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In this two-part series, we explore companies' scope 3 strategies. Part 1 covers the categories, targets, challenges, and approaches.
Providing a balance of perspectives as the energy transition gathers pace
China's new measures on gallium and germanium could be significant for many other critical metals – and also for the energy transition.
We anticipate prices will fall further post 2025. But there are many risks that could drive the market into a stronger for longer outlook.
Different approaches such as production curbs, capacity swaps, supply-side structural reforms, etc are critically assessed.
Increased domestic coal prices off the back of falling seaborne prices will lift import demand further
Is the summer 2022 regional basis dislocation primed to repeat?
Great growth potential with challenges on energy transition and industrialisation.
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