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Power and Renewables reports
The Majors: positioning in low-carbon energy
The Majors have stepped up new energy growth over the last year. In renewable power alone, capacity has jumped by 95% or 40 GW. More investment is ...
The new balance: long term implications of Asia gas and LNG
Oversupply in the LNG market will not last forever as Asian gas demand continues to grow strongly. But the development of new LNG supply is being c...
The new strike on Mexico’s energy sector: AMLO’s reform initiative to the Electricity Industry Law
On 1 February 2021, President Andres Manuel López Obrador issued an initiative with preferential processing to modify the Electricity Industry Law ...
Can ERCOT “easily” replace coal with renewables?
In this Insight, we describe the many challenges to replacing ERCOT's remaining coal plants with renewables alone. Coal plants reside at important ...
Canada will pursue energy transition technologies regardless of election outcome
At the time of writing, Canada is facing an election that will impact the energy sector - this note provides a summary of our current thinking on C...
Carbon capture and storage (CCS) hub identification
Carbon capture and storage (CCS) hubs will help to derisk development by allowing for efficiencies of scale and shared cost. Identifying CCS hubs r...
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