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Explore the themes shaping the energy transition with our monthly thought leadership.
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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 year ahead looks set to be shaped by changing dynamics as hotspots of climate action shift and devolve.
Gulf of America (US Gulf of Mexico) deepwater production will set a record at almost 2.5 million boe/d in 2026, but this peak may prove fleeting.
Capital discipline will be front of mind as North Sea companies plan for a period of lower oil and gas prices.
Latin America's upstream sector enters 2026 with strong project portfolios and continued expansion from leading producers, while navigating regulatory changes and seeking new investment opportunities.
Our global and regional experts share their view of the key themes shaping the power and renewables landscape in the year ahead.
This clean energy headwinds outlook offers an alternative perspective on the future expansion of renewable energy generation within Mexico’s energy mix. While the 10-year investment horizon outlook represents our most informed judgment of the probable future, this case introduces a scenario in which growth in clean energy generation falls short despite revamped regulations and renewed government…
This update to our long-term ancillary markets projects volume and pricing outlooks for frequency containment (FCR) and restoration (aFRR) services in Germany, France and Spain (October-2025 publication), Belgium and The Netherlands (February-2026 publication).
Our experts' predictions for the year ahead
Europe enters 2026 at a pivotal moment in its energy transition.
Downstream oil and gas companies face mounting pressure to reposition amid declining product demand, strong petrochemical growth, and a difficult-to-plan-around transition
What is the oil market risk and will Big Oil want to invest in Venezuelan upstream opportunities?
The wind industry is on track for a record-breaking 2025, with global wind capacity additions expected to reach 170 GW for the year. Can the wind industry maintain its momentum?
In this partnered report with CohnReznick, we discuss how trade policy, tariffs and regulatory changes are reshaping renewable project economics - and why the energy transition continues despite unprecedented headwinds.
Installations reached the total capacity of nearly 270 GW/630 GWh by the end of 2025
Will data centre-driven power demand keep nuclear in the spotlight in 2026? Read our analysis of how regulatory and permitting reform and new project FIDs could put momentum behind a nuclear renaissance.
Equity deals, strategic ventures and gas transactions to the fore amid oil price headwinds. Read our full set of predictions for global upstream mergers and acquisitions for the year ahead.
After a challenging year for global solar markets, is the year ahead looking brighter?
Exploring supply chain themes across all major clean technologies, including solar, wind, battery, green hydrogen, nuclear and grid infrastructure.
In this annual series our global experts draw on unique insight from Lens Gas & LNG to highlight the key themes we'll be watching closely – and offers our predictions of how they’ll play out.
A new wave of LNG supply growth is reshaping global gas markets, yet prices remain elevated enough to constrain demand in parts of Asia. As the market shifts from tightness toward greater abundance in 2026, five defining themes will determine how Asian LNG dynamics evolve.
Regional dynamics demonstrate energy storage markets reaching maturity. Explore this evolution and our analysis of the key global themes to watch in the year ahead.
Our pick of the themes that will shape exploration for both oil & gas and geothermal resources – plus a spotlight on 23 wells to watch in the year ahead.
Our Wells to watch class of 2026 demonstrates that frontier exploration for advantaged resources remains a driving force for the industry.
What are the key themes that will shape exploration for, and development of, oil & gas in 2026 and will next generation technologies prove viable?
The downstream shuffle.
Cumulative freeze-offs projected to exceed 120 bcf, ranking among the most impactful winter events in recent memory.
Looking past the volatility and noise to understand what lies ahead for carbon management in 2026 and beyond
Empowering developers with comprehensive strategic insights. Our data-driven approach simplifies and streamlines complex processes across the renewable energy landscape.
Optimize utilities with power & renewables insights. Explore trends, investments & sustainability for a greener renewable energy landscape.
Access comprehensive data and expert insights to inform your investment decisions in an increasingly complex market.
Rising demand and market swings pose big challenges - but even bigger rewards for those who adapt fast. Will you?
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