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One big, seismic shift in US energy policy
This insight explores the implications of the OBBBA and how it changes the energy landscape across key sectors, including power and renewables, eme...
Rio Tinto: 5 priorities for the incoming CEO
Rio Tinto's CEO steps down in H2 2025. His successor inherits strong fundamentals but a 40% discount to NAV versus peers. Five strategic priorities...
China economic focus June 2025: is the 5% growth target within reach?
China's economy performed robustly in the first five months of 2025, driven by fiscal stimulus programs that boosted consumption and unexpected str...
Will industrial policy rescue European chemicals production?
Can EU legislation support regional chemicals production and halt the current wave of asset closures? In polyolefins, from 2024 to 2035, we estimat...
Block 1
PETRONAS operates the Block 1 offshore PSC in the Turkmen sector of the Caspian Sea. The contract includes five oil and gas-condensate fields. Bloc...
From Ban to Quotas? Impacts and outlook of DRC cobalt export scrutiny
The DRC banned cobalt exports for four months on 22 Feb 2025. The DRC supplies over 70% of the global cobalt. This incident highlights a concentrat...
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