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Perspectives - Metals and Mining - November 2024
The change in US government is threatening to make geopolitics the unavoidable issue of 2025, with the spectre of a trade war hanging over the glob...
North America power markets short-term outlook: Rising demand and natural gas prices come to the rescue after a weak 2024
Cheap natural gas prices and warmer than normal conditions over the winter have driven a decline in energy prices to begin 2024 after what has been...
A second Trump administration Part 2: A deep dive into energy and commodities
The Republican trifecta that emerged in the 2024 US election cycle is set to pivot US energy policy away from net zero. Bit with significant moment...
Prabowo's first 100 days: energy priorities for Indonesia's new president
President Prabowo’s five-year term as the president of Indonesia has just begun. Little has been mentioned about his future energy policy direction...
Equinor acquires a 9.8% stake in Ørsted. What lies ahead?
Equinor has acquired a 9.8% equity stake in Ørsted and will receive the same share of votes. Equinor’s holding has a market value of around US$2.5 ...
Mexico gas, power and renewables investment horizon outlook: 2023 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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