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Could Venezuelan production and refining capacity return to relevance?
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Profit margins tightened in the onshore wind markets in 2022, will this trend continue in 2023? What other forces will shape the year ahead?
What are the themes and trends set to have the biggest impact on global oil demand, supply and refining in 2023?
A tangle of long-term ambitions will drive upstream regulators and investors toward the big fiscal themes to look for in 2023, from windfall taxes to renewed interest in gas policy terms.
Margins cool for metals and mining in 2023. How will companies respond? And how does the picture vary across commodities?
Will EV sales accelerate in 2023? Can the supply chain keep up? And how will the industry navigate decarbonisation targets?
On this special episode of the Horizons podcast our host Dr Liz Dennett is joined by Carolyn Comer, President at Shell Energy Americas and Simon Flowers, Chief Analyst at Wood Mackenzie.
Gas price caps across Australia’s east coast spook producers and LNG buyers.
The winds of opportunity are blowing for Chinese onshore and offshore companies.
Recycled material is key to a more circular plastics economy – but where local supply struggles to match demand brands may need to weigh up the import option.
Is nuclear key to net zero in Asia?
The sodium-ion battery market looks set to reach GWh-scale production levels this year.
In 2022 our global analysts created an outstanding body of research, exploring everything from progress on the path to net zero to the impact of Russia's war with Ukraine.
Key trends from our latest Grid Edge Quarterly Briefing
How SmarTrack™ machine learning improves solar energy gains
Difficult times for the upstream wind supply chain as a multitude of issues deteriorate profit margins.
Tesla is working on an affordable electric car which could transform the market
The IRA’s clean electricity tax credits will likely be extended well beyond 2032 – representing trillions of dollars for new renewables and storage projects.
Building out renewables is central to Japan's decarbonisation goals.
Proposals to expedite infrastructure projects are back on the agenda. They could help ease strains created by the rapid growth in renewables.
Annual matching requirements for new IRA tax credits could kick-start economically competitive green hydrogen production.
Balancing climate goals with demands for cheap energy is not easy. The administration is under attack for favoring increased US oil supply
After decades with Houston at the heart of the US Gulf Coast crude value chain, shifting legislation and trade flows have brought about change.
Market consolidation slows as competition intensifies for US solar installers and equipment suppliers.
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
Shell Energy discusses that while the goal is to move towards a more sustainable energy mix, gas will continue to play an important role in our energy transition.
Investment in US grid modernization is accelerating – but is it going in the right direction?
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