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The Edge
Cutting dependence on China’s renewables supply chain
- 01 June 2023
The US takes a lead by incentivising equipment manufacturers.
The Edge
How commercial is low-carbon hydrogen?
- 23 March 2023
Flor De la Cruz, principal analyst, and Bridget van Dorsten, senior research analyst, are quizzed by Simon Flowers about the outlook for low-carbon hydrogen supply in Europe.
The Edge
Five themes for energy and natural resources in 2023
- 11 January 2023
What else lies ahead in 2023? Simon Flowers discusses five themes that will shape the world of energy and natural resources – the opportunities, the challenges and the associated risks in the coming year.
The Edge
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?
The Edge
COP27 – five key takeaways
- 24 November 2022
Simon Flowers examines five key takeaways from COP27 and what they mean for the energy transition agenda.
530 related products from the Store that match
- Insight
  One big, seismic shift in US energy policy
  - 10 July 2025
  This insight explores the implications of the OBBBA and how it changes the energy landscape across key sectors, including power and renewables, emerging technologies, upstream and commodities. The policy prescriptions of the OBBBA – and their implications across the global energy sector – increase the likelihood of our delayed energy transition scenario (DETS).
- Market Report
  US data center pipeline: Q2 2025
  - 02 July 2025
  This report covers the pipeline of US data center projects with planning, permitting, construction, or commissioning activity between January, 2023 and April, 2025. Wood Mackenzie's pipeline reached 125 GW by the end of Q1 2025, ranging from individual data center buildings to multi-gigawatt campuses. Power demand, cost, co-located generation, and cooling technology are explored, broken out by…
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The Edge
Offshore wind’s value proposition
- 20 October 2022
Big Oil’s future dividend machine?
The Edge
The mounting challenges facing Europe’s power market
- 22 July 2022
Power prices have soared across Europe. The power market itself faces multiple other challenges to keep the lights on this coming winter. What are the short-term options for governments, regulators and the industry to ease the price pressure on consumers?
The Edge
How the world gets to a 1.5 °C pathway
- 03 March 2022
Is a 1.5 °C pathway feasible, does the conflict in Ukraine change anything and will higher prices affect the progress of the energy transition? Does energy security now trump decarbonisation?
The Edge
Big themes in 2022 for energy and natural resources
- 14 December 2021
What will shape the world of energy and natural resources in 2022? Simon Flowers picks five key themes, from the energy crisis to the metals supercycle, transition cost challenges, higher investment and the chances of US$100/bbl oil.
The Edge
The Majors’ accelerating tilt to new energy
- 02 December 2021
Big Oil is determined to show it’s part of the solution for climate change. How much has investment in new energy ramped up, where do CCS and hydrogen fit in, and when will spend on low carbon catch up with oil and gas?
The Edge
A COP26 wish list
- 04 November 2021
COP26 has a week to put the world on a 2 °C or lower pathway. Simon Flowers highlights four must-haves that can make a Glasgow Agreement a gamechanger in tackling climate change.
The Edge
Why COP26 has to succeed
- 28 October 2021
What happens if COP26 doesn’t put the world on a 2 °C or lower pathway? Our latest Energy Transition Outlook explores what happens if COP26 fails to lay down the law on collective goals and actions to tackle climate change.
The Edge
Future energy – geothermal power
- 16 September 2021
Geothermal sits with hydrogen and CCS as a future energy play. Could EGS and AGS geothermal systems support our AET-1.5 and AET-2 projected electricity demand?
The Edge
The prize for China from decarbonisation
- 23 April 2021
China’s net-zero ambitions are a significant boost to global efforts to tackle climate change. Will the push to decarbonise transform China's economy? What does it mean for its energy markets and the supply chains? And is China well placed to capitalise on low-carbon technologies?
The Edge
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 Edge
Hydrogen’s critical role in the energy transition
- 05 February 2021
Green hydrogen is front of mind for investors looking for solutions to cut emissions from hard-to-abate sectors. Is policy going in the right direction? When could green hydrogen become competitive? And what are the risks to realising its potential?
The Edge
Future energy – electric vehicles
- 22 January 2021
Electric vehicles sales jumped in 2020, against the trend for global light vehicle sales, which fell. Is the expected progressive shift away from ICE vehicles to EVs accelerating?
The Edge
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?
The Edge
A Biden administration: implications for the energy industry
- 09 November 2020
The energy sector faces a very different future under President-elect Biden. What are the implications for the oil market? How will key US geopolitical relationships change? And can a Biden administration push through its climate change goals?
The Edge
Future energy – offshore wind
- 26 June 2020
A growing list of zero carbon technologies are vying for capital as energy companies build for the energy transition. In this week's Edge, Simon Flowers looks at why offshore wind stands out from the pack.
The Edge
Big oil, new energy and the stock market
- 19 June 2020
Big Oil is on the move, feeling its way into a changing energy world. There are two sides to adapting: how to decarbonise oil and gas and how to build a sustainable business around zero-carbon technology. European and US Majors are following two very different paths.
The Edge
Future energy – carbon capture and storage
- 03 March 2020
Carbon capture and storage (CCS) is central to decarbonisation strategies. How does it work? What are the hurdles to commerciality? How much capacity do we need? Find out more in this week's Edge.
The Edge
What the energy world looks like in 2030
- 28 January 2020
This decade promises unprecedented change in the way we produce and consume energy. Find out how that will take shape in this week's Edge.
The Edge
Kicking the hydrocarbon habit – Part II
- 10 December 2019
Carbon emissions and global temperatures will continue to rise and the world is in danger of falling well short of the 2 °C path set out in the Paris Agreement. That’s the July conclusion of our base case outlook for global energy supply through 2040. We’ve now flexed the base case to look at what might be possible in an accelerated energy transition scenario.
The Edge
The automotive sector – twists on the road to transition
- 02 April 2019
The future of light vehicles is electric; in time, perhaps autonomous. But the disruption won’t be quick, and the rise of the EV won’t be linear. Get our analysis here.
The Edge
Electric Vehicles – transportation disruptor, part 2
- 31 July 2018
We explored how the market for EVs might develop in Part 1. This week Ed Rawle, Head of Oils Research, chats about the implications for global oil demand.
The Edge
Electric vehicles – transportation disruptor, part 1
- 24 July 2018
There will be just 5 million EVs on the road by the end of 2018, minuscule penetration into a global car stock of 1.2 billion cars. But with faster acceleration, longer life, fewer moving parts and less maintenance, and no tail pipe emissions EVs are going to be big – really big.
The Edge
A world first: shipping carbon exports for storage
- 26 June 2025
A global CCUS milestone: Northern Lights begins shipping carbon for permanent storage, setting the stage for a new era of cross-border climate solutions.
The Edge
Powering China’s data centres
- 25 July 2025
As AI accelerates global data centre demand, is China’s power system outpacing the US in readiness, cost and scale?
The Edge
Will Chinese BEVs be a gamechanger in Europe and the US?
- 11 September 2025
Can China’s electric vehicles spark a BEV revolution in Europe and the US?

