How Europe’s energy crisis changes the LNG market

• 02 December 2022

On this week's Edge, Simon Flowers examines how Europe is placed for this winter and beyond. When will we see the market rebalance and what is the outlook for LNG demand, supply and price globally over the next decade?

COP27 – five key takeaways

• 24 November 2022

Simon Flowers examines five key takeaways from COP27 and what they mean for the energy transition agenda.

A power-up for US renewables

• 10 December 2021

Passage of the Build Back Better Act is by no means certain, but if it passes, it could have a dramatic effect on the US solar industry, supercharging its growth.

US Infrastructure bill bets on breakthrough technologies

• 12 November 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.

Trade becomes a new tactic for curbing emissions

• 05 November 2021

On the eve of the COP26 climate talks, the US and EU announced a plan to draw up the first ever trade agreement based on carbon emissions. Under the proposed deal, steel and aluminium from high-emitting producers would be penalised in US and EU markets, while metal produced with low emissions would be favoured, subject to other conditions.

Nord Stream 2 nears the finish line

• 24 June 2021

The gas pipeline from Russia to Germany has been acknowledged as a “fait accompli” by the US. The European market will still need more LNG

Investors exert their influence over the energy transition

• 11 June 2021

Oil and gas companies have been coming under mounting pressure from large shareholders to address climate risks, and that pressure has stepped up sharply this year. The world’s six largest investors by assets under management have signed up to the Net Zero Asset Managers initiative, committing them to supporting the goal of global net zero greenhouse gas emissions by 2050 or sooner. In total the signatories to the initiative have $37 trillion under management.

The US government speeds up drilling permit approvals

• 04 June 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.

Pressures from investors and governments change the shape of the US tight oil industry

• 09 April 2021

Pioneer’s US$6.4 billion deal for DoublePoint shows how demands for higher returns and lower emissions are driving consolidation among US E&Ps.

The Texas energy crisis: its causes and consequences

• 19 February 2021

Freezing conditions in the southern US led to blackouts and a slump in gas production. What can we learn from the crisis?

Carbon emissions: a new challenge for US LNG

• 05 February 2021

President Joe Biden adds to the pressure on US gas exporters to consider climate impacts

Buoyant LNG market a sign of the coming recovery

• 11 December 2020

A strong rise in prices in Asia and record US exports show how demand for LNG is bouncing back. Other markets are set to follow

The politics of fracking

• 16 October 2020

Joe Biden is clear that he would not try to ban hydraulic fracturing. But a row over it highlights the challenge facing his energy strategy

The indispensable OPEC+

• 05 June 2020

Reports of “the death of OPEC” have proved greatly exaggerated, as the cartel and its allies have shown their continuing relevance this year

Offshore wind’s value proposition

• 20 October 2022

Big Oil’s future dividend machine?

Getting serious about tackling global warming

• 09 April 2021

COP26 is where concerted global action on reducing carbon emissions should kick off. The EU is in the vanguard, with plans to reduce emissions by 55% by 2030. Is the EU's ambition achievable? And could it provide a template that others follow?

The Euro Majors’ big bet on new energy

• 04 December 2020

The Euro Majors are building new energy businesses as a key part of net carbon-neutral targets for 2050. How and when will they be able to demonstrate value from renewables investments?

AI boom could mean new future for coal power

• 24 October 2025

The AI revolution is changing the US power landscape

US DOE raises the spectre of severe power outages

• 21 July 2025

New national policies are needed to expand power investment.

Renewables in the US face a future without tax credits

• 09 June 2025

Former allies Elon Musk and President Trump face off over controversial tax legislation, threatening the future of clean energy initiatives and electric vehicle adoption in the US

Tariff shockwaves shake the energy industry

• 08 April 2025

Steep new US tariffs and global retaliation send shockwaves through energy markets - discover what it means for prices, demand and industry investment.

The Trump administration's AI strategy points to strong growth in US power

• 25 November 2024

AI needs data centres, which need power. If AI is a national security priority, then so is electricity. That principle will shape the Trump administration’s policies. Gas-fired plants will be favored, but low-carbon energy could benefit, too.

Biden and Xi build bridges on energy

• 20 November 2023

After years of deteriorating relations, the US and China have opened new paths for communication and cooperation on energy and climate.

US energy policy faces political risk

• 06 October 2023

Kevin McCarthy’s dismissal as Speaker of the House of Representatives could presage instability in US energy policy.

The coming US low-carbon energy boom

• 27 January 2023

The extensive tax credits and other subsidies for low-carbon energy included in the Inflation Reduction Act have been widely seen as propelling the US into first place as a location for investment in those technologies.

Renewable Technologies

Our product suite gives you the deep insight and analytics you need to anticipate shifts in solar, wind and energy storage supply chains.

Hydrogen: the opportunity for investors

• 22 January 2024

The energy transition offers huge opportunities but also presents more wide-ranging risks than ever

The new grid defection: breaking down the large load co-location fight at FERC

• 10 March 2025

Co-location creates a wedge between power producers and utilities, with enormous implications for grid security and cost allocation

In the modern era of US energy dominance, can domestic manufacturing for solar and BESS play a role?

• 18 July 2025

The intersection of energy independence, job creation and renewable growth presents an enormous manufacturing opportunity for investors and financial companies

European corporate P&R: spending slowdown

• 13 August 2025

Exploring the investment outlook for Europe’s leading power and renewables companies