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Strategy Update: Repsol's Capital Markets Day 2026
Repsol's updated strategy prioritizes distribution and cash flow growth, supported by lower capital intensity. Management promoted the upside in Up...
Australia’s energy strategy pivot
This insight evaluates the strategic pivot for Australia’s energy sector needed across zero-carbon power, the AI demand surge, and intensifying reg...
Power On: Highlights from the Europe Power & Renewables sector (March 2026)
Power On is a bi-monthly summary of the latest market developments and insights across the Power and Renewables (P&R) sector. This edition focuses ...
Middle East conflict: implications for European power markets
Europe’s power markets will remain volatile for as long as the gas supply disruption persists. The loss of LNG flows through the Strait of Hormuz t...
Mexico’s Capacity Market Settlement 2025: A tale of a rainy season
The 2025 capacity market annual settlement closed at a 1.3749x multiplier—a 31% decline from the 2024 market cap of 2.0x and the first downward mov...
Mexico gas, power and renewables investment horizon outlook: 2025 clean energy headwinds
This clean energy headwinds outlook offers an alternative perspective on the future expansion of renewable energy generation within Mexico’s energy...
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