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Search results: 1959

Cutting dependence on China’s renewables supply chain

How commercial is low-carbon hydrogen?

Five themes for energy and natural resources in 2023

How Europe’s energy crisis changes the LNG market

COP27 – five key takeaways

530 related products from the Store that match

One big, seismic shift in US energy policy

US data center pipeline: Q2 2025

Offshore wind’s value proposition

The mounting challenges facing Europe’s power market

How the world gets to a 1.5 °C pathway

Big themes in 2022 for energy and natural resources

The Majors’ accelerating tilt to new energy

A COP26 wish list

Why COP26 has to succeed

Future energy – geothermal power

The prize for China from decarbonisation

Getting serious about tackling global warming

Hydrogen’s critical role in the energy transition

Future energy – electric vehicles

The Euro Majors’ big bet on new energy

A Biden administration: implications for the energy industry

Future energy – offshore wind

Big oil, new energy and the stock market

Future energy – carbon capture and storage

What the energy world looks like in 2030

Kicking the hydrocarbon habit – Part II

The automotive sector – twists on the road to transition

Electric Vehicles – transportation disruptor, part 2

Electric vehicles – transportation disruptor, part 1

A world first: shipping carbon exports for storage

Powering China’s data centres

Will Chinese BEVs be a gamechanger in Europe and the US?

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