling costs and green hydrogen policy developments could all incentivise more solar PV deployment.

Will carbon costs destroy the added value from refinery-petrochemical integration?​

• 10 11月 2021

Earlier this year, we published a case study exploring S-Oil’s decision to add steam cracking capacity to its Onsan refinery. In this update, we have used REM-Chemicals and PetroPlan to scrutinise the possible impact of carbon costs.

Noble Steel Alloys Product Suite

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Survival of the fittest refineries: what are the metrics that matter?

• 22 11月 2021

With peak oil demand on the horizon, diversifying the product mix will be crucial for refiners. Cutting emissions intensity could also give refinery sites a crucial competitive edge.

How ports can navigate the energy transition

• 15 11月 2021

Energy and commodity markets are transforming, and so is the role of ports. What are the key questions for port operators and investors as global economies push for net zero?

Can the supply chain cope with Norway’s upstream investment surge?

• 08 11月 2021

Offshore investment activity is ramping up in Norway, and its upstream supply chain faces distinct pinch points.

Offshore wind valuations: a closer look at performing sensitivity analysis

• 10 11月 2021

Using Lens Power Valuations, we flex assumptions and perform sensitivity analysis for offshore wind assets in seconds.

Will platform electrification decarbonise the North Sea?

• 09 11月 2021

The UK's North Sea Transition Deal has focused attention on platform electrification. Can the UK replicate Norway's past success and emissions savings?