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Explore the themes shaping the energy transition with our monthly thought leadership.
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Data and energy insight from our thought leaders, Jason Liu and Simon Flowers, Connected the book.
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Explore the future growth potential for carbon capture, utilisation and storage.
Explore the growth trajectory for EVs and spot any possible bumps in the road.
A look at the global economic impacts of new US trade measures.
Could Venezuelan production and refining capacity return to relevance?
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The Russia-Ukraine conflict is a major disruptor for geopolitics, the global economy and commodity markets.
With the cost of green hydrogen set to plummet, demand will soar – but policy support and investment of at least US$600 billion is required.
Our Russia-Ukraine briefings explore what the war means for the global economy and natural resources sectors. This week, our focus is on oil exports and Russia’s economy.
North American gas prices were quiet for more than a decade. Now changing market conditions are creating increased volatility
China will account for almost half of new wind capacity over the next decade – but wind remains a global growth story, with the US and Germany leading the rest of the pack
Our Upstream supply chain review looks back on key themes that shaped the industry in 2025. Our Upstream supply chain review looks back on key themes that shaped the industry in 2025. The offshore markets demonstrated resilience in 2025 despite softer demand. Disciplined supply management and cooling cost inflation enabled margin expansion for leading contractors, while operators maintained…
In our first edition of China economic focus in 2026, we discuss the outlook for the Chinese economy. We forecast China’s GDP growth to slow to 4.5% in 2026 from 5% in 2025 as export and manufacturing investment come under pressure. Consumption growth, digital infrastructure and technological autonomy will be China’s policy priorities in 2026. New property stimulus is likely if China’s growth…
Our Russia/Ukraine weekly briefing explores what the conflict means for the global economy and natural resources sectors. This week, we focus on Russia’s mined commodity exports
Can alternative fuels set the global maritime trade on a course for net zero?
Net zero ambitions call for an eightfold increase in the CCUS project pipeline by 2050.
The results of the 22 edition of our annual Future of Exploration survey are in.
Steel emissions will drop 30% by 2050 – but more transformative change is needed to keep pace with an accelerated energy transition.
Manufacturing capacity plans, the US anti-circumvention investigation and the ripple effect from Russia’s war with Ukraine are all shaping the global solar outlook.
Metals, from copper and lithium to steel, hold a central role in the energy transition. The West must act now to invest in reliable, scalable and ESG compliant sources of these key commodities so vital to delivering a low-carbon future.
Our new native architecture, which incorporates the Databricks Lakehouse Platform, provides a unified view of all our data for analytical and machine learning workloads and allows our teams to manage data effectively and efficiently at any scale.
A focus on carbon emissions is driving a new dynamic for the energy-intensive smelting industry.
Financial institutions will redirect capital towards companies with robust and credible plans to reduce emissions. Oil and gas will be under increasing pressure to cover all scopes of emissions.
Do you know your green hydrogen from your blue, grey, black, brown, yellow, turquoise, white and pink, and where they sit on the carbon emissions spectrum?
Lithium, cobalt, graphite and rare earths are crucial building blocks of a decarbonised world. Can markets ramp up production while meeting ESG requirements?
NOCs hold two thirds of global remaining resources – how is their attitude to exploration changing with the energy transition?
Miners’ collective balance sheets have never been stronger, but with surpluses rising and deficits falling the outlook is changing. With margin contraction a growing issue have the miners missed the opportunity to lock in future growth and returns?
The innovation that unlocks a lower-carbon future, from EVs to solar cells and the future of nuclear.
Developers have struggled to scale the production of solid-state batteries – emerging semi-solid tech could offer an alternative.
The propylene industry is heading for a downturn. Which regions will fare best through the downturn and beyond, and which assets may be at risk of closure?
The upstream wind supply chain feels the tightest squeeze from rising costs and aggressive power pricing tenders.
Swelling component sizes, soaring demand and the required re-investment make change in the offshore wind tower market not only merely required, but inevitable.
Until recently, Asia was the premium market for LNG. But dynamics have changed dramatically, and Asia has become the new swing market.
What competitive advantages do oil and gas companies have to reduce global emissions as part of the energy transition?
COP27 in Egypt focused on short-term decarbonisation goals and dialogue between developed and developing nations.
What is driving the huge deepwater growth, and what are the challenges for the sector?
Companies along the value chain must be proactive in response to the prospect of a carbon offset crude market.
The energy crisis will give rise to new opportunities for Majors, Independents and NOCs in 2023 – but operators will also face numerous headwinds and an uncertain outlook.
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