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Power and Renewables reports
China Economic Focus November 2023: China, energy transition and deglobalisation
The recent meeting between Xi and Biden offers limited upside for China’s challenging position in deglobalisation. China needs to nurture the marke...
NYMEX sensitivity case developed from the Mexico gas, power and renewables Investment Horizon Outlook 2022
This “NYMEX” case presents the use of the New York Mercantile Exchange futures gas prices and its impact on our long-term outlook on Mexico’s power...
Copper mines: Powering to zero carbon
The energy transition and green sectors are driving demand for copper. However, if the metal's supply chain fails to decarbonise, copper’s position...
Energy transition in Colombia: beyond the targets
In early 2023, Colombia introduced a forward-looking National Development Plan to transform its energy landscape. The plan focuses on five key acti...
Copenhagen power & renewables briefing: markets, hydrogen, offshore wind, and renewables costs
Presentations from our recent briefing in Copenhagen, sharing our thoughts on decarbonised power markets, offshore wind, low-carbon hydrogen, and t...
Q3 2023 Energy Transition update: Americas
In this quarter’s Energy Transition update, we examine major market trends facing the US, Canada and Latin America. In each section, we have provid...
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